항체약물접합체(ADC)는 모노클로널 항체가 Linker를 통해 페이로드와 결합한 것으로, 항원 양성 암세포를 정확하게 표적으로 합니다. ADC는 HER2, TROP-2, CD22 등의 고발현 단백질 수용체를 타깃으로 개발되고 있습니다.
미소관 저해제(MMAE, DM1/DM4)와 토포이소머라아제 I 저해제(DXd, SN38)와 같은 보다 강력한 DNA 손상제입니다.
Linker는 ADC의 안정성을 유지하고, 페이로드가 종양 세포에 인접하여 방출되는 경우, '방관자 효과'를 유발할 가능성이 있습니다.
세계의 항체약물접합체(ADC) 시장 규모는 2011년 5,000만 달러에서 2023년에는 92억 달러로 성장했습니다. 이 시장은 2029년까지 400억 달러를 넘을 것으로 예측됩니다.
항체약물접합체(ADC) 시장에 대해 조사했으며, 주요 출시 약제와 파이프라인 약제의 SWOT 분석, 임상 벤치마크의 비교, 주요 임상시험의 분석, 애널리스트의 콘센서스 예측, 현재 및 향후 참여 기업에 관한 해설 등 암영역에서 주요 항체약물접합체(ADC)의 경쟁 구도 등을 정리하여 전해드립니다.
Clients will gain insight into the competitive landscape of leading antibody-drug conjugates (ADC) in oncology including SWOT analysis for key marketed and pipeline drugs, clinical benchmark comparisons, key clinical trial analysis, analyst consensus forecasts, and commentary on current and future players. The report also includes outlook from four key opinion leaders in the US and analyzes key opportunities and challenges in the space. Additionally, the report includes commentary on the latest trends in ADC development including payload and linker analysis.
An ADC drug consists of monoclonal antibodies conjugated to a payload via a linker, for the precise targeting of antigen-positive cancer cells.
ADCs are developed to target protein receptors with high expression such as HER2, TROP-2, CD22, and others.
There are two cytotoxic payload types predominantly used in ADCs: microtubule inhibitors (MMAE, DM1/DM4), and the more potent DNA-damaging payloads such as topoisomerase I inhibitors (DXd, SN38).
Linkers maintain the stability of the ADC and may induce a 'bystander effect' if the payload is released adjacent to the tumor cell.
The global ADC market grew from $50 million in 2011 to $9.2 billion by 2023. GlobalData anticipates the market to exceed $40 billion by 2029.
The rapid growth seen is due to several blockbuster ADCs: Daiichi Sankyo's Enhertu, Roche's Kadcyla, Astellas Pharma & Pfizer's Padcev, and Gilead's Trodelvy, as well as the commercial success of other ADCs.
Daiichi's deruxtecan payload technology has led to HER2-targeting Enhertu, the highest-grossing ADC approved for multiple indications. Enhertu generated $3.4 billion in 2023 and is projected to reach $14 billion by 2029. Additionally, the company has several pipeline agents expected to have marked commercial success, notably TROP-2-targeting DS-1062 for metastatic breast and non-small cell lung cancer (NSCLC).
In December 2023, Pfizer completed a $43 billion acquisition of ADC-focused biotech Seagen. Through the buy-out, Pfizer gained the rights to Padcev and a pipeline of early-stage ADCs.
Clinical trial analysis includes all countries
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