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While the industry was largely focused on the jaw-dropping sum being paid for Pharmacyclics ($PCYC) today, Arrowhead Research has come in to buy up Novartis' ($NVS) cast-off RNAi business for the bargain rate of $10 million in cash and $25 million in stock.
As Arrowhead notes, the deal gives it all of the Big Pharma's work in the field, where it devoted close to a decade of work.
Arrowhead acquires patents as well as intellectual property rights to Alnylam's RNAi tech, 30 gene targets Novartis has picked from its partnership and a pipeline with three candidates that had generated preclinical data. And it follows their 2011 deal to buy out Roche's spurned RNAi work, providing some added boasting rights to being a leader in the field.
"This is an important deal for us. Novartis has been working in the RNAi field for over a decade and their developments in proprietary oligonucleotide formatting and modifications are some of the best we've seen. We anticipate this acquisition will provide us with substantially expanded freedom to operate, proprietary technology that appears to enhance the activity of RNAi triggers, access to non-delivery Alnylam RNAi IP for 30 targets, and three programs that went through the rigorous Novartis vetting process," said Chris Anzalone, president and chief executive officer of Arrowhead, in a statement.
John Maraganore, the CEO at Alnylam and a fierce defender of its RNAi work, scoffed at Arrowhead's boasts about the deal--"phantasmagorical," he called it--and said the acquisition only reflects the little that Novartis was able to accomplish after years of research.
"I think the deal reflects the value of those assets," Maraganore tells FierceBiotech this morning. "What Novartis did was frankly pretty disappointing in terms of any advance in the field. It's exactly what you'd expect from not much."
Chris Anzalone, though, says that once Maraganore gets a chance to study the assets, he'll eventually come around to at least privately acknowledge the value.
"I don't think John has looked at them like we did," says the Arrowhead CEO in response. "Because we entered early (into buyout discussions), no one had a chance to. We were thrilled by them."
Anzalone explains that Arrowhead quietly paid $7 million for an option to acquire the assets some months ago, part of the $10 million cash price it revealed today. Getting 30 targets from a Big Pharma company like Novartis, which had continued to be devoted to the RNAi field right up until it bowed out last spring, is a major deal. And the IP part of the acquisition gives Arrowhead "a very large right-of-way" in pursuing new programs, including a "right-of-way around Alnylam's position."
Shares of Arrowhead surged 11% after the news hit today, but later settled in up about 3% in mid-morning trading.
Back in 2005, Novartis paid $56.8 million upfront to get started with Alnylam ($ALNY) on RNAi at a time when hopes for the field burned bright. Another $700 million was put on the table in partnership cash. Novartis devoted dozens of investigators to the field and took 31 targets from its pact with Alnylam. But by last spring, the Big Pharma declared that RNAi was still beset by difficulties, prompting their decision to wind down the work being done by a team of 26 staffers.
"This decision was driven by ongoing challenges with formulation and delivery and the reality that the current range of medically relevant targets where siRNA may be used is quite narrow," Novartis said in a statement to FierceBiotech at the time. "In the future we will have a small group working in this field and look for partnering opportunities."
News of the retreat, which also followed big exits by Roche ($RHHBY) and Merck ($MRK) earlier, raised fresh doubts about Alnylam, even as Sanofi ($SNY) was settling in to its own big partnership with the Boston-based RNAi specialists.
Did you mean: While the industry was largely focused on the jaw-dropping sum being paid for Pharmacyclics ($PCYC) today, Arrowhead Research has come in to buy up Novartis' ($NVS) cast-off RNAi business for the bargain rate of $10 million in cash and $25 million in stock. As Arrowhead notes, the deal gives it all of the Big Pharma's work in the field, where it devoted close to a decade of work. Arrowhead acquires patents as well as intellectual property rights to Alnylam RNAi tech, 30 gene targets Novartis has picked from its partnership and a pipeline with three candidates that had generated preclinical data. And it follows their 2011 deal to buy out Roche's spurned RNAi work, providing some added boasting rights to being a leader in the field. "This is an important deal for us. Novartis has been working in the RNAi field for over a decade and their developments in proprietary oligonucleotide formatting and modifications are some of the best we've seen. We anticipate this acquisition will provide us with substantially expanded freedom to operate, proprietary technology that appears to enhance the activity of RNAi triggers, access to non-delivery Alnylam RNAi IP for 30 targets, and three programs that went through the rigorous Novartis vetting process," said Chris Anzalone, president and chief executive officer of Arrowhead, in a statement. John Maraganore, the CEO at Alnylam and a fierce defender of its RNAi work, scoffed at Arrowhead's boasts about the deal--"phantasmagorical," he called it--and said the acquisition only reflects the little that Novartis was able to accomplish after years of research. "I think the deal reflects the value of those assets," Maraganore tells FierceBiotech this morning. "What Novartis did was frankly pretty disappointing in terms of any advance in the field. It's exactly what you'd expect from not much." Chris Anzalone, though, says that once Maraganore gets a chance to study the assets, he'll eventually come around to at least privately acknowledge the value. "I don't think John has looked at them like we did," says the Arrowhead CEO in response. "Because we entered early (into buyout discussions), no one had a chance to. We were thrilled by them." Anzalone explains that Arrowhead quietly paid $7 million for an option to acquire the assets some months ago, part of the $10 million cash price it revealed today. Getting 30 targets from a Big Pharma company like Novartis, which had continued to be devoted to the RNAi field right up until it bowed out last spring, is a major deal. And the IP part of the acquisition gives Arrowhead "a very large right-of-way" in pursuing new programs, including a "right-of-way around Alnylam's position." Shares of Arrowhead surged 11% after the news hit today, but later settled in up about 3% in mid-morning trading. Back in 2005, Novartis paid $56.8 million upfront to get started with Alnylam ($ALNY) on RNAi at a time when hopes for the field burned bright. Another $700 million was put on the table in partnership cash. Novartis devoted dozens of investigators to the field and took 31 targets from its pact with Alnylam. But by last spring, the Big Pharma declared that RNAi was still beset by difficulties, prompting their decision to wind down the work being done by a team of 26 staffers. "This decision was driven by ongoing challenges with formulation and delivery and the reality that the current range of medically relevant targets where siRNA may be used is quite narrow," Novartis said in a statement to FierceBiotech at the time. "In the future we will have a small group working in this field and look for partnering opportunities." News of the retreat, which also followed big exits by Roche ($RHHBY) and Merck ($MRK) earlier, raised fresh doubts about Alnylam, even as Sanofi ($SNY) was settling in to its own big partnership with the Boston-based RNAi specialists.
而行业主要是集中在令人瞠目结舌的款项被支付Pharmacyclics的（$ PCYC）今天，箭头研究已经在买涨诺华（$ NVS）投过的RNAi业务1000万美元的现金讨价还价率和2500万美元的股票。
作为箭头的笔记，这笔交易给了它所有的大型制药公司的工作领域，它致力于近十年的工作。
箭头获得专利以及知识产权Alnylam公司的RNA干扰技术，30靶基因诺华已经从伙伴关系，并与已经产生的临床前数据三名候选人管道回升。它遵循其2011价格收购了罗氏公司的唾弃RNAi技术工作，提供一些额外的拥有权，成为该领域的领导者。
“这对我们来说是一个重要的交易。诺华一直在RNA干扰领域超过十年及其专有的寡核苷酸格式和修改进展是一些我们所见过的最好的。我们预计此次收购将为我们提供大幅扩大出现提升的RNAi触发器的活动自由运作，专有技术，获得未送达Alnylam公司的RNAi IP为30个目标，并通过严格的诺华审批过程去三个节目，“克里斯Anzalone，总裁兼首席执行官说：箭头的，在一份声明中。
约翰Maraganore，在Alnylam公司的CEO和RNAi技术工作的坚决捍卫者，嘲笑箭头的吹嘘这笔交易 - “幻影似”，他把它叫做 - 和表示，此次收购只是反映了这一点诺华能够完成经过多年研究。
“我认为这笔交易反映了这些资产的价值，”Maraganore告诉媒体FierceBiotech今天上午。 “什么诺华所做的是坦言在该领域的任何进步方面相当令人失望。这正是你所期待的并不多东西。”
克里斯Anzalone，虽然说，一旦Maraganore得到研究资产的机会，他最终会围过来，至少私下承认的价值。
“我不认为约翰看着他们像我们一样，”响应箭头CEO说。 “因为我们进入早期（到收购讨论），任何人都没有。我们通过他们被兴奋的机会。”
Anzalone解释说，慈姑默默付出了700万美元的期权收购资产几个月前，1000万美元现金的价格今天透露的一部分。获得30个目标从大型制药公司诺华一样，它继续进行直到致力于RNA干扰场，直到它退出了去年春天，是一个重大的交易。而收购的IP部分给出箭头“一个非常大的铁路地役权”，在寻求新的方案，其中包括“围绕Alnylam公司的地位右的路。”
箭头的股价飙升11％，此前该消息，今天打了，但后来落户上涨约3％，中期早盘交易。
早在2005年，诺华公司支付56800000美元前期开始使用Alnylam公司（$ ALNY）的RNA干扰的时候希望的田野焚烧明亮。另外$ 7亿放在桌子上的合作伙伴的现金。诺华致力于几十调查人员到现场，把31目标从契约与Alnylam公司。但到去年春天，在大型制药公司宣布，RNAi技术仍然被困难所困扰，促使他们决定放松下来的工作由一个团队的26名员工完成。
“这个决定是通过制定，执行和现实的电流范围的医学相关指标，其中的siRNA可以用来比较窄持续的挑战带动下，”诺华公司在一份声明中向媒体FierceBiotech当时说。 “在未来，我们将有一个小团体在这一领域的工作，寻找合作机会。”
新闻撤退，这也跟着大出口由罗氏公司（$ RHHBY）和默克（MRK $）的早期，人们对Alnylam公司新鲜的疑虑，甚至赛诺菲（SNY $）的定居在其与波士顿的自己的大伙伴关系RNAi技术专家。
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楼主: 林伍伍
发表于 2015-3-6 16:48
