Next-Gen ADCs as Precision Weapon Against Cancer

Antibody-Drug Conjugates (ADCs) are emerging as a crucial frontier in targeted cancer care. Although the first ADC was approved in 2000, the space has experienced a renaissance in recent times. Major pharmaceutical players like Novartis and Pfizer, including startups, are announcing deals in this space almost every day. Within the Asia-Pacific (APAC) region, China stands at the forefront of ADC drug development. GlobalData reports that numerous domestic companies in China are actively shifting their focus towards the creation of pioneering ADC-based treatment options, particularly for solid tumours like breast, gastric, and bladder cancer. When we observe World Cancer Day on February 4, we explore the promising world of next-gen ADCs, exploring advancements and unravelling the advantages they offer compared to other therapies like cell and gene therapies.

Cancer poses a significant challenge for the pharmaceutical industry, driving a constant search for improved oncology drugs. The industry has now put the spotlight on antibodydrug conjugates (ADCs), representing a promising frontier in targeted cancer treatment. 2023 was a big year for ADCs, marked by a total of 76 deals (by December 26, 2023) encompassing licensing agreements, collaborations, and acquisitions. Majority of the big pharma companies have either announced acquisitions or partnership with smaller biotech companies in this space, the latest entrant is Johnson & Johnson (J&J) which on January 8, 2024, made a significant move with a $2 billion acquisition of ADC developer Ambrx Biopharma, bolstering its ADC pipeline. Just a few weeks back, on December 26, 2023, J&J sealed a substantial $1.7 billion deal with South Korea's LegoChem Biosciences for the development and commercialisation of LCB84, a promising Trop2-directed ADC. The preclinical data for LCB84 highlighted a distinct safety and efficacy profile across various cancers, underlining the significance of these strategic advancements in the ADC landscape.