ADCs: The Excitement Continues to Build

So, another round of the World ADCs just concluded. With a stellar line up that included Alain Beck from Pierre Fabre, Thorsten Sperber from Immunomedics, Nicholas Choong form Seattle Genetics, Rakesh Dixit from BioNavigen, Trevor Hallam from Sutro Bio and many other eminent personalities, the event did live up to its expectations.

ADCs continue to represent a transformative approach to modern cancer treatment. At Roots Analysis, we have tracked this space for almost five years now; with over 16,000 patents, 250 molecules under development and USD 5 billion of public and private investment, there is a lot that has gone right for stakeholders engaged in this domain.

The key difference, of course, compared to what was happening a few years ago is that researchers are identifying new biological targets.

Our proprietary analysis based on a variety of parameters indicates there are several such targets that hold significant promise.

This is exactly the reason why we continue to be bullish about this market. The odds are stacked in favor of all stakeholders who have held their faith; 20% annualized growth over the next decade should not be difficult to achieve.