Peptide News Digest

#12-Million-Upfront

2 stories

Industry · View digest

Medicus Pharma and Pfizer Sign $12M Upfront, Up to $1B Milestone License for CD228-Targeting Antibody-Drug Conjugate PF-08046031

Medicus Pharma (NASDAQ: MDCX) announced Wednesday September 2, 2026 a Co-Development and License Agreement with Pfizer (NYSE: PFE) granting Medicus an exclusive, sublicensable, royalty-bearing worldwide license to develop, manufacture, and commercialize PF-08046031 (CD228V, an early clinical-stage antibody-drug conjugate targeting melanotransferrin / CD228). Terms: $12 million upfront cash to Pfizer, an additional $15 million payable on the first anniversary of the effective date, plus up to $1 billion+ in aggregate milestone payments and low-double-digit tiered royalties on future net sales. Pfizer paid Medicus $2 million in development funding restricted to the CD228V program. Medicus retains sole authority and control of development, manufacture, regulatory approval, and commercialization; Pfizer holds review-and-comment rights on development plans and an option to fund development from the first registrational trial. PF-08046031 originated in the Seagen pipeline acquired by Pfizer in December 2023 and represents one of several Seagen-descended assets Pfizer has out-licensed since the acquisition.

Industry · View digest

RedHill Biopharma Acquires Global and U.S. Commercialization Rights to Ferring's Rebyota (Fecal Microbiota) and Clenpiq for $12 Million Upfront Plus Royalties

RedHill Biopharma (NASDAQ: RDHL) announced Tuesday September 1, 2026 an exclusive global commercialization license for Rebyota (fecal microbiota, live-jslm) and an exclusive U.S. commercialization license for Clenpiq (sodium picosulfate, magnesium oxide, and citric acid oral solution for colonoscopy bowel preparation) from Ferring Pharmaceuticals, for an upfront payment of $12 million plus tiered royalties on net sales and potential milestones. Rebyota is the first-in-class FDA-approved microbiota-based therapy for the prevention of recurrent Clostridioides difficile infection in adults 18+ following antibiotic treatment (approved November 2022), generating approximately $16.9 million in 2025 U.S. net sales. The two products collectively generated approximately $37.5 million in 2025 U.S. net sales. Ferring retains Rebyota manufacturing and continues supply under the agreement. Not a peptide, but the transaction matters for the peptide-microbiome intersection: RedHill's expanded GI franchise now anchors the microbiome-therapy category alongside Vedanta's VE303, Seres Therapeutics' VOWST/SER-109, and the emerging peptide-antimicrobial and postbiotic categories.