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Table
26 : Selected targeted radiopharmaceutical companies and their pipelines
Source : goetzpartners Research , Company websites and press releases
Key takeaway
ADC are a similar targeted technology consisting of a toxic drug opposed to radionuclide attached to a targeted antibody . They both improve upon existing treatments ; ADC deliver targeted chemotherapy and radiopharmaceuticals deliver targeted radiation therapy . In 2009 there was only one approved ADC , and this has increased to over 10 now and are a large focus for pharma companies currently . The potential of radioligand therapy (“ RLT ”) should not be ignored as early data suggests it could be as effective , and when used in combination with ICI ’ s , even more so . RLT is at a similar place to ADC ’ s 10 years ago and we expect their use to increase , and investors should be aware of this growing market . Pfizer ’ s recent $ 43bn acquisition of Seagen ( primarily an ADC focused company ) shows the potential growth for the neighbouring technology of RLT . Investors need to understand the comparison between the 2 technologies .
Please see analyst certifications , important disclosure information , and information regarding the status of analysts on pages 91-94 of this research report .