We believe ADCs will solidify as a core treatment in the standard of care for many cancers, potentially across multiple lines of treatment given innovations in targeting and payload choices.
The ADC modality has produced several important drugs of the past decade, and we are impressed with recent clinical updates in new cancer indications. The space continues to improve upon the safety and efficacy profile of ADC-based drugs (and the range of treatments that they may be able to offer) through progress in linker chemistry, conjugation technology, and payload (i.e., toxin) selection. We believe ADCs will solidify as a core treatment in the standard of care for many cancers, potentially across multiple lines of treatment given innovations in targeting and payload choices.