78 亿美元！吉利德收购 Arcellx 加码 CAR-T 赛道

药时空02-24

当地时间 2026 年 2 月 23 日，全球生物制药巨头吉利德科学宣布，将以 78 亿美元隐含股权价值收购临床阶段生物技术公司 Arcellx，此次收购直指后者核心 CAR-T 管线 Anito-cel 与独创的 D-Domain 技术平台，成为吉利德在肿瘤免疫治疗领域的重要布局，也为多发性骨髓瘤治疗赛道注入新动能。（图片来源：Gilead官网截屏）收购细节：高溢价拿下核心资产，市场反应分化本次...

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Gilead acquires Arcellx to increase CAR-T track","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GILD":0.9,"CAR":1.5},"content_text":"当地时间 2026 年 2 月 23 日，全球生物制药巨头吉利德科学宣布，将以 78 亿美元隐含股权价值收购临床阶段生物技术公司 Arcellx，此次收购直指后者核心 CAR-T 管线 Anito-cel 与独创的 D-Domain 技术平台，成为吉利德在肿瘤免疫治疗领域的重要布局，也为多发性骨髓瘤治疗赛道注入新动能。（图片来源：Gilead官网截屏）收购细节：高溢价拿下核心资产，市场反应分化本次收购对价由每股 115 美元现金及每股 5 美元或有价值权（CVR）构成，现金部分较 Arcellx2 月 20 日 30 天成交量加权平均股价溢价 68%，较消息公布前股价溢价约 79%。截至 2 月 20 日，Arcellx 总市值仅 37.07 亿美元，超高溢价凸显吉利德对其管线与技术的认可。（图片来源：雪球截屏）受消息影响，Arcellx 美股盘前涨幅超 76%，吉利德则微跌 1.3%，反映市场差异化预期。交易已获双方董事会批准，预计 2026 年第二季度完成，吉利德目前已持有 Arcellx11.5% 流通股，将通过全资子公司要约收购剩余股份。若 Anito-cel 在 2029 年底前全球累计净销售额达 60 亿美元，CVR 持有人还将获每股 5 美元额外付款。合作溯源：三年深度绑定，从联手开发到全资收购吉利德与 Arcellx 的合作始于 2022 年 12 月，彼时旗下 Kite Pharma 以 41.25 亿美元与 Arcellx 达成战略合作，共同开发 Anito-cel，该疗法早期临床 100% 的总缓解率让市场瞩目。2023 年 6 月，Anito-cel 因一名患者死亡被 FDA 暂停 II 期试验，两个月后恢复；同年 11 月，Kite 再度加码，获 ACLX-001 管线权益并增持至 13%。随着 Anito-cel 用于复发/难治性多发性骨髓瘤四线治疗的生物制品许可申请（BLA）获 FDA 受理，PDUFA 行动日期定在 2026 年 12 月 23 日，其商业化前景明朗，吉利德最终选择 “买断”，彻底掌控这一潜力资产。核心价值：双王牌成收购关键，临床与技术双重亮眼此次收购的核心是 Arcellx 的两大王牌资产。其一为 Anito-cel，这款靶向 BCMA 的自体 CAR-T 疗法在关键 II 期 iMMagine-1 研究中，中位随访 15.9 个月总缓解率达 96%，严格完全缓解率 74%，且安全性可控，能解决现有 CAR-T 疗法的核心痛点，未来还可拓展至更早线治疗，分析师预测其峰值销售额可达 30-50 亿美元。其二是 D-Domain 技术平台，这款取代传统单链抗体的合成结合蛋白，具有无基础信号传导、靶向特异性高等优势，可减少 T 细胞耗竭、降低脱靶毒性，基于此开发的 ddCAR 和 ARC-SparX 技术路径，还能助力吉利德探索体内细胞疗法，拓宽肿瘤与炎症领域布局边界。行业影响：龙头整合优质管线，重塑 CAR-T 市场格局吉利德董事长兼首席执行官丹尼尔・奥戴表示，此次收购将加速 Anito-cel 的研发与商业化，同时借助 D-Domain 平台拓展免疫治疗管线。Arcellx 方面则认为，吉利德与 Kite 的商业化能力，能最大化 Anito-cel 的患者可及性。业内人士分析，此次并购契合医药行业 “龙头整合优质 Biotech 管线” 趋势，吉利德借此快速补全 CAR-T 领域短板，Arcellx 则依托龙头资源实现管线落地。据悉，多发性骨髓瘤 CAR-T 市场 2030 年预计达 120 亿美元，若 Anito-cel 顺利获批，将于 2028 年起增厚吉利德每股收益，进一步巩固其在肿瘤免疫治疗领域的核心竞争力，也将推动多发性骨髓瘤治疗领域的技术突破。识别微信二维码，可添加药时空小编请注明：姓名+研究方向！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation,merge","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613056764","isCrawlerRequest":true}