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北京时间·🕒 发布 04:08:33时区推断·⟳ 抓取 04:09:16·⚡ 决策 07-30 04:13:13 +3m57s·90.0 天前
Xencor与Alexion就Ultomiris美国特许权使用费争议达成1.05亿美元和解
Xencor将获得1.05亿美元和解款，分两期各5250万美元支付，约占其14.48亿美元市值的7.3%。
📄 原文Investing.com↗ 原文
Xencor settles Ultomiris royalty dispute for $105 million
Fed’s Warsh says no forward guidance may have driven rise in Treasury yields PASADENA, Calif. - Xencor Inc. (NASDAQ:XNC…
不做 Xencor（XNCR.US）
同一Xencor-Alexion Ultomiris 1.05亿美元和解催化已在近72小时处理且给出值得做结论，当前为重复转述，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
消息传播链
- Investing.com转述Xencor与Alexion达成1.05亿美元Ultomiris美国royalty和解。市场反应:XNCR.US收于19.53美元，当日下跌2.20%。
- 2026-07-30 04:11 Asia/Shanghai其它search_processed_events非一手已处理事件库命中“Xencor与Alexion就Ultomiris美国特许权使用费争议达成1.05亿美元和解”，且结论为值得做。
关键理由
- Xencor将获得1.05亿美元和解款，分两期各5250万美元支付，约占其14.48亿美元市值的7.3%。
- 和解提供即时资金并反映公司此前预期至2028年的美国Ultomiris royalty stream价值，且公司称现金资源可支持研发和运营至2028年。
- Alexion支付后不再承担Ultomiris美国销售royalty义务，但Xencor仍保留美国以外销售royalty。
主要风险
- 近72小时已处理同一1.05亿美元和解催化且结论为值得做，本条为重复转述，不再重复推卡。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中与本次和解相冲突、足以改变方向的近期Xencor公司级负面事实。
检索:Xencor recent negative clinical trial pipeline cash burn 2026 XmAb XNCR - 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中更精确的Ultomiris royalty收入基数；当前量级以原文1.05亿美元和行情市值估算。
检索:Xencor Ultomiris royalty revenue 2025 2026 cash marketable debt securities revenue base
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,881 字
Fed’s Warsh says no forward guidance may have driven rise in Treasury yields
PASADENA, Calif. - Xencor Inc. (NASDAQ:XNCR) announced today it has reached a settlement with Alexion Pharma International Operations Limited to resolve a dispute over U.S. royalties for Ultomiris (ravulizumab-cwvz), according to a press release statement.
Under the settlement agreement, Xencor will receive $105 million in two equal installments. The first payment of $52.5 million is expected in August, with the second payment due on the one-year anniversary of the executed agreement. Following these payments, Alexion will have no further obligation to pay royalties on U.S. sales of Ultomiris.
Xencor will continue receiving royalties on sales of Ultomiris outside the United States under existing license agreement terms.
The settlement resolves a dispute that began in March 2026, when Alexion informed Xencor that it believed no additional royalties were owed on U.S. sales of Ultomiris and would not make future payments related to U.S. sales.
Bassil Dahiyat, president and chief executive officer of Xencor, said the resolution "provides immediate capital and reflects the value of the U.S. royalty stream that we had previously expected through 2028."
The company stated it expects to have sufficient cash resources to fund research and development programs and operations through 2028 based on current operating plans. Xencor said it will update guidance for year-end 2026 cash, cash equivalents and marketable debt securities with its second quarter 2026 financial results.
Ultomiris is developed and commercialized by Alexion Pharmaceuticals Inc. Xencor is a clinical-stage biopharmaceutical company developing engineered antibodies for cancer and autoimmune disease treatment.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
PASADENA, Calif. - Xencor Inc. (NASDAQ:XNCR) announced today it has reached a settlement with Alexion Pharma International Operations Limited to resolve a dispute over U.S. royalties for Ultomiris (ravulizumab-cwvz), according to a press release statement.
Under the settlement agreement, Xencor will receive $105 million in two equal installments. The first payment of $52.5 million is expected in August, with the second payment due on the one-year anniversary of the executed agreement. Following these payments, Alexion will have no further obligation to pay royalties on U.S. sales of Ultomiris.
Xencor will continue receiving royalties on sales of Ultomiris outside the United States under existing license agreement terms.
The settlement resolves a dispute that began in March 2026, when Alexion informed Xencor that it believed no additional royalties were owed on U.S. sales of Ultomiris and would not make future payments related to U.S. sales.
Bassil Dahiyat, president and chief executive officer of Xencor, said the resolution "provides immediate capital and reflects the value of the U.S. royalty stream that we had previously expected through 2028."
The company stated it expects to have sufficient cash resources to fund research and development programs and operations through 2028 based on current operating plans. Xencor said it will update guidance for year-end 2026 cash, cash equivalents and marketable debt securities with its second quarter 2026 financial results.
Ultomiris is developed and commercialized by Alexion Pharmaceuticals Inc. Xencor is a clinical-stage biopharmaceutical company developing engineered antibodies for cancer and autoimmune disease treatment.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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