"Biological missiles" have another blockbuster deal to see how these companies compete in the ADC market on the same stage?

Recently, Rongchang Biotechnology and Seagen reached a US$2.
6 billion global exclusive license agreement to develop and commercialize its antibody-conjugated drug (ADC) vedicitumumab
.

As soon as the heavy news came out, it once again aroused everyone's attention to new immunotherapies such as ADC

Target differentiation, list of ADC approvals in 2021

Target differentiation, list of ADC approvals in 2021

According to incomplete statistics, a total of 5 drugs received marketing approval or new indications this year.
4 were approved by the US FDA and 1 was approved by the China Food and Drug Administration (NMPA).
They are enfortumab vedotin, loncastuximab tesirine, and sacituzumab govitecan.
, Trastuzumab deruxtecan and vedicitumumab
.

From previous years, HER2, Trop2, Claudi 18.

Strong cooperation, ADC authorization cooperation continues to increase

Strong cooperation, ADC authorization cooperation continues to increase

In addition to drug authorization, there are also examples of companies using the drug R&D technologies and platforms of both parties to jointly develop antibody-conjugated drugs
.

ADC's therapeutic areas are concentrated in the field of oncology, but there are also several diseases involving the blood system, respiratory system, and gynecology

*Highlight trading events

*Highlight trading events

On June 17, Eisai and Bristol-Myers Squibb (BMS) collaborated to develop MORAb-202, which is a folate receptor α-antibody conjugate (FRα-ADC)
.

The total amount of the transaction is as high as 3.

Main body: Eisai

Partner: Bristol-Myers Squibb (BMS)

Treatment fields: anti-tumor, respiratory system, gynecology

Transaction amount: US$3.
1 billion

Transaction subject: MORAb-202

Target: FRα

The drug consists of the antifolate receptor alpha (FRα) antibody farletuzumab developed by Eisai and the anticancer drug eribulin
.

The press release pointed out that the drug is a potential "best-in-class" FRα ADC with good pharmacological characteristics and shows single-agent activity in patients with advanced solid tumors

Competing on the same stage, the future can be expected

Competing on the same stage, the future can be expected

Since January 2021, there have been 10 blockbuster transactions in the field of antibody conjugate drugs worldwide, including 4 drug authorization transactions and 6 transaction cooperation projects
.

According to the data, the United States, China, and Europe are advancing side by side in the ADC field, accounting for 25%, and Korean companies have excellent cooperation, accounting for 15%

In short, combining the similarities and differences of approved drugs, transaction authorizations, and drug targets in R&D cooperation, we can see how different companies enter the ADC on the track of selecting targets
.

Pharmaceutical companies have entered the ADC track one after another, so you can consider the difference of targets and try on different tracks

Reference materials:

Reference materials:

[1] Rongchang Biotech signed a contract with Seattle Gene: $2.

[1] Rongchang Biotech signed a contract with Seattle Gene: $2.

[2] Eisai and Bristol Myers Squibb Enter IntoGlobal Strategic Collaboration for Eisai's MORAb-202Antibody Drug Conjugate.
Retrieved June 17, 2021, from https://news.
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