Seagen and Dai­ichi are duk­ing it out over the link­ers used in some block­buster drug plays. Could that af­fect a high-dol­lar As­traZeneca col­lab­o­ra­tion?

As­traZeneca and Dai­ichi Sankyo have struck gold as part of a high-dol­lar ADC col­lab­o­ra­tion, with En­her­tu well on its way to block­buster sales. But Dai­ichi’s erst­while re­search part­ner Seagen be­lieves it’s owed a cut of the prof­it — and that could be a prob­lem for As­traZeneca.

An­a­lysts are ex­pect­ing a de­ci­sion by the end of the year on an ar­bi­tra­tion dis­pute be­tween Seagen and Dai­ichi claim­ing three of Dai­ichi’s an­ti­body-drug con­ju­gates, in­clud­ing block­buster-to-be En­her­tu, use im­proved tech­nol­o­gy from a for­mer pact be­tween the two com­pa­nies and there­fore are part­ly owned by Seagen.

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