Servier and Black Diamond enter oncology licensing deal

Published 19/03/2025, 12:06
Servier and Black Diamond enter oncology licensing deal

SURESNES, France - Servier, a global pharmaceutical group, and Black Diamond Therapeutics, Inc. (NASDAQ:BDTX), a clinical-stage oncology company currently valued at $95 million, have entered into a strategic licensing agreement for the development and commercialization of BDTX-4933, a therapy targeting RAS mutations and RAF alterations in solid tumors. This collaboration aims to advance a Phase 1 asset with potential applications in non-small cell lung cancer (NSCLC) and other solid tumors.

Under the terms of the agreement, Servier will be responsible for the development and global commercialization of BDTX-4933. Black Diamond will receive an upfront payment of $70 million and is eligible for up to $710 million in milestone payments, alongside tiered royalties on global net sales. According to InvestingPro data, Black Diamond maintains a strong financial position with a current ratio of 4.92, indicating ample liquidity to support ongoing operations. Two analysts have recently revised their earnings expectations upward for the upcoming period.

BDTX-4933 is designed to address the unmet medical needs of patients with RAF/RAS-mutant solid tumors. The ongoing Phase 1 clinical trial is evaluating the safety, tolerability, and antitumor activity of the therapy in adults with advanced or metastatic cancers harboring specific mutations.

Claude Bertrand, Executive Vice-President of R&D at Servier, expressed the company’s dedication to transforming patient care through targeted cancer therapies, emphasizing the importance of finding the right treatment for the right patients at the right time. Mark Velleca, M.D., Ph.D., President and CEO of Black Diamond, highlighted the partnership’s alignment with their mission to advance oral cancer therapies.

Servier, headquartered in France, operates in nearly 140 countries and reported sales revenue of €5.9 billion in 2023/2024. The company invests significantly in oncology research and development, with a focus on precision medicine.

The information for this article is based on a press release statement. InvestingPro analysis suggests Black Diamond Therapeutics is currently undervalued, with analysts setting price targets ranging from $9 to $20. Discover more insights and 8 additional ProTips about BDTX with an InvestingPro subscription.

In other recent news, Black Diamond Therapeutics has been the focus of analyst adjustments and clinical trial updates. H.C. Wainwright raised its price target for Black Diamond to $12, maintaining a Buy rating, following promising initial Phase 2 results for their drug BDTX-1535 in relapsed/refractory non-small cell lung cancer (NSCLC) patients. The treatment showed a 42% objective response rate after excluding patients without on-target resistance mutations, with 74% of patients remaining on treatment. Meanwhile, Stifel analysts lowered their price target to $15 but also maintained a Buy recommendation, citing expectations for key data from a Phase 2 cohort study of BDTX-1535 in the first-line treatment of NSCLC, which is anticipated to be a significant catalyst in 2025.

Black Diamond plans to complete the first-line cohort study with 40 patients by the end of the year, aiming to facilitate regulatory discussions. The company is also exploring alternative business development opportunities to finance future trials, with cash guidance extending into the fourth quarter of 2026. Additionally, Black Diamond is considering developing treatments for glioblastoma through an investigator-sponsored study, which will not incur additional costs to the company. Both H.C. Wainwright and Stifel’s analyses reflect ongoing interest in Black Diamond’s clinical developments and strategic plans.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.