Sanofi, Innovent Link On China Oncology Ambitions As ADCs Surge
The antibody-drug conjugate market is emerging as the next battleground for intense competition in China, with global partnerships becoming essential to win, as evidenced by a major new alliance between Innovent and Sanofi.
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12 biotechs in China are preparing to compete for domestic market share for their home-grown HER2-targeted antibody-drug conjugates amid Enhertu’s in-roads in the country.
Following rapid R&D growth in the area, China now has roughly 40 drug candidates targeting Claudin 18.2 across various modalities including monoclonal antibodies, antibody-drug conjugates and bispecific antibodies, with a number of contenders now striking international licensing-out deals in a bid to get ahead of rivals.
With 19 novel approvals and 14 complete response letters in the first half of 2022, the year is shaping up to be a turnabout from the big approval counts and rare CRLs of the recent approvals boom years.