As ADCs have shown great application potential in the fields of malignant tumors and other diseases, pharmaceutical companies have begun to accelerate the research and development of ADC drugs in recent years
.
At present, with the efforts of a large number of pharmaceutical companies, ADC drug innovation has continued to break through
.
At the American Society of Clinical Oncology (ASCO) in 2022, which ended some time ago, new clinical data and new research results of several ADC blockbuster products were announced
.
Among them, the Trodelvy experimental data released by Gilead shows that Trodelvy can reduce the disease progression of HR+/HER2 breast cancer patients with statistical significance
.
It is understood that Trodelvy is the first therapy that can improve the progression-free survival (PFS) and overall survival (OS) of mTNBC patients.
According to Gilead's annual report, in 2021, Trodelvy sales will be 380 million US dollars, 2022Q1 sales of 146 million dollars
.
Data from AstraZeneca and Daiichi Sankyo's Enhertu trial showed that in 557 patients with HER2-low, unresectable and/or metastatic breast cancer, Enhertu reduced the risk of cancer progression by 49%, and progression-free survival increased from that in the control group.
5.
4 months improved to 10.
1 months in the treatment group, and overall survival improved from 17.
5 months in the control group to 23.
9 months
.
In addition to the products of multinational pharmaceutical companies, domestic companies including Rongchang Bio, Lepu Bio, and Kelun Pharmaceutical also displayed new research results of their ADC products
.
Among them, Rongchang Bio's Vidicitumumab (trade name: Aidixi) is the first new ADC drug approved for marketing through independent research and development in China
.
The drug adopts a differentiated strategy in terms of indications.
Currently, three indications for gastric cancer, gastroesophageal junction cancer and urothelial cancer have been approved for marketing, and HER2-positive breast cancer is currently in Phase II/III clinical trials
.
It is worth noting that in China, a large number of pharmaceutical companies are also constantly increasing their deployment of ADC drug innovations, wanting to get a share of the pie
.
For example, Huadong Medicine said in a recent market survey that in the first half of the year, the company continued to increase its differentiated and in-depth layout in the ADC field, and carried out equity investment and product cooperation with HeidelbergPharma, a global emerging technology company in the ADC field.
ADC global R&D ecosystem
.
The company plans to develop no less than 10 innovative ADC products within three years and actively promote clinical registration research
.
Industry analysts believe that, on the whole, both Biotech and Big Pharma in China are actively deploying ADCs
.
According to the data, China has approved 11 indications of 5 ADC products in more than two years, and 2 ADCs are in the NDA stage
.
Among them, Rongchang Bio and Genting Xinyao have ADC products approved for marketing; while the ADC products of Hengrui Medicine, Kelun Pharmaceutical, Innovent Bio, Huadong Medicine and other companies are already in Phase III clinical stage
.
It is expected in the industry that in the process of ADC becoming a gathering place for domestic and foreign pharmaceutical companies, ADC drugs will enter the stage of "competition of heroes"; at the same time, the innovation war between major enterprises is about to start
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Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
