Pharma BD Deal Intelligence

Novartis AG / Shanghai Argo Biopharmaceutical Co. Ltd.

2024 · Licensing/Option · $4.2B · Complete

CALLED IT — OFF BY 5
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The coverage arc

Jan 07, 2024 Bullish

Shanghai Argo announces multi-program RNAi licenses and strategic collaborations with Novartis valued at up to $4.165 billion with $185 million in upfront…

Jan 23, 2024 Neutral

Shanghai Argo enters two exclusive license and collaboration agreements with Novartis for RNAi cardiovascular assets with combined potential value of…

Feb 05, 2025 BioSpace Neutral

Novartis opened 2024 with a pair of cardiovascular contracts with Chinese biotech Shanghai Argo Biopharmaceutical.

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In January 2024 Novartis entered two exclusive license and collaboration agreements with Shanghai Argo Biopharmaceutical for cardiovascular siRNA (RNAi) programs from Argo's RADS platform, paying $185M upfront against total potential consideration exceeding $4.16B in option and milestone payments plus tiered royalties. The alliance has since matured: in June 2025 BW-00163 (QCZ484), one of the assets covered by this agreement, advanced into a Phase 2 hypertension trial (ClinicalTrials.gov NCT06857955), triggering a milestone payment to Argo. Novartis and Argo subsequently expanded their relationship with a third transaction in September 2025 ($160M upfront, up to ~$5.2B), underscoring the durability of the original 2024 deal thesis.

Key facts

Related deals — scored

DealYearValueOutcome
Novartis AG / Shanghai Argo Biopharmaceutical Co. Ltd. (this deal)2024$4.2B70
Novartis AG / Advanced Accelerator Applications S.A.2017$3.9B98
Novartis AG / Endocyte, Inc.2018$2.1B96
Novartis AG / Lek Pharmaceuticals d.d.2002$876M88
Novartis AG / GlaxoSmithKline plc2014$16.0B81
Novartis AG / PTC Therapeutics Inc.2024$2.9B80
Novartis AG / Chinook Therapeutics Inc.2023$3.5B78

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