Bevacizumab-IRDye800CW(University of Groningen) Drug Asset Due Diligence Report 2026: Clinical, IP, Market, Deals, and Go/No-Go
This Bevacizumab-IRDye800CW(University of Groningen) Drug Asset Due Diligence Report was built with PatSnap Life Sciences MCP workflows. Drug & Asset MCP establishes identity, ownership and stage; Clinical Trials MCP checks design, endpoints and readouts; Company & Deal Intelligence MCP reconstructs transaction precedent. Explore the MCP servers used in this report.
Decision date: 3 August 2026. Currency fields are presented in US$ millions as returned by the deal dataset. This is a screening memorandum, not legal, medical, patent or investment advice.
Executive recommendation: CONDITIONAL GO
Decision memo
Advance with milestone-based economics while efficacy durability, safety differentiation, patent scope, and market positioning are validated.
The central underwriting question is whether Bevacizumab-IRDye800CW(University of Groningen) can convert its Antibody-photosensitizer conjugates profile and VEGF-A biology into clinically meaningful differentiation while preserving an investable safety, IP and commercial position.
1. Asset identity and development status
| Asset | Bevacizumab-IRDye800CW(University of Groningen) (query alias: Bevacizumab-IRDye800CW(University of Groningen)) |
|---|---|
| Modality / target | Antibody-photosensitizer conjugates; VEGF-A; VEGF-A inhibitors |
| Highest global status | Phase 2 |
| Originator | University of Groningen |
| Active developers | University of Groningen |
The MCP disease footprint includes Lung Cancer, Nodule of lung, Breast Cancer. The highest-phase flag is a useful orientation point, but the licensing case depends on indication-level evidence and rights, not the global label alone.
2. Clinical program: design and endpoint audit
| Registry | Phase | Status | Enrollment | Lead primary endpoint |
|---|---|---|---|---|
| NCT06809946 | Phase 2 | Not yet recruiting | 20 | Fluorescent signal of malignant lesion versus non-tumorous tissue. |
| NCT05359874 | Phase 2 | Withdrawn | Not disclosed | Determination of the sensitivity and specificity of bevacizumab- IRDye800CW |
| NCT06095362 | Phase 1 | Completed | 20 | Fluorescent signal levels defined as Tumor-to-Background Ratio (TBR) derived from PTC/FTC/HTC nodal metastasis and normal tissue to determine the optimal dose of Bevacizumab-800CW in patients with PTC/FTC/HTC |
The trial set should be diligenced for randomization, comparator relevance, endpoint hierarchy, analysis population, multiplicity, geographic mix and readout timing. For early-stage studies, safety and dose selection can be as decision-critical as response rate.
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3. Clinical readouts: what is known
Targeted Fluorescence Imaging of Bevacizumab-800CW in Patients with Neovascular Age-Related Macular Degeneration
Phase 1; n=12; evaluation: Positive. Reported fields: Contrast-to-noise ratio(1 min; in vessels) = 6.32 Median ; Contrast-to-noise ratio(1 min; in vessels) = -4.44 Median
Intraoperative molecular fluorescence imaging of pancreatic cancer by targeting vascular endothelial growth factor: A multicenter feasibility dose-escalation study
Phase 1; n=10; evaluation: Negative. Reported fields: Tumor-to-background ratios = 1.3, 1.5 and 2.5 for 4.5mg, 10mg and 25mg groups
These fields are structured evidence signals, not a substitute for statistical review. The next diligence pass should reconcile denominators, confidence intervals, follow-up, censoring, dose cohorts and treatment-emergent toxicity against the original abstract, registry and protocol.
4. Market and competitive position
Bevacizumab-IRDye800CW(University of Groningen) addresses Lung Cancer, Nodule of lung, Breast Cancer. Commercial attractiveness rests on addressable biomarker-positive patients, treatment-line placement, duration, administration burden, pricing and displacement of entrenched standards. The modality—Antibody-photosensitizer conjugates—must demonstrate a benefit large enough to offset class-specific safety and operational costs.
The strongest market-validation signal in this screen is partner behavior: 149 matched transaction record(s) indicate that sophisticated counterparties have assigned strategic value to the asset or its rights. That does not establish net present value; probability of success, remaining R&D spend, royalties, cost sharing and territorial scope still need modeling.
5. Transaction precedent and economics
Transaction-scope note: No direct asset-specific transaction was returned. The table below shows target-level comparable: VEGF-A records as comparable precedents only.
| Date | Transaction | Phase at deal | Disclosed economics |
|---|---|---|---|
| 2026-07-29 | Mabwell Established a Licensing and Commercialization Agreement of Aflibercept Biosimilar for GCC Market | NDA/BLA | Financial terms not disclosed |
| 2026-07-09 | Teva and Samsung Bioepis Enter Commercialization Agreement for OPUVIZ®, a Biosimilar Referencing Eylea® (aflibercept), in Canada | Approved | Financial terms not disclosed |
| 2026-04-28 | China’s BeOne Eyes Global Rights to Huahui Health’s Pre-Clinical Cancer Therapy | Preclinical | US$20.0M upfront; US$1,974.0M milestones |
Headline values are not directly comparable. Diligence should normalize upfront cash, equity, development and sales milestones, tiered royalties, opt-in mechanics, cost sharing, change-of-control clauses and geography.
6. IP and freedom-to-operate screen
No asset-specific patent-application milestone appeared in the returned milestone slice. That absence is not a freedom-to-operate conclusion; a dedicated family, claim, ownership, expiry, and legal-status search remains mandatory before signing.
The claim chart should separately test composition or sequence coverage, formulation and dosing, indication and biomarker claims, combinations, manufacturing know-how, prosecution history, term extensions and third-party blocking rights. Confirm that licensed patents, data and know-how track every granted territory and field.
7. Principal risks and diligence gates
- Class crowding and differentiation versus other PD-(L)1/VEGF agents
- Immune and anti-angiogenic safety, including bleeding and cardiovascular risk
- Biomarker strategy, indication selection, and head-to-head endpoint execution
Cross-functional diligence should also test CMC comparability, supply chain, pharmacovigilance, regulatory correspondence, data integrity, investigator concentration, partner obligations and change-of-control restrictions.
8. Final go/no-go memorandum
CONDITIONAL GO
Advance with milestone-based economics while efficacy durability, safety differentiation, patent scope, and market positioning are validated.
Required pre-signing gates: reproduce key efficacy analyses; complete an indication-specific safety review; run a full patent-family and freedom-to-operate search; model risk-adjusted economics by territory; and reconcile all rights, sublicenses and encumbrances.
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Data provenance: PatSnap Drug & Asset MCP, Clinical Trials MCP, and Company & Deal Intelligence MCP; accessed 3 August 2026. Counts and status fields may change as source records update.
