Antibody Drug Conjugates Market Trends Report | Growth Forecasts to 2030
抗体药物偶联物市场规模预计将从 2022 年的 77.9343 亿美元增至 2030 年的 296.0098 亿美元;预计 2022 年至 2030 年市场复合年增长率为 18.2%。
市场洞察和分析师观点:
抗体药物偶联物或 ADC 是一种靶向药物,有助于将化疗药物输送到癌细胞。化疗物质与单克隆抗体相连,以促进其与癌细胞表面表达的特定靶标结合。由于 ADC 能够准确高效地杀死癌细胞,因此已成为抗癌药物研发的主要热点之一。开发抗体药物偶联物的战略伙伴关系不断增多、癌症病例发病率不断上升以及 FDA 对 ADC 的批准不断增加,推动了市场的增长。另一方面,ADC 开发和商业化的高成本阻碍了抗体药物偶联物市场的增长。
增长动力:
癌症发病率上升推动抗体药物偶联物市场增长
癌症发病率的上升主要推动了对创新癌症治疗的需求。根据全球癌症观察站 (GLOBOCAN) 2020 年发布的估计,全球有 1930 万例癌症病例。美国、中国和印度是癌症病例最多的国家。GLOBOCAN 还估计,到 2040 年,印度的癌症病例将达到约 208 万例,比 2020 年增加 57.5%。根据世界卫生组织 (WHO) 2022 年 2 月发布的数据,全球约有 1000 万人死于癌症。最常见的癌症类型是肺癌、乳腺癌、结肠和直肠癌、前列腺癌和乳腺癌。癌症发病率的上升引起了全世界的关注。以下是 2020 年全球报告的常见癌症病例列表。
2020 年全球新增癌症病例
序号
|
癌症类型
|
案件(百万)
|
1 | 胃 | 1.09 |
2 | 皮肤(非黑色素瘤) | 1.2 |
3 | 前列腺 | 1.41 |
4 | 结肠和直肠 | 1.93 |
5 | 肺 | 2.21 |
6 | 胸部 | 2.26 |
来源:世界卫生组织,2020 年 2 月
癌症现在是一种生活方式疾病,常见于饮食习惯不健康、缺乏运动的人群。此外,饮酒和吸烟也会增加患癌症的风险。中低收入国家的慢性传染病会进一步加剧癌症风险因素。根据世卫组织 2022 年 2 月发布的数据,人乳头瘤病毒 (HPV)、幽门螺杆菌、乙肝病毒、丙肝病毒和爱泼斯坦-巴尔病毒等慢性传染病占 2018 年诊断病例的近 18%。此外,预计 ADC 的良好结果将加速其作为有效癌症治疗方法的需求。
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抗体药物偶联物市场:
复合年增长率(2022 - 2030 年)18.2%- 2022 年市场规模
77.9 亿美元 - 2030 年市场规模
296 亿美元
市场动态
- 財政部
- 財政部
- 財政部
- 財政部
- 財政部
- 財政部
- 財政部
- 財政部
- 財政部
关键人物;主力;重要一员
- ADC 治疗公司
- 辉瑞公司
- F. 霍夫曼-罗氏有限公司
- ImmunoGen 公司
- 葛兰素史克公司
- 吉利德科学公司
- 阿斯利康公司
- 安斯泰来制药公司
- 荣昌生物股份有限公司
区域概况
- 北美
- 欧洲
- 亚太
- 南美洲和中美洲
- 中东和非洲
市场细分
- 可裂解接头和不可裂解接头
- 血癌
- 乳腺癌
- 卵巢癌
- 尿路上皮癌
- 其他的
- 医院药房
- 零售药店
- 网上药店
- 北美
- 欧洲
- 亚太地区
- 中东和非洲
- 南美洲和中美洲
- 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。
报告细分和范围:
“抗体药物偶联物市场”根据技术、应用和分销渠道进行细分。按技术,抗体药物偶联物市场分为可裂解和不可裂解连接物。2022 年,可裂解连接物部分占据了更大的市场份额,而不可裂解连接物部分预计在 2022-2030 年期间的复合年增长率更快。根据应用,抗体药物偶联物市场细分为血癌、乳腺癌、卵巢癌、尿路上皮癌等。2022 年,乳腺癌部分占据了最大的市场份额,预计在 2022-2030 年期间的复合年增长率最快。按分销渠道,抗体药物偶联物市场细分为零售药店、医院药店和其他。 2022 年,医院药房部门占据最大的市场份额,预计该部门在 2022-2030 年期间的复合年增长率最快。
节段分析:
按技术划分,抗体-药物偶联物市场分为可裂解和不可裂解接头。2022 年,可裂解接头部分占据了更大的市场份额,而不可裂解接头部分预计在 2022-2030 年期间的复合年增长率会更快。不可裂解接头进一步分为硫醚或马来酰亚胺基己酰基 (MC) 基团接头。与可裂解接头不同,不可裂解 ADC 更依赖于靶细胞的生物学。使用不可裂解接头技术开发的 ADC 的有效载荷效力降低。该技术提高了血浆稳定性并提高了癌症治疗的治疗指数。许多研究表明,用于 ADC 体内开发的不可裂解接头技术比可裂解接头表现更好。此外,不可裂解接头技术比可裂解接头提供了潜在的更大治疗窗口,从而使 ADC 有效载荷衍生物能够更有效地杀死靶细胞。
根据应用,抗体药物偶联物市场细分为血癌、乳腺癌、卵巢癌、尿路上皮癌等。2022 年,乳腺癌领域占据了最大的市场份额,预计在 2022-2030 年期间复合年增长率最快,为 18.6%。ADC 的使用极大地改变了乳腺癌治疗的计划方式。ADC 的发展有望提高乳腺癌治疗的效力、精确度和安全性。目前,Kadcyla/T-DM1 (ado-trastuzumab emtansine)、Enhertu/T-DXd (trastuzumab deruxtecan) 和 Trodelvy/SG (sacituzumab govetican) 是市场上可用于治疗三阴性乳腺癌 (TNBC) 和转移性乳腺癌病例的商业化产品。根据乳腺癌研究基金会 2023 年 1 月发布的数据,17 种 ADC 正在进行临床试验。其中 9 个是 HER2 靶向 ADC,目前正在研究它们与不同有效载荷的组合。其余 8 个 ADC 正在与新型抗体靶点组合进行研究。
按分销渠道划分,抗体药物偶联物市场分为零售药店、医院药店和其他。2022 年,医院药店占据了最大的市场份额,预计在 2022-2030 年期间将录得 18.5% 的最快复合年增长率。医院药房是集成到医院、诊所和戒毒中心等医疗中心的专业药房。医院药房广泛分发处方药。ADC 被处方为治疗癌症的先进疗法,因此,其配药需要更多的关注和谨慎。因此,ADC 通过医院药房广泛分发。此外,医院药房有能力支持大量库存的储存。
医院药房的主要优势是,在医疗保健计划下购买的药品可获得报销。医院药房甚至还拥有专门的库存和储存设施,用于存放研究药物(正在研究但尚未获得批准),而其他社区药房则没有。另一方面,医院药房不是零售机构,不为非住院患者提供药物。他们可以直接从制造商或供应商处购买药品,从而省去了漫长的分销网络。
区域分析-抗体药物偶联物市场:
根据地域,抗体药物偶联物市场分为五个主要区域:北美、欧洲、亚太、南美和中美以及中东和非洲。2022 年,北美占据抗体药物偶联物市场的最大份额。预计 2022-2030 年期间,亚太地区将在全球抗体药物偶联物市场中实现最高复合年增长率。
北美占据抗体药物偶联物市场的最大份额。该地区的市场分为美国、加拿大和墨西哥。该地区的市场增长归因于 ADC 研发的增加;产品批准的增加;对 ADC 的认识不断提高;以及市场参与者之间不断增加的合并、合作和伙伴关系。此外,癌症发病率的显著增长推动了对 ADC 的需求。美国是北美和世界抗体药物偶联物市场的最大贡献者。美国批准的 ADC 数量最多。截至 2021 年 1 月,美国食品药品监督管理局 (FDA) 已批准 Mylotarg、Lumoxiti、Adcetris、Kadcyla、Enhertu、Trodelvy、Besponsa、Polivy、Padcev 和 Blenrep 用于多种癌症适应症。此外,美国还有几种 ADC 正在研发中。 ADC 的开发策略包括先进的结合技术、更有效的有效载荷、靶向新型抗原和新型连接子等。根据 FDA 于 2021 年 5 月发布的数据,77 种新型 ADC 正在进行 113 项临床试验,这些 ADC 靶向 40 多个不同的靶点。
亚太抗体药物偶联物 (ADC) 市场细分为中国、日本、印度、韩国、澳大利亚和亚太其他地区。该地区 ADC 市场的增长主要得益于公司之间的合作、癌症发病率的上升以及临床试验数量的增加。中国拥有各种 ADC 创新者,它们对市场增长做出了巨大贡献。荣昌生物股份有限公司、浙江医药股份有限公司和江苏恒瑞医药股份有限公司等公司是中国 ADC 市场的领导者。这些公司致力于开发用于治疗乳腺癌、胃癌和尿路上皮癌的 ADC。公司有各种产品正在研发中,可在完成临床试验后投放市场。 2023 年 6 月,荣昌生物与信达生物签署协议,进入临床试验并提供联合疗法 TYVYT(信迪利单抗注射液)与新型间皮素靶向 (MSLN 靶向) 抗体-药物偶联物 (ADC) RC88 或 TYVYT 与新型 c-Met 靶向 ADC RC108。这些据称是治疗实体瘤的新型疗法。根据协议,荣昌生物将对 TYVYT 进行 1/2a 期临床研究,以评估其抗肿瘤活性和安全性。该公司还有一款 Distamab vedotin (RC48) +PD1 组合正在研发中。该组合分两个阶段针对不同适应症进行评估;第一种组合目前处于 III 期临床试验,用于评估其治疗尿路上皮癌的疗效,而第二种组合目前处于 II 期临床试验,用于评估其治疗肌层浸润性膀胱癌和胃癌的能力。
抗体药物偶联物市场报告范围
报告属性 | 细节 |
---|---|
2022 年市场规模 | 77.9 亿美元 |
2030 年的市场规模 | 296亿美元 |
全球复合年增长率(2022 - 2030 年) | 18.2% |
历史数据 | 2020-2021 |
预测期 | 2023-2030 |
涵盖的领域 | 按技术分类
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
- 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。
行业发展和未来机遇 - 抗体药物偶联物市场:
以下列出了抗体药物偶联物市场主要参与者采取的各种举措:
- 2023 年 6 月,信达生物与荣昌生物股份有限公司就 TYVYT(信迪利单抗注射液)与 RC88(一种新型间皮素 (MSLN) 靶向 ADC)或 RC108(一种新型 c-Met 靶向 ADC)的联合疗法达成临床试验合作及供应协议,作为中国晚期实体瘤的潜在治疗选择。根据协议,信达生物将在临床试验合作期间提供 TYVYT(信迪利单抗注射液)的临床药品供应。荣昌生物将开展 1/2a 期临床试验,以研究 TYVYT(信迪利单抗注射液)与 RC88 或 RC108 联合治疗对中国晚期实体瘤患者的安全性和抗肿瘤活性。
- 2022 年 7 月,阿斯利康与第一三共株式会社(第一三共)签署了一项新的全球开发和商业化协议,DS-1062 是第一三共专有的针对滋养层细胞表面抗原 2 (TROP2) 的 ADC,是一种用于治疗多种肿瘤类型的新药。DS-1062 目前正处于开发阶段,旨在研究其对多种通常表达细胞表面糖蛋白 TROP2 的肿瘤的活性。TROP2 在几乎所有非小细胞肺癌 1 和乳腺癌 2,3 肿瘤类型中均过度表达,这些肿瘤类型长期以来一直是阿斯利康的战略重点。此次合作表明了阿斯利康通过与第一三共现有的成功合作投资 ADC 的战略。
- 2022 年 1 月,吉利德科学公司与默克公司(加拿大和美国以外的默沙东)达成两项临床试验合作和供应协议,以评估吉利德针对 TROP-2 的 Trodelvy(sacituzumab govitecan-hziy)ADC 与默克公司的抗 PD-1 疗法 KEYTRUDA(pembrolizumab)的组合。作为此次合作的一部分,默克公司预计将赞助 Trodelvy 与 KEYTRUDA 联合用于转移性 NSCLC 患者的一线治疗的全球 3 期临床试验。
竞争格局和关键公司 - 抗体药物偶联物市场:
ADC Therapeutics SA、辉瑞公司、F. Hoffmann-La Roche Ltd、ImmunoGen, Inc、葛兰素史克公司、吉利德科学公司、阿斯利康公司、安斯泰来制药公司、RemeGen Co Ltd 和武田制药有限公司是抗体药物偶联物市场的主要公司。这些公司专注于新技术、现有产品的改进和地域扩张,以满足全球日益增长的消费者需求。
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
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Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
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Frequently Asked Questions
Based on application, the antibody drug conjugates market is segmented into blood cancer, breast cancer, ovarian cancer, urothelial cancer, and others. In 2022, the breast cancer segment held the largest market share, and is estimated to register the fastest CAGR during 2022–2030.
Antibody drug conjugates (ADC) are one of the fastest growing anticancer drugs. It is typically composed of a monoclonal antibody (mAbs) covalently attached to a cytotoxic drug via a chemical linker.
The antibody drug conjugates market majorly consists of the players such as ADC Therapeutics, Gilead Sciences, Inc, AstraZeneca, RemeGen, Roche, GSK, and Takeda, ImmunoGen, Astellas, Pfizer.
The growth of the market is attributed to the growing strategic partnerships to develop of antibody drug conjugates, rising incidences of cancer cases, and increasing FDA approvals for ADCs. Whereas high cost of ADCs development and commercialization is hindering the market growth.
The antibody drug conjugates (ADCs) market is analyzed based on North America, Europe, Asia Pacific, South & Central America, and Middle East & Africa. North America is expected to hold significant market share in 2022. North America is analyzed based on the US, Canada, and Mexico. The market growth in the region is attributed to increasing research and development for ADCs, rising product approvals, growing awareness about ADCs, and rising number of mergers, collaborations, and partnerships among the operating players. In addition, significantly growing incidences of cancer are among the other leading factors escalating the demand for ADCs.
The List of Companies - Antibody Drug Conjugates Market
- ADC Therapeutics SA
- Pfizer Inc.
- F. Hoffmann-La Roche Ltd
- ImmunoGen, Inc.
- GSK Plc
- Gilead Sciences Inc.
- AstraZeneca Plc
- Astellas Pharma Inc.
- RemeGen Co Ltd
- Takeda Pharmaceutical Co Ltd
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.