Pharma BD Deal Intelligence

Janssen (Cilag GmbH International, J&J) / argenx SE

2018 · Licensing/Option · $1.8B · Terminated

Outcome grade pending — assessed 5 years post-close.

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The coverage arc

Dec 04, 2018 PharmaTimes Bullish

PharmaTimes covered Janssen's $300M upfront plus $200M JJDC equity stake at EUR 100.02/share, characterizing the structure as a strong validation of argenx's…

Jun 07, 2021 BioSpace Neutral

BioSpace noted argenx regained worldwide rights to cusatuzumab after Janssen termination, with argenx evaluating partnering or in-house development paths…

Jun 07, 2021 FierceBiotech Bearish

FierceBiotech reported J&J culled the $1.6B argenx collaboration in June 2021, citing the 'evolving standard of care' in AML—a tacit reference to…

Source summaries from our enrichment pipeline; follow links for originals.

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argenx and Janssen (Cilag) entered exclusive global collaboration and license for cusatuzumab (ARGX-110), an anti-CD70 antibody, in December 2018. Janssen paid $300M upfront, JJDC bought $200M in newly issued argenx shares (4.68% stake at EUR 100.02/share), with up to $1.3B in development, regulatory and sales milestones plus tiered double-digit royalties ex-US and 50/50 US co-promotion economics. Lead indication AML/MDS in elderly patients unfit for chemotherapy. The collaboration was terminated in June 2021 when Cilag/Janssen discontinued the agreement following review of all cusatuzumab data and the evolving AML standard of care (venetoclax+azacitidine), returning worldwide rights to argenx. Rather than developing cusatuzumab in-house, argenx co-created OncoVerity, Inc. in 2022 with the University of Colorado Anschutz Medical Campus and UCHealth as an asset-centric spin-off, then granted OncoVerity an exclusive license to cusatuzumab in 2023 and provided funding (with additional participation in a 2024 financing round). As of 2024-2025 OncoVerity is the program sponsor: the Phase 2 OV-AML-1231 trial (NCT06384261) of cusatuzumab plus venetoclax and azacitidine versus venetoclax+azacitidine in newly diagnosed AML unfit for intensive therapy began July 2024 (active, not recruiting; estimated primary completion January 2027).

Key facts

Related deals — scored

DealYearValueOutcome
Janssen (Cilag GmbH International, J&J) / argenx SE (this deal)2018$1.8B
Amgen Inc. / Micromet Inc.2012$1.2B88
Servier / Shire plc (Oncology Business)2018$2.4B88
AstraZeneca PLC / Alexion Pharmaceuticals Inc.2020$39.0B86
Swedish Orphan Biovitrum AB / Biovitrum2001$493M84
Otsuka Pharmaceutical Co. Ltd. / Astex Pharmaceuticals2013$886M79
AbbVie Inc. / Pharmacyclics Inc.2015$21.0B79

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