Global Landscape of ADC from a God’s Eye View

Global Landscape of ADC from a God’s Eye View

Author | Little Fish

Periodically, major pharmaceutical media and authoritative journals summarize the development of ADCs. Recently, a review on ADCs published by the internationally renowned journal ACS caught our attention. As a member of CAS (American Chemical Society), Janet M. Sasso’s team innovatively used patents and articles related to ADCs within CAS as data for multidimensional analysis, presenting us with the evolution of ADCs.

Global Landscape of ADC from a God’s Eye View

CAS is the largest collection of published scientific articles, based on which Janet M. Sasso’s team created a new conceptual map of ADCs (Figure 1). The article discusses the evolution of key concepts in the field, major technologies, and their development pipeline, including research focuses of companies, disease targets, development stages, as well as publication and investment trends.

Global Landscape of ADC from a God’s Eye View

Figure 1: Conceptual Map of ADCs

01

Optimization and Progress Directions of ADCs

ADCs combine the targeting ability of monoclonal antibodies with the cytotoxicity of drugs, minimizing damage to healthy cells and reducing systemic toxicity, which is significant for cancer treatment. In the past decade, ADCs have made tremendous progress in optimizing the selection of cytotoxic drugs, conjugation strategies, better-targeting antigens, and improving antibody engineering.

Global Landscape of ADC from a God’s Eye View
Figure 2: Structure and Mechanism of ADCs
Main Challenges in ADC Development:
① Complex design and manufacturing of ADCs;
② Selection of appropriate target antigens;
③ Heterogeneity of target antigen expression;
④ Payload selection and optimization;
⑤ Linker design and stability;
⑥ Pharmacokinetics and biodistribution;
⑦ Maximum tolerated dose (MTD);
⑧ Manufacturing complexity and process scaling;
⑨ DAR heterogeneity;
⑩ Immunogenicity and safety;
⑪ Off-target effects;
⑫ Drug resistance;
⑬ Regulatory approval;
⑭ Cost.
Global Landscape of ADC from a God’s Eye View
Figure 3: Timeline of Key Events and Discoveries in ADC Research and Development

1.1 Selection/Optimization of Antibodies

Most marketed ADCs use the IgG1 backbone, but the heterogeneity of antibodies during systemic administration is a long-standing and significant issue.Improvements and innovations in antibody forms are expected to enhance target specificity, improve tissue permeability, engage the immune system, and reduce systemic toxicity. For example: Nanobody-enhanced ADCs improve therapeutic efficacy; Bispecific antibodies in ADCs can simultaneously target tumor-specific antigens and immune cells, promoting immune-mediated cancer cell killing; Trispecific antibodies are designed to bind to three different targets and antigens, providing higher targeting specificity. Additionally, there are dual-site antibodies, site-specific antibody conjugates, peptide-drug conjugates (PDCs).

1.2 Linker

Linkers are divided into cleavable and non-cleavable types. Cleavable linkers are cleaved by acid, reductants, or enzymes; non-cleavable linkers only become active after antibody internalization and hydrolysis. Recently, branched linkers have been designed for ADCs to achieve high drug-antibody ratios (DAR).

Global Landscape of ADC from a God’s Eye View
Figure 4: Examples of ADC Linkers

1.3 Payload

Payloads must behighly toxic and stable. Auristatins, maytansinoids, camptothecin and its analogs, pyrrolobenzodiazepines, Calicheamicin, etc., can serve as payloads.

1.4 Conjugation Methods for ADCs

Conjugation methods must not disrupt the activity or stability of the drug or antibody. Conjugation should be performed efficiently, with high yield, and should also be selective and predictable.

1.5 Selection/Optimization of Target Antigens

The efficacy of ADCs depends on the expression level of the target antigen.The most commonly used antigen targets are CD19, ERBB2, HER2, CD22, CD30, CD33, CD79b, and MSLN. Recently, ADCs have been developed to simultaneously target immune checkpoint molecules such as PD-L1 or B7-H3, preventing immune suppression by directly binding to immune checkpoint molecules while carrying cytotoxic payloads.

1.6 Combination Therapy

Combination therapy canovercome drug resistance and associated toxicity, improving overall therapeutic efficacy. Combination therapies include ① ADC + conventional chemotherapy ② ADC + antibody therapy; ③ ADC + immune checkpoint inhibitors; ④ sequential/interleaved therapy. For specific progress in combination therapies, refer to: ADCs are applicable not only to cancer but also to various fields of diseases

1.7 Companion Diagnostics

Selecting the most suitable patients for treatment based on target gene expression levels or other predictive biomarkers can improve clinical outcomes of ADC therapies.

02

Insights into the ADC Research Landscape from CAS

CAS has over 25,000 scientific publications related to ADC research and development (mainly journal articles and patents). After 2000, the number of patents exceeded that of journal articles (Figure 5). This correlates closely with the accumulation of scientific knowledge and its subsequent translation into patents.

Global Landscape of ADC from a God’s Eye View
Figure 5: Yearly Growth of ADC-related Literature

Ranking of countries and organizations by the number of journal articles and patents related to ADCs: The US, China, and Japan rank in the top three, with patent applications mainly led by enterprises (Figures 6, 7).

Global Landscape of ADC from a God’s Eye View
Figure 6: Ranking of Countries by Number of ADC-related Journal Articles (Blue) and Patents (Red)
Global Landscape of ADC from a God’s Eye View
Figure 7: (A) Ranking of Organizations Publishing ADC-related Journal Articles, (B) Ranking of Patent Numbers from Universities/Hospitals, and (C) from Companies

Distribution and Trends of ADC-related Concepts in Literature: Combination immunotherapy with ADCs accounts for the most literature (Figure 9); the most common delivery system for ADCs is the nanoparticle-targeted intravenous delivery system (Figure 10); the payloads used in ADCs are primarily auristatins and calicheamicins (Figure 11); HER2 and EGFR remain the most widely explored target antigens in solid tumors, while Trop-2 and Nectin-4 antigens have shown steady growth over the past five years (Figure 12); the most commonly used IgG subtypes in cancer immunotherapy are IgG1 and IgG4, while the applications of IgG2 and IgG3 in ADCs have grown faster than those of IgG1 (Figure 13); the preferred linker type in therapeutic ADCs is cleavable linkers (Figure 14).

Global Landscape of ADC from a God’s Eye View
Figure8 Diseases Discussed in ADC-related Publications
Global Landscape of ADC from a God’s Eye View
Figure9Therapies Discussed in ADC-related Publications
Global Landscape of ADC from a God’s Eye View
Figure10 Drug Delivery Systems Discussed in ADC-related Publications
Global Landscape of ADC from a God’s Eye View
Figure11 Payloads Discussed in Literature
Global Landscape of ADC from a God’s Eye View
Figure12 ADC Target Antigens in Solid Tumors and Hematologic Malignancies Discussed in Literature
Global Landscape of ADC from a God’s Eye View
Figure13 Literature Discussing ADC Antibodies
Global Landscape of ADC from a God’s Eye View
Figure14Types of Linkers Discussed in Literature

Correlation Between Various Cancers and ADC Target Antigens, ADC Antibodies, and ADC Payloads: The strongest correlation is between breast cancer and HER2, lymphoma with CD19, CD22, and CD30, leukemia with CD33 and CD19, and multiple myeloma with BCMA; the strongest correlation is between breast cancer and maytansinoids, followed by lymphoma and auristatins.

Global Landscape of ADC from a God’s Eye View

Figure 15: Correlation Heatmap Between Different Concepts
Global Landscape of ADC from a God’s Eye View
Figure16 Word Cloud of ADC-related Terms Most Used in CAS (A) and Number of ADC-related Concepts Published from 2010-2022 (B)

Business Investment in the ADC Field has been enthusiastic: In 2018, capital investment in the ADC field surged, and the investment enthusiasm for ADCs has remained strong in the following years, with amounts exceeding $60 billion. Globally, most of the investment comes from Asia, followed by the US, with the rest from Europe and Canada (Figure 17).

Global Landscape of ADC from a God’s Eye View
Figure 17: Global Investment in the ADC Field by Region from 2012-2022 (A Venture Capital B Total Capital Investment)

03

Conclusion

To provide effective ADC therapies for patients, continuous advancements in antibody engineering, linker technology, payload design, and tumor biology are necessary. At the same time, collaboration among researchers, pharmaceutical companies, and regulatory agencies is essential. The conclusions drawn by the author from the analysis of CAS content not only validate our known ADC-related content but also supplement us with new insights, allowing us to interpret the ADC field from a broader, global perspective.

In summary, ADCs are a very promising therapeutic approach.

References:
Sasso JM, Tenchov R, Bird R, Iyer KA, Ralhan K, Rodriguez Y, Zhou QA. The Evolving Landscape of Antibody-Drug Conjugates: In Depth Analysis of Recent Research Progress. Bioconjug Chem. 2023 Oct 11. doi: 10.1021/ACS.bioconjchem.3c00374. Epub ahead of print. PMID: 37821099.

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