Gilead Partnership With Arcus Brings PD-1, TIGIT Assets To Its IO Portfolio
The 10-year partnership brings Arcus up-front funding with ample earnout opportunities, while Gilead gets extensive opt-in rights and an equity stake it can increase – and potentially a wholly owned dual checkpoint combination.
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Even with top-seller Biktarvy and its preventive therapy, Descovy, protected beyond this decade from generics, Gilead is investing aggressively in long-acting HIV candidates and its oncology pipeline.
The company has eight lung cancer trials running and plans for nine by the end of the year, including five with Trodelvy alone. Gilead is also looking ahead to an FDA verdict on lenacapavir.
Gilead is licensing two anti-TIGIT candidates and a pair of adenosine pathway-targeted drugs. The firms will study various IO combo regimens, possibly including Gilead drugs like Trodelvy.