Epoch 19: ANTIBODY DRUG CONJUGATES (ADCs)

Advantages, Disadvantages, Competitive Landscape, Future Directions

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Hello Avatar! Welcome back for another week of biotech analysis. This week we will be shifting to a scientific focus with a deep dive into one of the hottest areas in biotech - antibody drug conjugates (ADCs).  A few of you have reached out requesting for a deep dive into this space - you ask, we deliver.  We will start with the history of ADC development as well as a technical overview of how the drugs actually work.  Next we jump into a review of the competitive landscape including approved ADCs, ongoing clinical work, and a review of recent deals. Lastly, for those of you who play in the public biotech markets we provide closing commentary on trading opportunities.

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Enough shilling for the day, lots to cover this week, let's get started!

ANTIBODY DRUG CONJUGATES (ADCs)

With the $40B+ Pfizer acquisition of Seagen everyone is talking about ADCs again.  By popular demand we have dedicated an entire newsletter to the topic.  After reading this you should have a good idea about what is going on in the space as the commentary will be quite exhaustive and include:

1. What Are ADCs?

2. History of ADCs

3. ADCs PROs & CONs vs Other Modalities

4. Competitive Landscape

   1. Approved ADCs

   2. Clinical trials

   3. Partnerships

5. Future Directions for ADCs

6. Investor Corner - Public ADCs Companies