Novartis(US:NVS) Zheng Quan Shi Bao Wang·2025-09-05 02:51Core Viewpoint - The strategic collaboration between 舶望制药 and Novartis aims to develop multiple cardiovascular products, with 舶望制药 receiving an upfront payment of $160 million and potential milestone payments totaling up to $5.2 billion [1][2] Group 1: Collaboration Details - 舶望制药 will grant Novartis rights to two early-stage siRNA molecules outside of China for treating severe hypertriglyceridemia (sHTG) and mixed dyslipidemia, along with priority negotiation rights for the BW-00112 (ANGPTL3) product, which is currently in Phase II clinical trials in the US and China [1] - A separate siRNA candidate in preclinical research will have exclusive licensing rights granted to Novartis outside of China, with plans to initiate Phase I clinical trials in 2026 [2] - The new agreement builds on a previous collaboration where 舶望制药 and Novartis established licensing agreements for multiple siRNA drugs, with milestone payments not exceeding $4.165 billion [2] Group 2: Company Vision and Market Position - 舶望制药 aims to become a global biotechnology company, focusing on developing best-in-class siRNA therapies and building a top-tier clinical development team across various regions [2] - The collaboration is expected to enhance 舶望制药's innovation engine and strengthen its influence in the liver and extrahepatic siRNA therapy market [2] - Novartis recognizes the long-acting siRNA technology as a significant advancement in the prevention and treatment of cardiovascular diseases, indicating a strong commitment to addressing unmet clinical needs through this partnership [2]