Antibody drug conjugates (ADCs) are currently in vogue with investors and big pharma, as a rapidly emerging class of therapeutic agents that combine the target specificity of a monoclonal antibody with the lethality of cytotoxic cellular poison.
The market has exploded over the last several years, generating $6.6 billion in sales globally in 2022, yet Andrew Berens, a Leerink Partners analyst, is one of many experts predicting that it is still early days for this rapidly growing class of drugs.
Asia has very much been part of their growth, with Japanese-born Enhertu (trastuzumab deruxtecan) - from Tokyo-based drugmaker Daiichi Sankyo (TYO: 4568) - fast becoming one of the world’s top-selling pharmaceutical products.
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