Illustration: Global ADC pipeline targets under research

The concept of antibody-drug conjugates (ADCs) can be traced back to 100 years ago.

From the point of view of the target, some target tracks are already crowded, and the product launch will face a more brutal competition pattern

01.

At present, ADC indications are mainly concentrated in the field of solid tumors

With the advancement of antibody screening technology and genetic engineering technology, the specificity and stability of ADC drugs have been enhanced, and the safety factor has improved.

ADC target selection is primarily focused on mature, validated targets

The second most popular target is EGFR, with 1 drug currently on the market, and 6 drugs in clinical phase

The domestic HER2-ADC track is crowded

02.

In terms of domestic companies, companies that have more ADC drug layouts and have entered the late clinical stage mainly include Rongchang Bio, Lepu Bio, and Dongyao Pharmaceutical.

In addition to independent research and development, in order to quickly seize the track, major domestic and foreign companies have also deployed ADC drug pipelines through cooperative research and development and authorized introduction