303 名前:山師さん＠トレード中 :2020/06/25(木) 08:14:09.14 ID:EQjF/aH/0 気配大暴落ww 本物はアンジェスとサンバイオだけ 0402山師さん＠トレード中2020/06/25(木) 18:29:04.32ID:8nZ+STfV0>>287-288 埋もれたけどこれも地味にいいニュースだな そーせいヘプタレスの創薬基盤技術の確かさが実証され世界に認められてゆく 0403山師さん＠トレード中2020/06/25(木) 18:32:49.23ID:YM+4sf0g0 ※BusinessWeekly: "$409m bonanza deal – at least – for Sosei Heptares". (6/25) Sosei Heptares, the Japanese life science business with major research operations in Cambridge, has set up a potential $409 million exclusive discovery collaboration deal with New York-quoted AbbVie - and there could be more cash cream to pour on top. Sosei Heptares is eligible to receive up to $32 million in upfront and near-term milestone payments as well as potential option, development and commercial milestones of up to $377m - plus tiered royalties on global commercial sales. The agreement with AbbVie - a research-based global biopharmaceutical company - is designed to discover, develop and commercialise novel medicines that modulate G protein-coupled receptor targets of interest to the American business. The collaboration will initially focus on discovery of novel small molecules targeting inflammatory and autoimmune diseases. Dr Malcolm Weir, executive vice-chairman of Sosei Heptares, said: “We are delighted to begin this new partnership with AbbVie, which further extends the application of our technology to novel and exciting targets, and we look forward building a close working relationship as the programs advance. “Collaborating with leading pharmaceutical companies is a core element of our successful value-generating strategy. The ability to combine our unique technology and structure-based discovery and early development capabilities, particularly around challenging drug targets, with AbbVie’s extensive therapeutic area, development and global commercialisation expertise is a powerful approach to creating new improved therapeutics for inflammatory and autoimmune diseases.” Sosei Heptares will apply its proprietary StaR technology and GPCR-focused Structure-based Drug Design (SBDD) capabilities and fund R & D activities through the completion of Investigational New Drug (IND)-enabling studies. AbbVie may then pay license fees to exercise its exclusive licence options and assume responsibility for global development and commercialisation. AbbVie has the option to expand the collaboration up to a total of four targets. 0404山師さん＠トレード中2020/06/25(木) 18:33:16.68ID:YM+4sf0g0 ※Reuters: "Sosei, AbbVie sign drug discovery deal worth up to $1 bln". (6/25) Wednesday, June 24, 2020 - Japan's Sosei Group Corp will collaborate with AbbVie Inc on a drug discovery partnership that could be worth up to $1 billion. Sosei shares soared 12.4% in Tokyo trading, compared with a 1.2% slide in the broader market. The partnership will initially focus on the discovery of novel small molecules, targeting inflammatory and autoimmune diseases, the companies said in a news release on Thursday. Sosei is eligible to receive up to $32 million in upfront and near-term milestone payments, along with future commercial milestones of up to $377 million, plus tiered royalties on sales. The companies will work to discover and commercialise medicines that modulate G protein-coupled receptor (GPCR) targets. Chicago-based AbbVie has the option to expand the collaboration to a total of four targets. An expansion to four targets would put the total deal size "in a similar ballpark" to deals signed in 2019 with Genentech Inc and Takeda Pharmaceutical Co, a Sosei spokesman said. The Genentech deal is worth up to $1 billion, while the Takeda partnership could total $1.2 billion. 0405山師さん＠トレード中2020/06/25(木) 19:08:07.71ID:8nZ+STfV0>>403 "$409m bonanza deal"か、いい表現だな 国内の報道と海外のそれとに温度差感じるなぁ 国内でももっと話題になっていいはず >>404はジェネンテックや武田との提携にも触れてくれてるんだな 0406山師さん＠トレード中2020/06/25(木) 19:13:39.63ID:iU0MGlRN0 部会終わったけどいつIRでるのかな 0407山師さん＠トレード中2020/06/25(木) 19:15:42.35ID:JUJ2RY8L0 部会→ノバルティス→そーせい ノバを監視だ 0408山師さん＠トレード中2020/06/25(木) 19:16:15.68ID:EQjF/aH/0>>406 承認されなかったんじゃないの?w 0409山師さん＠トレード中2020/06/25(木) 19:35:13.26ID:YM+4sf0g0 ※日本経済新聞：そーせい、炎症性疾患の創薬で米アッヴィと提携。(6/25 18:22) そーせいは25日、米製薬大手アッヴィと提携したと発表した。主に炎症性疾患や自己免疫疾患を標的にした低分子医薬品の開発に取り組む。 そーせいは、細胞間の情報伝達にかかわる「Gタンパク質共役受容体(GPCR)」を標的にした独自の創薬技術を持つ。医薬品につながる候補品を見つけ出し、前臨床試験までの研究開発を進める。 アッヴィは独占的なライセンス料を支払うことでグローバルでの医薬品開発・販売を進めることができる。 炎症性疾患や自己免疫疾患には一般的に関節リウマチや炎症性腸疾患などがあるが、今回の創薬で具体的な疾患ターゲットは非公開としている。 そーせいは、契約一時金と初期マイルストンとして最大で約34億円を受け取る。 さらにオプションや開発・販売の達成に応じて、最大約402億円を受け取るほか、グローバルでの販売高に応じて段階的にロイヤルティーを受けとる権利を持つ。 アッヴィは最大4種類の標的まで拡大できるオプションを持っており、総額約1065億円を超える取引額となる可能性があるという。 そーせいはこれまでに英アストラゼネカ、ジェネンテック、ノバルティス、ファイザー、武田薬品工業といった大手製薬と提携してきた。 英国企業を買収し、ケンブリッジに研究開発施設を持つ。 0410山師さん＠トレード中2020/06/25(木) 19:38:07.96ID:EQjF/aH/0 PTS大暴落ww 空売り外資様を舐めんなよ 0411山師さん＠トレード中2020/06/25(木) 19:45:33.74ID:WzmFzw/n0 野村様を 0412山師さん＠トレード中2020/06/25(木) 20:00:19.93ID:YM+4sf0g0 ※日刊薬業：そーせい、米アッヴィと最大10億ドル超の研究開発契約。炎症・自己免疫疾患の低分子薬から着手。(6/25 19:46) そーせいグループは25日、米アッヴィと最大報酬額が10億ドル(約1065億円)を超える研究開発契約を交わしたと発表した。 当初はアッヴィの重点領域である炎症性疾患と自己免疫疾患で低分子薬の創出を目指す。アッヴィは創薬ターゲットを最大4種類まで増やすことができる。 そーせいとその英国子会社ヘプタレスは、創薬ターゲットになる生体分子の構造解析技術と初期創薬研究技術に強みを持つ。 一方、アッヴィはグローバルでの開発力と販売力がある。提携により、両社の強みを生かすことができる。 今回の契約では、アッヴィが選んだGタンパク質共役受容体(GPCR)を標的に、そーせいとヘプタレスが構造解析を進め、低分子の開発候補品を創出する。 ベンチャー企業にとってグローバルの開発費用は重荷になるため、そーせいは前臨床試験までの研究開発費を負担し、臨床入りした後の開発費用はアッヴィが受け持つ。 アッヴィはライセンス料を支払うことで、グローバルでの独占的開発・販売権を得られる。 0413山師さん＠トレード中2020/06/25(木) 20:05:06.42ID:YM+4sf0g0 ※End Points: "Back to the Immunology Drawing Board, AbbVie Inks Discovery Deal with Old Allergan Partner". (6/25) Allergan’s neurology-focused R&D pact with Sosei Heptares hasn’t been all roses, but the BD team at AbbVie found enough to like about the G protein-coupled receptor specialist’s discovery engine to kick off a new collaboration. The goal? Finding small molecules targeting inflammatory and autoimmune diseases. The partnership starts small, with $32 million in upfront and near-term milestones plus potential option, development and commercial payments of up to $377 million. But if AbbVie chooses to execute on all four targets, the total deal value could grow to a size “in a similar ballpark” to the billion-dollar pacts with Genentech and Takeda, a Sosei spokesperson told Reuters. “Collaborating with leading pharmaceutical companies is a core element of our successful value-generating strategy,” Malcolm Weir, executive vice chairman of Sosei Heptares, said in a statement. The biotech brings its GPCR-stabilizing tech to the table, which allows for easier processing and screening as scientists pursue structure-based drug discovery. Lisa Olson, the VP for discovery immunology at AbbVie, called it an extension of the pharma giant’s years-long pursuit for cutting-edge tech to push the envelope for autoimmune diseases. Aside from this new relationship, AbbVie has inherited an R&D program first introduced by Allergan in 2016 before the two became one in a $63 billion megamerger in mid-2019. Sosei Heptares got $125 million upfront in that deal in exchange for a slate of subtype-selective muscarinic receptor agonists. There was also a $50 million commitment toward Phase II studies in addition to over $3 billion in promised milestones. One of the key drugs in that deal, a muscarinic M1 receptor agonist dubbed HTL0018318, was abruptly yanked from an Alzheimer’s trial following an “unexpected toxicology finding” from a non-human primate trial. Sosei Heptares and Allergan have since moved onto testing the drug in dementia with Lewy bodies, although it no longer seems to be in AbbVie’s pipeline. 0414山師さん＠トレード中2020/06/25(木) 20:11:18.40ID:XS8x2jRsd きたー 0415山師さん＠トレード中2020/06/25(木) 20:16:02.93ID:1SlNIAhP0 こんな株価だと買収されるぞ 0416山師さん＠トレード中2020/06/25(木) 20:21:02.92ID:XS8x2jRsd 1000円くらいで買収されそう 0417山師さん＠トレード中2020/06/25(木) 20:24:06.01ID:x5C1Ly7s0 ちょい待って下さいよぉ… 0418山師さん＠トレード中2020/06/25(木) 20:25:29.13ID:axqh1J120 ひえええ 0419山師さん＠トレード中2020/06/25(木) 20:57:03.08ID:+q8gikUs0>>413 言っちゃった 0420山師さん＠トレード中2020/06/25(木) 20:57:41.15ID:iWv8qrYo0 これムスカリン捨てられる前ふりだろ
ぶっちゃけ100億の契約捨てられて炎症なんちゃらとかいうゴミパイプライン拾われただけ
差し引き大幅マイナスでしかない 0421山師さん＠トレード中2020/06/25(木) 21:00:47.99ID:YM+4sf0g0 ※FierceBiotech:"Sosei Pens Inflammatory and Autoimmune Disease Drug Pact with AbbVie". (6/25) Sosei Heptares saw its shares shoot up around 12% in Tokyo this morning on news it has signed a new pact with AbbVie. “The biopharma is getting $32 million upfront for an exclusive early-stage discovery collab, including an option for a license agreement, to create and sell up to four therapies that modulate G protein-coupled receptor (GPCR) targets “of interest to AbbVie.” GCPR is one of the most sought-after and common R&D targets, with this deal set to initially focus on discovery of new small molecules targeting inflammatory and autoimmune diseases. The pact, details of which were pretty brief in the statement, will see Sosei apply its so-called StaR tech and GPCR-focused Structure-based Drug Design capabilities and fund R&D activities through to IND-enabling studies. AbbVie may then pay to exercise its exclusive license options and assume responsibility for global development and commercialization, the pair said in a statement. Sosei could bag $377 million in biobucks, plus royalties on any sales, as part of the deal. Sosei has penned similar deals before, including a 2016 pact with then Allergan, now, ironically, AbbVie, worth up to $3.3 billion in biobucks and with a focus on Alzheimer’s, although one drug from that original partnership has already been pulled. Malcolm Weir, Ph.D., executive vice chairman of Sosei, said: “We are delighted to begin this new partnership with AbbVie, which further extends the application of our technology to novel and exciting targets, and we look forward building a close working relationship as the programs advance. Collaborating with leading pharmaceutical companies is a core element of our successful value-generating strategy. “The ability to combine our unique technology and structure-based discovery and early development capabilities, particularly around challenging drug targets, with AbbVie’s extensive therapeutic area, development and global commercialization expertise is a powerful approach to creating new improved therapeutics for inflammatory and autoimmune diseases.” This comes amid a small deal spree for AbbVie, which in the past few months has signed: a deal worth $60 million upfront, with $805 million in biobucks, for Alpine Immune's lupus asset; a new pact to focus on SHP2 inhibitors, which target a key node in cancer and immune cells, with early-stage biotech Jacobio Pharmaceuticals; and a major $750 million upfront deal with Genmab for a stake in a pipeline of anti-cancer bispecifics led by epcoritamab, which could be worth up to $3.2 billion in milestones. 0422山師さん＠トレード中2020/06/25(木) 21:01:41.79ID:XS8x2jRsd レビーは元から返還済みやろ 0423山師さん＠トレード中2020/06/26(金) 00:25:29.90ID:Ce9xWPxN0 四季報更新 ・・・ ※四季報：そーせいグループ (3/16更新) 【着実改善】：新規提携の一時金、既存提携先の開発進捗に伴うマイルストーン収入漸増。導出先販売堅調でロイヤルティ着実増。抑制努力でも小幅増加の研究開発費をこなし営業黒字定着。引き続き税還付の公算。 【メリハリ】：資金負担と強み考慮し創薬・臨床初期の研究開発に重点。神経系に加え免疫・炎症系疾患に照準、1件総額5億ドル以上の大型提携の獲得を最重要目標に設定。 【業績予想】： 2020年1〜6月予想：売上高 5,000百万円、営業利益 ,750百万円、税前利益 ,300百万円、純利益 ,400百万円、1株益 5.2円 2020年12月期予想：売上高10,300百万円、営業利益 ,500百万円、税前利益 ,650百万円、純利益1,550百万円、1株益20.1円 2021年12月期予想：売上高11,500百万円、営業利益1,000百万円、税前利益1,200百万円、純利益2,000百万円、1株益25.9円 ↓ ※四季報オンライン(東洋経済)：そーせいグループ【業績予想更新(5/26)】：(5/28up) 2020年12月期予想：売上高10,300百万円、営業利益 ,500百万円、税前利益 ,650百万円、当期利益1,550百万円、1株益20.1円 2021年12月期予想：売上高11,300百万円、営業利益1,000百万円、税前利益1,100百万円、当期利益1,300百万円、1株益16.8円 0424山師さん＠トレード中2020/06/26(金) 00:26:28.27ID:Ce9xWPxN0 ↓ ※四季報：そーせいグループ (6/26更新) 【改 善】出足鈍いが、新規提携の一時金。既存提携進捗で開発マイルストーン収入漸増。導出ぜんそく薬の販売堅調でロイヤルティも底支え。的絞った研究開発費等の増加抑制も効き営業黒字定着。税還付続くか。 【前 進】提携先の英ノバルティスの3剤配合ぜんそく薬は5月初に欧州医薬品庁が承認勧告、7月にも欧州委員会が承認の可能性。新型コロナ下で開発は提携案件優先。 【業績予想】(5/26業績予想更新からの変更なし) 2020年1〜6月予想：売上高 5,000百万円、営業利益 ,750百万円、税前利益 ,300百万円、純利益 ,400百万円、1株益 5.2円 2020年12月期予想：売上高10,300百万円、営業利益 ,500百万円、税前利益 ,650百万円、当期利益1,550百万円、1株益 20.1円 2021年12月期予想：売上高11,300百万円、営業利益1,000百万円、税前利益1,100百万円、当期利益1,300百万円、1株益 16.8円
まだ製造販売承認されとらんやろ…。 0426山師さん＠トレード中2020/06/26(金) 06:00:10.82ID:Ce9xWPxN0 ※MedCityNews: "AbbVie, Sosei Heptares Enter $409M Deal to Discover, Develop Immunology Drugs". (6/25) ・The Japanese drugmaker had entered a neurology-focused partnership with Allergan in April 2016. AbbVie acquired Allergan last year, closing the deal in May. A Japanese firm that had previously partnered with a company acquired last year by AbbVie is now partnering with AbbVie itself, with a focus on drugs for autoimmune disorders. Tokyo-based Sosei Heptares said Thursday that it had formed a drug-discovery, development and commercialization agreement with the Chicago-based drugmaker around small-molecule medicines that target autoimmune and inflammatory diseases using the G protein-coupled receptor, or GPCR pathway. “Collaborating with leading pharmaceutical companies is a core element of our successful value-generating strategy,” Sosei Heptares Executive Vice Chairman Malcolm Weir said in a statement. “The ability to combine our unique technology and structure-based discovery and early development capabilities, particularly around challenging drug targets, with AbbVie’s excensive therapeutic area, development and global commercialization expertise is a powerful approach to creating new improved therapeutics for inflammatory and autoimmune diseases.” Under the deal, AbbVie will pay Sosei Heptares up to $32 million upfront and milestones for optioning, development and commercial milestones worth up to $377 million, along with royalties. AbbVie can also expand the partnership to include up to four targets. Sosei Heptares had previously entered an agreement with Allergan in April 2016 focused on central nervous system disorders, including Alzheimer’s disease, which was worth up to $790 million for the Japanese company. AbbVie acquired Allergan last June for $63 billion, and the acquisition completed last month. In addition to the financial benefit to Sosei Heptares, the deal will also no doubt help replenish AbbVie’s pipeline in immunology. The drugmaker faces a significant erosion in sales with the looming expiration of patent protection for Humira (adalimumab), a monoclonal antibody approved for autoimmune disorders like rheumatoid arthritis, psoriasis, ulcerative colitis and others that has long been its primary cash cow, with sales of nearly $3.7 billion in the first quarter of this year. The drug is expected to lose patent protection in the next several years, and the Food and Drug Administration has already approved multiple biosimilar versions. 0427山師さん＠トレード中2020/06/26(金) 06:16:02.79ID:bZxF2nJXa ちょい待って下さいよぉ… 0428山師さん＠トレード中2020/06/26(金) 06:54:47.39ID:q2+AJAXUp>>421 ここ↓風説の流布にあたらんか？
Sosei has penned similar deals before, including a 2016 pact with then Allergan, now, ironically, AbbVie, worth up to $3.3 billion in biobucks and with a focus on Alzheimer’s, although one drug from that original partnership has already been pulled. 0429山師さん＠トレード中2020/06/26(金) 07:27:05.36ID:9RDeJRWda M1は既になかったものになってたのね 0430山師さん＠トレード中2020/06/26(金) 07:28:46.40ID:+j5GTsvWd>>428 >>4220431山師さん＠トレード中2020/06/26(金) 08:03:10.66ID:dwkcnJOu0 カニクイザルを忘れないで… 0432山師さん＠トレード中2020/06/26(金) 08:21:13.59ID:XYR+a1Np0 今日は200日線の1957円を越えてくといいのおー どうなるかのおー 0433山師さん＠トレード中2020/06/26(金) 08:41:54.66ID:+j5GTsvWd 久々に成買の方が多いw 0434山師さん＠トレード中2020/06/26(金) 08:47:09.34ID:lMkSNXMzd そーせいはバイオベンチャーの中では別格。今回は一時金34億でマイルストーン最大1000億。アラガンの時は一時金120億でマイルストーン最大およそ3000億。
