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Menarini bets EUR 726m on Gan & Lee’s biweekly GLP-1

Menarini bets EUR 726m on Gan & Lee’s biweekly GLP-1

Gan & Lee Pharmaceuticals (SSE: 603087) has signed an exclusive licensing agreement with Italy-based The Menarini Group granting the European pharmaceutical company rights to register and commercialize bofanglutide (GZR18), a bi-weekly glucagon-like peptide-1 receptor agonist (GLP-1RA), across 39 European countries. The deal carries an EUR 62 million (USD 70 million) upfront payment, milestone payments of up to EUR 664 million (USD 750 million), and tiered royalties reaching double-digit percentages of net sales — bringing the total potential value, excluding royalties, to EUR 726 million (USD 820 million). Gan & Lee described it as the highest-value out-licensing deal the company has executed for this asset.

Bofanglutide is a long-acting GLP-1RA designed for dosing once every two weeks, potentially differentiating it from weekly injectable GLP-1 therapies. The company reported 17.29% mean weight loss at 30 weeks in a Phase IIb trial in Chinese overweight and obese adults. Both the Phase III weight loss study in China and a Phase II study in the US have since met their primary endpoints, according to a June 2026 announcement. The US program — a head-to-head comparison with tirzepatide — received FDA investigational new drug clearance in December 2024.

Gan & Lee retains all rights to bofanglutide outside the 39 licensed countries, including China and the US. The European agreement is the fourth territorial out-licensing deal for the asset, following agreements covering Latin America, India and, most recently, South Korea, where JW Pharmaceutical paid USD 5 million upfront in a deal worth up to USD 81.1 million.

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The deal adds to a series of licensing agreements for metabolic disease assets originating in China. Novo Nordisk acquired global ex-China rights to The United Laboratories' UBT251 for USD 200 million upfront and up to USD 2 billion, while Merck & Co. secured global rights to Hansoh Pharmaceutical's oral GLP-1RA HS-10535 for USD 112 million upfront and up to USD 2 billion. Gan & Lee has instead licensed bofanglutide territory by territory, retaining the strategically important US market as it generates Phase II head-to-head data against tirzepatide and leaving open the possibility of a separate North American deal.


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