ADC Cytotoxic Payloads

Chapter Outlines

Chapter 2 is an executive summary of the key insights captured during our research. It offers a high- level view on the current state of the ADC payloads and warheads market and its likely evolution in the mid to long term.

Chapter 3 is a general introduction to ADCs and its various components, laying emphasis on the key steps involved in the manufacturing of ADCs, along with the challenges associated with supply chain and the need for outsourcing. In addition, the chapter features a detailed discussion on the need for contract manufacturing of ADC payloads and warheads.

Chapter 4 provides an overview of the current market landscape of ADC payloads and warheads, based on multiple parameters, including type of payload, type of microtubule inhibitors, DNA damaging agents and topoisomerase inhibitors. In addition, it includes information on the developer’s year of establishment, and location of headquarters and company size of the players.

Chapter 5 features profiles of players involved in the manufacturing of ADC payloads and warheads. Each profile features a brief overview of the company, location of its manufacturing facilities, financial information (if available), recent developments, and an informed future outlook.

Chapter 6 features a detailed analysis of the partnerships and collaborations that have been established since 2014, covering licensing agreements, R&D agreements, mergers / acquisitions, manufacturing and supply agreements, product development agreements, service alliance, product development and commercialization agreements, and other relevant types of deals. The chapter includes analysis based on year of partnership, type of partnership model, geographical distribution of partnering activity and most active player(s) (in terms of number of partnerships inked) in this domain.

Chapter 7 provides an analysis of the expansions that have taken place in the field of ADC payloads and warheads, since 2016. It includes information on the expansions carried out by players for enhancing their service portfolios, based on a number of parameters, including year of expansion, type of expansion (capacity expansion, facility expansion and new facility), location of facility and leading players.

Chapter 8 presents details on the funding received by players engaged in the development of ADC payloads and warheads. It also includes an analysis of the funding and investment instances that have taken place in this domain, highlighting the growing interest of the venture capital community and other strategic investors within this market.

Chapter 9 provides an in-depth patent analysis, presenting an overview on the filed / granted patents related to ADC payloads and warheads, based on several relevant parameters, such as publication year, patent type, geographical location, issuing authority, assigned CPC symbol, emerging focus areas, and leading industry players (in terms of size of intellectual property portfolio). It also includes a patent benchmarking analysis and a detailed valuation analysis.

Chapter 10 provides an estimate of the annual demand for ADC payloads and warheads (in grams), taking into account commercial, as well as clinical scale requirement, based on parameters such as target patient population, dosing frequency and dose strength of approved products and clinical stage candidates.

Chapter 11 is a case study on the ADC contract manufacturing market, highlighting a list of contract service providers and in-house manufacturers that are currently active in this space. The chapter includes a detailed review of the overall landscape of companies offering contract services for the manufacturing of ADCs, along with information on the type of service offered, other services offered, scale of operation (preclinical, clinical and commercial), and location of manufacturing facilities.

Chapter 12 presents a case study of ADCs that are already approved and those that are under development (clinical and preclinical), providing information on their phase of development (approved, clinical and preclinical / discovery stage), therapeutic area, line of treatment, dosing regimen, target antigen, antibody isotype, type of linker, type of payload / warhead and type of payload category. In addition, it provides a list of ADC developers, along with information on their year of establishment, company size and geography. The chapter also highlights the key players (in terms of number of drugs developed) in this industry.

Chapter 13 presents a comprehensive market forecast analysis, highlighting the likely growth of  ADCs contract manufacturing market, till 2035. In order to provide a detailed future outlook, our projections have been segmented across [A] type of payload (microtubule inhibitors, DNA damaging agents, topoisomerase inhibitors and Others) [B] payload / warhead (maytansinoids, auristatins, camptothecins, pyrrolobenzodiazepines, calicheamicin, duocarmycin and Others), [C] type of product (clinical and commercial ADCs) and [D] key geographies (North America, Europe, Asia-Pacific and Rest of the World). 

Chapter 14 is a collection of interview transcripts of the discussions held with key stakeholders in this industry. We have presented detailed transcripts of interviews held with Kevin Daley (Market Director, Novasep), and Floris Van Delft (Founder and Chief Scientific Officer, Synaffix). 

Chapter 15 is a summary of the overall report, presenting the insights on the contemporary market trends and the likely evolution of the ADC cytotoxic payload and warhead market.

Chapter 16 is an appendix that contains tabulated data and numbers for all the figures in the report.

Chapter 17 is an appendix that provides the list of companies and organizations mentioned in the report.

Table Of Contents

1. PREFACE
1.1. Scope of the Report
1.2. Research Methodology
1.3. Key Questions Answered
1.4. Chapter Outlines

2. EXECUTIVE SUMMARY

3. INTRODUCTION
3.1. An Overview of Antibody Drug Conjugate (ADC)
3.2. Key Components of ADCs
3.2.1. Cytotoxin Payloads
3.3. Key Steps in ADC Manufacturing
3.3.1. Technical Challenges in ADC Manufacturing
3.3.2. Need Outsourcing

3.4. Need for Contract Manufacturing of ADC Payloads / Warheads
3.5. Guidelines for Selecting a Suitable Partner for Cytotoxic Drugs Manufacturing
3.6. Regulatory Considerations for Cytotoxic Drugs Manufacturing
3.7. ADC Payloads / Warheads: Future Outlook

4. MARKET OVERVIEW
4.1. ADC Payloads / Warheads: List of Products and Services
4.1.1. Analysis by Type of Payload
4.1.2. Analysis by Microtubule Inhibitors
4.1.3. Analysis by DNA Damaging Agents
4.1.4. Analysis by Topoisomerase Inhibitors

4.2. ADC Payloads / Warheads: List of Developers
4.2.1. Analysis by Year of Establishment
4.2.2. Analysis by Location of Headquarters
4.2.3. Analysis by Company Size

5. COMPANY PROFILES
5.1. Abzena
5.1.1. Company Overview
5.1.2. Product Portfolio
5.1.3. Recent Developments
5.1.4. Future Outlook

5.2. MabPlex
5.2.1. Company Overview
5.2.2. Product Portfolio
5. 2.3. Recent Developments
5. 2.4. Future Outlook

5.3. Levena Biopharma
5.3.1. Company Overview
5.3.2. Product Portfolio
5.3.3. Recent Developments
5.3.4. Future Outlook

5.4. NJ Bio
5.4.1. Company Overview
5.4.2. Product Portfolio
5.4.3. Recent Developments
5.4.4. Future Outlook

5.5. Novasep
5.5.1. Company Overview
5.5.2. Product Portfolio
5.5.3. Recent Developments
5.5.4. Future Outlook

5.6. STA Pharmaceutical (a subsidiary of WuXi AppTec)
5.6.1. Company Overview
5.6.2. Product Portfolio
5.6.3. Recent Developments
5.6.4. Future Outlook

5.7. Synaffix
5.7.1. Company Overview
5.7.2. Product Portfolio
5.7.3. Recent Developments
5.7.4. Future Outlook

6. PARTNERSHIPS AND COLLABORATIONS
6.1. ADC Payloads / Warheads: List of Partnerships and Collaborations
6.1.1. Analysis by Year of Partnership
6.1.2. Analysis by Type of Partnership
6.1.3. Analysis by Year and Type of Partnership
6.1.4. Analysis by Type of Partner and Type of Partnership
6.1.5. Most Active Players: Analysis by Number of Partnerships
6.1.6. Analysis by Intercontinental and Intracontinental Agreements

7. RECENT EXPANSIONS
7.1. ADC Payloads / Warheads: List of Recent Expansions
7.2. Cumulative Year-wise Trend
7.3. Analysis by Type of Expansion
7.4. Analysis by Year and Type of Expansion
7.5. Analysis by Location of Facility and Type of Expansion
7.6. Analysis by Location of Facility and Amount Invested
7.7. Industry Players: Analysis by Type of Expansion
7.8. Leading Players: Analysis by Amount Invested

8. FUNDING AND INVESTMENT ANALYSIS
8.1. ADC Payloads / Warheads: List of Funding and Investment
8.2. Analysis by Year of Investment
8.3. Analysis by Amount Funded
8.4. Analysis by Type of Funding
8.5. Analysis by Type of Funding and Cumulative Amount Invested
8.6. Geographical Analysis by Total Amount Invested
8.7. Most Active Players: Analysis by Amount Invested
8.8. Most Active Players: Analysis by Amount Raised

9. PATENT ANALYSIS
9.1. Analysis Methodology and Key Parameters
9.2. ADC Payloads / Warheads: Patent Analysis
9.2.1. Analysis by Publication Year
9.2.2. Analysis by Type of Patent and Publication Year
9.2.3. Analysis by Type of Patent
9.2.4. Analysis by Geography
9.3.5. Analysis by CPC Symbols
9.2.6. Word Cloud: Emerging Focus Areas
9.2.7. Analysis by Type of Organization
9.2.8. Leading Industry Players: Analysis by Number of Patents
9.2.9. Leading Individual Assignees: Analysis by Number of Patents

9.2.10. ADC Payloads / Warheads: Patent Benchmarking Analysis
9.2.10.1. Analysis by Patent Valuation

10. DEMAND ANALYSIS
10.1. Chapter Overview
10.2. Key Assumptions and Methodology
10.3. ADC Therapeutics: Overall Annual Demand
10.3.1. ADC Payloads / Warheads: Annual Commercial Demand
10.3.1.1. Analysis by Payload Category
10.3.1.2. Analysis by Type of Payload

10.3.2. ADC Payloads / Warheads: Annual Clinical Demand
10.3.2.1. Analysis by Payload Category
10.3.2.2. Analysis by Type of Payload

11. CASE STUDY: ADC THERPEUTICS
11.1. Antibody Drug Conjugate: Development Pipeline
11.1.1. Analysis by Phase of Development
11.1.2. Analysis by Therapeutic Area
11.1.3. Analysis by Line of Treatment
11.1.4. Analysis by Dosing Regimen
11.1.5. Analysis by Target Antigen
11.1.6. Analysis by Antibody Isotype
11.1.7. Analysis by Linker Type
11.1.8. Analysis by Payload Category
11.1.9. Analysis by Type of Payload / Warhead

12. CASE STUDY: ADC CONTRACT MANUFACTURING ORGANIZATIONs
12.1. ADC Contract Manufacturing: List of Service Providers
12.1.1. Analysis by Type of Service Offered
12.1.2. Analysis by Other Service Offered
12.1.3. Analysis by Scale of Operation
12.2. ADC Contract Manufacturing Service Providers: Information on Service(s) Offered
12.3. ADC Contract Manufacturing Service Providers: Information on Other Service(s) Offered
12.4. ADC Contract Manufacturing Service Providers: Information on Scale of Operation
12.5. ADC Contract Manufacturing Service Providers: Information on Location of Manufacturing Facilities

13. MARKET FORECAST
13.1. Key Assumptions and Forecast Methodology
13.2. Global Market Forecast, Till 2035
13.3. Overall ADC Payloads / Warheads Market: Commercial Opportunity
13.3.1. Analysis by Payload Category
13.3.2. Analysis by Type of Payload

13.4. Overall ADC Payloads / Warheads Market: Clinical Opportunity
13.4.1. Analysis by Payload Category
13.4.2. Analysis by Type of Payload

14. EXECUTIVE INSIGHTS
14.1. Novasep
14.1.1. Company Snapshot
14.1.2. Interview Transcript: Kevin Daley (Market Director)

14.2. Synaffix
14.2.1. Company Snapshot
14.2.2. Interview Transcript: Floris Van Delft (Founder and Chief Scientific Officer)

15. APPENDIX 1: TABULATED DATA

16. APPENDIX 2: LIST OF COMPANIES AND ORGANIZATIONS

List Of Figures

Figure 3.1. Key Components of ADCs
Figure 3.2. Types of ADC Payloads / Warheads
Figure 4.1. ADC Payloads / Warheads Products and Service Providers: Distribution by Payload Category
Figure 4.2. ADC Payloads / Warheads Products and Service Providers: Distribution by Microtubule Inhibitors
Figure 4.3. ADC Payloads / Warheads Products and Service Providers: Distribution by DNA Damaging Agents
Figure 4.4. ADC Payloads / Warheads Products and Service Providers: Distribution by Topoisomerase Inhibitors
Figure 4.5. ADC Payloads / Warheads Products and Service Providers: Distribution by Year of Establishment
Figure 4.6. ADC Payloads / Warheads Products and Service Providers: Distribution by Location of Headquarters
Figure 4.7. ADC Payloads / Warheads Products and Service Providers: Distribution by Company Size
Figure 6.1. Partnerships and Collaborations: Distribution by Year of Partnership, 2016-2021
Figure 6.2. Partnerships and Collaborations: Distribution by Type of Partnership
Figure 6.3. Partnerships and Collaborations: Distribution by Year and Type of Partnership
Figure 6.4. Partnerships and Collaborations: Distribution by Type of Partner and Type of Partnership
Figure 6.5. Most Active Players: Distribution by Number of Partnerships
Figure 6.6. Partnerships and Collaborations: Distribution by Intercontinental and Intracontinental Deals
Figure 7.1. Recent Expansions: Cumulative Trend by Year of Expansion, 2016-2021
Figure 7.2. Recent Expansions: Distribution by Type of Expansion
Figure 7.3. Recent Expansions: Distribution by Year and Type of Expansion
Figure 7.4. Recent Expansions: Distribution by Location of Facility and Type of Expansion
Figure 7.5. Recent Expansions: Distribution by Location of Facility and Amount Invested
Figure 7.6. Leading Players: Distribution by Sum Amount Invested
Figure 7.7. Industry Players: Distribution by Type of Expansion
Figure 8.1. Funding and Investment Analysis: Cumulative Distribution of Instances Per Year, 2016-2021
Figure 8.2. Funding and Investment Analysis: Distribution by Amount Funded (USD Million)
Figure 8.3. Funding and Investment Analysis: Distribution by Type of Funding
Figure 8.4. Funding and Investment Analysis: Distribution by Type of Funding and Amount Invested (USD Million)
Figure 8.5. Funding and Investment Analysis: Distribution by Geography
Figure 8.6. Most Active Players: Distribution by Number of Funding Instances
Figure 8.7. Most Active Players: Distribution by Amount Raised
Figure 9.1. Patent Analysis: Cumulative Distribution by Publication Year, 2016-2021
Figure 9.2. Patent Analysis: Cumulative Distribution by Type of Patent and Publication Year
Figure 9.3. Patent Analysis: Distribution by Type of Patent
Figure 9.4. Patent Analysis: Distribution by Geography
Figure 9.5. Patent Analysis: Distribution by CPC Symbols
Figure 9.6. Patent Analysis: Distribution by Emerging Focus Area
Figure 9.7. Patent Analysis: Cumulative Distribution by Organization Type
Figure 9.8. Leading Industry Players: Distribution by Number of Patents
Figure 9.9. Leading Individual Assignees: Distribution by Number of Patents
Figure 9.10. Patent Analysis: Distribution by Relative Valuation
Figure 10.1. Global Demand for ADC Therapeutics (in kg), 2021-2035
Figure 10.2. Global Annual Commercial Demand for ADC Therapeutics (in kg), 2021-2035
Figure 10.3. Global Annual Commercial Demand for ADC Payloads (in kg), 2021-2035)
Figure 10.4. Global Commercial Demand for ADC Payloads: Distribution by Payload Category, 2021-2035 (in kg)
Figure 10.5. Global Commercial Demand for ADC Payloads: Distribution by Type of Payloads, 2021-2035 (in kg
Figure 10.6. Global Annual Clinical Demand for ADC Therapeutics (in kg), 2021-2035
Figure 10.7. Global Annual Clinical Demand for ADC Payloads (in kg), 2021-2035
Figure 10.8. Global Clinical Demand for ADC Payloads: Distribution by Payload Category, 2021-2035 (in kg)
Figure 10.9. Global Clinical Demand for ADC Payloads: Distribution by Type of Payloads, 2021-2035 (in kg)
Figure 11.1. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Phase of Development
Figure 11.2. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Therapeutic Area
Figure 11.3. ADC Therapeutics (Approved / Clinical Pipeline): Line of Treatment
Figure 11.4. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Dosing Regimen
Figure 11.5. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Target Antigen
Figure 11.6. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Antibody Isotype
Figure 11.7. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Type of Linker
Figure 11.8. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Type of Payload / Warhead
Figure 11.9. ADC Therapeutics (Approved / Clinical Pipeline): Distribution by Payload Category
Figure 11.10. ADC Developers: Distribution by Year of Establishment
Figure 11.11. ADC Developers: Distribution by Company Size and Geography
Figure 11.12. Leading Players: Distribution by Number of Drugs
Figure 12.1. ADC CMOs: Distribution by Type of Service Offered
Figure 12.2. ADC CMOs: Distribution by Other Service Offered
Figure 12.3. ADC CMOs: Distribution by Scale of Operation
Figure 12.4. ADC CMOs: Location of Manufacturing Facilities and Type of Manufacturing Service Offered
Figure 13.1. Global ADC Payloads / Warheads Market, 2021-2035 (USD Million)
Figure 13.2. Global ADC Payloads / Warheads Market for Commercialized Products, 2021-2035 (USD Million)
Figure 13.3. ADC Payloads / Warheads Market for Commercialized Products, 2021-2035 (USD Million): Distribution by Payload Category
Figure 13.4. ADC Payloads / Warheads Market for Commercialized Products, 2021-2035 (USD Million): Distribution by Type of Payload
Figure 13.5. Global ADC Payloads / Warheads Market for Clinical Products, 2021-2035 (USD Million)
Figure 13.6. ADC Payloads / Warheads Market for Clinical Products, 2021-2035 (USD Million): Distribution by Payload Category
Figure 13.7. ADC Payloads / Warheads Market for Clinical Products, 2021-2035 (USD Million): Distribution by Type of Payload

List Of Tables

Table 4.1. ADC Payloads / Warheads: List of Products and Services
Table 6.1. ADC Payloads / Warheads: List of Partnerships and Collaborations
Table 7.1. ADC Payloads / Warheads: List of Recent Expansions
Table 8.1. ADC Payloads and Warheads Market: List of Funding and Investments
Table 9.1. Patent Analysis: List of Filed / Granted Patents

List Of Companies

The following companies and organizations have been mentioned in the report.

1. AbbVie
2. Abzena
3. ACES Pharma
4. ADC Therapeutics
5. Advanced Proteome Therapeutics
6. Alteogen
7. Antengene
8. Aptamer Group
9. Arrowpoint Partners
10. Ash Stevens
11. Avoro Capital Advisors
12. Bain Capital Life Sciences
13. Biospring Partners
14. Bliss Biopharmaceutical
15. BOC Sciences
16. Boehringer Ingelheim
17. Boehringer Ingelheim Venture Fund
18. BrightGene Bio-Medical Technology
19. Bristol Myers Squibb
20. Cambrex
21. Cancer Research UK
22. CARBOGEN AMCIS
23. Celltrion
24. Cerbios
25. Cfm Oskar Tropitzsch
26. AGC Biologics 
27. Consonance Capital Investors
28. CordenPharma
29. Cormorant Asset Management
30. Creative Biolabs
31. Daiichi Sankyo
32. DH-LT-Investments
33. dievini Hopp Biotech
34. Eisai
35. Emergence Therapeutics
36. Exelixis
37. Femtogenix
38. Formosa Laboratories
39. GamaMabs Pharma
40. GEA Pharma Systems
41. General Catalyst
42. Glycotope
43. Goodwin Biotechnology
44. Gustave Roussy
45. Heidelberg Pharma
46. Iconic Therapeutics
47. ICROM
48. IDT Biologika
49. Iksuda Therapeutics
50. ImmunoGen
51. Innovent Biologics
52. Innovate UK
53. Invus
54. IONTAS
55. Kyowa Kirin
56. LegoChem Biosciences
57. Levena Biopharma
58. LI-COR Biosciences
59. Lonza
60. MabPlex
61. MacroGenics
62. Magenta Therapeutics
63. MD Anderson Cancer Center
64. MediaPharma 
65. Mersana Therapeutics
66. MilliporeSigma (Merck)
67. MImAbs
68. MINAKEM
69. Mirae Asset Capital
70. Moderna
71. MuseChem
72. Navrogen
73. NBE Therapeutics
74. NerPharMa
75. New Enterprise Associates
76. NewBio Therapeutics
77. NJ Bio
78. Novartis
79. Novasep
80. Novo Holdings
81. Permira
82. Pfizer
83. PharmaMar
84. PinotBio
85. Piramal Pharma Solutions
86. Polar Capital Biotechnology Fund
87. PPF Group
88. Premier Partners
89. Rakuten Group
90. Rakuten Medical
91. Recipharm
92. Regeneron
93. Rock Springs Capital
94. SBI Group
95. Seagen
96. SEAL INVESTMENTS
97. Shimadzu
98. SOTIO
99. Spirogen (part of AstraZeneca)
100. STA Pharmaceutical (a subsidiary WuXi AppTec)
101. Synaffix
102. Syngene
103. Synthon
104. Takeda
105. TBD-Biodiscovery
106. Telix Pharmaceuticals
107. The University of Texas at Austin
108. University of Goettingen
109. Vincerx Pharma
110. Waterstone Pharmaceuticals
111. Wellington Management
112. WuXi Biologics
113. WuXi XDC
114. Zurich School of Applied Sciences
115. Zymeworks