Global ADC Drug Development & China Opportunities

April 6, 2023

 

Authors

Constance Tang

Constance Tang
Senior Healthcare Associate
MSQ Ventures

Rachel Zhang

Rachel Zhang
Director, Strategic Alliances
MSQ Ventures

Ginger Ding

Ginger Ding
Managing Director
MSQ Ventures

ADC drug development has seen transformative advancements in the oncology landscape, including emerging site-specific conjugation technology, higher drug-to-antibody ratios (DARs), and optimized linker stability. Encouraged by high profile approval of Enhertu in Her2-low breast cancer and Pfizer & Seagen acquisition, the market for ADCs is set to elicit strong interests of all stakeholders and grow further as novel ADCs moving toward late-stage development and expanding into indications beyond oncology.  

This report provides an overview of the global ADC drug development with a focus on exploring cross-border partnership opportunities.  We conducted a gap analysis of China versus global ADC drug approval status, top indication and targets of development, partnering strategies and deal comparables, as well as regulatory considerations.  

Additionally, the report features first-hand insights from key opinion leaders, and a China showcase session highlighting 7 top-notch ADC companies.  

You can also watch the MSQ Webinar in which the experts discuss some of the key challenges and opportunities in ADC drug development.

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