Wednesday, August 7, 2019

ADCDaily - Aug 7th, 2019 - 5 Things in ADCs this Week

Hello again everyone,

It's time again for another update on the world of ADC. There's been lots of good stuff happening as always in our industry and I'm excited to put some highlights below for you to take a look at.
But before we start with that, I have been working on making it easier to get these updates to you without completely relying on you checking your LinkedIn feed. So if you are interested, I have set up an email newsletter service through my blog site.

So if you want to sign up, click on that box on the left hand column of this page.

And lastly, thank you again for taking the time to read these articles. It seems like I wasn't the only one feeling like an ADC news roundup would be useful. So if you like these and want more, please like, comment, or reshare them because every time you do, it makes it that much easier for me to convince my boss that this is a worthwhile use of my time. And now, on to the good stuff...

1. Video of ADC killing mouse cells

Ok, I know that I already shared this on LinkedIn, but it is just that cool. I have watched this video dozens of times. And when the cells explode like balloons it's just too cool. Maybe this isn't the newsiest thing, but it definitely will add some pep to your step when you get into lab next.

Drug Discovery (Source website)

**Side note: I've also watched the video while only looking at the left side of the screen, and that alone is still amazing.

2. New Frontiers in ADC Development

This article is a bit of a longer read, but this is what happens when you get a bunch of the strongest voices in ADCs together to talk about their industry. Tons of good insight and predictions. A realistic look at the industry today as well as some thoughts on where the industry has failed to meet expectations. The article isn't short, but is worth the time for sure.

The article is great, but some of my favorite insights are:
  • When asked what successes ADCs have had, Chris Martin (ADC Therapeutics CEO replied, "Great drugs are built on the shoulders of good drugs, and the progression over the last five a testament to this."
  • The author asked the panel what are ADCs biggest challenges going forward, and it was fascinating to see how different and varied every answer was depending on their backgrounds and current roles.
  • And when asked what the future holds, the responses ranged from new combination therapies, and payload/linker technologies, to non-oncology applications and expansion of the current marketing authorizations.
3. A pair of articles for my fellow ADC nerds out there

There were two articles that I came across that got my mind running. The first is a comprehensive report of the application of different mass spec technologies to ADC characterization.

To be fair, as a process guy, I don't really understand all of the specifics and nuances that this article covers, but I can tell this is something worth taking a look at for anyone who can properly spell Triple Quad LC-MS/MS

The second article is actually a white paper put out by Innate Pharma trying to sell some aggregation standards.

The short version is that they used their aggregate standard to test a bunch of different conjugates. The cool part is where they were able to use the Temperature of Aggregation (Tagg) as a proxy for aggregation propensity. The paper looks at this on the final product, but it's also potentially a very cool assay that could be helpful in process development. Has anyone played with this to see how process changes can affect ADC stability? I'd be interested to see how this can apply not only across multiple constructs like they look at, but at different times during conjugation. Specifically, around cysteine reduction.

4. Market Reports

Maybe someone out there can help me with this one. As I spend a significant amount of time each week curating all of the interesting stories that I can find about ADCs I invariably come across an incredibly large number of these ADC Market Reports. Here are some examples from the last two weeks alone:

And I have links to at least 6 more of these. All looking the exact same. All telling the same thing. All announcing great and immense growth in the upcoming years. Each one is published by a different company, but they are all asking for ~$3280 for access to the PDF report. Who is buying these things? And how can there possibly be so many? Maybe this is the Pharma market equivalent of the Nigerian prince who wants you to hold onto his money for him.

5. Other Links

This is the first article in this edition of the journal Drugs. It is the science journal version of a montage on the approval of Polivy. So if you want to see the entire package wrapped into a nice little story, look no further.

 I know this isn't about ADCs, but if you're like me, you spend an extraordinary amount of time paying attention to ADCs but only hear tangentially about Gene Therapy and its goings-on. So, for those of us who aren't as informed as we might like, the New England Journal of Medicine put together a fantastic report.

Justin's Thoughts:

Putting together these news summaries has been a lot of fun so far, and there is another idea I have been interested in, but I need your help. Instead of putting together a summary of the latest news, I have been interested in diving a little deeper on a specific topic and trying to put something together that is a little more holistic on one specific area of ADCs.

All of that being said, here is the part where we switch to a choose your own adventure novel. Below are a couple of topic areas I have been thinking about. Vote for your favorite in the comments section below, and I will get working on writing up the winner. And as a second check that this is actually interesting to anyone, I'll say the threshold for a go story will be 20 votes.

Choose Your Own Adventure - Volume 1

A) Epitope Masking as an ADC strategy
B) Non-oncology ADC applications
C) Virtual Companies in the ADC space
D) Other? (Got ideas? Lets hear them!)

Have a great week everyone!


  1. Hi Justin,

    I really enjoy reading your news updates und your take on the developments! I got into the ADC field about 14 month ago so I am still fairly new and found your blog to be a great resource.

    I vote for

    B) Non-oncology ADC applications


    1. Thanks for the note. As you will see in the next update. non-oncology applications seems to be what the people want. I'd love to hear more about where you live in the ADC world. Feel free to reach out if you want to chat.