Gilead and Mercedon are both in the business, and the ADC field is expected to have more than $1 billion in new drugs in four years' time.

In recent days, two drug companies have completed two heavyweight deals involving (antibody-coupled) ADC drugs , one in Gilead's $21 billion acquisition of oncology-focused Immunomedics and the other in a $4.5 billion strategic partnership with Seattle Genetics.
ADC has been kept warm in the industry since the first ADC drug went on the market in 2000.
2019, when the FDA approved three ADCs (Polivy, Padcev and Enhertu) to market, the once-silent ADC ushered in its outbreak.
to get involved in ADC, Gilead Cancer Pipeline built another city Gilead's acquisition of Immunomedics in order to acquire its First-in-class-targeted Trop-2 ADC drug Trodelvy (sacituzumab govitecan-hziy).
April, Trodelvy was accelerated by the FDA to treat adult patients with metastasis tricystic breast cancer who had received at least two treatments in the past.
in Phase III ASCENT, Trodelvy significantly improved PFS and OS in patients with advanced triple-yin breast cancer who had previously been treated.
addition to triple-yin breast cancer, Trodelvy is currently developing urethra skin cancer, lung cancer, endometrial cancer, liver cancer and other adaptations.
notable is that Trodelvy's interests in China are owned by Yunding Xinyao.
that the acquisition will be completed in the fourth quarter of 2020.
and Immunomedics also plans to submit a supplementary biologics licensing application (sBLA) seeking full approval from Trodelvy to the FDA at the same time, and to submit a listing application in Europe in the first half of 2021.
O'Day, chairman and CEO of Gilead Sciences, said: "This acquisition represents a significant development in Gilead's strong and diversified oncology business.
years ago, Gilead quickly accumulated a capital because of the success of the hepatitis C drug Sovaldi/Harvoni.
established a relatively complete research and development and sales system in the field of liver disease, and also began to lay out the next important market for liver disease NASH.
through a series of mergers and acquisitions, Gilead has placed more bets on NASH treatment, but with little success.
media, Gilead invested more than $4 billion in Phenex, Nimbus Therapeutics, scholar Rock in 2015-2018 to build a complete NASH product line, including exclusive priority acquisition rights for 3 TGFbeta antibody global interests, 1 ASK-1 inhibitor, 1 ACC inhibitor, 1 FXR agitant, and multiple combination therapies based on these products.
but NASH is still in the exploratory stage, Gilead has had several NASH drugs fail clinically in Phase II and III, and OCA, once a pioneer, has also suffered defeat.
see the hepatitis C market shrinking, NASH is not clear, Gilead chose to enter the more mature tumor market.
the acquisition of Forty Seven, Gilead has been working on immunotherapy, covering popular targets such as CD47, TIGIT and CD73.
to see more than $1 billion in new ADC drugs by 2024, as well as Mercadon, which will acquire ADC drugs in 2024.
media reports, Mercadon will receive joint development and commercial rights to the drug ladiratuzumab vedotin from Seattle Genetics.
ladiratuzumab vedotin is an ADC drug made up of antibodies targeting the LIV-1 protein and micro-tube inhibitor methyl auristatin E.
, in addition to Sacituzumab govitecan, ladiratuzumab vedotin is also a potentially effective drug for the treatment of triple-yin breast cancer, and clinical development is already in Phase II.
phase I and single-arm clinical trials showed that the objective response rate of ladiratuzumab vedotin monotherapy was 25%, the clinical benefit rate was 28%, and the medium non-progression survival was 11 weeks.
addition, ladiratuzumab vedotin is conducting a Phase IB/II study with Pabli juju monoantigen to treat patients with localized late stage or metastasis TNBC.
researchers reported a degree of decline in tumor size in more than 90 percent of patients.
so far, the effects of Ladiratuzumab vedotin's combined drug use are still being evaluated in the Phase I/II study.
under the terms of the agreement, Mercado will make an advance payment of $600 million to Seattle Genetics and make a $1 billion equity investment.
, Seattle Genetics will be eligible for up to $2.6 billion in mileage, including $850 million in research and development miles and $1.75 billion in sales milestones.
both Gilead and Mercedon are behind the recent ups and technology in the ADC drug industry.
, there are currently 311 active ADC drugs worldwide, according to Clarivate.
7 have been listed, 2 have been registered, 3 are in Phase III clinical trials, 30 are in Phase II, 47 are in Phase I, 150 and 72 are in preclinical and Discovery stages.
the focus on the disease area, ADC drugs were more concentrated in the oncology sector after clinical phase I, accounting for more than 88 percent, followed by the immunization sector, at 5.3 percent.
of the seven drugs already on the market, seven are in the United States and only one in China.
the present, Chinese pharmaceutical companies such as Hengrui Pharmaceuticals, Baiotai, Rongchang Bio, etc. have layout, of which, Baotai's BAT-8001 is ahead, has now entered clinical phase III.
it's worth noting that the ADC drug field, which has been laid out by many drug companies, is expected to be the birth of a new drug that exceeds $1 billion.
in its 2020 Most Interesting Drug Prediction annual report, CoreLogian predicts 11 new drugs that will be available in 2020 and have sales expected to exceed $1 billion by 2024.
of the 11 drugs, two are anti-tumor drugs, and they are all ADC drugs.
is understood to have obtained exclusive global commercial rights in Asia, the Middle East, Latin America and beyond the United States, Canada and Europe, in addition to Ladiratuzumab vedotin, another treatment for HER2-positive breast cancer.
terms of the deal, Mercado will pay $125 million in advance payments, $65 million in mileage and $85 million in research and development costs.
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