Stock Markets February 18, 2026

Unnatural Products and Novartis Ink License Deal for Macrocyclic Peptide Cardiovascular Program

California biotech to receive up to $100M upfront and up to $1.7B in milestone payments as Novartis leads clinical and commercial efforts

By Maya Rios
Unnatural Products and Novartis Ink License Deal for Macrocyclic Peptide Cardiovascular Program

Unnatural Products has entered a licensing agreement with Novartis to advance macrocyclic peptide therapies targeting a cardiovascular program. The California-based company will receive an upfront payment and is eligible for substantial milestone payments and tiered royalties, while Novartis will manage clinical development, manufacturing and global commercialization. Details on the specific program were not disclosed.

Key Points

  • Unnatural Products granted Novartis a license to develop macrocyclic peptide therapies for a cardiovascular program.
  • The agreement includes up to $100 million in upfront payment and up to $1.7 billion in development, regulatory and commercial milestones, plus tiered royalties from mid-single digits to low double-digits on annual net sales.
  • Novartis will lead clinical development, manufacturing and global commercialization; the exact nature of the program was not disclosed.

Unnatural Products said on Wednesday that it has signed a licensing agreement with Novartis to develop therapies based on macrocyclic peptides for a cardiovascular program.

Under the terms disclosed, the California-based biotech will receive up to $100 million in an upfront payment. In addition, the company can earn as much as $1.7 billion tied to development, regulatory and commercial milestones. The deal also provides for tiered royalties on annual net sales, ranging from mid-single digits up to the low double-digits.

Novartis, the Swiss drugmaker, will assume primary responsibility for the program going forward. That includes overseeing clinical development, managing manufacturing and leading global commercialization of any medicines that result from the collaboration.

Unnatural Products did not provide further specifics about the cardiovascular program itself. The company described the therapeutic modality involved as macrocyclic peptides, a class of molecules shaped into a ring-like structure. That ring conformation is noted for giving these molecules certain advantages compared with conventional small-molecule drugs and larger biologic therapeutics.

The transaction structure separates early-stage economics from downstream performance: an upfront cash component followed by contingent milestone payments tied to development, regulatory approvals and commercial benchmarks, plus royalties linked to sales. Novartis will carry the operational responsibility for clinical trials, production and worldwide market access if the program advances.

Beyond the headline financial terms and the basic description of the modality, the companies have not released details on the exact target or stage of the program. As described, the arrangement places the responsibility for advancing the candidate through clinical and regulatory pathways squarely with Novartis, while Unnatural Products retains potential upside through the milestone and royalty provisions.


Summary

Unnatural Products has granted Novartis a license to develop macrocyclic peptide treatments for a cardiovascular program. The deal includes up to $100 million upfront, up to $1.7 billion in milestone payments and tiered royalties. Novartis will lead clinical development, manufacturing and commercialization. Specific program details were not disclosed.

Risks

  • Limited disclosure - The company did not specify the exact nature or stage of the cardiovascular program, creating uncertainty for investors and market participants - this affects the biotech and pharmaceutical sectors.
  • Clinical and regulatory risk - Novartis will oversee clinical development and seek regulatory approvals, which are inherently uncertain and could affect milestone timing and payments - this impacts biotechnology and healthcare markets.
  • Commercial performance risk - Future royalty and commercial milestone payments depend on eventual market uptake and sales, which are uncertain and influence pharmaceutical and investor outcomes.

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