{"product_id":"antibody-drug-conjugates-in-oncology-markets","title":"Antibody Drug Conjugates in Oncology Markets","description":"\u003cp\u003e\u003cstrong\u003eAntibody Drug Conjugates in Oncology: Market Forecast, Competitive Landscape and Strategic Opportunities, 2027–2031\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eGlobal forecasts by indication, payload, target antigen, linker chemistry and structural format, with country and regional breakouts and 52 company profiles.\u003c\/p\u003e\n\u003cdiv style=\"margin:24px 0;padding:20px 24px;border:2px solid #1f3a5f;border-radius:8px;text-align:center;\"\u003e\n\u003cp style=\"margin:0 0 6px;font-size:1.15em;\"\u003e\u003cstrong\u003eSee inside before you buy\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0 0 16px;\"\u003eGet a free sample: the full table of contents plus real pages of analysis, company profiles, tables and charts.\u003c\/p\u003e\n\u003cp style=\"margin:0;\"\u003e\u003ca href=\"\/pages\/request-a-sample?report=ONCADC\" style=\"display:inline-block;padding:12px 28px;background:#1f3a5f;color:#ffffff;text-decoration:none;border-radius:6px;font-weight:bold;\"\u003eRequest a free sample\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003ch3\u003eOur Take\u003c\/h3\u003e\n\u003cp\u003eThe next phase of the ADC market will be won in lung cancer and in new formats, not in breast cancer, where HER2 and TROP2 are already crowded. We forecast the market to nearly double, to $35.8 billion in 2031, with non-small cell lung cancer the largest source of new revenue and bispecific and dual-payload designs, starting in China, the fastest-growing formats. Companies without a lung strategy, a next-generation platform or a China sourcing channel will be licensing in at higher prices.\u003c\/p\u003e\n\u003cp\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCADC_Key_Graphic.png?v=1792523725\" alt=\"Where the next $16.9 billion comes from: ADC revenue added by indication, 2026 to 2031\" style=\"width:100%;height:auto;\"\u003e\u003c\/p\u003e\n\u003ch3\u003eSituation Analysis: what is really happening\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eLung cancer is the next battleground.\u003c\/strong\u003e Non-small cell lung cancer is now the largest single ADC indication and adds more revenue than any other. Sac-TMT’s first-line win over Keytruda alone shows where the market is heading.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eADCs are moving into earlier, curative-intent treatment.\u003c\/strong\u003e Enhertu in HER2-positive early breast cancer, Trodelvy in first-line triple-negative disease and Padcev plus Keytruda around bladder surgery all widen the treatable population and lengthen treatment duration.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNew formats are arriving, and China is first.\u003c\/strong\u003e China approved iza-bren, the first bispecific ADC. Bispecific, dual-payload and oligonucleotide conjugates are the fastest-growing segments, and Gilead’s Tubulis and Lilly’s CrossBridge deals are bets on them.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHER2 and TROP2 are crowded, and TROP2 is growing fastest.\u003c\/strong\u003e HER2 still carries about half the market, but TROP2 is the fastest-growing major target. Trodelvy, Datroway and sac-TMT now compete on line of therapy, combination partner and tolerability.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eCompany Analysis: who is positioned, who is exposed\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAstraZeneca \/ Daiichi Sankyo:\u003c\/strong\u003e The fastest-growing ADC franchise, but the lead rests on one drug and one partnership.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePfizer:\u003c\/strong\u003e Five approved ADCs after Seagen give it the broadest portfolio. But it inherited them, and without its own discovery engine, growth slows once those labels are fully expanded.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMerck \u0026amp; Co. \/ Kelun-Biotech:\u003c\/strong\u003e No wholly owned ADC, yet sac-TMT’s first-line lung result makes it the TROP2 asset to watch and the model for China-sourced deals.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBristol Myers Squibb \/ Biokin:\u003c\/strong\u003e Iza-bren is the leading test of whether bispecific ADCs justify their deal values, and positive survival data in triple-negative breast cancer strengthen the case.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAbbVie:\u003c\/strong\u003e Three approved ADCs in two years, through ImmunoGen and its own development, make it the fastest new entrant into the approved tier.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWuXi XDC and Lonza:\u003c\/strong\u003e Bioconjugation capacity is a bottleneck, which makes the CDMOs quieter winners than most drug developers.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003ePlus 46 more company profiles covering big pharma, China-originated players, platform licensors and CDMOs.\u003c\/p\u003e\n\u003ch3\u003eQuestions this report answers\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eWhich cancers will add the most ADC revenue by 2031?\u003c\/li\u003e\n\u003cli\u003eCan TROP2 ADCs close the gap with HER2?\u003c\/li\u003e\n\u003cli\u003eHow much of the ADC pipeline now comes from China, and why is global pharma licensing it?\u003c\/li\u003e\n\u003cli\u003eWill bispecific and dual-payload ADCs earn back their deal values?\u003c\/li\u003e\n\u003cli\u003eWhen do first-generation ADCs face biosimilars, and how fast will prices fall?\u003c\/li\u003e\n\u003cli\u003eIs bioconjugation and CDMO capacity keeping pace with the ADC pipeline?\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat’s inside\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e247 pages, 23 chapters\u003c\/li\u003e\n\u003cli\u003e52 company profiles with technology, pipeline, strategy and risks\u003c\/li\u003e\n\u003cli\u003eForecasts 2027–2031 from a 2026 base (actual) year, by indication, payload, target antigen, linker and format, for 14 countries and regions\u003c\/li\u003e\n\u003cli\u003eApproved ADC registry and clinical pipeline analysis\u003c\/li\u003e\n\u003cli\u003ePatent cliff and biosimilar timeline, China ADC ecosystem chapter, and manufacturing and CDMO capacity analysis\u003c\/li\u003e\n\u003cli\u003eDelivered as 3 files: full report PDF, Situation Analysis PDF, and Excel workbook of all charts and tables\u003c\/li\u003e\n\u003cli\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCADC_Table_of_Contents.pdf?v=1792097747\" target=\"_blank\" rel=\"noopener\"\u003eDownload the Table of Contents (PDF)\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv style=\"margin:24px 0;padding:20px 24px;border:2px solid #1f3a5f;border-radius:8px;text-align:center;\"\u003e\n\u003cp style=\"margin:0 0 6px;font-size:1.15em;\"\u003e\u003cstrong\u003eSee inside before you buy\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp style=\"margin:0 0 16px;\"\u003eGet a free sample: the full table of contents plus real pages of analysis, company profiles, tables and charts.\u003c\/p\u003e\n\u003cp style=\"margin:0;\"\u003e\u003ca href=\"\/pages\/request-a-sample?report=ONCADC\" style=\"display:inline-block;padding:12px 28px;background:#1f3a5f;color:#ffffff;text-decoration:none;border-radius:6px;font-weight:bold;\"\u003eRequest a free sample\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003ch3\u003eWho buys this report\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eBusiness development and licensing teams:\u003c\/strong\u003e find in-licensing candidates and judge which platforms and China-originated assets matter.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvestors and equity analysts:\u003c\/strong\u003e size the opportunity and judge which platforms hold value.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eADC developers and platform companies:\u003c\/strong\u003e spot target white space and partnering options.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCDMOs and suppliers:\u003c\/strong\u003e plan capacity against the pipeline and approvals.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eLicences and support\u003c\/h3\u003e\n\u003cp\u003eYour order is delivered to your inbox immediately. Every licence includes unlimited questions to the analyst and custom data breakouts, including any country not shown. Single User, Five User and Enterprise licences contain the same report; they differ only in how many people may use it.\u003c\/p\u003e\n\u003ch3\u003eAbout the author\u003c\/h3\u003e\n\u003cp\u003eGreg Powell, B.Sc., M.B.A., has worked in laboratory testing and management for more than 20 years, with executive training at Harvard Business School and the Burke Institute.\u003c\/p\u003e\n","brand":"OncoPharma Insights","offers":[{"title":"Single User","offer_id":50521132957775,"sku":null,"price":6995.0,"currency_code":"USD","in_stock":true},{"title":"Five User","offer_id":50521132990543,"sku":null,"price":9995.0,"currency_code":"USD","in_stock":true},{"title":"Enterprise License","offer_id":50521133023311,"sku":null,"price":13995.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0735\/8244\/4623\/files\/ONCADC_Cover_Page.png?v=1792097745","url":"https:\/\/oncopharmainsights.com\/products\/antibody-drug-conjugates-in-oncology-markets","provider":"OncoPharma Insights","version":"1.0","type":"link"}