Pharma BD Deal Intelligence

Roche Holding AG / Repare Therapeutics Inc.

2022 · Licensing/Option · $1.3B · Terminated

A $1.325B licensing deal that unraveled: Roche paid $125M upfront for worldwide rights to Repare's ATR inhibitor camonsertib, but terminated in February 2024 just weeks after a $40M milestone payment. Repare failed to re-partner the asset and was ultimately acquired by nonprofit XenoTherapeutics in January 2026.

CALLED IT — OFF BY 18
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The coverage arc

Jun 01, 2022 BioSpace Bullish

Repare Therapeutics announces worldwide license and collaboration agreement with Roche for camonsertib (RP-3500) ATR inhibitor worth up to $1.325B.

Nov 01, 2025 FierceBiotech - Repare agrees to XenoTherapeutics buyout Bearish

After halting the planned Phase 3 of camonsertib+lunresertib and cutting ~75% of staff, Repare agreed to be acquired by nonprofit XenoTherapeutics.

Jan 28, 2026 Repare Therapeutics Form 8-K (acquisition completion, FY2026) Neutral

Form 8-K reporting completion of the plan of arrangement under which XenoTherapeutics / Xeno Acquisition Corp. acquired Repare; final order issued by Superior…

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Roche obtained a worldwide license to develop and commercialize camonsertib (RP-3500), Repare's ATR inhibitor targeting cancers with specific DNA damage repair deficiencies (synthetic lethality approach). Roche paid $125 million upfront with up to $1.2 billion in milestone payments. Deal was terminated in February 2024 when Roche returned global rights to Repare, just weeks after a $40 million clinical milestone payment for first patient dosing in the Tapistry Phase II trial. Post-termination, Repare was unable to re-partner camonsertib with another large pharma: it announced a portfolio re-prioritization in January 2025, out-licensed the separate PKMYT1 inhibitor lunresertib (not camonsertib) to Debiopharm in July 2025, and was ultimately acquired by nonprofit XenoTherapeutics, Inc. — a deal completed January 28, 2026 (~US$2.20/share in cash plus a contingent value right) that took Repare private.

Key facts

Disease & market context

Solid Tumors with DDR Deficiencies

200K US cases/yr · $8.0B US DDR-Targeted Oncology Market

Disease Overview

Solid tumors with DNA damage repair (DDR) deficiencies span breast, prostate, pancreatic, and other cancers. ATM, BRCA1/2, PALB2, and other DDR gene alterations create vulnerability to ATR inhibition through synthetic lethality, where loss of both DDR pathways is lethal to tumor cells.

Biomarker-Selected Populations

Camonsertib is being developed with a biomarker-driven approach targeting tumors with specific DDR alterations (ATM loss, BRCA1/2 mutations). This precision oncology strategy aims to identify patients most likely to benefit. The broader DDR-targeted therapy market includes PARP inhibitors and emerging checkpoint kinase inhibitors.

Solid Tumors (Synthetic Lethality)

20K US cases/yr · 33.3% ORR in Camonsertib+Lunresertib Combo (all tumor types)

Disease Overview

Synthetic lethality exploits genetic vulnerabilities in cancer cells: when two genes are both inactivated, the cell dies, but loss of either alone is tolerable. Repare's approach targets DNA damage response (DDR) pathways using ATR inhibitor camonsertib and PKMYT1 inhibitor lunresertib in tumors with CCNE1 amplification or other DDR defects. This precision oncology strategy selects patients based on tumor genetic profiles using Repare's SNIPRx/SNIPDx platforms.

Deal Outcome

Roche licensed camonsertib and lunresertib in June 2022 for $125M upfront with up to $1.2B in milestones. Roche terminated the agreement in May 2024 following pipeline review, despite paying a $40M milestone weeks earlier. Repare regained global rights to camonsertib and subsequently licensed lunresertib to Debiopharm for $10M upfront.

Ovarian Cancer

20K US cases/yr · $3.5B US Ovarian Cancer Therapeutics Market · ~50% Patients with DDR Gene Alterations

Disease Overview

Ovarian cancer is the deadliest gynecologic malignancy with approximately 19,710 new US cases annually. Many ovarian cancers harbor DNA damage repair (DDR) deficiencies including BRCA1/2 and ATM mutations, making them susceptible to synthetic lethality approaches like ATR inhibition with camonsertib.

Synthetic Lethality Landscape

ATR inhibitors exploit synthetic lethality in DDR-deficient tumors. Camonsertib (RP-3500) targets ATR kinase in tumors with ATM loss or other DDR deficiencies. Competitors include berzosertib (Merck), ceralasertib (AstraZeneca), and elimusertib (Bayer). Note: Roche terminated this deal in May 2024 and Repare regained full rights to camonsertib.

Deal timeline

Related deals — scored

DealYearValueOutcome
Roche Holding AG / Repare Therapeutics Inc. (this deal)2022$1.3B68
Roche Holding AG / Chugai Pharmaceutical Co. Ltd.2002$1.4B100
Roche Holding AG / Ventana Medical Systems Inc.2008$3.4B88
Roche Holding AG / Corange Ltd. (Boehringer Mannheim Group)1997$11.0B88
Roche Holding AG / Ventana Medical Systems Inc.2007$3.4B88
Roche Holding AG / Foundation Medicine, Inc.2015$1.1B87
Roche Holding AG / Foundation Medicine, Inc.2018$5.3B85

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