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The hottest news in the pharmaceutical industry this week is the collaboration between Rongchang Biotechnology and Seagen, a leading ADC company in the United States, on the ADC drug vedicitumumab.
On the one hand, the industry is amazed by the huge benefits of Rongchang Bio and Vidicuzumab, and on the other hand, it has set a deeper level of sight on the ADC drug track that has been on fire in recent years
It is not difficult to open the global ADC trading market in recent years, whether it is investment, financing or mergers and acquisitions, all kinds of sky-high transactions are frequently occurring
In addition to the independent research and development of domestic companies represented by Rongchang Bio, most of the track players directly chose the license-in.
With the tens of billions of dollars of trading frenzy on the ADC drug track, it is believed that more and more pharmaceutical companies and capital will enter this track
Who can lead the construction of ADC drug cutting-edge technology platform?
Who can lead the construction of ADC drug cutting-edge technology platform?ADC drugs are composed of three parts: monoclonal antibody (mAb), linker (linker) and cytotoxin/payload.
It is not difficult to see from the structure of ADC drugs that ADC is a comprehensive technology, and its manufacturing, quality control and clinical are more complex than ordinary antibody drugs, especially antibody selection and modification, coupling chain design, connection mode, antibody and toxicity Molecular binding optimization and other aspects
In addition to Rongchang Biotech, some domestic media have previously ranked the leading companies in ADC drugs in China.
Analysts said the one hand, a drug as a platform for ADC products, not just antibodies plus payload mode, you can also add a TLR agonist antibody, STING agonists, antibiotics and other models
In addition, the different permutations and combinations of the three types of ADC drug components (ligand-Linker-cytotoxic small molecules) will also create such things as nuclide conjugated drugs (RDC), small molecule conjugated drugs (SMDC), and peptide conjugates.
As the saying goes, those who have the platform have the world.
There are so many targets, who can kill from the oblique assassination?
There are so many targets, who can kill from the oblique assassination?As a platform drug, the choice of target will also determine the life and death of the drug
Note: This form is sorted out from public information
It is not difficult to see from the above table that the target of ADC drugs shows a diversified trend, among which 3 and 2 drugs for HER2 and CD22 have been approved respectively
Trop2 is the second most popular target.
At the same time, in addition to these popular targets, many domestic pharmaceutical companies have also begun to deploy targets that have not yet launched products on the market
With fierce competition in clinical development, how should major pharmaceutical companies deploy?
With fierce competition in clinical development, how should major pharmaceutical companies deploy?Just like the layout of the target, how to lay out the indications and clinical development of ADC drugs is the next issue worth considering for major pharmaceutical companies.
As the most mainstream target at present, the indications and clinical development of HER2 have been relatively mature.
As far as vedicitumumab is concerned, it has outstanding efficacy for patients with urothelial cancer indications who have undergone second-line and above system chemotherapy.
And survival benefit, the ORR of independent imaging evaluation reached 50%, and the DCR reached 76.
6%
.
At present, the HER2 target has been extended to more indications such as lung cancer, gastric cancer, colorectal cancer, and the combination with PD-1 also shows a synergistic effect, which also makes the future of the HER2 target more room for imagination
.
Just this year, Merck also announced that the FDA approved the PD-1 antibody Keytruda combined with HER2 monoclonal antibody trastuzumab for the first-line treatment of gastric cancer.
The overall response rate ORR was as high as 74%, and the median duration of remission was 10.
6 months
.
However, according to the existing clinical data, no company has developed a HER2 ADC that is comparable to the DS-8201 mentioned above.
DS-8201 has been approved for breast cancer and gastric cancer indications, showing its strength.
Moreover, the performance of non-small cell lung cancer and colorectal cancer is still outstanding, and its indications are still being added.
This is why Nature Reviews Drug Discovery predicts that DS-8201 will account for the entire global ADC market by 2026.
Nearly 40% of the share
.
Source: ASCO official website, AstraZeneca official website, Everbright Securities Research Institute
This raises the question of how to seek differentiation in clinical development when clinical data and post-marketing commercialization capabilities are not as good as that of multinational companies, or it will be the answer that other ADC track players will be looking for
.
We should also realize that the value of getting together for indications to follow is absolutely limited.
Once the limited clinical resources are wasted on a large number of repetitive R&D projects, then the truly valuable original drug R&D projects will enter a halt
.
What is gratifying is that whether it is ADC drugs that have been approved or pharmaceutical companies that are undergoing clinical development, they have begun to explore the layout of different hematological tumors, solid tumors, and drug combination directions.
This is a virtuous circle.
This phenomenon is also what the capital market would like to see
.
Concluding remarks
Concluding remarks"Biological drugs, clustering layout, tumor indications.
.
.
" These are the most frequently used words in the medical circle.
There were hundreds of PD-1 companies in the past, like dumplings, and CAR-T drugs.
The qualitative change is serious, although many people feel puzzled, but it is also the current R&D status of domestic pharmaceutical companies
.
Both the government and the capital market are calling for differentiated innovation.
As far as the current situation is concerned, ADC drugs are on the right path of a virtuous circle
.
This is not only reflected in the construction and maturity of the ADC innovative technology platform, the exploration of new targets and the development of different clinical indications, but also the current domestic pharmaceutical companies' response to differentiation
.
Opportunities are fleeting, maybe only by walking on the road that no one has walked, will there be more opportunities to create drug value and finally embrace the market
.
Although it will be dazzling after the heat, it is undeniable that the excitement of ADC has just begun to write.
.
.
references:
1.
Nature Reviews Drug Discovery.
The oncology market for antibody-drug conjugates.
;
2.
Strategies and challenges for the next generation of antibody–drug conjugates;
3.
Zhiyin Pharmaceutical: antibody-conjugated drugs-the excitement has just begun;
4.
Fengshuo Venture Capital: Understand the Rongchang Bio-RC48 going overseas under the background of the global ADC industry