Vol.2, 2024 雅法全球生物医药交易周报 YAFO Weekly Global Wrap-up Report

2024.01.14

雅法交易点评-YAFO Transaction Comments

1. Summary of the week

2024年1月第二周，全球共计有25项资产交易。聚焦中国市场，共有2项国内资产授权交易、3项中国出海交易（2项资产授权和1项合作交易。同时，海外市场则有多达20项资产交易，其中11项为资产授权交易，9项为合作交易，反映出全球范围内资产交易的多样化。本周的亮点事件是上海舶望制药与诺华之间价值40亿美元的资产授权交易，因其重磅的交易规模和对行业的潜在影响而备受关注。总体而言，2024年1月第二周是全球资产交易的繁忙时期，多样化的资产授权和合作交易有助于全球医药行业的持续发展。

In the second week of January 2024, the global business witnessed a total signing of 25 licensing and cooperation deals. A closer look within the Chinese Market, there were 2 Licensing-in agreements, 2 Licensing-out agreements, and 1 Cooperation Deal. Meanwhile, on the international front, a substantial number of 20 deals materialized, with 11 deals falling under the category of licensing agreements and 9 under cooperation agreements, reflecting a diverse range of collaborative ventures and licensing arrangements on a global scale. The standout event of the week was the $4 billion deal between Shanghai Argo Biopharmaceutical and Novartis, capturing attention for its significant financial magnitude and potential impact on the industry. Overall, the second week of January 2024 proved to be a bustling period for global business collaborations, with diverse partnerships and substantial deals contributing to the ongoing dynamics of the international business landscape.

1. Licensing Deals

1a. China section

1b. Global section

2. 2019-2023 China Innovative Drug Licensing Transactions

About YAFO Capital

雅法资本成立于2013年，作为新型投资和投行咨询机构，致力于中国及海外生物医药项目的投资、融资服务、产品引进和资产孵化等。雅法在生物医药跨境授权及并购业务领域过往三年交易数量排名第一。旗下雅法基金联合药企进行资产投资和并购，雅法全球医疗专注于医药产品跨境及国内授权交易。基于雅法在全球广泛的人脉与资源网络，在过去十年成功推进了大量的海外项目进入中国市场并协助多个中国产品完成海外授权。雅法拥有经验丰富的全球交易团队，覆盖美国、日本、欧洲等全球主要医药创新区域。核心合伙人均为华尔街资深投行人士或具有跨国药企经历，为客户交易提供强力支持。雅法总部位于上海，在伦敦、洛杉矶、东京、米兰、剑桥等地均设有分部。

Founded in 2013, YAFO Capital is a Shanghai-based boutique investment and advisory firm, with a professional team in our China, U.S., and London offices. Partnering with Pharmaceutical companies, YAFO Fund mainly invests in global assets. YAFO Life Sciences is a leading advisory boutique focused on asset transactions. YAFO has built a strong proven track record and closed dozens of in-licensing and out-licensing transactions with global pharma and biotech companies. YAFO has been ranked as the No. 1 advisor for China cross-border licensing transactions in the past three years. For more information, please visit http://www.yafocapital.com

ACCESS CHINA

雅法药通中国 East-Meet-West 活动于2024年1月9日在旧金山成功举办，活动包括晚宴招待会和一对一会议。本次活动汇聚了来自海外和中国制药公司的100多位管理层与BD人员。此外，该活动也为雅法客户在JPM期间提供了与大药企公司会面的平台。

下周线上路演活动将继续举行，将有40多个创新biotech的演讲以及主题演讲供线上观看。欢迎扫描下方二维码进行注册！如您已经注册，活动链接将会发至您邮箱。

The ACCESS CHINA East-Meet-West event has been successfully held on January 09, 2024, in San Francisco. The event includes a Dinner Reception and 1×1 meetings. The event brought together 100+ senior executives from both international and Chinese pharmaceutical companies. In addition, one-on-one meetings served as a platform for YAFO clients to meet with the big pharmas during JPM.

But the journey doesn’t end there. Next week, there will be 40+ innovative biotech presentations as well as keynote speeches available online. Don’t miss out, register now!