China's ADC drug market is expected to reach 68.9 billion yuan in 2030

China's ADC drug market is expected to reach 68.9 billion yuan in 2030

In recent years, antibody-conjugated drugs (ADCs) have attracted much attention from the global pharmaceutical industry as an important breakthrough in the field of tumor treatment. Driven by policy support, capital investment and technological innovation, China's ADC drug market is ushering in a period of rapid development. According to the latest market research report, the size of China's ADC drug market is expected to reach 68.9 billion yuan by 2030, with an annual compound growth rate (CAGR) of more than 30%. This article will combine popular topics and hot contents across the network for the past 10 days to structure the current situation and future trends of China's ADC drug market.

1. Current status of China's ADC drug market

ADC drugs achieve the dual advantages of precise targeting and efficient killing by coupling antibodies to cytotoxic drugs. At present, more than 10 ADC drugs have been approved for marketing around the world, and many ADC drugs have been approved for the Chinese market or entered the late clinical stage. The following are the main data of China's ADC drug market in recent years:

2. Analysis of market driver factors

1.Policy support: The China Medical Products Administration (NMPA) has accelerated the approval of ADC drugs in recent years and encouraged innovation through policies such as priority review and breakthrough therapies. In 2023, a number of ADC drugs were included in the national medical insurance catalog, further reducing the burden on patients.

2.Capital investment: From 2023 to early 2024, financing incidents in China's ADC field occurred frequently, with an amount exceeding 10 billion yuan. For example, a leading biotechnology company completed financing of over 1 billion yuan, focusing on ADC drug research and development.

3.Technological innovation: Chinese pharmaceutical companies have made breakthroughs in the technology of linkers, toxins and antibody of ADC drugs, and some companies' ADC drugs have entered the third-phase clinical trials worldwide.

3. Popular topics and hot content

In the past 10 days, the discussion on ADC drugs across the Internet has focused on the following aspects:

1.Domestic ADC drugs overseas authorization: A Chinese pharmaceutical company reached an overseas authorization agreement for ADC drugs of over US$1 billion with multinational pharmaceutical companies, which has sparked heated discussions in the industry.

2.Clinical progress: Clinical data of a number of domestic ADC drugs have been published, showing excellent therapeutic effects on targets such as HER2 and TROP2.

3.Market competition pattern: Domestic and foreign pharmaceutical companies have increased their investment in the ADC field, and multinational pharmaceutical companies such as Roche and First Sangong have formed a competitive and cooperative relationship with Chinese local companies.

4. Future trends and challenges

1.Indications extension: ADC drugs are expanding from traditional indications such as breast cancer and gastric cancer to new fields such as lung cancer and ovarian cancer.

2.Technical iteration: Dual anti-ADC, new toxins and more stable linker technologies have become the focus of research and development.

3.challenge: The complex production process, high cost and drug resistance are still difficulties that the industry needs to solve.

V. Conclusion

China's ADC drug market is in a period of rapid growth, and is expected to reach 68.9 billion yuan by 2030. Driven by multiple policies, capital and technology, domestic ADC drugs are expected to occupy a more important position in the global market. However, enterprises still need to continue to invest in technological innovation and commercialization capabilities to cope with increasingly fierce market competition.