Novartis to acquire Myricx Bio in up to $1.5bn deal
来源：医药魔方 | 发布时间：2026-07-31
摘要：诺华拟以最高15亿美元收购英国生物技术公司Myricx Bio，将其独有的N-肉豆蔻酰转移酶抑制剂（NMTi）载荷平台收入囊中，押注这一区别于传统毒素的全新ADC化学机制来打破当前行业载荷高度同质化与耐药困局，两款靶向B7-H3与HER2的先导管线虽处临床前阶段，但对诺华而言，这笔交易的核心逻辑并非买现成管线，而是复制其在放射性配体疗法上的平台化打法，用底层化学技术补齐实体瘤ADC的长期拼图。
Novartis has signed an agreement to purchase Myricx Bio, a UK-based biotechnology company, in a transaction valued at up to $1.5bn.
The deal includes an upfront payment of $1.1bn and up to $400m in potential milestone payments.
It is expected to close in the second half of 2026, pending customary closing conditions and regulatory approvals.
Myricx Bio is developing antibody-drug conjugates (ADCs) that target cancer cells using N-myristoyltransferase inhibitor (NMTi) payloads.
These next-generation payloads are designed to address limitations of commonly used ADC payload classes such as topoisomerase 1 (TOPO-1) inhibitors.
The company’s pipeline includes two lead candidates directed at the tumour-associated targets B7 homologue 3 (B7-H3) and human epidermal growth factor receptor 2 (HER2), indicating potential application across various solid tumour types.
Novartis biomedical research president Fiona Marshall said: “ADCs have become an important part of cancer treatment, but there remains a clear need for new payload mechanisms to overcome resistance and expand their impact for patients.
“Myricx Bio has developed a promising NMTi payload platform with a differentiated mechanism that could broaden the use of ADCs across multiple tumour settings.
“This proposed acquisition reflects our strategy to scale innovative platforms, as we have with radioligand therapies, to deliver more durable, transformative treatments for patients.”
Based on preclinical data, the NMTi payloads may display broad activity across solid tumours, including those resistant to existing therapies such as TOPO-1 inhibitors.
The agreement would enable Novartis to assist in establishing NMTi, pending clinical validation, as a new class of ADC payloads that could be used for a variety of targets and platforms.
GlobalData’s Pharma Intelligence Centre analysis indicates that Novartis’ strategic acquisitions, most recently, the proposed $1.5bn Myricx Bio deal, reflect a broader strategy of major investments in platform-based innovation, following significant moves into radioligand and gene therapies over the past decade. This underscores the company’s leadership in next-generation oncology strategies.
Earlier this month, the European Commission granted approval for Novartis’ Itvisma (onasemnogene abeparvovec) as a treatment for children two years and older, teenagers and adults who have 5q spinal muscular atrophy with a bi-allelic mutation in the survival motor neuron 1 gene.
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诺华最高 15 亿美元收购 Myricx Bio，加码新一代 ADC 核心化学技术。
7月6日，诺华宣布已与英国ADC公司Myricx Bio（Myricx Pharma）达成收购协议，将预付预付11亿美元，并可能支付最高4亿美元的里程碑付款收购后者。该交易预计于2026年下半年完成。
Myricx Bio推出了创新的有效载荷平台——N-肉豆蔻酰转移酶抑制剂（NMTi），旨在基于差异化的NMTi开发下一代ADC药物，以突破常见有效载荷的局限性。
NMT是一种帮助细胞内重要蛋白质发挥功能的酶，其对癌细胞的生长和存活至关重要。临床前数据表明，NMTi作为新型载荷可能在实体肿瘤中具有广泛活性，包括拓扑异构酶I耐药模型，并可能拓宽ADC在现有有效载荷受限的肿瘤类型中的应用范围。
该公司目前已披露4款ADC药物，包括MYX2449（HER2 ADC）、MYX2470（B7-H3 ADC）、ADCT-242（CLDN6 ADC）、MYX2468（TROP2 ADC）。
此次收购将加强诺华的肿瘤管线。更广泛地说，这项收购协议将为诺华提供机会，在NMTi完成临床验证后帮助这类载荷确立作为一类新型ADC有效载荷的地位，使其能够应用于更多靶点和平台。
诺华生物医学研究总裁Fiona Marshall表示：“ADC已成为癌症治疗的重要组成部分，但仍然需要新的有效载荷机制来克服抗药性并扩大其对患者的影响。Myricx Bio开发了一个具有差异化机制的有前景的NMTi有效载荷平台，有望拓宽ADC在多种肿瘤环境中的应用。此次拟议收购反映了我们扩展创新平台的战略，正如我们在放射配体疗法中所做的那样，旨在为患者提供更持久、更具变革性的治疗方案。”
据医药魔方NextPharma数据库统计，迄今为止，诺华在ADC赛道仅达成过4笔交易，上一笔交易发生在2013年。