Global Sales of ADCs in 2022 – UP to 7 Billion

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GlobalSalesofADCsin2022–UPto7Billion

Currently,atotalof15antibody-drugconjugates(ADCs)arecurrentlyapprovedfor marketinggloballyTheglobalADCsmarketsizewasvaluedatUSD531billionin 2021Andin2022,thetotalsalesoftheseADCdrugsarenearly$7billion

FromthedisclosedFY2022financialstatements,ADCdrugssuchasSeagen/Takeda's Adcetris,Roche'sKadcylaandPolivy,Gilead'sTrodelvy,andDaiichi Sankyo/AstraZeneca'sEnhertu,havebeenapprovedfornewindicationsandaccelerated toseizethemarket.OfparticularinterestistheexplosivesalesgrowthofEnhertu fromDaiichiSankyo/AstraZeneca,whichsurgedfrom$426millionto$1234billion

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FigureADCMarketsizefrom2016to2022
Trade NamesCompanyTargetantigens Approved Date 2021 Sales ($million) 2022 Sales($million)Year-over-year MylotargPfizer CD332000/5/17;2017/9/1/ / AdcetrisSeagen/TakedaCD302011/8/1913061480 +12.8% KadcylaRocheHER22013/2/2221782265 +7%

Kadcyla:TopADCSeller

Kadcyla(Adptrastuzumabemtansine),co-developedbyRocheandImmunoGen,wasfirst approvedbytheFDAonFebruary22,2013forHER2-positivemetastaticbreastcancer

KadcylareportedrevenuesofCHF2.08billion,orapproximately$2.265billion,in thefullyear2022,withyear-over-year(CER)growthof7%,showingslowergrowth comparedtothe16%growthratein2021

In2023,Rocheannouncedapricecutofmorethan50%forKadcylainChina,hopingto capturethemarketthroughpricecuts.

AdcetrisSalesin2022

Adcetris®(brentuximabvedotin),originallydevelopedbySeagen(formerly SeattleGenetics)andlaterco-developedwithTakeda,isthefirstADCapprovedfor first-linetreatmenttargetingCD30/CD16,andhasgainedworldwidepopularitysinceits

BiopharmaPEG https://wwwbiochempegcom BesponsaPfizer CD222017/6/28192 219 +141% LumoxitiAstraZenecaCD222018/9/13/ / Polivy RocheCD79B2019/6/10326 591 +813% PadcevAstellas/SeagenNectin-42019/12/18461 754 +63.6% EnhertuDaiichiSankyo/AstraZenecaHER22019/12/204261234+1897% TrodelvyGileadTrop-22020/4/22380 680 +78.9% Blenrep GSK BCMA2020/8/5122 / AkaluxRakutenMedicalEGFR2020/9/25/ / ZynlontaADCTherapeuticsCD192021/4/2330 / AidixiRemeGenHER22021/6/810 / TivdakGenmab/SeagenTF2021/9/206 / ELAHEREImmunoGenFRα2022/11/14/ /
TableADCsSalesin2022

launchFrom2011to2021,AdcetrishasbeenapprovedbytheUSFDA,ChinaNMPA andEUEMAforthetreatmentofHodgkinlymphoma(HL)andrelapsedsystemic anaplasticlargecelllymphoma(sALCL)

Adcetrishasglobalsalesofupto$659millionin2020;doublingto$1.306billionin 2021andfurthergrowingto$1.48billion(JPY194.3billion)in2022.

EnhertuSalesin2022

Enhertu,co-developedbyDaiichiSankyoandAstraZeneca,hasshownthefastestsales growth

In2019,EnhertufirstwonFDAapprovalforsomepatientswithHER2-positive unresectableormetastaticbreastcancerTwoyearslater,thedrugwonanindicationfor previouslytreatedHER2-positiveadvancedgastriccancerandnon-smallcelllungcancer (NSCLC).Itisalsotheworld'sfirsttherapyforHER-2low-expressingbreastcancer.

FigureEnthertuIndications

Benefitingfromtheapprovalofnewindicationsin2022andthegradualpenetrationinto moremarkets,Enhertubrokethebillion-dollarbarrierthistimewithsalesofJPY 1616billion(approximately$1234billion),analmosttwofoldincreasecomparedto thepreviousyear'ssalesof$426million.

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Inaddition,EnhertuisnotjustsatisfiedwithitscurrentresultsInadditiontobreast,lung andgastriccancers,Enhertuisalsoconductingclinicaltrialsforawiderangeofcancers, includingcolorectal,uterine,pancreaticandbiliarytractcancers

TrodelvySalesin2022

TRODELVY®(sacituzumabgovitecan-hziy)isaTrop-2-directedantibodyand topoisomeraseinhibitorconjugateCurrently,Trodelvyhasbeenapprovedinmorethan 40countriesworldwide,withthefirstapprovalin2020bytheFDAforthetreatmentof patientswithmetastatictriple-negativebreastcancer(TNBC)whohavefailedtwoormore systemictherapies,aswellasacceleratedapprovalforthesecond-linetreatmentof patientswithmetastaticuroepithelialcancer

Trodelvysalesincreased78.9%to$680millionforthefullyear2022comparedto 2021.Meanwhile,thedrughasjustbeenapprovedforthetreatmentofHR+/HER2-breast cancerandisexpectedtocontinueitsexplosivegrowthin2023

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FigureTrodelvysales2022

FutureProspectsofADCs

Currently,theenthusiasmforADCdrugdevelopmentishighAsofJune2022,thereare morethan400ADCdrugsindevelopmentworldwide,ofwhichmorethan200areinthe clinicalstageIntermsoftargets,exceptforADCstargetingHER2whicharemostlylaid outinbreastcancerandgastriccancer,otherproductsaredevelopedintumorindications withhighexpressionoftargetproteinssuchasTROP2andClaudin182,includingsolid tumorssuchasbreastcancer,gastriccancer,bladdercancer,(non-)smallcelllungcancer, ovariancancer,pancreaticcancer,andhematologictumorssuchaslymphomaand multiplemyeloma

However,thereisalsoalotofconcerninthemarketaboutthestatusofrepeated developmentToday,someofthetargettracksarealreadymorecrowded,andthe productlaunchwillfacemorebrutalcompetitionThemarketisalsopronetoexcessive competitionfromhomogeneousR&D.

Currently,theglobalmarketforADCscurrentlyboastsasizeofnearly$7billionYet,the marketisstillundercultivationasmostoftheapprovedADCdrugsarebacklinetherapies andmostofthemhavebeenapprovedforarelativelyshortperiodoftime.Accordingto thecurrentmarketgrowthrate,itisinevitablethatthemarketspacewillexceedUSD10 billionsoon

Howtoavoidlayingoutpopularindicationswiththehelpofcutting-edgetechnologyto targetdifferentiatedtargetsandseizemarketopportunitiesinthefuture?Thisisthe questionforthecompaniesparticipatingintheADCfield

BiopharmaPEGoffersavarietyofPEGlinkerstofacilitateantibody-drug conjugate(ADC)developmentprojectsAllPEGlinkersareof>95%purityandthey arethebasicbuildingblocksforasuccessfulADC

BiopharmaPEG https://wwwbiochempegcom

BiopharmaPEG https://wwwbiochempegcom

RelatedArticles:

ADCDrugsGlobalSalesof2021andFutureProspects

Enhertu(TrastuzumabDeruxtecan):MagicADCDrug

HER2TargetedTherapiesInBreastCancer

TheRiseoftheTROP2-DirectedADCsforSolidTumors

Claudin182TargetedTherapiesInCancer

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