Goodwin’s Post

🚨 Curium Pharma reportedly nearing $7B acquisition of Lantheus 🚨 According to Bloomberg, Curium is in advanced discussions to acquire Lantheus in a deal that could value the transaction at approximately $7B upfront and $8B including contingent value rights (CVRs). Reported terms include: • $102 per Lantheus share upfront • $12.50 per share in CVRs • ~$7B upfront valuation • Up to ~$8B including CVRs Read more here: https://lnkd.in/eFxEGp3E The timing is also interesting. In the same week, Curium: 🔹 Reintroduced Thallium-201 to the US market, following its withdrawal from production in 2022 amid recurring Tc-99m shortages. 🔹 Began teasing an unnamed Lu-177 dotatate product, potentially signalling a follow-on product to Lutathera. If completed, a Curium–Lantheus combination would be a major transaction for the radiopharmaceutical sector and another clear signal of the strategic value being placed on radiopharma assets, infrastructure and global distribution capabilities. Apsida Life Science www.apsida.co.uk jamie.salmon@apsida.com #Radiopharmaceuticals #RadioligandTherapy #RLT #NuclearMedicine #Lantheus #Curium #Pharma #Biotech #LifeSciences #MergersAndAcquisitions

AbCellera has launched an underwritten public offering of $200m of common shares and pre-funded warrants. The company expects to use the proceeds to support research, development and clinical advancement of its pipeline, including its lead clinical programme, ABCL635, as well as for working capital and general corporate purposes. https://lnkd.in/dNkGUzCM #MergersAcquisitionsDivestitures #HealthCare #Biotechnology

💰 Zealand Pharma Monetizes 𝐑𝐮𝐬𝐟𝐞𝐫𝐭𝐢𝐝𝐞 Economics in $100 Million Royalty Deal Zealand Pharma has entered into a $100 million royalty purchase and sale agreement with Royalty Pharma, unlocking value from its non-core economic interests in rusfertide (PTG-300). 𝐔𝐧𝐝𝐞𝐫 𝐭𝐡𝐞 𝐚𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭: 🔹 Zealand will receive $50 million at closing, with another $50 million due on the first anniversary 🔹 Royalty Pharma will acquire Zealand’s rights to a 1% royalty on potential global net sales, together with related regulatory and commercial milestones 🔹 Zealand will retain a 0.25% royalty on annual global net sales exceeding $1.5 billion Rusfertide is a potential first-in-class hepcidin mimetic being developed for polycythemia vera. The once-weekly subcutaneous therapy is designed to control excess red blood cell production by addressing underlying iron dysregulation. The FDA has set a Q3 2026 PDUFA goal date, while Takeda will be responsible for global commercialization. For Zealand, the transaction converts a future royalty stream into non-dilutive capital that can be redeployed toward its core obesity and metabolic-health pipeline—while preserving some upside if rusfertide reaches blockbuster-level sales. #Biotech #Pharma #RoyaltyDeal #ZealandPharma #RoyaltyPharma #Rusfertide #PolycythemiaVera #LifeSciences #Biopharma

Lausanne-based AB2 Bio has received USD 30 million from Nippon Shinyaku after the Japanese pharma company exercised its option for exclusive U.S. commercialization rights to Tadekinig alfa. The therapy is being developed for Primary Monogenic IL-18-Driven Hyperinflammatory Syndrome in patients with NLRC4 and XIAP mutations, a rare and severe inflammatory disease area. AB2 Bio will continue to lead BLA preparation and U.S. regulatory activities, while retaining rights to Tadekinig alfa for other indications and ex-U.S. rights for the lead indication. A strong reminder that Swiss biotech value is not only built in discovery. It is also built through focused clinical progress, smart partnering, and rare disease expertise. More insights: https://swiy.co/-V8n

Lausanne-based AB2 Bio has received USD 30 million from Nippon Shinyaku after the Japanese pharma company exercised its option for exclusive U.S. commercialization rights to Tadekinig alfa. The therapy is being developed for Primary Monogenic IL-18-Driven Hyperinflammatory Syndrome in patients with NLRC4 and XIAP mutations, a rare and severe inflammatory disease area. AB2 Bio will continue to lead BLA preparation and U.S. regulatory activities, while retaining rights to Tadekinig alfa for other indications and ex-U.S. rights for the lead indication. A strong reminder that Swiss biotech value is not only built in discovery. It is also built through focused clinical progress, smart partnering, and rare disease expertise. More insights: https://swiy.co/-V8n

How Ozempic maker Novo Nordisk blew its lead in GLP-1 weight-loss drugs. Can Europe compete in the high-stakes global economy?: https://lnkd.in/dgUh_pAt

Lobe Sciences Ltd. (#CSE: #LOBE | #OTCQB | #LOBEF | #FWB: #LOBE.F) CEO & Chairman Dr. Frederick D. Sancilio spoke with Martin Gagel of Radius Research about Alera Pharmaceuticals, the expansion vehicle designed to bring the next wave of programs into Lobe's development engine. Watch here 👉 https://lnkd.in/gJ4Nrc94 Key highlights: ✅ Alera is Lobe's next phase of expansion, built to feed new therapeutic programs into the same subsidiary model that houses L-130 and S-100 ✅ L-130 itself originated at Alera before being licensed into Cynaptec to create a dedicated entity, showing the expansion model already working in practice ✅ Alera is currently evaluating three different technologies, with one expected to be brought into the company before the end of the year ✅ Adding a third active subsidiary is designed to maximize the use of Lobe's centralized, shared overhead across the platform Frederick D. Sancilio Martin Gagel Clearway Global, LLC Sancilio & Company Alex Sancilio Marco Lucio Mastrodonato Nick Karakochuk Mirza Rahimani CPA, CA Lauren R. Natbony, MD, FAHS James Galvin Harry Jacobson Jeremy Reid #OTCQB #LOBEF #FWB #LOBE #LobeSciences #Biotech #DrugDevelopment #Pharma #Biopharma #ClinicalTrials #PlatformCompany #PipelineExpansion #Innovation #LifeSciences #UnmetMedicalNeeds #EmergingTherapies #HealthTech

How Ozempic maker Novo Nordisk blew its lead in GLP-1 weight-loss drugs. Can Europe compete in the high-stakes global economy? - MarketWatch https://lnkd.in/ecN2bVm8

$ARGX is set to acquire Forte Biosciences in a deal valued at approximately $2.2 billion, expanding its clinical pipeline with the autoimmune drug candidate FB102. More at https://lnkd.in/geJKH2ii

Curium Pharma is in advanced discussions to acquire radiopharmaceutical company Lantheus. The proposed transaction would value Lantheus at approximately $102 per share in cash, plus contingent value rights of $12.50 per share tied to future milestones. The parties are working toward a potential agreement that could be announced in the coming days. https://lnkd.in/eFDqCu9M #MergersAcquisitionsDivestitures #Healthcare #Pharmaceuticals