Servier to Acquire Edgewise Therapeutics' Muscular Dystrophy Business for Up to $2.65 Billion

Servier will acquire Edgewise Therapeutics' experimental muscular dystrophy drug sevasemten and related business for up to $2.65 billion, comprising $1.55 billion upfront cash and up to $1.1 billion in milestone payments. The transaction is expected to close in the third quarter of 2026. Edgewise will pivot to focus on cardiovascular drugs, using proceeds to develop lead candidate EDG-7500 for hypertrophic cardiomyopathy.

Servier acquisition deal terms

• ▪Servier will acquire Edgewise Therapeutics' experimental muscular dystrophy drug and related business for up to $2.65 billion.
• ▪Edgewise Therapeutics will be eligible for up to $1.1 billion in milestone payments from Servier.
• ▪The Servier acquisition of Edgewise Therapeutics' muscular dystrophy business is expected to close in the third quarter of 2026.
• ▪Servier will pay Edgewise Therapeutics $1.55 billion in upfront cash for global rights to sevasemten, associated intellectual property, clinical data and staff supporting the program.
• ▪Servier President Olivier Laureau stated the acquisition of Edgewise Therapeutics' muscular dystrophy business is a key step forward to achieve Servier's 2030 ambition in neurology with a team of talented experts and a promising asset in muscular dystrophies.
• ▪Edgewise Therapeutics announced on June 1, 2026 that Edgewise Therapeutics would sell its experimental muscular dystrophy drug and related business to Servier.

Sevasemten clinical development

• ▪Sevasemten trials showed reductions in muscle damage markers alongside a favourable safety profile.
• ▪Sevasemten trials showed muscle function benefits in Becker muscular dystrophy patients.
• ▪Edgewise Therapeutics was testing sevasemten in Becker and Duchenne muscular dystrophy.

Muscular dystrophy treatment landscape

• ▪Becker muscular dystrophy has no approved treatments.
• ▪Becker muscular dystrophy and Duchenne muscular dystrophy are genetic disorders that cause progressive muscle weakness.
• ▪Duchenne muscular dystrophy has several approved drugs including Sarepta Therapeutics' gene therapy Elevidys.
• ▪Becker muscular dystrophy is a milder form of Duchenne muscular dystrophy.

Edgewise strategic refocus

• ▪Edgewise Therapeutics plans to use proceeds from the Servier sale for development of lead candidate EDG-7500.
• ▪The Servier acquisition will strengthen Edgewise Therapeutics' balance sheet.

EDG-7500 cardiomyopathy program

• ▪Edgewise Therapeutics expects 12-week data from EDG-7500's mid-stage trial in the second quarter of 2026.
• ▪Edgewise Therapeutics is testing EDG-7500 for hypertrophic cardiomyopathy, a condition that thickens the heart muscle and makes it harder to pump blood.

2 sources