Antibody-Drug Conjugates Set to Benefit Pfizer, Gilead, and Roche the Most

In the realm of cancer treatment, antibody-drug conjugates have emerged as a groundbreaking therapy method. This form of treatment is reshaping the landscape of pharmaceutical companies involved in its development and distribution. Companies spearheading this innovative field include Daiichi Sankyo, Pfizer, Gilead Sciences, and Roche.

The potential financial benefits for these companies are immense, with estimates indicating that revenue from ADCs marketed by the top 5 biopharmaceutical companies could climb to as much as $23.5 billion by 2028. A recent analysis by a pharmaceutical commercial intelligence firm highlighted Daiichi Sankyo and AstraZeneca's Enhertu as the top-selling ADC in the US market.

Enhertu, which gained approval in 2019, raked in $2.57 billion in revenue for the two companies in 2023, marking a significant increase from the previous year. Forecasts predict that sales could skyrocket to $9 billion by 2028.