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ADC drug is a combination of monoclonal antibodies and small molecule cytotoxic drugs through the coupling chain linker, and combined into targeted biological drugs, which has both the precise targeting advantages of monoclonal antibodies and the high-efficiency killing advantages of small molecule cytotoxic drugs It can reduce the systemic side effects of drugs, increase the drug treatment window and expand the potential of antibody therapy
.
Due to its huge development prospects, ADC drugs have now entered a hot spot that the industry pays close attention to
.
According to incomplete statistics, since 2019, global ADC drug transactions have reached more than 100 billion U.
S.
dollars, including Rongchang Bio, BMS and other companies participating
.
In China, a large number of pharmaceutical companies are also accelerating their deployment in the ADC drug field in recent years
.
It is reported that there are currently many domestic companies such as Hengrui Pharmaceutical, CSPC, Kelun Pharmaceutical, Junshi Biological, Zhejiang Pharmaceutical, Fudan Zhangjiang, Biotech, Toyo Pharmaceutical, Duoxi Biological and Shanghai Meacco Wait for the layout of the ADC field through independent research and development or the introduction of new drugs
.
For example, Zhenbaodao Pharmaceutical recently announced that the company intends to establish a wholly-owned subsidiary in Hangzhou, Zhejiang Province, to invest in the construction of the company’s Hangzhou biopharmaceutical project, to engage in the research and development of anti-tumor ADC drugs, and to establish other subsidiaries, including settlement centers and sales.
Companies and investment companies and other industries
.
According to the announcement, the project is located in Hangzhou Qiantang New District, with a planned total investment of about 1.
7 billion yuan, of which about 100 million yuan will be invested in fixed assets, and about 1.
6 billion yuan will be invested in research and development within 6 years
.
It is planned to build the basic product pipelines of 8 projects under research in 2022
.
With the increasing number of companies entering the market, China has also begun to make more new progress in the research and development of ADC drugs
.
Data shows that at least 32 domestic companies have deployed ADC drug research and development, involving 23 targets (including HER2, Trop2, CD30, Claudin 18.
2, Nectin-4, CD79, etc.
), and a total of 67 ADC drug products are under development ( Among them, 40 ADC drugs from 25 companies have entered clinical trials)
.
It is worth noting that from the perspective of indications and target distribution, tumors are currently the core direction of research and development of pharmaceutical companies
.
Among them, HER2 and Trop2 are popular targets
.
Specifically, there are 17 HER2-targeted ADCs that have entered clinical trials, accounting for almost half of the country.
At the same time, 11 companies have deployed Trop2 target ADCs, of which 6 have entered clinical trials
.
As more and more companies enter the ADC field, the popular target track is becoming increasingly crowded
.
In this regard, analysis believes that relevant pharmaceutical companies can gradually explore innovative targets, such as expanding 5T4 (solid tumors), Ephrin A4 (solid tumors and multiple myeloma), CD37 (non-Hodgkin’s lymphoma), GPNMB (melanoma) , Osteosarcoma) and other targets, and their respective indications
.
In short, among the many targets that have not yet formed a clear competition pattern, we can find new targets with greater development potential for exploration and research, so as to avoid the cruel competition pattern that will be faced
.
For investors, industry recommendations can focus on three types of companies, including companies with independent ADC technology platforms, companies with advanced progress among mature targets, and CXO companies with ADC drug research and development capabilities
.
.
Due to its huge development prospects, ADC drugs have now entered a hot spot that the industry pays close attention to
.
According to incomplete statistics, since 2019, global ADC drug transactions have reached more than 100 billion U.
S.
dollars, including Rongchang Bio, BMS and other companies participating
.
In China, a large number of pharmaceutical companies are also accelerating their deployment in the ADC drug field in recent years
.
It is reported that there are currently many domestic companies such as Hengrui Pharmaceutical, CSPC, Kelun Pharmaceutical, Junshi Biological, Zhejiang Pharmaceutical, Fudan Zhangjiang, Biotech, Toyo Pharmaceutical, Duoxi Biological and Shanghai Meacco Wait for the layout of the ADC field through independent research and development or the introduction of new drugs
.
For example, Zhenbaodao Pharmaceutical recently announced that the company intends to establish a wholly-owned subsidiary in Hangzhou, Zhejiang Province, to invest in the construction of the company’s Hangzhou biopharmaceutical project, to engage in the research and development of anti-tumor ADC drugs, and to establish other subsidiaries, including settlement centers and sales.
Companies and investment companies and other industries
.
According to the announcement, the project is located in Hangzhou Qiantang New District, with a planned total investment of about 1.
7 billion yuan, of which about 100 million yuan will be invested in fixed assets, and about 1.
6 billion yuan will be invested in research and development within 6 years
.
It is planned to build the basic product pipelines of 8 projects under research in 2022
.
With the increasing number of companies entering the market, China has also begun to make more new progress in the research and development of ADC drugs
.
Data shows that at least 32 domestic companies have deployed ADC drug research and development, involving 23 targets (including HER2, Trop2, CD30, Claudin 18.
2, Nectin-4, CD79, etc.
), and a total of 67 ADC drug products are under development ( Among them, 40 ADC drugs from 25 companies have entered clinical trials)
.
It is worth noting that from the perspective of indications and target distribution, tumors are currently the core direction of research and development of pharmaceutical companies
.
Among them, HER2 and Trop2 are popular targets
.
Specifically, there are 17 HER2-targeted ADCs that have entered clinical trials, accounting for almost half of the country.
At the same time, 11 companies have deployed Trop2 target ADCs, of which 6 have entered clinical trials
.
As more and more companies enter the ADC field, the popular target track is becoming increasingly crowded
.
In this regard, analysis believes that relevant pharmaceutical companies can gradually explore innovative targets, such as expanding 5T4 (solid tumors), Ephrin A4 (solid tumors and multiple myeloma), CD37 (non-Hodgkin’s lymphoma), GPNMB (melanoma) , Osteosarcoma) and other targets, and their respective indications
.
In short, among the many targets that have not yet formed a clear competition pattern, we can find new targets with greater development potential for exploration and research, so as to avoid the cruel competition pattern that will be faced
.
For investors, industry recommendations can focus on three types of companies, including companies with independent ADC technology platforms, companies with advanced progress among mature targets, and CXO companies with ADC drug research and development capabilities
.
