Pfizer Licenses Out Another Seagen ADC, Raising Fresh Questions About $43 Billion Deal

Pfizer has transferred worldwide rights to PF-08046031 (also known as CD228V), an early-stage antibody-drug conjugate inherited from Seagen, to Medicus Pharma.

Medicus will pay Pfizer $12 million upfront and another $15 million after one year. Potential development, regulatory and sales milestones could exceed $1 billion, with Pfizer also retaining tiered royalties.

Pfizer discontinued the Phase 1 program in March 2026 for strategic or business reasons after only 11 patients had enrolled; no safety or efficacy concerns were reported.

The deal adds to concerns about the value of Pfizer’s $43 billion Seagen acquisition. The transaction was promoted largely around Seagen’s ADC platform and pipeline, but Pfizer has now shed or halted several inherited programs.

The setback follows the Phase 3 failure of sigvotatug vedotin, another Seagen-derived ADC, in previously treated nonsquamous non-small-cell lung cancer. Pfizer says a first-line combination trial remains ongoing.

The acquisition still includes marketed oncology products—including Padcev, Adcetris, Tukysa and Tivdak—and Pfizer originally projected roughly $3.1 billion in Seagen-related revenue for 2024 and about $10 billion annually by 2030.

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