세계의 항체약물접합체(ADC) 성장 기회, 예측(-2028년)

Collaborations with Innovative Platform Developers will Drive Growth Potential

This research service overviews the global ADC market and provides a 6-year revenue forecast from 2023 to 2028. An ADC comprises multiple components such as the antibody, conjugation chemistry, linker, and payload. Many companies are working on each component while others only develop ADCs, which makes the market highly competitive. The development of targeted delivery vehicles over standard antibodies is improving the performance of these drugs and expanding their potential for treating new cancers. New technologies are trying to address drawbacks of existing ADC technology, such as poor stability, leading to poor tolerability, efficacy, and a narrow therapeutic index and challenging ADC manufacturing.

Frost & Sullivan's analysis shows that small and mid-sized enterprises that rely on contract development and manufacturing organizations (CDMOs)/contract research organizations (CROs) for initial drug development create novel antibody therapeutic technologies. Many antibody developers have been decreasing in-house R&D efforts and increasing in-licensing or acquiring therapeutic antibody product lines to strengthen their pipelines. All major CDMOs are stepping up with new investments to support the next generation of ADC, making the segment more competitive. Biopharmaceutical companies are focusing on ADCs to reap the benefits of target specificity for selective tumor antigens. Developers are using robust approaches to improve payloads' potency as ADCs reflect the success rate in the last two years with seven approvals.

Other information included in the report consists of the following:

• Market trends
• Leading disruptors
• Marketed and pipeline ADC that will drive growth in hematological and solid tumors
• Growth opportunities emerging from this space that stakeholders can leverage

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the ADC Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Scope of Analysis
• ADC Market Highlights
• Growth Opportunities: The ADC Market
• Growth Drivers
• Growth Restraints
• Drug Conjugates' History, Progress, and Research Stages
• ADC Market Trends
• ADC Technology Evolution
• Precision Oncology Approaches for ADCs
• Biomarker Application Across the Cancer Continuum
• Life Cycle Management Strategies
• ADC Deals and Investment Outlook
• Notable ADC Partnerships and Collaborations, 2022
• Notable ADC Partnerships and Collaborations, 2022 and 2023
• Approved ADCs: Hematological Cancer
• Approved ADCs: Solid Tumors
• Late-stage ADCs to Watch

Revenue Forecast and Analysis

• Forecast Assumptions
• Growth Metrics
• Revenue Forecast
• Revenue Forecast Analysis: Solid Tumors (Launched)
• Revenue Forecast Analysis: Solid Tumors (Pipeline)
• Revenue Forecast Analysis: Hematological Cancer (Launched)
• Revenue Forecast Analysis: Hematological Cancer (Late-stage Pipeline)

Companies to Action: ADC Market Disruptors

• Tubulis: Broad Spectrum of Technology Platforms
• LCB: Conjugation Technology Platforms
• Synaffix (Lonza): End-to-end ADC Services
• WuXi Biologics: ADC CRDMO
• Mersana Therapeutics: Late-stage ADC Pipeline and Platform
• Iksuda: A Toolbox Approach for ADC Development

Growth Opportunity Universe

• Growth Opportunity 1: ADC Combination Therapies for Precision Chemotherapeutics
• Growth Opportunity 2: Strategic Partnerships between CDMOs and Early-stage Platform and ADC Developers
• Growth Opportunity 3: Novel Linkers and Conjugation Chemistries
• List of Exhibits
• Legal Disclaimer