Gilead Acquires Polymerase Theta Inhibitor From Repare Therapeutics In $30 Million Strategic Move

Market Reaction Signals Strong Investor Confidence

RPTX stock is trading at $2.62 in pre-market activity, surging 20.73% and hitting a fresh 52-week high. This spike reflects market enthusiasm following Repare Therapeutics’ announcement of a definitive transaction with Gilead Sciences, one of the industry’s heavyweight players in oncology development.

The Deal: Strategic Acquisition Strengthens Both Portfolios

Repare Therapeutics, a clinical-stage precision oncology firm, has agreed to transfer RP-3467, a polymerase theta ATPase inhibitor, to Gilead Sciences. The total deal package amounts to $30 million, structured as a $25 million upfront cash injection plus an additional $5 million contingent on successful technology transfer completion.

For Repare, this represents the third major portfolio transaction in 2025 and the largest to date, providing meaningful near-term capital ahead of its pending acquisition by Xeno Therapeutics. Shareholders are anticipated to receive approximately $2.20 per share upon the Xeno deal’s closing.

RP-3467: A Precision Oncology Play

The asset being acquired is RP-3467, a highly potent small-molecule targeting polymerase theta (Pol?), a synthetic lethality target implicated in BRCA mutations and related genomic aberrations. Current clinical evaluation occurs through the POLAR Phase 1 trial, which is assessing RP-3467 as monotherapy or in combination with olaparib across advanced ovarian, breast, prostate, and pancreatic cancer patients.

Gilead’s Expanded Oncology Ambitions

This acquisition underscores Gilead’s intensified commitment to oncology and synthetic lethality-based therapeutic strategies. By integrating RP-3467 into its pipeline, Gilead leverages its established oncology research and development capabilities to advance a potentially best-in-class polymerase theta inhibitor.

Context: Stock Performance and Timeline

Over the preceding 12 months, RPTX has oscillated between $0.89 and $2.30, making today’s pre-market trading at $2.62 particularly noteworthy. The transaction simultaneously addresses Repare’s liquidity needs and validates the therapeutic potential of its polymerase theta platform.

Repare CEO Steve Forte remarked, “This transaction represents an important validation of RP-3467’s potential and reflects Gilead’s commitment to advancing innovative precision oncology solutions alongside our existing capabilities.”