AstraZeneca Expands ADC Portfolio with $600M Deal with LaNova

BIOMARKER

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1. AstraZeneca strikes a $600M deal with LaNova Medicines for a preclinical stage ADC.

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2. LaNova will get upfront payments of up to $55 million for LM-305, with an additional $545 million in potential milestones and royalties.

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3. LM-305 has potential to become a first-in-class GPRC5D-directed ADC for multiple myeloma.

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4. AstraZeneca halted development of MEDI2228, an anti-BCMA ADC for multiple myeloma in 2021.

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5. AstraZeneca’s global head of multiple myeloma says the LaNova deal enriches their growing haematology pipeline.

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6. AstraZeneca has experience with Enhertu, a HER2-directed ADC, approved for unresectable or metastatic breast cancer in 2019, and later for gastric cancer and NSCLC.

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7. Enhertu made blockbuster status last year with sales over $1 billion.

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8. AstraZeneca had already struck an ADC deal earlier this year for another Chinese-developed ADC.

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9. Eight ADCs were approved by the FDA between 2019 and 2022.

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10. ADC development is complex and reduces the chances of biosimilars hitting the market.

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