Merck moved to secure next-generation KRAS biology through an exclusive global licensing deal for SciBrunch Therapeutics’ preclinical oral KRAS G12D (on) molecular glue candidate SPR2015. The agreement includes $400 million upfront and milestone payments that could lift total value to $2.13 billion. The deal positions SPR2015 for development across multiple KRAS G12D-driven tumor types, including colorectal cancer, non-small cell lung cancer, and pancreatic ductal adenocarcinoma. SciBrunch presented preclinical efficacy data across CDX and PDX models at AACR, with reported objective response rates supporting differentiation for further human testing. For Merck, the transaction reflects a continued strategy shift toward precision oncology assets where specific mutation status and tumor biology are central to the development thesis. For SciBrunch, the partnership validates that the field’s appetite for KRAS-targeted modalities remains high even at preclinical stage. The licensing also adds to the growing catalog of deals linking large pharma with China-based discovery engines, with KRAS programs emerging as one of the most active target areas.
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