I-Danish Novo Nordisk ivumile ukuthenga i-Akero Therapeutics ngenani eliphezulu Ama-dollar ayi-5.200, ekuhlinzweni okuklanyelwe ukuqinisa ubukhona bayo ezifweni ze-cardiometabolic nesibindi. Lesi sinyathelo sihloselwe ukufaka umuthi wokuhlola I-efruxifermin (EFX), ikhandidethi lokwelashwa kwe-MASH (ngaphambilini eyayiyi-NASH).
Isivumelwano sihlanganisa inkokhelo engukheshi ye $ 54 ngesabelo ngasinye (cishe amabhiliyoni angu-4.700 esewonke) kanye nelungelo lenani elincikene (CVR) le kufika ku-$6 ngesabelo ngasinye, ngaphansi kwezinyathelo ezibalulekile zokulawula ezixhunywe ku-efruxifermin.
Imininingwane yesivumelwano nohlelo
Ukunikezwa kusho inani eliyisisekelo le Ama-dollar ayi-4.700 futhi imele iprimiyamu elinganiselwe ye 16,2% phezu kwenani lokugcina lika-Akero lokuvala, okubeka ukuthengiselana phakathi kokubaluleke kakhulu kweNovo endaweni ye-metabolic.
Ingxenye eguquguqukayo icabangela ukukhokhelwa kwe-CVR uma I-Efruxifermin ithola ukugunyazwa okugcwele e-United States ye-fibrosis kanye ne-cirrhosis nge-MASH phakathi nesikhathi okuvunyelwene ngaso (kuze kube nguJuni 2031), okungangeza mayelana Ama-dollar ayi-500 emalini ekhokhwayo.
Inkampani ihlela ukuqedela lolu hlelo ngasekupheleni kuka-2025, ngaphansi kokugunyazwa kwemithetho evamile, okuhlanganisa nokubuyekezwa yi-FTC yase-U.S. kanye nabalawuli abahlukahlukene base-Europe. I-Novo Nordisk izokhokhela lo msebenzi ngokuyinhloko ngesikweletu.
Ngokwezibikezelo ezithuthukisiwe zenkampani, ukuthengwa ngeke kuguqule isiqondiso semiphumela yayo 2025, nakuba ukwanda cishe 3% ku-R&D ngo-2026, kuye ngokuthi ukuvala kwenziwa nini ngokusemthethweni.
Emakethe, amasheya e-Akero asabela ngokunyuka kwendawo yonke 16,5% kuze kufike ku-$54,18, kuyilapho amasheya e-Novo Nordisk ehlala ezinzile uzinzile, ngokuncipha kancane okungaba ngu-1% kuseshini.
I-Efruxifermin nokuzibophezela ku-MASH
I-Efruxifermin (EFX) iyinhlangano I-FGF21 receptor agonist esigabeni esithuthukisiwe sokuthuthukiswa ukuthi, ezifundweni ezedlule (isigaba 2b), sibonise izimpawu zokuthuthukiswa kokuvuvukala kanye i-fibrosis yesibindi ezigulini ezine-MASH.
I-MASH, ngaphambilini ebiyaziwa ngokuthi i-NASH, ithinta iphesenti elibalulekile labantu abadala (endaweni zonke 5% ngokwezilinganiso ezihlukahlukene) futhi ihlotshaniswa nokukhuluphala kanye nesifo sikashukela; indawo isaqhubeka nokuba izidingo zokwelapha eziphezulu naphezu kwenqubekelaphambili yakamuva.
Ngalokhu kuhamba, iNovo Nordisk iqinisa iphothifoliyo yayo ku I-metabolism kanye nempilo yesibindi, ukwakha ekudonseni kokukhuluphala kwayo kanye nokwelashwa kwesifo sikashukela (njengalezo ezisekelwe ku-semaglutide, okuhlanganisa i-Wegovy ne-Ozempic). Inkampani yayinayo iyekisiwe phambilini eyakhe ikhandidethi ye-MASH, i-zalfermine, ekilasini elifanayo ne-EFX.
Abahlaziyi bemboni bakala umsebenzi njenge amasu ngokukhula kwesikhathi eside, okugqamisa ukufaneleka komtholampilo kwe-Novo kanye nekhono lokubulala lomhlaba wonke. Baphinde bagcizelela ukuthi inkampani eyenza imithi ikhulisa ubukhulu bokutholwa kwayo ukusheshisa ipayipi lakho.
Isimo sokuncintisana sishubile, nabadlali abafana Eli Lilly, Pfizer kanye neMadrigal Pharmaceuticals ukuthuthukisa ezinye izindlela, ngaphezu kokunyakaza kwezinkampani ezifana Roche futhi GSK endaweni ye-hepatic kanye ne-metabolic.
Ngokombono wokulawula nokungathembeki, ochwepheshe balinganisela a ingozi elinganiselwe njengoba kungekho ukugqagqana kwephothifoliyo okubalulekile phakathi kweNovo Nordisk ne-Akero. Indlunkulu ye-Akero ENingizimu San Francisco kanye nolwazi lwabo lomtholampilo luhambisana nentuthuko kaNovo nengqalasizinda yokuhweba.
Inhlanganisela yentengo yesisekelo sokuncintisana, amandla phezulu ye-CVR, impahla ehlukanisiwe njenge-efruxifermin kanye nokuvalwa okuhlelelwe ukuphela kuka-2025 kuveza umsebenzi odinga hlanganisa iNovo Nordisk ekwelashweni okuyinkimbinkimbi kwe-metabolic, okunomthelela omkhulu ku-R&D kanye nomhlahlandlela ocacile wokulawula kanye nemakethe.
