← SEC 公告列表 | SPRO SEC 公告 | Spero Therapeutics, Inc.(SPRO)

重大事件 即時報告 8-K 2026-07-14

Spero Therapeutics 與信達生物簽訂11億美元獨家許可協議,獲抗CD40L抗體SP001全球(不含大中華區)權利

於 SEC 網站開啟原文

AI 繁中摘要

根據美國證交會(SEC)8-K 文件,Spero Therapeutics(納斯達克:SPRO)與信達生物(01801.HK)於2026年7月14日宣佈簽訂獨家許可協議,針對一款第三代 Fc 靜默抗 CD40L 抗體 SP001(信達研發代號 IBI355)。Spero 將獲得該藥物在全球(不含大中華區)的開發、研究、生產及商業化權利,信達生物則保留大中華區權益。 協議條款方面,信達生物可獲得預付款,以及開發、監管和商業里程碑付款,總值約 11 億美元(USD 1.1 billion),並有權按 Spero 授權區域的淨銷售額收取分層特許權使用費。 臨床進展方面,Spero 計劃於 2027 年第二季度啟動 SP001 針對 IgG4 相關疾病(IgG4-RD)的二期試驗;信達生物則預計於 2027 年初在中國啟動針對乾燥症(Sjögren's disease)的二期試驗。SP001 已由信達完成兩項健康志願者一期試驗(SAD 及 MAD),並在乾燥症患者中完成一項 1b 期 MAD 研究,相關數據已在 EULAR 2026 大會發表。 管理層觀點:Spero 總裁兼 CEO Esther Rajavelu 表示,此授權引入為公司建立了新管線基礎,並認為 CD40L 是經過臨床驗證的靶點,有潛力應對 IgG4-RD 等慢性免疫疾病中未滿足的需求。信達首席研發官錢鐳博士則指出,雙方將結合免疫學專長與開發承諾,加速為患者提供差異化療法。 對投資者的潛在影響:此交易標誌著 Spero 從傳染病領域擴展至免疫介導疾病,SP001 作為第三代抗體,設計上避免早期抗 CD40L 抗體的血小板激活問題,若後續臨床成功,有望開拓自身免疫疾病市場,並帶來可觀的里程碑及銷售分成收入。然而,臨床開發、監管審批及市場競爭仍存在風險,投資者需留意後續數據及執行進度。
展開英文正文
EX-99.1
2
d320658dex991.htm
EX-99.1

EX-99.1

 

 Exhibit 99.1 

Spero Therapeutics and Innovent Biologics Announce Exclusive License for SP001 (IBI355), a 

Phase 2-Ready Third-Generation Anti-CD40L Antibody 

 

 
•
 Under the terms of the agreement, Spero will receive exclusive global rights, excluding Greater China, to
develop, research, manufacture, and commercialize SP001 (IBI355) 

  

 
•
 Innovent will receive an upfront payment, and is eligible to receive development, regulatory and commercial
milestone payments, totaling approximately US$1.1 billion, as well as tiered royalties on net sales 

  

 
•
 Spero plans to initiate a Phase 2 trial for SP001 in Q2 2027 in IgG4-related disease (IgG4-RD), a serious, chronic fibroinflammatory condition with significant treatment burden and limited therapeutic options 

 

 
•
 Innovent plans to initiate a Phase 2 trial in China by early 2027 for Sjögren’s disease (SjD), a
chronic autoimmune disorder with limited therapeutic options 

 CAMBRIDGE, Mass., SAN FRANCISCO and SUZHOU, China,
July 14, 2026 – Spero Therapeutics, Inc. (Nasdaq: SPRO) and Innovent Biologics, Inc. (01801.HK) today announced an exclusive license agreement for SP001 (Innovent R&D code: IBI355), a third-generation Fc-silent anti-CD40L antibody. Spero will receive exclusive rights to develop, research, manufacture, and commercialize SP001 worldwide, excluding Greater China, where Innovent retains rights. Spero currently
expects to advance SP001 into a Phase 2 study in IgG4-RD patients in Q2 2027; Innovent expects to initiate a Phase 2 trial in China for SjD by early 2027. 

“Having successfully advanced and delivered a therapy for patients with serious infectious diseases, we are now applying the same disciplined
development approach to immune-mediated diseases. This in-licensing transaction establishes the foundation of our new pipeline and positions Spero to pursue potentially transformative therapies for patients
living with chronic, debilitating conditions,” said Esther Rajavelu, President and Chief Executive Officer of Spero Therapeutics. “We view CD40L as a clinically validated pathway with broad applicability across several immune-mediated
diseases. In IgG4-RD, we believe this approach has the potential to meaningfully address the burden patients face from a chronic, relapsing condition with limited treatment options. Beyond IgG4-RD, we see opportunities to explore the role of CD40L inhibition across multiple autoimmune and inflammatory conditions. We are delighted to partner with Innovent Biologics, whose scientific leadership,
development expertise, and commitment to innovation have been instrumental in advancing this program to its current stage.” 
 “CD40L is an
important upstream mediator of immune activation and T-cell/B-cell collaboration, both of which are relevant to IgG4-RD
progression,” said Dr. Arezou Khosroshahi, MD, Professor of Medicine, Emory University School of Medicine. “A non-B cell depleting approach that interrupts CD40L signaling could
represent an important area for clinical evaluation in IgG4-RD, where patients need additional options that address chronic inflammation, relapse, and treatment burden.” 

 

 SP001 (IBI355) targets CD40L, an immune signal protein that sits upstream of multiple immune pathways and
has the potential to redefine treatment paradigms across a range of immune-mediated diseases. Innovent has evaluated this antibody in two healthy volunteer Phase 1 trials: a single ascending dose (SAD) study and a multiple ascending dose (MAD)
study. Innovent has also evaluated SP001 in a Phase 1b MAD study in patients with SjD. Data from the Phase 1b SjD study were presented in a poster session at the EULAR 2026 Congress. 

“IgG4-related disease, Sjögren’s disease, and other autoimmune conditions impose significant burdens on patients worldwide, with many facing
limited treatment options.” said Dr. Lei Qian, Chief R&D Officer (General Biomedicine) of Innovent Biologics. “We are pleased to partner with Spero Therapeutics on IBI355 to advance the development of this CD40L-targeted
approach. By combining Innovent and Spero’s immunology expertise and development commitment, we aim to accelerate the delivery of differentiated therapies to patients living with these chronic conditions. Our shared goal is to bring meaningful
new options to patients in need, wherever they are.” 
 Under the terms of the license agreement, Spero will receive exclusive rights to develop,
research, manufacture, and commercialize SP001 worldwide, excluding Greater China (Mainland China, Hong Kong, Macau and Taiwan). Innovent will receive an upfront payment and is eligible to receive development, regulatory and commercial milestone
payments, bringing total value of the deal to approximately US$1.1 billion. Innovent is also eligible to receive tiered royalties on net sales generated in Spero’s licensed territories. 

About SP001 (IBI355) 
 SP001 (IBI355) is a
third-generation, humanized, Fc-silent IgG1 monoclonal antibody targeting CD40L, an upstream immune activation signal involved in B-cell, antigen-presenting cell, and
platelet biology. By blocking CD40L, SP001 has the potential to provide a targeted non-B-cell-depleting treatment across multiple immune-mediated diseases where
immune-cell interactions drive chronic inflammation, relapse, and tissue damage. SP001 is designed to address platelet activation concerns associated with earlier anti-CD40L antibodies, while preserving key monoclonal antibody properties, including
FcRn interaction that supports IgG-like half-life. 
 About IgG4-Related Disease 

IgG4-related disease is a serious, chronic fibroinflammatory condition that can affect multiple organs, including the pancreas, salivary glands, lacrimal
glands, kidneys, lungs, lymph nodes, and other tissues. The disease can cause immune-mediated inflammation, fibrosis, organ damage, relapse risk, and significant treatment burden. Current approaches can include steroids and B-cell-directed therapies, but additional options are needed to support durable disease control, reduce long-term treatment burden, and preserve immune function. 

 

 About Sjögren’s Disease (SjD) 

Sjögren’s disease is a chronic, systemic autoimmune disorder that primarily affects the salivary and tear glands, but can also involve multiple
organs in more severe cases. It is one of the most common autoantibody-driven diseases, yet no approved therapies address its underlying systemic nature, and it predominantly affects women. The disease is marked by autoantibody production, chronic
inflammation, and lymphocytic infiltration, leading to symptoms such as dry eyes, dry mouth, joint pain, and fatigue. In some patients, organ involvement can include kidney or lung dysfunction, and there is an increased risk of non-Hodgkin’s B-cell lymphoma. More than half of patients develop moderate-to-severe
disease, with a burden comparable to other serious autoimmune conditions.
 About Innovent Biologics 

Innovent is a leading biopharmaceutical company founded in 2011 with the mission to empower patients worldwide with affordable, high-quality
biopharmaceuticals. The company discovers, develops, manufactures and commercializes innovative medicines that target some of the most intractable diseases. Its pioneering therapies treat cancer, cardiovascular and metabolic, autoimmune and eye
diseases. Innovent has launched 19 products in the market. It has 1 asset in NMPA NDA review, 5 assets in Phase 3 or pivotal clinical trials and 14 more molecules in early clinical stage. Innovent partners with over 30 global healthcare companies,
including Lilly, Takeda, Pfizer, Roche, Sanofi, Incyte, LG Chem and MD Anderson Cancer Center. 
 Guided by the motto, “Start with Integrity, Succeed
through Action” Innovent maintains the highest standard of industry practices and works collaboratively to advance the biopharmaceutical industry so that first-rate pharmaceutical drugs can become widely accessible. For more information, visit
www.innoventbio.com, or follow Innovent on Facebook and LinkedIn. 
 Statement: Innovent does not recommend the use of any unapproved drug (s)/indication
(s). 
 About Spero Therapeutics 
 Spero Therapeutics is
a clinical-stage biopharmaceutical company focused on advancing next-generation medicines in immunology and inflammation for patients with serious diseases and major treatment gaps. The company’s lead program, SP001, is a third-generation, Fc-silent anti-CD40L monoclonal antibody being advanced first in IgG4-related disease, with a broad potential for additional immune-related conditions. For more information, visit www.sperotx.com 

Forward-Looking Statements of Spero Therapeutics 
 This
press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements include, but are not limited to, statements regarding Spero’s plans, strategy,
and expectations for future development; the potential benefits of SP001; the potential of CD40L blockade in IgG4-related disease and other immune-related conditions; Spero’s plans to advance SP001 into clinical development; anticipated
development timelines, regulatory activities, and future milestones; and the potential benefits of Spero’s agreement with Innovent. In some cases, forward-looking statements may be identified by terms such as “may,”
“will,” “should,” “expect,” “plan,” “aim,” “anticipate,” “could,” “intent,” “target,” “project,” “contemplate,”
“believe,” “estimate,” “predict,” “potential” or “continue,” the negative of these terms or other similar expressions. Forward-looking statements are based on Spero’s current
expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially 

 

 
from those expressed or implied by such statements. These risks and uncertainties include, among others, risks related to the completion and integration of the Innovent transaction; Spero’s
ability to successfully develop SP001; the timing and outcome of clinical trials and regulatory interactions; the ability to obtain and maintain regulatory approvals; potential safety, efficacy, manufacturing, supply, intellectual property,
financing, competitive, and market risks; and other risks described in Spero’s filings with the Securities and Exchange Commission. The forward-looking statements included in this press release represent Spero’s views only as of the date
hereof and should not be relied upon as representing its views as of any subsequent date. Spero undertakes no obligation to update any forward-looking statements, except as required by law. 

Forward-looking statement of Innovent Biologics 
 This
news release may contain certain forward-looking statements that are, by their nature, subject to significant risks and uncertainties. The words “anticipate”, “believe”, “estimate”, “expect”,
“intend” and similar expressions, as they relate to Innovent, are intended to identify certain of such forward-looking statements. Innovent does not intend to update these forward-looking statements regularly. These forward-looking
statements are based on the existing beliefs, assumptions, expectations, estimates, projections and understandings of the management of Innovent with respect to future events at the time these statements are made. These statements are not a
guarantee of future developments and are subject to risks, uncertainties and other factors, some of which are beyond Innovent’s control and are difficult to predict. Consequently, actual results may differ materially from information contained
in the forward-looking statements as a result of future changes or developments in our business, Innovent’s competitive environment and political, economic, legal and social conditions. Innovent, the Directors and the employees of Innovent
assume (a) no obligation to correct or update the forward-looking statements contained in this site; and (b) no liability in the event that any of the forward-looking statements does not materialize or turn out to be incorrect. 

Contact: 
 Spero Therapeutics: 

Investor Inquiries: 
 Shai Biran, PhD 

[email protected] 
 Media Inquiries: 

[email protected] 
 Innovent Biologics:

 Media Inquiries: 
 [email protected] 

+86 512-69566088 

Investor Inquiries: 
 [email protected] 

+86 512-69566088