아리바이오, 7조 LO로 판도 역전…소룩스 합병 셈법 바뀌나

Aribio's $4.7 billion out-licensing deal for AR1001 fundamentally alters its merger calculus with Sorox by providing substantial cash that reduces the acquisition's importance as a financial lifeline. This blockbuster agreement validates the oral Alzheimer's treatment and shifts focus to whether the merger serves strategic synergy or merely addresses Sorox's debt restructuring needs and governance risks.