盘前暴涨超38%！80亿美元！Genmab官宣收购Merus

Core Viewpoint - Genmab announced the acquisition of Merus N.V. for approximately $8 billion, marking its largest acquisition to date [1][7]. Group 1: Acquisition Details - Genmab will acquire all shares of Merus at $97.00 per share, with the total transaction value around $8 billion [1]. - This acquisition is expected to significantly accelerate Genmab's transition to a fully integrated model and diversify its revenue sources [7][8]. Group 2: Merus and Its Key Asset - Merus, founded in 2003 and based in the Netherlands, has a core asset, petosemtamab (MCLA-158), which is an EGFR/LGR5 bispecific antibody [3]. - Petosemtamab has shown promising results in a Phase II clinical trial for locally advanced head and neck squamous cell carcinoma (HNSCC), with an overall response rate of 63% and a median progression-free survival of 9 months [6]. Group 3: Market Reaction and Future Prospects - Following the positive clinical data, Merus's stock price surged over 60%, reaching $68.89 per share, with a market capitalization of $5.2 billion [7]. - Genmab plans to integrate petosemtamab into its late-stage development pipeline, aiming for multiple new drug launches by 2027 [7][8]. - Petosemtamab has received two Breakthrough Therapy Designations from the FDA and is expected to have a sales potential of at least $1 billion annually by 2029 [8][9].