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Late To The Antibody-Drug Conjugate Party, But Will 2024 Be A Turning Point For India?

CDMO Capacity Expansion, Policy Push Are Positives

 
• By Vibha Ravi

In 2024, Sun Pharma’s ADC candidate is expected to be in human trials, while CDMOs like Piramal Pharma Solutions and Aurigene are to operationalize significant new capacities. But can India compensate for a late start on the ADC journey by tapping low development costs and favorable policies, or is it too little with China far ahead in the race?

Antibody-drug Conjugate representation
ADCs Have Rapidly Gained Ground As A New Modality • Source: Shutterstock

Antibody-drug conjugates (ADCs) represent the next big opportunity in pharma, going by the multiple multi-billion dollar deals struck in recent times.

In 2023 alone, the $22bn Merck & Co., Inc. paid to license ADCs from Daiichi Sankyo Co., Ltd. and $10.1bn AbbVie Inc. shelled out to acquire ImmunoGen, Inc. grabbed eyeballs in an industry used to frequent major deal-making

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