See which junior ASX biotech is rocketing 63% higher on good news

Starpharma has struck a deal to develop cancer therapies which could be worth hundreds of millions of dollars.

| More on:
Female scientist working in a laboratory.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Starpharma will work with Genentech to develop cancer therapies.
  • The company could earn major milestone payments under the agreement.
  • The companies had already been working together for the past three years.

Shares in junior biotech company Starpharma Holdings Ltd (ASX: SPL) are up more than 63% after the firm announced a collaboration and license agreement with major drug company Genentech, which could lead to success payments of up to US$564 million.

Starpharma will work with Genentech, which is part of the Roche Group, on potential cancer therapies, to be developed using its proprietary DEP drug delivery technology.

Starpharma specialises in "dendrimer" technology, which involves manufacturing nanoscale molecules for use in pharmaceutical applications, as it explains on its website.

To construct dendrimers, Starpharma utilises a process of adding successive layers, or 'generations', of the amino acid lysine around a central core. This amino acid composition yields advantages such as making them biocompatible and biodegradable. Through this process, the physical and chemical properties of the dendrimers can be precisely controlled and tailored to meet specific requirements for various medical, pharmaceutical, and other applications.

Starpharma Chief Executive Officer Cheryl Maley said in a statement to the ASX on Monday that Starpharma and Genentech had already been working together over the past three years, and this new agreement would build on that relationship.

Genentech's world-class scientific expertise makes them an ideal collaborator, and we look forward to working together to improve patient outcomes and realise the advantages presented by Starpharma's DEP technology platform.

Major milestone payments possible

Under the agreement, Starpharma will receive an upfront payment of US$5.5 million and is eligible to receive up to US$564 million in success-based payments at specified development, regulatory, and commercial milestones.

In addition to this amount, Starpharma is eligible for tiered royalties on global net sales of products resulting from the collaboration.

Starpharma has granted Genentech an exclusive worldwide licence to commercialise products resulting from the collaboration.

Ms Maley said the two companies were confident of executing well, given their three years of experience working together.

A key strategic priority for Starpharma is to build new, high-impact partnerships that unlock the full potential of our DEP platform. By actively pursuing licensing opportunities and collaborating with leading organisations, we aim to expand market reach and enable our partners to deliver significantly improved therapies to patients worldwide.

By noon on Monday, more than 15 million Starpharma shares had been traded, compared with the usual daily trade volume of 388,309.

The stock is changing hands for 21.2 cents, up 63.5%, after hitting a high of 25 cents in early trade.

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Healthcare Shares

Excited couple celebrating success while looking at smartphone.
Healthcare Shares

Up 680% since July, here's why 2025 was a breakout year for this hot ASX stock

With consistent contract wins, FDA clearance, and backing from Pro Medicus, 4D Medical is showing that there is a commercial…

Read more »

Shot of a senior scientist looking stressed out while working in a lab.
Healthcare Shares

After soaring 40% in 2 weeks, this ASX All Ords healthcare stock has been downgraded

Here’s what analysts at Macquarie rate the stock as now.

Read more »

A little boy, soon to be a brother, kisses and holds his mum's pregnant tummy.
Healthcare Shares

Own NIB shares? Here are the key dates for 2026

NIB has released its corporate calendar, including dividend dates, for 2026.

Read more »

A male doctor wearing a white lab coat shrugs his shoulders and holds his hands up in the air looking confused
Healthcare Shares

ASX healthcare stock debuts at a massive discount to its initial public offer price

Saluda Medical shares have had a difficult start to public life, trading well below the initial public offer price.

Read more »

Red buy button on an apple keyboard with a finger on it representing asx tech shares to buy today
Healthcare Shares

Why CSL shares now look 'massively oversold'

A leading investment expert says ASX investors have a rare chance to buy CSL shares at a discount.

Read more »

Scientists working in the laboratory and examining results.
Healthcare Shares

Which junior biotech's shares are flying on positive trial news?

This company's shares have surged higher after positive clinical trial results for its stroke treatment drug.

Read more »

Excited elderly woman on a swing.
Healthcare Shares

Guess which ASX 300 healthcare share is lifting off on $25 million news

The ASX 300 healthcare share is grabbing investor interest on Thursday. Let’s see why.

Read more »

Female scientist working in a laboratory.
Healthcare Shares

Doomed takeover bid for Mayne Pharma to come to an end

The Mayne Pharma takeover saga appears to be finally drawing to an end, with shareholders bearing the pain of the…

Read more »