Thread by @BullsforBears

Antibody drug conjugates (ADCs)
Highly potent biological drugs built by attaching a small molecule anticancer drug or another therapeutic agent to antibody, combine targeting capacity of monoclonal antibodies with cancer killing ability of cytotoxic drugs

ADCs confer high tumour selectivity,decrease systemic toxicity,increase drug tolerability
ADCs exert activity by selectively binding tumor cells,internalization,lysosomal degradation, release of cytotoxic drug,tumour cell death,deliver higher doses,less toxicity

ADCs consist of Monoclonal antibodies,linking molecule,cytotoxic drug to target variety of cancer cells
ADCs bind to specific antigen on the tumour cell,highly specific,spare normal cells,higher doses can be delivered

Conventional chemo kills cancer cells,affects normal cells

4 approved ADCs for treatment in the market

Brentuximab vedotin(Adcetris) for relapsed or refractory Hodgkin's & systemic anaplastic large cell lymphoma
Net sales of $627mn in USA & Canada in 2019

Ado trastuzumab (Kadcyla) by Roche for treatment of HER-2 positive breast cancer

Kadcyla surpassed sales of $1bn by 2019,patent expires 2026

Inotuzumab ozogamicin by Pfizer for treatment of relapsed or refractory B cell ALL
As per analysts has potential to have $2bn in sales

Gemtuzumab ozogamicin (Mylotarg)
By Pfizer, 1st ADC to be approved

Withdrawn in 2010 due to higher toxicity reintroduced in 2017 for CD33 positive AML or AML,81% patients achieved remission on Mylotarg

At present 4 ADCs are available in the market
3 new ADCs to get approval are Polivy,Lumoxiti,Besponsa
At present ADC pipeline is approx 250

Approx 250 drugs in the pipeline at various stages of preclinical & clinical development,more approvals likely at a faster pace

Biggest players
Immunogen ,Seattle genetics,Roche,Pfizer, Novartis,Takeda

2 indian companies present across the value chain in ADC
Piramal,Syngene

Piramal pharma
Global leader in customer centric solutions in ADC to global pharma
World class facilities,experienced scientists,integrated services from conjugation development,to clinical & commercial ADC,GMP manufacturing,Fill/Finish

World 2014 ADC award - world leader in ADC conjugation services
98% GMP batch success rates
global supplier for 1 of 2 marketed ADCs since past 4 years
Unparalleled manufacturing- 600 batches(300 GMP) for 130 different ADCs
40 different toxin/toxin linker systems

2015 CMO leadership awards
Partnership with Fujifilm,UK for antibody services

Syngene ADC
Brings together Antibody generation,linker,payload chemistry conjugation intro & invivo oncology services

Antibody discovery
Antibody engineering for conjugation
Linker chemistry

Conjugation chemistry
Cytotoxic development, cGMP

ADC manufacturing scale - discovery (20 - 500mg) (ADC)
Process development- upto 3 gm(ADC)
Manufacturing- upto 500 mg ADC
cGMP conjugation facility

Global ADC Market was valued at $1.3bn in 2016,expected to reach $4.2bn by 2021,$9.93bn by 2025,$15bn by 2030

CAGR of 25.5% from 2016 to 2025

@unseenvalue @punitbansal14 @Coolfundoo @joshikshitij99 @thescorpionphil @AdityaKhemka5 @LongtrmInvests @koppik

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