ADC drug is the abbreviation of antibody-conjugated drug, which is composed of monoclonal antibodies targeting tumor-specific antigens or tumor-related antigens and different numbers of small molecule toxins coupled through linkers to connect cytotoxic drugs to the targe.
A complex of monoclonal antibodies directed against tumor.
Due to the advantages of high tolerance, accurate target identification, significant drug efficacy, and less toxic and side effects, ADC drugs have become the focus of many pharmaceutical companies in recent year.
Since the beginning of this year, large multinational pharmaceutical companies including Johnson & Johnson, GlaxoSmithKline, Merck & C.
, et.
, have begun to buy ADC drugs one after anothe.
For example, in February, Johnson & Johnson reached a cooperation with Mersana with a down payment of $40 million, and will use the latter's technology platform to develop ADC drug.
Then, GlaxoSmithKline bought Mersana's preclinical HER 2 ADC with a $100 million down payment and a milestone of $36 billio.
With the success of the blockbuster ADC drug DS-8201 in 2019, in fact, more and more pharmaceutical companies are deploying in the ADC field in recent year.
At the same time, the number and amount of ADC transactions are also growin.
According to statistics, from 2017 to 2021, the number of ADC drug transactions has increased from 9 to 28; the down payment of the transaction has also increased by 5 times, with an average of 380 million US dollars in 2017, and has increased to 45 in 202 The total transaction value has increased by 84 time.
In 2017, the total transaction value of ADC drugs was only 195 billion US dollars; but by 2021, the total transaction value has risen to 442 billion US dollar.
It can be clearly seen from the above that the market's expectations for ADC drugs are getting higher and highe.
At present, in the face of the hot ADC drug track, domestic pharmaceutical companies are also accelerating their share of the pi.
In addition to the listed drugs such as Rongchang Bio's Vidicituma.
In terms of ADC development progress, as of the end of April this year, there have been a total of 67 ADC drug clinical trial information in Chin.
Among them, 3 are applying for marketing, 9 are in phase III clinical, 8 are in phase II clinical, and 87 are in phase I clinica.
It is reported that among the 9 drugs in phase III clinical trials, including SKB-264 independently developed by Kelun, TAA-013 independently developed by TOT BIOPHARM, ARX788 from American Ambrx Company introduced by Zhejiang Medicine, and introduced by Hangzhou Zhongmei Huadong Pharmaceutical C.
, Lt.
The Mirvetuximab Soravtansine of ImmunoGen Compan.
.
Some studies have pointed out that the next 3-5 years are expected to become the concentrated marketing period of ADC drug.
It is worth mentioning that, in addition to accelerating the development and innovation of ADC drugs, domestic pharmaceutical companies are also accelerating the "going overseas" of the drug to seize more market.
As of July this year, Kelun Pharmaceutical and CSPC announced within 3 days that two ADC drugs (ie antibody-drug conjugates) were authorized to Merck and an American biopharmaceutical company respectively, with a total transaction value of more than 2 billion US dollar.
As early as 2020, Rongchang Bio authorized Vidicitumab to set a transaction record of US$6 billio.
The industry expects that in the process of ADC becoming a gathering place for domestic and foreign pharmaceutical companies, ADC drugs will enter the stage of "competition"; HER2 and Trop2,et.
In this context, the first entrants may have an advantage over the latecomer.
