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Roche buys into Tmalin again

Having already hooked Roche as a partner for its cMet-targeting antibody-drug conjugate YL211, MediLink has now managed to offload its lead project, tambotatug pelitecan, to the Swiss company too. The latter is an anti-B7-H3 ADC, representing a highly competitive area in which GSK recently advanced its Hansoh-derived risvutatug rezetecan into phase 3, while Daiichi Sankyo/Merck & Co have struggled with ifinatamab deruxtecan, whose Ideate-Lung02 trial is on clinical hold. No specific financial details have been revealed about the tambota-P deal, beyond the claim that it could be worth up to $570m in up-front and near-term milestone payments. In comparison, the YL211 tie-up, announced two years ago, had a $50m up-front element, and was said to be worth nearly $1bn in biodollars. A notable aspect is that both molecules use MediLink’s vaunted tumour microenvironment “activable” linker-payload technology Tmalin, which also lies behind ADC assets picked up by Astellas, Zai Lab and BioNTech. Tmalin is one of several popular ADC platforms, another being a linker-payload tech developed by Lonza’s Synaffix division that lies behind assets including Innovent’s Takeda-partnered arcotatug tavatecan. A few days ago Synaffix struck a deal to develop bispecific ADCs with the private biotech Sidewinder Therapeutics.

 

Clinical-stage Tmalin-based ADCs*

ProjectTargetCommercial backgroundStatus
Tambotatug pelitecanB7-H3Global rights licensed by MediLink to Roche in Jan 2026 (up-front undisclosed)Ph3 trials in nasopharyngeal carcinoma & SCLC
Zocilurtatug pelitecanDLL3Global rights licensed by MediLink to Zai Lab in Apr 2023 (up-front undisclosed)Ph3 trial in relapsed SCLC started in Nov 2025
XNW27011/ ASP546CClaudin18.2Joint MediLink/Evopoint project, ex-China rights licensed by Evopoint to Astellas in May 2025 for $130m up frontPh3 Chinese trial in gastric cancer
XNW28012TFEvopoint wholly ownedPh3 Chinese trial in pancreatic cancer started in Jul 2025
HLX43/ YL222PD-L1Shanghai Henlius project, derived from collaboration with MediLinkVarious ph2 trials ongoing
BNT326/ YL202HER3Global rights licensed by MediLink to BioNTech in Oct 2023 for $70m up frontVarious ph2 trials ongoing; spent part of 2024 on clinical hold
YL205NaPi2bMediLink wholly ownedPh1/2 solid tumour trial ongoing
HLX42/ YL221EGFRShanghai Henlius project, derived from collaboration with MediLinkPh1 solid tumour trial ongoing
PF-08052666/ HBM9033MesothelinJoint MediLink/Harbour BioMed project, global rights licensed by Harbour to Pfizer in Dec 2023 for $53m up frontPh1 SgnmesoC2-001 trial ongoing
YL211cMetGlobal rights licensed by MediLink to Roche in Jan 2024 for $50m up frontPh1 solid tumour trial ongoing
YL217CDH17MediLink wholly ownedPh1 solid tumour trial started Jul 2025
YL242VEGFMediLink wholly ownedPh1/2 solid tumour trial started in Sep 2025
BNT329CA19-9Based on MAb BioNTech acquired from MabVax, before latter went out of businessPh1/2 solid tumour trial started in Oct 2025

Note: *as of Jan 2026 MediLink confirms that 13 ADCs based on Tmalin have entered clinical trials. Source: OncologyPipeline.

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