Science · Data · Intelligence

Competitive Intelligence · ADCs · Market, Pipeline & Supply-Chain

Antibody-Drug Conjugates (ADCs)

Market, competitive, and supply-chain intelligence on the fastest-moving modality in targeted oncology — covering ~20 approved ADCs, 200+ pipeline candidates, landmark deals, and a 2035 forecast. Powered by BIO 360 · HEORvia · Nexigen.

Breast CancerUrothelial CancerNSCLCHER2 / TROP2Payload ChemistryCDMO Supply Chain$28–35B Market by 2035
Key Statistics
~20

ADCs approved globally

FDA · EMA · PMDA

200+

Candidates in clinical development

Phase I through Phase III

$3.75B

Enhertu partner sales, 2024

Highest-selling ADC globally

$43B

Largest ADC acquisition

Pfizer – Seagen, 2023

$28–35B

Forecast market size 2035

Across published analyst models

~11%

ADC CDMO market CAGR

$8.9B (2024) → $16.6B (2030)

Target Profile
Report Code
ARP-ADC-2026-06June 2026
CategoryCompetitive Intelligence · Market Analysis · Supply Chain
Platforms
BIO 360HEORviaNexigen
Scope~20 approved ADCs · 200+ clinical candidates · 6 landmark deals ($2B–$43B) · ADC CDMO market · HEOR & HTA landscape · 2035 market forecast
Key Indications
Breast Cancer (HER2+, HER2-low)Urothelial CancerNSCLCOvarian CancerHematologic Malignancies
MethodologyPublic analyst and company sources (Roots Analysis, Grand View Research, Technavio, Towards Healthcare) · Company disclosures (Pfizer, AstraZeneca, Daiichi Sankyo, Gilead, AbbVie, Merck, GSK) · FDA/EMA regulatory databases · Not investment advice
Report Overview

ADC Market, Competitive & Supply-Chain Intelligence

400+Preclinical
110+Phase I
70+Phase II
30+Phase III
3NDA / MAA
~20Approved
Approved ADC Landscape

Pipeline by Development Stage

Approved ADCs · Selected Disclosed Assets

Product (INN)TargetCompanyApprovedLead IndicationPayload Class
AdcetrisCD30Pfizer / Takeda2011Hodgkin lymphomaAuristatin (MMAE)
KadcylaHER2Roche2013HER2+ breast cancerMaytansinoid (DM1)
PadcevNectin-4Astellas / Pfizer2019Urothelial cancerAuristatin (MMAE)
Enhertu ★HER2Daiichi Sankyo / AZ2019HER2+ / HER2-low breast, gastric, NSCLCTopo-I (deruxtecan)
🔒 Approved ADC 5Major PharmaLockedDetails in full report
🔒 Approved ADC 6Major PharmaLockedDetails in full report
14+ more approved, 200+ pipeline assets...MultipleVariousAll stagesFull details in paid report
Drug Landscape
Drug NameCompanyModalityIndicationStageMechanism
AdcetrisPfizer / TakedaADC (Auristatin MMAE)Hodgkin Lymphoma (CD30)Approved 2011Anti-CD30 antibody-drug conjugate linked to an MMAE payload
KadcylaRocheADC (Maytansinoid DM1)HER2+ Breast CancerApproved 2013Anti-HER2 antibody-drug conjugate linked to a DM1 payload
PadcevAstellas / PfizerADC (Auristatin MMAE)Urothelial Cancer (Nectin-4)Approved 2019Anti-Nectin-4 antibody-drug conjugate linked to an MMAE payload
Enhertu ★Daiichi Sankyo / AstraZenecaADC (Topoisomerase-1 Inhibitor)HER2+ / HER2-low Breast, Gastric, NSCLCApproved 2019Anti-HER2 antibody-drug conjugate linked to a deruxtecan payload
🔒 Approved ADC 5Major PharmaLockedApprovedDetails in full report
🔒 Approved ADC 6Major PharmaLockedApprovedDetails in full report
14+ more approved, 200+ pipeline assets...MultipleVariousAll stagesFull details in paid report
#ADC#AntibodyDrugConjugates#Oncology#Enhertu#HER2#TROP2#BioPharma#DrugDiscovery#ClinicalTrials#PrecisionMedicine#TargetedTherapy#CompetitiveIntelligence#CDMO#AripaResearch