The knockback of Merck & Co., Inc. and Daiichi Sankyo Co., Ltd.'s patritumab deruxtecan (DXd) in June, and the late-stage lung cancer misfire of AstraZeneca PLC and Daiichi Sankyo’s datopotamab DXd, shows that developing antibody-drug conjugates (ADCs) is no easy task.
Key Takeaways
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11 not-yet-approved antibody-drug conjugates are in Phase III trials.
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A handful of antibody-drug conjugates are in Phase II trials, with several readouts coming in the next couple of years
Looking at the late-stage pipeline, next to market looks likely to be datopotamab DXd. This binds to trophoblast cell surface antigen 2 (TROP2), an antigen overexpressed in certain cancers, and delivers Daiichi Sankyo’s cytotoxic topoisomerase I inhibitor deruxtecan
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