ADCs’ inflection point

Industry is writing a new rule book for antibody-drug conjugates that could take the modality beyond the one-size-fits-all approach that has limited its success. By 2Q20, late-stage data from at least four ADCs testing new combinations of payloads, linkers and targets could give the field a fresh burst of momentum.

The primary goal is to widen the therapeutic window, which has been the death knell of many ADC programs and has hindered uptake of marketed ADCs. FDA has approved four ADCs, and all carry black box warnings...