For venture capitalists and pharmaceutical giants, the Antibody Drug Conjugate Market has become one of the most lucrative sectors for capital allocation. Recent years have seen a surge in multi-billion dollar licensing deals, as established firms race to replenish pipelines facing "patent cliffs."
This trend is most visible within the US Antibody Drug Conjugate Market, highlighted by Pfizer's landmark $43 billion acquisition of Seagen. Such massive investments are not just about current revenue; they represent a bet on the "payload revolution." Investors are particularly interested in companies developing "immune-stimulating" ADCs (ISACs), which not only kill cancer cells directly but also "flag" them for the immune system to attack, potentially offering more durable remissions than ever before.
