Guess where?

The antibody-drug conjugate (ADC) space is likely to hit a reckoning point because no matter the variety of targets, there’s only so much bandwidth to accommodate hydrophilic topisomerase-I (Topo-I) inhibitor payloads thanks to cross-resistance emerging.

Granted the early phase 3 winners will have a head start on the competition, while latecomers may find themselves coping with the dreaded loss of relevancy (LOR).

The good thing is a number of biotech companies are busy working on next generation payloads – hence there is reason for hope and optimism – although it’s still too early to say what comes next and predict who the likely winners will be. What we are doing is tracking who is active in this subniche and documenting their progress. This is one area where Europe is particularly active, whereas China seems to be busy pursuing as many Topo-I based agents as they possibly can.

In this post, we explore the fresh opportunities coming out of a European biotech, because you never know just where the next licensing deal will come from…

To continue reading our latest highlights on oncology new product development including commentary and analysis BSB subscribers can log-in or you can click to access the content.

This content is restricted to subscribers