ADC 기술 시장 : 기술 세대별, 컨쥬게이션 유형별, 링커 유형별, 채택되는 결제 모델별, 주요 지역별 : 업계 동향과 세계 예측(-2035년)
ADC Technology Market by Generation of Technology, Type of Conjugation, Type of Linker, Type of Payment Model Adopted and Key Geographical Regions : Industry Trends and Global Forecasts, Till 2035
상품코드:1616883
리서치사:Roots Analysis
발행일:2024년 12월
페이지 정보:영문 345 Pages
라이선스 & 가격 (부가세 별도)
한글목차
세계의 ADC(항체약물접합체) 기술 시장 규모는 2035년까지의 예측 기간 중 11.5%의 CAGR로 확대하며, 현재 11억 8,000만 달러에서 2035년까지 43억 7,000만 달러로 성장할 것으로 예측됩니다.
항체 약물 컨쥬게이트는 보다 효과적이고 환자에게 덜 독성이 있는 것으로 입증된 다용도한 항암 치료법으로 부상하고 있습니다. 이러한 중재는 암(표적) 세포 표면에 발현되는 특정 항원을 식별하여 세포 독소/약물의 효과가 암세포만을 제거하는데 집중되도록 설계되었습니다. 지난 수년간 20개 이상의 ADC 요법이 다양한 규제 당국의 승인을 받았습니다. 또한 전 세계에서 350개 이상의 약물 요법이 임상시험에서 평가되고 있습니다. 이는 이 분야의 이해관계자들이 이 분야에 대한 광범위한 개발 구상을 보여주고 있습니다. 그러나 ADC의 복잡한 설계와 구조는 분자의 전반적인 내약성과 효능에 큰 도전이 되고 있습니다. 따라서 내약성과 안전성 프로파일을 유지하면서 ADC의 제어된 집합체를 생성하기 위해서는 보다 진보된 ADC 기술이 필요합니다. 항체-약물 접합체에 대한 수요 증가에 대응하기 위해 ADC 기술 시장에 많은 투자가 이루어지고 있는 것은 주목할 만합니다. 제약회사들이 이러한 혁신적인 치료법에 많은 투자를 하고 있으므로 ADC 기술 시장은 예측 기간 중 상당한 시장 개척을 이룰 가능성이 높을 것으로 예상됩니다.
1. 현재 전 세계에서 95개 이상의 ADC 링커 및 컨쥬게이션 기술이 다양한 기술 개발사들에 의해 제공되고 있으며, 이 중 약 55%가 3세대 기술입니다.
세계의 ADC 기술 시장에 대해 조사했으며, 시장의 개요와 컨쥬게이션 유형별, 링커 유형별, 채택되는 결제 모델별, 지역별 동향 및 시장에 참여하는 기업의 개요 등을 제공하고 있습니다.
As per Roots Analysis, the global ADC technology market is estimated to grow from USD 1.18 billion in the current year to USD 4.37 billion by 2035, at a CAGR of 11.5% during the forecast period, till 2035.
The market sizing and opportunity analysis has been segmented across the following parameters:
Generation of Technology
Third-Generation
Second-Generation
Next-Generation
Type of Conjugation
Chemical
Chemoenzymatic
Enzymatic
Type of Linker
Cleavable
Non-cleavable
Type of Payment Model Adopted
Upfront Payments
Milestone Payments
Key Geographical Regions
North America
Europe
Asia-Pacific and Rest of the World
ADC TECHNOLOGY MARKET (FOCUS ON ADC LINKER & ADC CONJUGATION TECHNOLOGIES): GROWTH AND TRENDS
Antibody drug conjugate has emerged as a versatile anti-cancer therapy that has been proven to be more effective and less toxic to patients. Such interventions are designed to identify specific antigens that are expressed on the surface of cancer (target) cells so that the effects of the cytotoxin / drug are focused on the elimination of only the cancerous cells. Over the past few years, more than 20 ADC therapies have been approved by various regulatory agencies. Moreover, over 350 drug therapies are being evaluated in clinical trials across the globe. This demonstrates the extensive development initiatives that are being undertaken by stakeholders in this domain. However, the complex design and structure of ADCs present a significant challenge to the overall tolerability and efficacy of the molecule. Thus, more advanced ADC technology is required to generate the controlled assembly of ADCs while maintaining tolerability and safety profiles. It is worth highlighting that significant investments have been made in the ADC technology market in order to meet the growing demand for antibody drug conjugates. As drug developers invest more in these innovative therapies, the market for ADC technology is likely to witness substantial market growth during the forecast period.
The report delves into the current state of the ADC technology market and identifies potential growth opportunities within the industry. Some key findings from the report include:
1. At present, over 95 ADC linker and conjugation technologies are being offered by various technology developers across the globe; around 55% of these are third-generation technologies.
2. The current market landscape is highly fragmented, featuring the presence of both new entrants and well-established players across key geographical regions.
3. Over 2,100 patents have been filed / granted for ADC linker and conjugation technologies, by industry and non-industry players, to protect the intellectual property generated within this field.
4. To cater to the increasing demand for homogenous ADC therapies, a number of players have stepped up to introduce technologically advanced platforms and establish a strong brand position in this industry.
5. A considerable increase in partnership activity has been witnessed in this domain; ~70% of the deals were related to licensing of technologies, primarily focused on product development and R&D purposes.
6. ADC drug developers are anticipated to continue to form strategic alliances with ADC linker and conjugation technology providers to further strengthen their respective technology portfolios.
7. Stakeholders have adopted different business models to maximize the gain from ADC technologies; a considerable number of players have signed multiple partnerships to out-license their technologies.
8. In pursuit of gaining a competitive edge, stakeholders are actively enhancing their existing capabilities to improve their respective technology portfolios and compliance with evolving industry standards.
9. At present, over 350 ADC therapeutic candidates are undergoing clinical trials for the treatment of various oncological disorders; majority of these ADCs are being evaluated as monotherapies.
10. With the growing focus on development of efficacious and site-selective drugs, the ADCs linker and conjugation technologies market is anticipated to witness an annualized growth of ~15%, over the next decade.
11. The estimated market opportunity is projected to be well distributed across different types of linkers and key geographical regions.
Third-Generation Technologies are Likely to Dominate the ADC Technology Market During the Forecast Period
Based on the generation of technology, the market is segmented into second-generation, third-generation and next-generation. It is worth highlighting that majority of the current ADC technology market is captured by third-generation technologies and this trend is likely to remain the same in the forthcoming years.
Currently, Chemical Conjugation Segment Occupies the Largest Share of the ADC Technology Market
Based on the type of conjugation, the market is segmented into chemical, chemoenzymatic and enzymatic. The current market is expected to be driven by chemical conjugators. It is worth highlighting that the chemoenzymatic segment is likely to grow at a relatively higher CAGR, during the forecast period.
Cleavable Segment is Likely to Capture the Largest Share of the ADC Technology Market During the Forecast Period
Based on the type of linker, the market is segmented into cleavable and non-cleavable. It is worth highlighting that majority of the current ADC technology market is captured by cleavable linkers and this trend is unlikely to change in the mid-long term.
North America Accounts for the Largest Share of the Market
Based on key geographical regions, the market is segmented into North America, Europe, and Asia-Pacific and Rest of the World. A significant proportion of the market is expected to be captured by North America and Europe. It is worth highlighting that, over the years, the market in Asia-Pacific and Rest of the World is expected to grow at a higher CAGR.
Example Players in the ADC Technology Market
Alteogen
Ambrx
Antikor
Catalent Biologics
Heidelberg Pharma
Iksuda Therapeutics
LegoChem Biosciences
Mersana Therapeutics
NBE-Therapeutics
Seattle Genetics
Sutro Biopharma
Primary Research Overview
The opinions and insights presented in this study were influenced by discussions conducted with multiple stakeholders. The research report features detailed transcripts of interviews held with the following industry stakeholders:
Scientist, Abzena
Chief Scientific Officer, MedLink Therapeutics
Head of Business Development, Merck KGaA
Board Member, Singzyme
General Manager, Research and Development, Director of ADC Process Development, Ajinomoto
Head of Research, Eucodis Bioscience
Former Chief Business Officer, NBE-Therapeutics
Chief Executive Officer, Shanghai Miracogen
Chief Scientific Officer, Synaffix
ADC TECHNOLOGY MARKET (FOCUS ON ADC LINKER & ADC CONJUGATION TECHNOLOGIES): RESEARCH COVERAGE
Market Sizing and Opportunity Analysis: The report features an in-depth analysis of the ADC linker and antibody conjugation technologies, focusing on key market segments, including [A] generation of technology, [B] type of conjugation, [C] type of linker, [D] type of payment model adopted and [E] key geographical regions.
Market Landscape: A comprehensive evaluation of ADC linker and conjugation technologies, considering various parameters, such as [A] type of technology, [B] availability of licensing, [C] generation of ADC technology, [D] site specificity, [E] type of conjugation, [F] drug antibody ratio, [G] compatible linker, [H] conjugation chemistry, [I] conjugation site, [J] type of linker. It also includes information on ADC linker and antibody conjugation technology companies, based on several parameters, such as their [K] year of establishment, [L] company size (based on number of employees) and [M] location of headquarters.
Technology Competitiveness Analysis: A comprehensive competitive analysis of ADC linker and conjugation technologies, examining factors, such as portfolio strength, technology competitiveness and partnership activity (in terms of number of partnerships). The analysis was designed to enable stakeholder companies to assess their existing capabilities and identify opportunities to achieve a competitive edge in the industry.
Company Profiles: In-depth profiles of key industry players engaged in the development of ADC linker and ADC conjugation technologies, focusing on [A] company overviews, [B] technology portfolio, [C] insightful recent developments and [D] an informed future outlook.
Patent Analysis: Detailed analysis of various patents filed / granted related to ADC linker and ADC conjugation technologies based on [A] type of patent, [B] publication year, [C] application year, [D] number of granted patents and patent applications, [E] patent jurisdiction, [F] focus area, [G] CPC symbols, [H] patent age, [I] type of applicant (on the basis of number of patents), and [J] individual patent assignees (in terms of size of intellectual property portfolio). In addition, it includes a patent benchmarking analysis and detailed valuation analysis.
Partnerships and Collaborations: An analysis of partnerships established in this sector, since 2014, based on several parameters, such as [A] year of partnership, [B] type of partnership, [C] type of partner, [D] generation of technology, [E] type of linker, [F] type of conjugation, [G] target therapeutic area(s), [H] most popular technologies, [I] most active players and [J] geographical location of the companies.
Business Model Analysis: An insightful analysis on business models adopted by various ADC technology providers engaged in this industry along with the information on parameters, such as [A] year of partnership, [B] purpose of partnership, [C] type of business strategy adopted (technology-out licensing, technology-in licensing, product out-licensing, product in-licensing, collaborative research and others), [D] type of investment, [E] amount invested and [F] most active players.
Likely Partner Analysis: A detailed evaluation of several antibody drug conjugate therapeutics developers that are most likely to collaborate with ADC linker and conjugation technology companies in the near future. This analysis considers various relevant parameters, including [A] developer strength (in terms of company size and its experience), [B] portfolio strength (based on type of linker and antibody structure), [C] pipeline strength (based on stage of development of a drug and number of pre-clinical molecules) and [D] therapeutic area.
Brand Positioning Analysis: An insightful brand positioning analysis of prominent antibody conjugation technology providers, highlighting the current perceptions regarding their proprietary technologies by taking into consideration several relevant aspects, such as [A] experience of the technology provider, [B] number of technologies offered, [C] product diversity, [D] number of patents and [E] number of partnerships.
Case Study: The report includes a case study discussing the overall landscape of the antibody drug conjugates market, based on a number of parameters, such as [A] stage of development, [B] target disease indication, [C] therapeutics area, [D] line of treatment, [E] dosing frequency, [F] type of therapy, [G] target antigen, [H] antibody isotype, [I] payload / cytotoxin / warhead, [J] payload type, [K] type of linker. Further, it highlights information on antibody drug conjugate developers, including details on [L] year of establishment, [M] company size and [N] location of headquarters and [N] most active players in this domain.
KEY QUESTIONS ANSWERED IN THIS REPORT
How many companies are currently engaged in this market?
Which are the leading companies in this market?
What kind of partnership models are commonly adopted by industry stakeholders?
Which developers are most likely to collaborate with ADC linker and conjugation technology providers?
What factors are likely to influence the evolution of this market?
What is the current and future market size?
What is the CAGR of this market?
How is the current and future market opportunity likely to be distributed across key market segments?
REASONS TO BUY THIS REPORT
The report provides a comprehensive market analysis, offering detailed revenue projections of the overall market and its specific sub-segments. This information is valuable to both established market leaders and emerging entrants.
Stakeholders can leverage the report to gain a deeper understanding of the competitive dynamics within the market. By analyzing the competitive landscape, businesses can make informed decisions to optimize their market positioning and develop effective go-to-market strategies.
The report offers stakeholders a comprehensive overview of the market, including key drivers, barriers, opportunities, and challenges. This information empowers stakeholders to stay abreast of market trends and make data-driven decisions to capitalize on growth prospects.
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TABLE OF CONTENTS
1. PREFACE
1.1. Introduction
1.2. Key Market Insights
1.3. Scope of the Report
1.4. Research Methodology
1.5. Frequently Asked Questions
1.6. Chapter Outlines
2. EXECUTIVE SUMMARY
3. INTRODUCTION
3.1. Chapter Overview
3.2. Antibody Drug Conjugates (ADCs)
3.2.1. Components of ADCs
3.2.1.1. Antibody
3.2.1.2. Cytotoxin
3.2.1.3. Linker
3.3. Advantages of ADCs Over Conventional Therapeutics
3.4. ADC Linker Technologies
3.4.1. Non-cleavable Linkers
3.4.2. Cleavable Linkers
3.4. ADC Conjugation Technologies
3.4.1. Chemical Conjugation
3.4.2. Enzymatic Conjugation
3.5. Future Perspectives
4. ADC LINKER AND CONJUGATION TECHNOLOGIES: MARKET LANDSCAPE
4.1. Chapter Overview
4.2. ADC Linker and Conjugation Technologies: Overall Market Landscape
4.2.1. Analysis by Type of Technology
4.2.2. Analysis by Availability of Licensing
4.3. ADC Conjugation Technologies
4.3.1. Analysis by Generation of Technology
4.3.2. Analysis by Site Specificity
4.3.3. Analysis by Type of Conjugation
4.3.4. Analysis by Drug Antibody Ratio
4.3.5. Analysis by Compatible Linker
4.3.6. Analysis by Conjugation Chemistry
4.3.7. Analysis by Conjugation Site
4.4. ADC Linker and ADC Linker-Payload Technologies
4.4.1. Analysis by Type of Linker
4.5. ADC Linker and Conjugation Technology Providers
4.5.1. Analysis by Year of Establishment
4.5.2. Analysis by Company Size
4.5.3. Analysis by Location of Headquarters
4.5.4. Analysis by Year of Establishment and Location of Headquarters
4.5.5. Analysis by Company Size and Location of Headquarters
4.6. ADC Conjugation Technologies Service Providers
5 TECHNOLOGY COMPETITIVENESS ANALYSIS
5.1. Chapter Overview
5.2. Assumptions and Key Parameters
5.3. Methodology
5.4. ADC Linker and Conjugation Technologies: Technology Competitiveness Analysis
5.4.1. Technologies Offered by Small Companies
5.4.2. Technologies Offered by Mid-sized Companies
5.4.3. Technologies Offered by Large Companies
6. COMPANY PROFILES
6.1. Chapter Overview
6.2. Companies Headquartered in North America
6.2.1. Ambrx
6.2.1.2. Company Overview
6.2.1.3. Financial Information
6.2.1.4. Technology Portfolio
6.2.1.5. Recent Developments and Future outlook
6.2.2. Catalent Biologics
6.2.2.1. Company Overview
6.2.2.2. Financial Information
6.2.2.3. Technology Portfolio
6.2.2.4. Recent Developments and Future outlook
6.2.3. Mersana Therapeutics
6.2.3.1. Company Overview
6.2.3.2. Financial Information
6.2.3.3. Technology Portfolio
6.2.3.4. Recent Developments and Future outlook
6.2.4. Seagen
6.2.4.1. Company Overview
6.2.4.2. Financial Information
6.2.4.3. Technology Portfolio
6.2.4.4. Recent Developments and Future outlook
6.2.5. Sutro Biopharma
6.2.5.1. Company Overview
6.2.5.2. Financial Information
6.2.5.3. Technology Portfolio
6.2.5.4. Recent Developments and Future outlook
6.3. Companies Headquartered in Europe
6.3.1. Antikor
6.3.1.1. Company Overview
6.3.1.2. Technology Portfolio
6.3.1.3. Recent Developments and Future outlook
6.3.2. Iksuda Therapeutics
6.3.2.1. Company Overview
6.3.2.2. Technology Portfolio
6.3.2.3. Recent Developments and Future outlook
6.3.3. Heidelberg Pharma
6.3.3.1. Company Overview
6.3.3.2. Financial Information
6.3.3.3. Technology Portfolio
6.3.3.4. Recent Developments and Future outlook
6.3.4. LinXis
6.3.4.1. Company Overview
6.3.4.2. Technology Portfolio
6.3.4.3. Recent Developments and Future outlook
6.3.5. NBE-Therapeutics
6.3.5.1. Company Overview
6.3.5.2. Technology Portfolio
6.3.5.3. Recent Developments and Future outlook
6.4. Companies Headquartered in Asia-Pacific and Rest of the World
6.4.1. Alteogen
6.4.1.1. Company Overview
6.4.1.2. Technology Portfolio
6.4.1.3. Recent Developments and Future outlook
6.5.2. LegoChem Biosciences
6.5.2.1. Company Overview
6.5.2.2. Technology Portfolio
6.5.2.3. Recent Developments and Future outlook
7. PATENT ANALYSIS
7.1. Chapter Overview
7.2. Scope and Methodology
7.3. ADC Linker and Conjugation Technologies: Patent Analysis
7.3.1. Analysis by Publication Year
7.3.2. Analysis by Application Year
7.3.3. Analysis by Annual Number of Granted Patents and Patent Applications
7.3.4. Analysis by Patent Jurisdiction
7.3.5. Analysis by CPC Symbols and Sections
7.3.6. Analysis by Type of Applicant
7.3.7. Leading Industry Players: Analysis by Number of Patents
7.3.8. Leading Non-Industry Players: Analysis by Number of Patents
7.3.9. Leading Patent Assignees: Analysis by Number of Patents
7.4. Patent Benchmarking Analysis
7.4.1. Analysis by Patent Characteristics
7.5. Patent Valuation
7.6. Leading Patents by Number of Citations
8. PARTNERSHIPS AND COLLABORATIONS
8.1. Chapter Overview
8.2. Partnership Models
8.3. ADC Linker and Conjugation Technologies: Partnerships and Collaborations
8.3.1. Analysis by Year of Partnership
8.3.2. Analysis by Type of Partnership
8.3.3. Analysis by Year of Partnership and Type of Partnership
8.3.4. Analysis by Type of Partnership and Generation of Technology
8.3.5. Analysis by Type of Partnership and Type of Linker
8.3.6. Analysis by Type of Partnership and Type of Conjugation
8.3.7. Analysis by Type of Partner
8.3.8. Analysis by Year of Partnership and Type of Partner
8.3.9. Analysis by Type of Partnership and Type of Partner
8.3.10. Analysis by Target Therapeutic Area(s)
8.3.11. Most Active Players: Analysis by Number of Partnerships
8.3.12. Most Popular Technologies: Analysis by Number of Partnerships
8.4. Regional Analysis
8.4.1. Local and International Agreements
8.4.12. Intercontinental and Intracontinental Agreements
9. BUSINESS MODEL ANALYSIS
9.1. Chapter Overview
9.2. Business Strategies
9.3. ADC Linker and Conjugation Technology Providers: Business Strategy Analysis
9.3.1. Analysis by Purpose of Partnership
9.3.2. Analysis by Year of Partnership and Purpose of Partnership
9.3.3. Analysis by Type of Business Strategy Adopted
9.3.4. Analysis by Purpose of Partnership and Type of Business Strategy Adopted
9.3.5. Analysis by Upfront and Milestone Payments
9.3.6. Analysis by Type of Business Strategy Adopted and Deal Value
9.4. Most Active Players: Analysis by Number of Partnerships
9.4.1. Synaffix
9.4.1.1. Analysis by Purpose of Partnership
9.4.1.2. Analysis of Technology Out-Licensing Deals by Deal Value
9.4.2. LegoChem Biosciences
9.4.2.1. Analysis by Purpose of Partnership
9.4.2.2. Analysis by Year of Partnership and Business Strategy Adopted
9.4.2.3. Analysis of Technology Out-Licensing Deals by Amount of Investment
9.4.3. Catalent Biologics
9.4.3.1. Analysis by Purpose of Partnership
9.4.3.2. Analysis by Year of Partnership and Business Strategy Adopted
9.4.4. Sutro Biopharma
9.4.4.1. Analysis by Purpose of Partnership
9.4.4.2. Analysis by Year of Partnership and Business Strategy Adopted
9.4.4.3. Analysis of Technology Out-Licensing Deals by Deal Value
9.4.5. Heidelberg Pharma
9.4.5.1. Analysis by Purpose of Partnership
9.4.5.2. Analysis by Year of Partnership and Business Strategy Adopted
9.4.6. Mersana Therapeutics
9.4.6.1. Analysis by Purpose of Partnership
9.4.6.2. Analysis by Year of Partnership and Business Strategy Adopted
9.5. Concluding Remarks
10. LIKELY PARTNERS ANALYSIS
10.1. Chapter Overview
10.2. Assumptions / Key Parameters
10.3. Scope and Methodology
10.4. Potential Strategic Partners in North America
10.4.1. Most Likely Partners
10.4.2. Likely Partners
10.4.3. Less Likely Partners
10.4.4. Least Likely Partners
10.5. Potential Strategic Partners in Europe
10.5.1. Most Likely Partners
10.5.2. Likely Partners
10.5.3. Less Likely Partners
10.5.4. Least Likely Partners
10.6. Potential Strategic Partners in Asia-Pacific and Rest of the World
14.6.2. Interview Transcript: Okuzumi-Tatsuya (General Manager, Research and Development), Brian Mendelsohn (Director of ADC Process Development and Tech Transfer)
14.7. Eucodis Bioscience
14.7.1. Company Snapshot
14.7.2. Interview Transcript: Jan Modregger (Head of Research and Development)
14.8. NBE-Therapeutics
14.8.1. Company Snapshot
14.8.2. Interview Transcript: Wouter Verhoeven (Former Chief Business Officer)
14.9. Shanghai Miracogen
14.9.1. Company Snapshot
14.9.2. Interview Transcript: Mary Chaohong Hu (Chief Executive Officer)
14.10. Synaffix
14.10.1. Company Snapshot
14.10.2. Interview Transcript: Floris van Delft (Chief Scientific Officer)
15. CONCLUDING REMARKS
16. APPENDIX 1: TABULATED DATA
17. APPENDIX 2: LIST OF COMPANIES AND ORGANIZATIONS
