세계의 항체-분해약물접합체(DAC) 시장 : 업계의 관점에서 본 이해관계자·기술·파이프라인·제휴의 상황 분석(2024년)

This report provides you with a landscape description and analysis of degrader-antibody conjugate (DAC) stakeholders, platform technologies, development and discovery pipelines and partnering deals from an industry perspective as of September 2024. The emerging novel drug modality of degrader-antibody conjugates represents the convergence of the existing technologies of antibody-drug conjugation and targeted protein degradation with the goal of combining the strengths and avoiding the limitations of both technologies. DACs combine the specificity of antibodies with the efficiency of degraders of difficult to drug protein targets. Degrader-antibody conjugates provide plenty of opportunities for ADC companies to use a novel payload to improve efficacy and the therapeutic window and for targeted protein degradation (TPD) companies to improve cell-specificity, half-life and drug-like properties.

The two main uses for Degrader-Antibody Conjugate therapy are:

• Intracellular Targeted Protein Degradation
• Extracellular Targeted Protein Degradation

The report brings you up-to-date with information about and analysis of:

• Stakeholders in the field, by company profiles of DAC activities at pharmaceutical and TPD technology companies;
• DAC technologies using PROTAC and molecular glue for proteasomal degradation for intracellular TPD;
• Proteins-of-interest for intracellular degradation;
• E3 ligases used for intracellular degradation;
• DAC technologies using broadly acting degraders for extracellular TPD; and
• DAC technologies with lysosomal pathway degraders;
• Clinical and non-clinical development pipeline of DACs;
• Profiles of clinical stage DACs;
• DAC discovery pipeline;
• Preclinical proof-of-concept of DAC conjugate technologies and constructs;
• Partnering activities (acquisition, licensing, collaborations)

The original concept of degrader-antibody conjugates defines DACs as tumor-targeted antibodies chemically conjugated to proteolysis-targeting chimera (PROTACs). PROTACs are large heterobifunctional small molecules with one part binding to the intracellular protein of interest (PoI), e.g. Brutons Tyrosine Kinase (BTK), via a linker to a second part which binds to an E3 ligase that ubiquitylates the PoI, resulting in proteasomal degradation in the cytosol. The majority of DAC discovery programs rely on this concept, but DAC using a molecular glue instead of a PROTAC are also being pursued and even are the first in clinical evaluation. Molecular glue-type small molecules act as an glue that enhances the interaction between an E3 ligase and a PoI, leading to its ubiquitylation and proteasomal degradation. PROTACs are easier to design than glues given their independent binding sites to the E3 ligase and the PoI. However, they are generally large molecules that can be challenging to develop, whereas glues are typically smaller and more drug-like. The scope of degrader-antibody conjugates is currently being expanded into the extracellular space for degradation of membrane bound and soluble proteins. Extracellular targeted protein degradation involves bispecific biologics or small molecules that recruit the PoI, either membrane-bound or secreted (soluble), to a degradation machinery. Degradation may occur through a transmembrane E3 ligase, or a cytokine receptor or via a membrane bound recycling receptor for transport of the PoI to the lysosome, which is the typical pathway for the degradation of extracellular proteins.

Methodology:

This report evaluates the industry landscape of degrader-antibody conjugation in research and development. The report provides a comprehensive overview of the R&D and partnering activities of pharmaceutical and technology companies in the field of degrader-antibody conjugates. This report is based on the identification and description of 26 corporate stakeholders: 12 pharmaceutical companies and 14 technology companies. All publicly available information is fully referenced, either with scientific references (abstracts, posters, presentations, full paper) or hyperlinks leading to the source of information, such as press releases, corporate presentations, annual reports, SEC disclosures and homepage content.

The report has four analytical chapters about stakeholders, DAC technologies, DAC R&D including pipeline, and DAC partnering. Analysis is based on information presented in the two subsequent chapters with specific profiles of companies and technologies. A list of scientific references is provided in the last chapter of the report followed by an overview of the Tables in the text.

Table of Contents

1 Executive Summary

2 Introduction

3 Analysis of Stakeholders in Degrader-Antibody Conjugate R&D

• 3.1 Pharmaceutical Companies
• 3.2 Technology Companies

4 Analysis of Degrader-Antibody Conjugate Technologies

• 4.1 Overview of Degrader-Antibody Conjugate Technologies
• 4.2 Degrader-Antibody Conjugates with Molecular Glue-type Degraders
• 4.3 Degrader-Antibody Conjugates with PROTAC-type Degraders
• 4.4 Degrader-Antibody Conjugates with Broadly Acting Degraders
• 4.5 Degrader-Antibody Conjugates with Lysosomal Pathway Degraders

5 Analysis of Degrader-Antibody Conjugate Research & Development

• 5.1 Clinical & Nonclinical Development Pipeline of Degrader-Antibody Conjugates
  • 5.1.1 Profile of ORM-6151
  • 5.1.2 Profile of ORM-5029
• 5.2 Pipeline of Discovery Stage Degrader-Antibody Conjugate Programs
• 5.3 Preclinical Proof-of-Concept of Degrader-Antibody Conjugate Technologies and Constructs

6 Analysis of Partnering in the Field of Degrader-Antibody Conjugate Partnering

• 6.1 Acquisition
• 6.2 Licensing
• 6.3 Discovery Collaborations

7 Profiles of Companies with Degrader-Antibody Conjugate R&D

• 7.1 Pharmaceutical Companies
  • 7.1.1 Bristol Myers Squibb
  • 7.1.2 CSPC Pharmaceutical Group
  • 7.1.3 Debiopharm
  • 7.1.4 Eisai
  • 7.1.5 GlaxoSmithKline
  • 7.1.6 Merck KGaA
  • 7.1.7 Merck & Co. (MSD)
  • 7.1.8 Novartis
  • 7.1.9 Pfizer
  • 7.1.10 Pierre Fabre
  • 7.1.11 Roche
  • 7.1.12 Vertex Pharmaceuticals
• 7.2 Technology Companies
  • 7.2.1 C4 Therapeutics
  • 7.2.2 Crossfire Oncology
  • 7.2.3 Cullgen
  • 7.2.4 EpiBiologics
  • 7.2.5 Firefly Bio
  • 7.2.6 InduPro
  • 7.2.7 Lycia Therapeutics
  • 7.2.8 NanoMedSyn
  • 7.2.9 NIBEC
  • 7.2.10 Nurix Therapeutics
  • 7.2.11 Orum Therapeutics
  • 7.2.12 Prelude Therapeutics
  • 7.2.13 Ubix Therapeutics
  • 7.2.14 VectorY Therapeutics

8 Profiles of Degrader-Antibody Conjugate Technologies

• 8.1 AMFA
• 8.2 CELMoD ADC
• 8.3 Degraducer
• 8.4 DELigase
• 8.5 EpiTAC
• 8.6 EPriL
• 8.7 LYTAC & GELYTAC
• 8.8 PROTAB
• 8.9 PROxAb
• 8.10 REULR
• 8.11 TORPEDO
• 8.12 TPD2
• 8.13 uSMITE
• 8.14 VecTron

9 References