Page 181 - CW E-Magazine (20-8-2024)

Special Report

Strong growth drives contract antibody drug

conjugates market

ouble-digit growth is projected company, one of the few companies PATRICIA VAN ARNUM
for the contract market for anti- with approved ADCs on the market
Dbody drug conjugates (ADCs). and with several key pipeline con- Editorial Director, DCAT
Increased investment by both large bio/ tenders; ADC requires specialized conditions
pharma companies and smaller ADC  AbbVie’s $10-bn acquisition in under high-containment to produce the

innovators is fuelling demand for high- February 2024 of ImmunoGen, a cytotoxic small-molecule compound
potency manufacturing and conjugation Waltham, Massachusetts-based bio/ and conjugation capabilities to link
services. Which companies lead the pharmaceutical company; and the small-molecule compound to the
charge?  Johnson & Johnson’s $2-bn ac- monoclonal antibody.
quisition in March 2024 of Ambrx
Contract ADC market growth Biopharma, a San Diego-based bio/ The global ADC contract manufac-
High-potency manufacturing conti- pharmaceutical company. turing market is estimated at $1.79-bn
nues to be an active area of invest- in 2024 and is expected to grow at a
ment for CDMOs/CMOs. Part of that In terms of drug-development part- compound annual growth rate of 13%
investment is driven by strong growth nership deals, key recent deals include to reach approximately $6.87-bn by
in the market for antibody drug conju- Merck & Co.’s and Daiichi Sanyko’s 2035, according to a recent market
gates (ADCs) as both large and smaller $22-bn global licensing and commer- study by Root Analysis, a business
bio/pharmaceutical candidates advance cialization pact for three ADC candi- research and consulting fi rm serving
their pipelines in this area with onco- dates, announced in October 2023, and the bio/pharmaceutical industry.
logy being the leading therapeutic area Daiichi Sankyo’s $6-bn partnership
driving this growth. with AstraZeneca in ADCs, announced Based on process component, the
in 2020. contract ADC market is divided into
Several key acquisitions by the four major segments:
large bio/pharmaceutical companies of ADCs are composed of both bio-  The antibody;
smaller bio/pharmaceutical companies logic and small-molecule components  High-potency active pharmaceuti-

specializing in ADCs underscore the and consist of a small-molecule com- cal ingredient (HPAPI)/cytotoxic
strong interest in this fi eld. Key recent pound (for oncology applications, typi- payload;
deals include: cally a cytotoxic compound) linked to  Conjugation/linker; and

 Pfi zer’s $43-bn acquisition in late a monoclonal antibody. For CDMOs/  Fill-fi nish of the fi nal drug product.
2023 of Seagen, a Bothwell, Wash- CMOs specializing in high-potency
ington-based bio/pharmaceutical manufacturing, the manufacture of an The antibody component of the

7

Fig. 1: Contract ADC market by process component segment
Source: Root Analysis

Chemical Weekly August 20, 2024 181

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