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市場調查報告書
商品編碼
1031041

作為前藥的掩蔽抗體和細胞因子市場:從行業角度看利益相關者、技術、管道、企業、融資趨勢

Masked Antibodies & Cytokines as Prodrugs: A Landscape Analysis of Stakeholders, Technologies, Pipelines, Business and Financing from an Industry Perspective

出版日期: | 出版商: La Merie Publishing | 英文 433 Pages | 訂單完成後即時交付

價格
  • 全貌
  • 簡介
  • 目錄
簡介

抗體藥物已成為臨床和商業上成功的治療方法,2020年獲批治療的抗體藥物有100多種,商業銷售額達1840億美元,據說超過了。然而,單克隆抗體和細胞因子的全身給藥會在健康組織中誘導作用機制、嚴重不良事件以及長期和長期毒性的影響。為了提高抗體和細胞因子在病變部位的選擇性,需要在病變部位優先激活抗體,忽略正常健康組織中受體的靶抗原和細胞因子。

抗體前藥的使用是生物治療中更特異性腫瘤靶向的新策略之一。傳統的前藥是藥理學惰性的化合物,給藥後在體內轉化為活性形式。通過設計在預期的作用部位激活,可以減少活性藥物對正常組織的暴露,並將毒性降至最低。抗體前藥最常見的方法是蛋白□激活抗體,它使用抗原結合位點的"掩膜"。掩膜通常是重組蛋白,可延伸抗體的輕鍊和/或重鏈,旨在阻止進入抗原結合位點並物理阻止抗體與同源抗原的結合。此外,蛋白□底物序列被插入到掩膜和抗體之間。當前藥抗體進入腫瘤微環境時,癌組織中常見的高表達蛋白□切割底物序列,掩膜與抗體分離,抗體與腫瘤內的靶標結合。在正常組織中,這不會有效地發生,因為細胞外蛋白□活性不足。該原理也適用於前藥細胞因子。

本報告探討了作為前藥的隱蔽抗體和細胞因子市場,並提供了有關 40 個利益相關者概述、公司背景和歷史、財務狀況、相關技術、合作夥伴關係、目標和管道概述的信息概況。

目錄

縮寫

第 1 章執行摘要

第 2 章介紹、概述和研究方法

第 3 章利益相關者分析

  • 概述
  • 遮蔽科技公司
  • 與掩蔽技術公司有關聯的製藥/生物技術公司

第 4 章掩蔽技術中的利益相關者概況

  • 遮蔽科技公司簡介
  • 涉及掩蔽技術的製藥和生物技術公司簡介

第 5 章掩蔽技術分析

  • 遮蔽技術的起源
  • 前藥抗體技術
  • 前藥細胞因子技術
  • 前藥抗體和細胞因子技術

第 6 章掩蔽技術簡介

  • 僅適用於抗體的掩蔽技術
  • 僅適用於細胞因子的掩蔽技術
  • Trutino Biosciences:按需細胞因子 (ODC) 平台
  • Werewolf Therapeutics:PREDATOR 技術平台
  • 應用於抗體和細胞因子的掩蔽技術

第 7 章管道和掩蔽抗體和細胞因子前藥候選分析

  • 簡介
  • 掩蔽抗體的流水線分析
    • 掩蔽抗體管道概述
    • 以 EGFR 為目標的管道
    • 面向 CTLA4 的管道
    • 以 EpCAM 為目標的流水線
    • 以 Her2 為目標的管道
    • 面向 TROP2、PSMA 或 B7-H3 的管道
    • 其他管道
    • 機制和概念的臨床證明
  • 掩蔽細胞因子的流水線分析
    • 掩蔽白細胞介素 2 分子管道
    • 掩蔽的白細胞介素 12 和 -15 分子管道
    • 掩蔽干擾素 Alpha 分子的管道

第 8 章掩蔽抗體和細胞因子候選產品簡介

  • 蒙面免疫腫瘤學抗體
    • ADG126
    • Anti-CD47 Prodrug Antibody
    • BA3071
    • BMS-986249
    • BMS-986288
    • CX-188
    • Pacmilimab
    • PD-L1 x CD28 Costimulatory Bispecific
    • XTX101
  • 掩蔽抗體-藥物偶聯物
    • CX-2029
    • CX-2043
    • Mecbotamab vedotin
    • Ozuriftamab vedotin
    • Praluzatamab ravtansine
  • 隱蔽 T 細胞參與 (TCE) 抗體
    • AMX-818
    • BA3182
    • CX-904
    • EGFR-TRACTr
    • EGFR-XPAT
    • Her2-PROTECT-CD3
    • HPN601
    • PSMA-TRACTr
    • TAK-186
    • TAK-280
    • TROP2-TRACTr
  • 掩蔽白細胞介素 2 (IL-2) 細胞因子
    • Ben Pegaldes Roykin
    • ODC-IL2
    • TransCon IL-2Beta/Gamma(Beta/Gamma)
    • WTX-124
    • XTX202
  • 掩蔽白細胞介素 12 (IL-12) 和 -15 (IL-15) 細胞因子
    • ASKG215Beta (Beta) 和 ASKG215Gamma (Gamma)
    • 保護 IL-12Fc
    • WTX-330
  • 掩蔽干擾素 (IFN) 細胞因子
    • 雙掩膜干擾素Alpha 2b (alpha2b)
    • WTX-613

第 9 章業務、融資、合作夥伴關係

  • 工作
  • 融資
  • 聯盟

第 10 章參考文獻

附錄:掩蔽抗體和細胞因子的競爭分析

目錄
Product Code: LMFR00334

This report provides you with a landscape description and analysis of prodrug antibodies and cytokines employing conventional and novel masking technology platforms from an industry perspective as of October 2021.

The prodrug concept of masking technologies is an elegant approach to address the selectivity limitations of conventional therapeutic antibodies and cytokines.

The report brings you up-to-date with information about and analysis of

  • Stakeholders in the field: technology and major pharmaceutical companies and investors;
  • Masking technologies: conventional (kinetically controlled); pH dependent and protease cleavage in the tumor microenvironment
  • Targets of masked antibodies and type of masked cytokine selected for development of masked biologics;
  • Business strategy: pure play (foundational or converted) masking technology company, diversified technology company, exit options, preferred antibody modality or type of cytokine, investment case;
  • Financing situation of technology companies and key investors in the field;
  • Partnering deals with financial terms;
  • Major pharmaceutical companies: preferences for masking technologies, collaboration and licensing agreements.

Background

Therapeutic antibodies have become a clinically and commercially successful treatment modality with more than 100 antibodies approved for therapy and commercial sales of more than US$ 184 bln in the year 2020. However, systemic administration of monoclonal antibodies or cytokines may induce severe adverse events with mechanism-of-action effects, meaning off-tumor on-target toxicity in healthy tissue. In order to increase the selectivity of antibodies and cytokines at the disease site, antibodies should ignore the target antigen and cytokines the receptor in normal healthy tissue and be preferentially active in the disease region.

The use of antibody prodrugs is one new strategy for more specific tumor targeting of biological therapies. Conventional prodrugs are pharmacologically inactive compounds that are converted into active forms in the body after administration. They can be designed to be activated at the intended site of action, thereby lowering exposure of normal tissues to active drug and minimizing toxicity. The most common novel approach to creating antibody prodrugs are protease-activated antibodies that use antigen binding site 'masks'. The mask is typically a recombinant protein extension of the light and/or heavy chain of the antibody that has been designed to block access to the antigen binding site and physically prevent binding of the antibody to the cognate antigen. A protease substrate sequence is also inserted between the mask and the antibody. When the prodrug antibody enters the tumor microenvironment, upregulated proteases that are common in cancer tissues cleave the substrate sequence, the mask separates from the antibody, and the antibody becomes competent to bind to its target in the tumor. This doesn't happen efficiently in normal tissues because there is insufficient extracellular protease activity to remove the mask. The same principle does apply to prodrug cytokines.

Methodology

This report evaluates the industry landscape of masked antibodies and cytokines in research and development. The report is based on the identification and description of 40 stakeholder, 24 of which are companies with masking technologies and 16 are pharma/biotech companies partnered with masking technology companies.

For each masking technology company, a profile has been elaborated providing information about the company background/history, the financial situation, relevant technology, partnering deals and target & pipeline overview. Short profiles are provided for pharma & biotech companies with a stake in masking technologies. The company profiles are preceded by a chapter of stakeholder analysis.

Profiles of 20 different masking technologies were also elaborated and presented separately for masking technology onloy applied to antibodies, only applied to cytokines and applied to both, antibodies and cytokines. The masking technologies are analyzed with special focus on origin of technology, inactivation domain, linkers and substrates for protease cleavage. Conventional and universal masking technologies are also discussed.

Eventually, profiles of 25 masked antibody R&D programs and of 10 masked cytokine programs. Each masked antibody profile was assigned to one of three groups: immuno-oncology antibodies; antibody-drug conjugates (ADC) and T-cell engaging (TCE) bi- or trispecific antibodies. Masked cytokine profiles are presented separately for interleukin-2 (IL-2); IL-12 & IL-15; and interferon alpha. Discussion of the masked antibody programs includes applied masking technology, targets or type of cytokine, stage of development, preclinical and clinical experience.

In a separate chapter, aspects of business models, financing and partnering are presented and discussed. Further stakeholders of masking technologies include investment firms which are presented by company and investment round. Financial terms of partnering deals are also described and discussed.

All information in the three chapters of Company Profiles, Technology Profiles and Drug Candidate Profiles are fully referenced with 79 scientific references, in many cases with hyperlinks leading to the source of information (abstracts, Posters, papers). Non-scientific references, such as press releases, annual reports or company presentations, are disclosed within the text with an embedded hyperlink leading to the online source of information. Details about R&D strategy, collaboration and licensing agreements, financing rounds & sources are described in the company profiles.

The report further includes 35 tables to summarize and directly compare information and uses illustrations to explain principles of masking technologies.

What will you find in the report?

  • Profiles of antibody & cytokine masking technology companies active in the field;
  • Description of major pharma's/biotech's role in the field (in-house R&D, partnering and investing);
  • Comprehensive description and analysis of emerging masked antibodies and cytokines;
  • Pharmacologic profiles of selected masked antibodies and cytokines;
  • Characterization, profiling and state of antibody & cytokine masking technologies;
  • Target selection for each antibody masking technology;
  • Selection of type of cytokine for each cytokine masking technology;
  • Description and analysis of financing rounds (capital raised, investors);
  • Economic terms of collaboration and licensing deals;
  • Sources of financing.

Who will benefit from the report?

  • Venture capital, private equity and investment managers;
  • Managers of Big Pharma venture capital firms;
  • Financial analysts;
  • Business development and licensing (BDL) specialists;
  • CEO, COO and managing directors;
  • Corporate strategy analysts and managers;
  • Chief Technology Officer;
  • R&D Portfolio, Technology and Strategy Management;
  • Clinical and preclinical development specialists.

Table of Contents

Abbreviations

1 Executive Summary

2 Introduction, Overview & Methodology

3 Stakeholder Analysis

  • 3.1 Overview
  • 3.2 Masking Technology Companies
  • 3.3 Pharma/Biotech Companies Partnered with Masking Technology Companies

4 Profiles of Stakeholders in Masking Technologies

  • 4.1 Profiles of Masking Technology Companies
    • 4.1.1 Accurus Bioscience
    • 4.1.2 Adagene
    • 4.1.3 Amunix Pharmaceuticals
    • 4.1.4 Ascendis Pharma
    • 4.1.5 AskGene Pharma
    • 4.1.6 BioAtla
    • 4.1.7 Bright Peak Therapeutics
    • 4.1.8 CytomX Therapeutics
    • 4.1.9 GlycoNEX
    • 4.1.10 Harpoon Therapeutics
    • 4.1.11 Janux Therapeutics
    • 4.1.12 Maverick Therapeutics
    • 4.1.13 Meditope Biosciences
    • 4.1.14 Molecular Partners
    • 4.1.15 Nektar Therapeutics
    • 4.1.16 Revitope Oncology
    • 4.1.17 SeaGen
    • 4.1.18 Shanghai Affinity Biopharmaceutical
    • 4.1.19 Tansoar Biotech
    • 4.1.20 Trutino Biosciences
    • 4.1.21 Werewolf Therapeutics
    • 4.1.22 Xilio Therapeutics
    • 4.1.23 Zymeworks
  • 4.2 Profiles of Pharma & Biotech Companies with a Stake in Masking Technologies
    • 4.2.1 AbbVie
    • 4.2.2 ADC Therapeutics
    • 4.2.3 Amgen
    • 4.2.4 Astellas Pharma
    • 4.2.5 BeiGene
    • 4.2.6 Boehringer Ingelheim
    • 4.2.7 Bristol Myers Squibb
    • 4.2.8 Exelixis
    • 4.2.9 I-Mab Biopharma
    • 4.2.10 Immunogen
    • 4.2.11 Janssen
    • 4.2.12 Junshi Biosciences
    • 4.2.13 Merck
    • 4.2.14 Mitsubishi Tanabe Pharma
    • 4.2.15 Pfizer
    • 4.2.16 Roche
    • 4.2.17 Takeda Pharmaceutical Co

5 Analysis of Masking Technologies

  • 5.1 Origin of Masking Technologies
  • 5.2 Prodrug Antibody Technologies
  • 5.3 Prodrug Cytokine Technologies
  • 5.4 Prodrug Antibody & Cytokine Technologies

6 Profiles of Masking Technologies

  • 6.1 Masking Technologies Applied Only To Antibodies
    • 6.1.1 Adagene: SAFEbody Technology
    • 6.1.2 BioAtla: Conditionally Active Biologics (CAB)
    • 6.1.3 Harpoon Therapeutics: ProTriTAC Technology
    • 6.1.4 Janux Therapeutics: Tumor Activated T Cell Engager (TRACTr) Technology
    • 6.1.5 Maverick Therapeutics: COBRA Technology
    • 6.1.6 Molecular Partners: Anti-CD3 ProDrug DARPin (CD3-PDD) Technology
    • 6.1.7 Revitope Oncology: PrecisionGATE Technology Platform
    • 6.1.8 Roche: Protease-Activated T-Cell Bispecific (TCB) Antibodies
    • 6.1.9 SeaGen: Coiled-Coil Masking Domain Technology
    • 6.1.10 Tansoar Biotech: Universal Antibody Lock Technology
  • 6.2 Masking Technologies Applied Only To Cytokines
    • 6.2.1 Ascendis Pharma: TransCon Technology
    • 6.2.2 AskGene Pharma: Smartkine Prodrug Technology
    • 6.2.3 Meditope Biosciences: SnAP Technology
    • 6.2.4 Nektar Therapeutics: Kinetically Controlled Prodrug Technology
  • 6-2.5 Trutino Biosciences: On-Demand-Cytokine (ODC) Platform
    • 6.2.6 Werewolf Therapeutics: PREDATOR Technology Platform
  • 6.3 Masking Technologies Applied to Antibodies & Cytokines
    • 6.3.1 Amunix Pharmaceuticals: Pro-XTEN Technology
    • 6.3.2 CytomX Therapeutics: Probody Technology
    • 6.3.3 Xilio Therapeutics: Geographically Precise Solutions (GPS) platform
    • 6.3.4 Zymeworks: PROTECT Technology Platform

7 Analysis of Pipeline and Masked Antibody & Cytokine Prodrug Candidates

  • 7.1 Introduction
  • 7.2 Analysis of the Pipeline of Masked Antibodies
    • 7.2.1 Overview of the Masked Antibody Pipeline
    • 7.2.2 Pipeline of EGFR-Targeted Masked Antibodies
    • 7.2.3 Pipeline of CTLA4-Targeted Masked Antibodies
    • 7.2.4 Pipeline of EpCAM-Targeted Masked Antibodies
    • 7.2.5 Pipeline of Her2-Targeted Masked Antibodies
    • 7.2.6 Pipeline of Masked Antibodies Targeting TROP2, PSMA or B7-H3
    • 7.2.7 Pipeline of Other Masked Antibodies with Designated Targets
    • 7.2.8 Clinical Proof of Mechanism and Concept
  • 7.3 Analysis of the Pipeline of Masked Cytokines
    • 7.3.1 Pipeline of Masked Interleukin-2 Molecules
    • 7.3.2 Pipeline of Masked Interleukin-12 and -15 Molecules
    • 7.3.3 Pipeline of Masked Interferon alpha Molecules

8 Profiles of Masked Antibody & Cytokine Product Candidates

  • 8.1 Masked Immuno-Oncology Antibodies
    • 8.1.1 ADG126
    • 8.1.2 Anti-CD47 Prodrug Antibody
    • 8.1.3 BA3071
    • 8.1.4 BMS-986249
    • 8.1.5 BMS-986288
    • 8.1.6 CX-188
    • 8.1.7 Pacmilimab
    • 8.1.8 PD-L1 x CD28 Costimulatory Bispecific
    • 8.1.9 XTX101
  • 8.2 Masked Antibody-Drug Conjugates
    • 8.2.1 CX-2029
    • 8.2.2 CX-2043
    • 8.2.3 Mecbotamab vedotin
    • 8.2.4 Ozuriftamab vedotin
    • 8.2.5 Praluzatamab ravtansine
  • 8.3 Masked T-Cell Engaging (TCE) Antibodies
    • 8.3.1 AMX-818
    • 8.3.2 BA3182
    • 8.3.3 CX-904
    • 8.3.4 EGFR-TRACTr
    • 8.3.5 EGFR-XPAT
    • 8.3.6 Her2-PROTECT-CD3
    • 8.3.7 HPN601
    • 8.3.8 PSMA-TRACTr
    • 8.3.9 TAK-186
    • 8.3.10 TAK-280
    • 8.3.11 TROP2-TRACTr
  • 8.4 Masked Interleukin-2 (IL-2) Cytokines
    • 8.4.1 Bempegaldesleukin
    • 8.4.2 ODC-IL2
    • 8.4.3 TransCon IL-2 β/γ (beta/gamma)
    • 8.4.4 WTX-124
    • 8.4.5 XTX202
  • 8.5 Masked Interleukin-12 (IL-12) and -15 (IL-15) Cytokines
    • 8.5.1 ASKG215 β (beta) and ASKG215 γ (gamma)
    • 8.5.2 ProTECT IL-12 Fc
    • 8.5.3 WTX-330
  • 8.6 Masked Interferon (IFN) Cytokines
    • 8.6.1 Dual Masked Interferon α 2b (alpha2b)
    • 8.6.2 WTX-613

9 Business, Financing & Partnering

  • 9.1 Business
  • 9.2 Financing
  • 9.3 Partnering

10 References

ADDENDUM: Competitor Analysis of Masked Antibodies & Cytokines

List of Tables

  • Table 1: Corporate Stakeholders in Masking Technologies
  • Table 2: Focus of Masking Technology Companies
  • Table 3: Profiles of Companies with Masking Technologies
  • Table 4: Interests of Pharma/Biotech Companies in Applications of Masking Technologies
  • Table 5: Partnerships between Masking Technology Companies and Pharma/Biotech Companies
  • Table 6: Levels of Interest and Participation of Major Pharma/Biotech Companies in Masking Technologies
  • Table 7: Adagene’s Partnered SAFEbody Discovery Programs
  • Table 8: Adagene’s SAFEbody Pipeline
  • Table 9: Amunix Pharmaceuticals’ Unpartnered Pipeline of XPATs and XPACs
  • Table 10: BioAtla’s Pipeline of Conditionally Active Biologics (CABs)
  • Table 11: Pipeline of Proprietary and Partnered Probody Therapeutics from CytomX Therapeutics
  • Table 12: TRACTr & TRACIr Pipeline of Janux Therapeutics
  • Table 13: Maverick Therapeutics’ Pipeline of COBRA Molecules
  • Table 14: Werewolf Therapeutics’ Pipeline of Indukine Molecules
  • Table 15: Xilio Therapeutics’ Pipeline of Masked Antibodies and Cytokines
  • Table 16: Source of Technology and Pharma Partners of Foundational Masking Technology Companies
  • Table 17: Foundational & Main Technology Platforms of Companies with Evolution to Masking Technologies
  • Table 18: Overview of Applications of Masking Technologies to Different Antibody Constructs
  • Table 19: Characteristics of the Masking Moiety Used for Generation of Prodrug Antibodies
  • Table 20: Characteristics of the Linker Moiety Used for Generation of Prodrug Antibodies
  • Table 21: Overview of Applications of Masking Technologies to Different Cytokines
  • Table 22: Characteristics of the Masking Moiety Used for Generation of Prodrug Cytokines
  • Table 23: Characteristics of the Linker Moiety Used for Generation of Prodrug Cytokines
  • Table 24: Overview of Applications of Masking Technologies to Different Cytokines & Antibody Constructs
  • Table 25: Characteristics of the Masking Moiety Used for Generation of Prodrug Antibodies & Cytokines
  • Table 26: Characteristics of the Linker Moiety Used for Generation of Prodrug Antibodies & Cytokines
  • Table 27: Overview of Masked Antibody R&D Programs
  • Table 28: Overview of Antibody Modality and R&D Stage of Masked Antibodies
  • Table 29: Overview of Antibody Modality and Targets of Masked Antibodies
  • Table 30: EGFR-Targeted Masked Antibody Programs in R&D
  • Table 31: CTLA4-Targeted Masked Antibody Programs in R&D
  • Table 32: EpCAM-Targeted Masked Antibody Programs in R&D
  • Table 33: Her2-Targeted Masked Antibody Programs in R&D
  • Table 34: Masked Antibody Programs Targeting TROP2, PSMA or B7-H3
  • Table 35: Pipeline of Other Masked Antibodies with Designated Targets
  • Table 36: Synopsis of Clinical Results of Masked Antibodies
  • Table 37: Overview of Masked Cytokine Programs in R&D
  • Table 38: Overview of Type of Cytokine and R&D Stage for Masked Cytokines
  • Table 39: Overview of Masked Interleukin-2 Programs in R&D
  • Table 40: Overview of Masked Interleukin-12 & -15 Programs in R&D
  • Table 41: Overview of Masked Cytokine Programs in R&D
  • Table 42: Financing of Converted Pure Play Masking Technology Companies
  • Table 43: Financing of Foundational Pure Play Masking Technology Companies
  • Table 44: Financial Terms of Partnering Deals Based on Masking Technology