ADC– tag –
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From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Column B – A Practical ADC Strategy Checklist: Ten Questions for Pharma, Biotechs, Investors, and Advisors
In Column B, we translate the themes of this series into a practical checklist for people who must make decisions about ADCs in their daily work: executives and R&D / BD leaders at pharma companies, biotechs and start-ups developing ... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Column A – How Enhertu Reshaped the ADC Landscape: A Case Study in Design, Clinical Strategy, and Business Impact
In Column A, we focus on Enhertu, the ADC that appears repeatedly throughout this series, and ask a simple but far-reaching question:Why did this particular ADC become such a central reference point in the current ADC land grab? We will ... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 7 – Synthesis: Where We Stand in 2025 and How ADCs May Evolve Toward the 2030s
In Part 1, we explored why the ADC land grab is happening now and how ADCs fit into the broader oncology landscape.In Part 2, we reviewed ADC design—antibody, payload, linker, conjugation—and discussed what people mean by first-, second-... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 6 – Designing Oncology Portfolios Beyond ADCs: Positioning Bispecifics, Cell Therapies, and Radiopharmaceuticals
In Part 1 of this series, we explored why the ADC land grab is happening now and how ADCs fit into the broader oncology landscape.In Part 2, we reviewed ADC design—antibody, payload, linker, conjugation—and discussed what people mean by ... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 5 – The Rise of China and Asian ADC Players: How the Global Map Is Being Redrawn and Where Japan Can Stand
In Part 1 of this series, we explored why the ADC land grab is happening now and how ADCs fit into the broader oncology landscape.In Part 2, we examined ADC design—antibody, payload, linker, conjugation—and discussed what people mean by ... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 4 – How to Read ADC Deals: M&A, Licensing, Co-development, and CDMO Agreements
In Part 1 of this series, we looked at why the ADC land grab is happening now and how ADCs fit into the broader oncology landscape.In Part 2, we examined ADC design—antibody, payload, linker, conjugation—and discussed what people mean by... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 3 – Patent Cliffs and ADCs: Why Big Pharma Wants ADCs as Growth Engines for the Next Decade
In Part 1 of this series, we explored why the ADC land grab is happening now and how ADCs fit within the broader landscape of cancer therapies, highlighting the paradigm shift triggered by Enhertu and the evolving player landscape. In Pa... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 2 – ADC Structure and Generational Shift: What “Second- and Third-generation” ADCs Really Mean After Enhertu
In Part 1 of this series, we asked why the ADC land grab is happening now, and we positioned ADCs within the broader landscape of cancer therapies, discussed the impact of Enhertu, and looked at how pharma, biotech, and investors are rea... -
From Beginner to Expert | ADC: From Basics to the Frontline – A Deep Dive into the Global ADC Land Grab and Beyond Part 1 – Why is There an ADC Land Grab Now? Introducing ADC’s Place in Cancer Therapy
Over the past few years, headlines about Antibody-Drug Conjugates (ADCs) have become hard to miss in oncology and biopharma news. Multi-billion-dollar acquisitions, mega licensing deals, capacity expansions for ADC manufacturing, and the... -
Top 10 Global Biotech & Pharma News of 2025 (Ranked #5–#1) — Obesity, ADCs, China Licensing, and M&A Redrew the Map
The second half of 2025’s “top 10” is where the industry’s center of gravity moved. The defining themes were clear: obesity drugs entering a second act (oralization + access design), ADCs solidifying as a pillar modality, China out-licen... -
Top 10 Global Biotech & Pharma News of 2025 (Ranked #10–#6) — The Year “Policy, Safety, and Supply” Decided Winners
In 2025, innovation alone was not enough. Across biotech and pharma, policy, safety, manufacturing reliability, and reimbursement increasingly determined whether breakthroughs could scale in the real world. This first installment (Ranked... -
Oncology Drug Approval News Flash: Fam-trastuzumab deruxtecan-nxki plus pertuzumab approved as first-line therapy for unresectable or metastatic HER2-positive breast cancer
FDA approval summary On December 15, 2025, the U.S. Food and Drug Administration (FDA) approved fam-trastuzumab deruxtecan-nxki (Enhertu, Daiichi Sankyo, Inc.) in combination with pertuzumab for the first-line treatment of adults with un... -
Recent ADC Landscape Update Series, Part 3: Merck–Daiichi’s CDH6 ADC R-DXd and DLL3 ADC SHR-4849 – The Next Wave in Ovarian Cancer and SCLC
In Part 3 of this series, we focus on two “second-wave” ADC programs that have attracted considerable attention over the past few months: raludotatug deruxtecan (R-DXd), a CDH6-targeted DXd ADC being co-developed by Daiichi Sankyo a... -
Recent ADC Landscape Update Series, Part 2: Enhertu in Early HER2-Positive Breast Cancer – What DESTINY-Breast05 and 11 Mean for Future Standards of Care
In Part 2 of this series, we focus on Enhertu (trastuzumab deruxtecan), the DXd-based ADC from AstraZeneca and Daiichi Sankyo that has already transformed the treatment of advanced HER2-positive and HER2-low breast cancer. At ESMO&n... -
Recent ADC Landscape Update Series, Part 1: AstraZeneca’s Post-Enhertu Strategy – In-house ADCs, Radiopharma and Cell Therapy to Redefine Oncology
Around 2025, oncology is entering a new phase in which antibody–drug conjugates (ADCs) sit at the center of a much broader competition for the “next decade” of cancer care. In this series, we review the most important recent clinical dat... -
Big Pharma Mega Deals in the Last Few Months Series Part 2 | Next-Generation Oncology: in vivo CAR-T, ADCs, Bispecifics and Oral Biologics
Among the many big pharma transactions announced in the last few months, oncology stands out as the area where activity is both dense and conceptually rich. Not only are we seeing large deals in terms of headline value, but they are also... -
China Biopharma Deals, 2019–2025: Part 1 — Oncology (ADC, Bispecifics, IO, Cell Therapy)
Oncology is the tip of the spear for China-origin innovation in global partnering. This article gives you a bird’s-eye view of the major deals, then goes deep into the operating logic behind ADCs, bispecific antibodies, checkpoint inhibi... -
Claudin18.2 ADC Development Part 4: Global Development Landscape and Future Outlook
Claudin18.2 (CLDN18.2)-directed ADCs are rapidly emerging as a cornerstone in the treatment of advanced gastric and gastroesophageal junction (GEJ) cancers. Beyond SHR-A1904 and IBI343, several other candidates such as CMG901, EO-3021, a... -
Claudin18.2 ADC Development Part 3: Comparative Analysis of SHR-A1904 and IBI343
Two phase 1 trials—SHR-A1904 and IBI343—have propelled the clinical development of CLDN18.2-directed ADCs. This article provides a head-to-head comparison of their design, efficacy, safety, and positioning relative to zolbetuximab and ot... -
Claudin18.2 ADC Development Part 2: Phase 1 Results and Clinical Features of IBI343
In this article, we summarize the phase 1 trial of IBI343, reported in Nature Medicine (July 2025), focusing on its structural innovations, safety, efficacy, and position within the landscape of Claudin18.2-targeted ADCs. Drug Profile: M...
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