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As of the end of 2021, the cumulative number of ADC new drugs approved by the FDA has reached 12
.
According to BCG's forecast, the global ADC drug market will reach 16 billion U.
S.
dollars in 2026.
The best-selling new ADC drugs are DS-8201, Padcev and T-DM1
.
The domestic ADC new drug research and development has also entered a new round of upsurge after 2020
.
In the primary market, domestic ADC start-up companies have also attracted much attention from capital, and the financing scale in 2021 will exceed 5 billion yuan
.
The competition for new ADC drugs, CDMO, is also becoming increasingly fierce.
Summarize
Summarize After years of development, the traditional ADC concept has gradually matured and continued to iterate, but more new concepts of ADC technology still need clinical verification
.
Since the beginning of this year, immune stimulation ADCs (Silverback, Bolt), multi-warhead ADCs (Mersana), and pre-antibody ADCs (Cytomx) have encountered major clinical setbacks