At present, the world is setting off a boom in the research and development of ADC (Antibody-Drug Conjugate), and the scale of licenses and mergers and acquisitions in the global ADC drug field has exceeded $
40 billion since 2019.
It is worth noting that since First Third Gong Pharmaceutical licensed its two blockbuster products, DS-8201 and DS-1062, to AstraZeneca for more than $6 billion in 2019, the enthusiasm for the research and development of ADC drugs at home and abroad has reached a new height
.
It is understood that as one of the hot research directions in the field of tumor treatment in recent years, the global ADC drug pipeline reserve has been very rich, and the number of disclosed ADC projects has reached 339, of which 104 projects of Chinese companies, accounting for 30%.
From the perspective of research and development progress, the progress of domestic ADC drug research and development is relatively fast
.
At present, there are 14 ADC drug candidates that have been in the third phase of clinical stage in the world, of which 13 are domestic research and development, and 2 ADC drugs are in the NDA stage, which are also led by
domestic enterprises.
For example, The vidicetizumab independently developed by Rongchang Biotech is the first domestic ADC drug approved for marketing with HER2 as the target, and has three indications: gastric cancer, gastroesophageal junction cancer, and urinary intestinal carcinoma
.
In 2021, the commercial sales of vidicetizumab and overseas licensing transactions brought more than 1.
3 billion yuan
to the company.
The industry predicts that the peak sales of vidicetizumab in the Chinese market will reach 4.
6 billion yuan
.
At present, domestic pharmaceutical companies are still accelerating in the development of ADC drugs, and many pharmaceutical companies have also ushered in new breakthroughs
.
On August 22, it was reported that The Miratvuximab Soravtansine, developed by Huadong Pharmaceutical and ImmunoGen, Inc.
of the United States, completed the enrollment and administration of the first subject in the Phase III single-arm clinical trial at the Affiliated Cancer Hospital of Fudan University in China
.
It is understood that MirvetuximabSoravtansine is the world's first ADC drug in the field of antibody-coupled drugs (ADCs) developed by MirvetuximabSoravtansine in collaboration with ImagoGen in the field of α antibody-coupled drugs (ADCs), which are used to treat platinum-resistant ovarian cancer
with high expression of FRα.
The purpose of this study was to evaluate the efficacy and safety
of Miratvuximab in chinese adult patients with high-expression platinum resistance advanced high-grade epithelial ovarian carcinoma, primary peritoneal cancer or fallopian tube cancer in high-expression platinum receptor α.
It is worth noting that prior to this, Huadong Pharmaceutical also announced that it had completed the approval or approval of the relevant Departments of China and Germany required for the equity investment plan of Heidelberg Pharma
.
According to the data, Heidelberg Pharma (formerly known as WILEX AG) is a global biopharmaceutical company focusing on the development of oncology ADC drugs, with a proprietary antibody- Antibody Targeted Amanitin Conjugates (ATAC) technology platform
.
Industry analysts believe that ADC has become a gathering place for domestic and foreign pharmaceutical companies, and is about to enter the stage of "competing for deer", especially in the fields of popular targets, such as HER2 and Trop2, an innovation war is inevitable
.
In the future, how to divide the soup will further test the wisdom of the layout of domestic pharmaceutical companies and the speed of
innovation.
