发布于: 雪球转发:0回复:3喜欢:0
回复@起步龙耀路: 但是,根据argenx财报里的说法,的确是包括一笔FDA监管的里程碑,好像是2500万美元//@起步龙耀路:回复@狻猊的哥是谁:你这个说的不对,一般里程碑是按中国市场发生的给,中国不递交就不用给,不是按美国市场来算的,不然有人印度递交一下,日本递交一下,甚至南极递交一下,引进都得给原厂钱那不是亏死了? 而且不是每个引进都一定有里程碑的,比如艾加莫得就没有里程碑,只有分成。每个deal都不是标准化,要谈的。$再鼎医药(09688)$ $argenx(ARGX)$
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2024-02-29 09:24
$再鼎医药(09688)$ 放弃margetuximab和Odronextamab的开发,是不是2025年实现盈利就变得更加确定了?margetuximab已经被NMPA批准,不知道是否有支付里程碑付款,而FDA对Odronextamab治疗FL和DLBCL的优先审查,已将2024年3月31日定为PDUFA行动日期。如果FDA批准其上市,再鼎是需要支付一笔不菲的里...

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03-07 16:02

Collaboration revenue for the fourth quarter and full year in 2023 was $32 million and $36 million, respectively, compared to $1 million and $10 million for the same periods in 2022. The increase is mainly related to the clinical development milestone argenx achieved with AbbVie following the dosing of the first patient in the Phase 2 trial for ABBV-151. Collaboration revenue for full year in 2023 also includes $1 million in royalty revenue from VYVGART sales in China.