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SOBISBullishCorporate Developmentsnews
High materiality7/10

Sobi-Innate pact elevates lacutamab for CTCL toward accelerated approval

Aug 10, 2026, 2:36 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The upfront $75M, milestone potential, and royalties introduce tangible value for SOBI, plus exclusive global rights and an acceleration pathway could meaningfully shift the risk-reward on lacutamab in CTCL. Antitrust clearance risk caps immediate upside; however, the deal creates a defensible, revenue-generating option should regulatory approvals be achieved.

AI summary

What happened, with direct paths to the underlying reporting

Swedish Orphan Biovitrum (SOBI) and Innate Pharma unveiled a strategic lacutamab deal to initiate TELLOMAK-3 in CTCL, targeting accelerated Sézary syndrome approval. Sobi would gain exclusive global rights on approval and could obtain full rights after a positive Phase 3; upfront and milestone payments total up to about $580M with royalties. Closing depends on antitrust clearance.

  • Strategic partnership to license lacutamab in CTCL. TELLOMAK-3 to seek accelerated Sézary approval.
  • Closing payment: $75M to Innate. Up to $40M near-term milestones; up to $465M rights option.
  • Sobi gets exclusive global rights after accelerated approval. Full rights possible after positive Phase 3.
  • Lacutamab is first-in-class anti-KIR3DL2 with FDA Fast Track and EMA PRIME designations.
  • TELLOMAK-3 targets Sézary syndrome and MF; pivotal readout expected.

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