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Gilead Sciences extends deadline for Arcellx tender offer

Gilead Sciences Consolidates Full Ownership of Multiple Myeloma CAR T Programme via USD 120.00 Per Share Acquisition of Arcellx

Gilead Sciences has extended its tender offer to acquire all outstanding shares of Arcellx at USD 115.00 per share in cash, plus one contingent value right (CVR) worth an additional USD 5.00 per share, bringing the maximum per-share consideration to USD 120.00, or around USD 7.8 billion in total. The transaction converts an existing Kite-Arcellx co-development and co-commercialization collaboration, established in December 2022, into full Gilead ownership, consolidating worldwide economics and control over the BCMA-targeted anitocabtagene autoleucel (anito-cel) at a point when the autologous CAR T asset approaches commercial readiness.

The tender offer expiration has been extended to 5:00 p.m. Eastern Time on April 24, 2026, from a prior deadline of April 2, 2026. As of March 31, 2026, approximately 4,389,763 shares had been validly tendered, representing roughly 7.5% of outstanding shares. The transaction is expected to close in Q2 2026, subject to customary conditions including tender of a majority of outstanding shares and receipt of regulatory approvals. The USD 5.00 CVR is payable on March 31, 2030, contingent on cumulative worldwide anito-cel sales exceeding USD 6.0 billion on or prior to December 31, 2029.

D-Domain binder tech and the anito-cel program

Anito-cel is a BCMA (B-cell maturation antigen)-directed autologous CAR T-cell therapy that distinguishes itself from existing approved agents through Arcellx's proprietary D-Domain synthetic binding scaffold. Unlike conventional single-chain variable fragment (scFv) or VHH-based binders used in approved BCMA-directed CAR T constructs, the D-Domain is a compact, non-antibody-derived synthetic domain engineered to confer high target specificity, elevated cell surface expression, and reduced tonic signalling. Lower tonic signalling is mechanistically associated with decreased T-cell exhaustion, a recognised limitation of scFv-based CAR constructs in sustained therapeutic contexts.

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Clinical data from the iMMagine-1 Phase II registrational trial, presented at ASH 2025, reported an overall response rate (ORR) of 96% and a complete response or stringent complete response (CR/sCR) rate of 74% in relapsed or refractory multiple myeloma (RRMM) patients at a median follow-up of 15.9 months, with no safety signals of concern described. The parallel iMMagine-3 Phase III pivotal trial evaluates anito-cel in patients with one to three prior lines of therapy, which materially widens the addressable patient population relative to the heavily pre-treated populations enrolled in registrational studies for currently approved BCMA CAR T agents.

Gilead's stated rationale connects the D-Domain binder explicitly to its longer-term in vivo cell therapy program across oncology and inflammation, indicating the technology acquisition extends beyond anito-cel as a standalone commercial asset. The early-stage ARC-SparX programme (ACLX-001), which combines ARC-T cells with a bivalent SparX bridging protein to enable modular antigen retargeting without re-engineering the T-cell construct, provides additional platform optionality, though it remains in Phase I.


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