GSK Expands Oncology Pipeline with $50M LTZ Therapeutics Deal for Myeloid Cell Engagers

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GSK Expands Oncology Pipeline with $50M LTZ Therapeutics Deal for Myeloid Cell Engagers

GlaxoSmithKline (GSK) has entered into a partnership with LTZ Therapeutics, signaling its entry into the emerging field of myeloid cell engagers. The deal, announced on November 19, 2025, involves an upfront payment of $50 million and positions GSK alongside other pharmaceutical giants in this promising therapeutic modality.

Deal Details and Strategic Implications

GSK's agreement with LTZ Therapeutics encompasses the development of up to four potential first-in-class myeloid cell engagers targeting both hematologic cancers and solid tumors. The collaboration includes undisclosed milestone payments for preclinical, clinical, regulatory, and commercial achievements, in addition to the initial $50 million outlay.

This strategic move aligns GSK with competitors such as Eli Lilly, Novartis, Pfizer, and Sanofi, all of whom have made recent investments in myeloid cell engager technology. The partnership expands GSK's oncology pipeline, complementing recent deals like the £268 million agreement with Syndivia for a preclinical prostate cancer antibody-drug conjugate.

Myeloid Cell Engagers: A Novel Approach

Myeloid cell engagers represent a new class of bispecific antibodies that simultaneously target immune cells and disease-driving cells. Unlike the more established T-cell engagers, these molecules focus on myeloid cells, which play a crucial role in shaping the tumor microenvironment through immune system modulation.

LTZ Therapeutics, a company founded in 2022 by former Genentech researchers, specializes in this innovative approach. Their lead candidate, which targets CD79B to induce phagocytosis, has recently entered clinical trials. However, the GSK collaboration will focus on up to four preclinical programs against undisclosed targets.

Industry Landscape and Competition

The pharmaceutical industry's interest in myeloid cell engagers has intensified in recent years:

  • Pfizer initiated the trend in 2022 with a $25 million partnership with Dren Bio.
  • Novartis followed suit in 2024, committing $150 million upfront to Dren Bio.
  • Sanofi made a significant move in 2025, securing rights to Dren's DR-0201 for $600 million upfront.
  • Eli Lilly joined the race in July 2025 through a partnership with LTZ Therapeutics.

These developments highlight the versatility and potential of myeloid cell engagers across various therapeutic areas, including oncology and autoimmune diseases. For instance, Dren's DR-0201, initially developed for B-cell non-Hodgkin lymphoma, is now being explored in autoimmune conditions such as lupus.

As the pharmaceutical industry continues to invest in this promising modality, GSK's latest deal ensures its competitive position in the rapidly evolving landscape of targeted cancer therapies and immunomodulatory approaches.

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