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Cipla joins Keytruda biosimilar race with Qilu deal

Cipla joins Keytruda biosimilar race with Qilu deal

India-based Cipla Limited (BSE: 500087; NSE: CIPLA) has secured exclusive US commercialization rights for QL2107, a biosimilar to pembrolizumab (Keytruda), through an exclusive licensing and supply agreement with China-based Qilu Pharmaceutical. Financial terms were not disclosed.

Under the agreement, Qilu retains full responsibility for development, regulatory registration, and supply of QL2107, while Cipla's US subsidiary will handle commercialization exclusively in the United States.

QL2107 is a monoclonal antibody biosimilar targeting PD-1, the immune checkpoint receptor targeted by Merck's Keytruda. The asset is currently in Phase III development, with a trial in metastatic non-squamous non-small cell lung cancer initiated in January 2025. No clinical data have been disclosed.

The pembrolizumab biosimilar space is among the most competitive in the industry, with at least a dozen programs in active development globally. Germany-based Formycon's FYB206 is among the most advanced candidates, having demonstrated pharmacokinetic equivalence to Keytruda in a pivotal study; Formycon has said a Phase III efficacy study is not required following regulatory feedback. The company partnered with Zydus for US and Canadian commercialization in December 2025. Samsung Bioepis also has an active biosimilar pembrolizumab program with preliminary Phase I data reported in May 2026. QL2107 is therefore entering a crowded development race ahead of the expected loss of key US exclusivity for Keytruda toward the end of the decade, potentially in 2028, although the timing of individual biosimilar launches will depend on regulatory progress and the resolution of relevant patent rights.

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For Cipla, the deal represents its first disclosed US oncology biosimilar licensing partnership and extends a pattern of in-licensing assets for US commercialization via InvaGen Pharmaceuticals, the subsidiary acquired for USD 550 million in 2016. Cipla's recent US activity has been concentrated in respiratory generics, including FDA approval for a generic of Advair Diskus in July 2026 and approval for a generic of Ventolin HFA in April 2026. The Qilu deal, alongside a cell therapy joint venture announced in January 2024 and a separate exclusive licensing agreement with Sino Biopharmaceutical's SBP Group for TQB2102 announced just days earlier, indicates Cipla is actively diversifying its portfolio into biologics and oncology.

For Qilu, the agreement follows a broader strategy of partnering with established commercial operators rather than building proprietary US sales infrastructure. The company said it has US FDA Abbreviated New Drug Application approvals and biosimilars in its pipeline. Cipla's existing generics distribution network provides a commercial foundation suited to a multi-competitor biosimilar market, where payer contracting and pricing execution matter as much as regulatory timing.

The next meaningful milestone for the program is completion of Phase III enrollment and a subsequent data readout, which would support Qilu's US biologics license application filing.


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