Antibody-Drug Conjugates 2016: Perspectives & Opportunities - a Pipeline, Technology, Stakeholder & Business Analysis


0          Abbreviations


1          Executive Summary


2          ADC Pipeline Analysis

2.1       Overview

2.2       Next-to-market ADCs

2.3       Next-to-market Immunoconjugates

2.4       ADCs in Early Clinical Development

2.5       ADCs in IND-Enabling Studies

2.6       ADCs in Preclinical R&D

2.7       Competition among ADCs for the Same Target

2.8       Discontinued ADCs and Clinical Attrition Rate


3          ADC Technology Analysis

3.1       Overview

3.2       Conventional and Emerging ADC Technologies

3.3       Probodies and Novel Preclinical Stage Carriers

3.4       Carrier Systems

3.5       Site-Specific Conjugation Technologies with Antibody Engineering

3.6       Site-Specific Conjugation Technologies without Antibody Engineering


4          ADC Stakeholder Analysis

4.1       Major Pharma and Biotech Companies

4.2       Small and Medium Biopharmaceutical Companies

4.3       ADC Technology and Pipeline Companies

4.4       Companies with Novel Payload Technologies

4.5       Companies with Linker, Conjugation & Carrier Technologies

4.6       Companies with Alternative Targeting Moieties


5          ADC Business Analysis

5.1       Overview of Commercial Opportunities and Perspectives with ADCs

5.2       Commercialization of Approved ADCs

5.3       Fund-Raising

5.4       Mergers and Acquisitions

5.5       Pharma - Biotech Collaboration & Licensing Deals

5.6       Biotech - Biotech Collaboration & Licensing Deals


6          ADC Drug Profiles

6.1       Clinical Stage ADC Drug Profiles

6.2       Pre-IND and Preclinical Stage ADC Drug Profiles

6.3       Immunoconjugate Drug Profiles

6.4       Discontinued ADC Drug Profiles


7          ADC Company Profiles

7.1       Major Pharma and Biotech Companies

7.2       Small and Medium Biopharmaceutical Companies

7.3       ADC Technology & Pipeline Companies

7.4       ADC Payload Companies

7.5       ADC Linker, Carrier & Conjugation Technology Companies

7.6       Companies with Alternative Targeting Moieties


8          References


9          ADDENDUM

9.1       Addendum 1: ADCs in Advanced Clinical Development

9.2       Addendum 2: ADCs in Early Clinical Development

9.3       Addendum 3:

9.4       Addendum 4:


10        Tables


Table 1: Overview of Development Stages of ADCs

Table 2: Characteristics of Next-to-Market ADCs in Advanced Clinical Development

Table 3: Next-to-Market Immunoconjugates

Table 4: Characteristics of ADCs in Early Clinical Development

Table 5: Characteristics of ADCs in IND-Enabling Studies

Table 6: Characteristics of ADCs in Preclinical R&D

Table 7: Target Competition of ADCs

Table 8: Overview of ADCs Discontinued from Clinical Development

Table 9: Reasons for failure of ADCs compared with naked antibodies

Table 10: Number of ADC Molecules in Development at Major Pharma & Biotech

Table 11: Targets of Clinical Stage ADC Molecules in Development at Major Pharma & Biotech

Table 12: Technology Licenses for ADCs by Major Pharma & Biotech

Table 13: New ADC Technology Partners of Big Pharma Companies

Table 14: Number of ADC Molecules in Development at Small & Medium Biopharmaceutical Companies

Table 15: Targets and Origin of ADCs at Small & Medium Biopharma

Table 16: Novel ADC Technology In-Licensed by Biopharma Companies

Table 17: Technology Used in ADC Molecules in Development at ADC Technology Companies

Table 18: Number of ADC Molecules in Development at ADC Technology Companies

Table 19: Targets of ADC Molecules in Development at ADC Technology Companies

Table 20: Companies with Novel Payload Technologies

Table 21: Overview of Companies with Linker, Carrier & Conjugation Technologies

Table 22: Companies with Linker, Carrier & Conjugation Technologies

Table 23: Companies with Alternative Targeting Moieties

Table 24: Fund-Raising by ADC Technology and Product Companies in 2014 and 2015

Table 25: Agreements between pharma and biotech companies for ADCs 2014-2015

Table 26: Agreements between biotech and biotech companies for ADCs 2014-2015

Table 27: Clinical Studies with ABT-414

Table 28: Sales of Adcetris

Table 29: Phase III Clinical Studies with Adcetris

Table 30: Actively Recruiting Phase II Clinical Studies with Adcetris

Table 31: Clinical Studies with CDX-011

Table 32: Clinical Study Program of BT062

Table 33: Advanced Phase Clinical Studies with Kadcyla

Table 34: Phase Ib/II Studies with Polatuzumab Vedotin

Table 35: Interim phase II efficacy results of IMMU-132

Table 36: AbbVie’s ADC Pipeline

Table 37: Amgen’s Clinical ADC Pipeline

Table 38: Astellas Pharma’s ADC Pipeline

Table 39: AstraZeneca’s Pipeline of PBD and Tubulysin ADCs

Table 40: Bayer’s ADC Pipeline

Table 41: Novartis ADC Pipeline

Table 42: Pfizer’s Clinical Stage ADC Pipeline

Table 43: Roche Pipeline of Clinical Stage ADCs

Table 44: Roche ADCs Discontinued from Clinical Development

Table 45: Sanofi Clinical Stage ADC Pipeline

Table 46: ADC Pipeline of ADC Therapeutics

Table 47: Asana Biosciences‘ ADC Pipeline

Table 48: ADC Pipeline of Celldex Therapeutics

Table 49: Genmab‘ ADCs in development

Table 50: ADC Pipeline of Oxford BioTherapeutics

Table 51: Preclinical ADC Pipeline of Oxis Biotech

Table 52: Ambrx‘ ADC Pipeline

Table 53: ImmunoGen’s in-house ADC Pipeline

Table 54: ImmunoGen’s Partnered ADC Programs in Clinical Development

Table 55: Discontinued Clinical Stage ADCs with ImmunoGen Technology

Table 56: Reasons for Failure of TAP-based ADCs Compared with Naked Antibodies

Table 57: Immunomedics‘ Clinical ADC Pipeline

Table 58: Sales of Adcetris

Table 59: Seattle Genetics‘ Adcetris Pipeline of Additional Indications

Table 60: Seattle Genetics‘ in-house ADC Pipeline

Table 61: Seattle Genetics‘ Collaborator ADC Pipeline

Table 62: Discontinued ADCs Based on Technology from Seattle Genetics

Table 63: Stemcentrx‘ Discovered ADC Programs in Clinical Development

Table 64: Centrose‘s EDC Pipeline

Table 65: Mersana’s Proprietary Fleximer ADC Pipeline

Table 66: Sorrento’s Proprietary ADC Pipeline

Table 67: Angiopep’s Oncology Pipeline

Table 68: Endocyte’s Pipeline of Small Molecule Drug Conjugates (SMDCs)