New York, United States – August 4, 2026
Pathos AI has announced a landmark global licensing agreement with Jiangsu Alphamab Biopharmaceuticals Co., Ltd., a wholly owned subsidiary of Alphamab Oncology, securing exclusive rights to research, develop, manufacture and commercialize JSKN016, a first-in-class (FIC) TROP2/HER3 bispecific antibody-drug conjugate (ADC), across territories outside Mainland China, Hong Kong, Macau and Taiwan. The agreement marks a significant expansion of Pathos AI’s oncology pipeline while strengthening its strategy of integrating artificial intelligence (AI) into oncology drug development. Under the terms of the collaboration, Pathos AI will assume all development and commercialization responsibilities within its licensed territories, while Alphamab Oncology retains exclusive rights in Greater China. The agreement includes a non-refundable upfront payment of US$125 million, potential milestone payments of up to US$2.093 billion, and tiered royalties based on future product sales. The collaboration represents one of the largest recent AI-enabled oncology licensing deals, highlighting growing confidence in combining next-generation antibody-drug conjugates with AI-powered precision drug development to accelerate innovative cancer therapies.
AI-Powered Foundry Platform Identifies High-Potential Oncology Asset
The licensing agreement highlights the growing role of artificial intelligence in pharmaceutical innovation, with JSKN016 becoming the fourth clinical-stage oncology program advanced through Foundry, Pathos AI’s proprietary AI-driven oncology decision platform. Foundry leverages thousands of AI agents operating in parallel to evaluate biological, clinical and real-world datasets, helping identify promising therapeutic assets, optimize clinical trial design and improve patient selection strategies. By continuously analyzing data throughout the drug development process, the platform supports faster and more informed portfolio decisions compared with traditional development models. JSKN016 was prioritized through this AI-native approach due to its strong potential across multiple solid tumor indications. The investigational therapy utilizes proprietary bispecific antibody and single-domain antibody technologies, combined with site-specific glycosylation conjugation, to deliver a stable antibody-drug conjugate with a defined drug-to-antibody ratio (DAR) of 4. The therapy targets both TROP2 and HER3, blocks key tumor signaling pathways and delivers a topoisomerase I inhibitor directly into cancer cells to enhance anti-tumor activity.
Clinical Development Expands Across Multiple Solid Tumor Programs
JSKN016 has demonstrated encouraging efficacy and a favorable safety profile across several solid tumor cancers, supporting its advancement through multiple international clinical studies. Ongoing clinical development includes evaluations in lung cancer, breast cancer and additional solid tumor indications, with a Phase III clinical trial currently underway for triple-negative breast cancer (TNBC). The program also includes Phase Ib clinical studies in China and Phase I clinical trials in Australia investigating a novel subcutaneous formulation, which may improve treatment convenience and patient experience. The addition of JSKN016 expands Pathos AI’s clinical oncology pipeline to four assets, joining pocenbrodib for metastatic castration-resistant prostate cancer (mCRPC) and relapsed/refractory multiple myeloma (RRMM), DO-2 for MET-altered non-small-cell lung cancer (NSCLC), and AZD4241, an ERα PROTAC being advanced in collaboration with AstraZeneca for ER+/HER2-negative breast cancer. Every clinical program within the company’s portfolio has been identified, evaluated or accelerated using the Foundry AI platform, reinforcing Pathos AI’s commitment to transforming oncology drug discovery through data-driven innovation.
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Strategic Collaboration Strengthens Global Oncology Innovation
The collaboration significantly enhances both companies’ positions within the rapidly evolving global oncology and biopharmaceutical market. For Alphamab Oncology, the agreement expands international commercialization opportunities while validating its proprietary bispecific antibody, ADC, glycan-specific conjugation and dual-payload antibody-drug conjugate technologies. Alphamab has already established a strong oncology portfolio with approved products including Envafolimab, the world’s first subcutaneous PD-(L)1 inhibitor, and Anbenitamab, China’s first domestically developed HER2 bispecific antibody approved for gastric cancer treatment. Through this partnership, Pathos AI combines its AI-native drug development platform with Alphamab’s advanced biologics expertise to accelerate the global development of next-generation targeted cancer therapies for patients with significant unmet medical needs. The agreement reflects the pharmaceutical industry’s increasing investment in precision oncology, AI-enabled clinical development, and innovative biologics, positioning both organizations to advance breakthrough therapies while expanding access to cutting-edge cancer treatments worldwide.
Source: Pathos AI press release
