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ADCC Market

Dec., 2013
Outline

 Mab/BioSimilar Market
 ADCC Assay Brief
 ADCC Service Market

2
Biologics in BioPharma Market
By 2016, 7 of the top 10 pharmaceuticals worldwide will be biologics.

Source: Evaluate Pharma, Sandoz analysis

3
Therapeutic mAbs drive BioPharma Market

4
Current New mAbs Pipeline

In total, > 574 mAbs

5
Global BioSimilars Market Scenario

Source: 2013 Annual Reports, SEC Filings, Market Analysis

6
Top Reference Products with BioSimilars in
Development 2013

*As of July,2013
Source: PhRMA reports

7
Current BioSimilars Pipeline

As of June 2013, including 514 candidate biosimilars and 402 biobetters, a
total of 916 products in development concerning >140 mabs and proteins that
are currently approved in the United States.
Source: BII pipeline database

8
Current BioSimilars Pipeline
*Companies with largest biosimilar
portfolios

**Geographic distribution of products by company

***Geographic distribution of companies

*As of June,2013
Source: BII pipeline database

9
# of mAbs/biosimilars in 2015
Biosimilars launched date:
In 2015, around 55 on
market

Approved mAb drugs on
the market:
So far, total 53, around
58 in 2015

Source: SameDan Ltd, Winter 2012

10
Bioassay/ADCC Required in Regulation
Fingerprint mAbs/fusion proteins as ICH, US-FDA, EMA etc. recommend.

11
Mechanism of Action (MOA) for mAb

Nature Review. Drug Discovery. Volume 10, Feb 2011-101

12
What is ADCC?

13
When is ADCC needed?

Starting from phase I and even earlier, ADCC assay should be performed
for biologics potency assessment.
14
What is ADCC for?









MAbs/Biosimilars/Biobetters discovery research
High-throughput screening
Characterization and process development of therapeutic molecules
Batch/lot or quality control release testing of clinical product
Stability testing
In-vitro detection of neutralizing antibodies
If significant changes to process, facility transfers, line-extensions

15
Classic ADCC Assays

16
Major Players in ADCC Assay

17
ADCC Market Prediction
Current ADCC assay in industry:
$16K -- $25K, averagely $20K per assay
 Scenario 1 – mAbs/biosimilar pre-approval
Averagely, at least 10 times of ADCC assay for one candidate each year
Currently, # of new mAb entities in pipeline is > 514,
# of biosimilars/biobetters in pipeline is around 916.
25% of pipeline is in Japan/Korea/China.
Market size: (514+916)*10*$20K *25%= $71.5M

18
ADCC Market Prediction
 Scenario 2 – mAbs/biosimilar manufacturing Post-Approval
2-1. The manufacturing volume reaches to 5*10^7 L in Korea/China in 2015. 500L20,000L/bioreactor, averagely 10,000L/batch.
Market size in Korea/China: 5*10^7/10,000*$20K = $100M
2-2. Revenue of mAbs drug in 2015 is around $86B globally. 5% of cost for QC. 2% of
QC cost for ADCC. 70% of mAbs manufactured in Korea/China.
Market size in Korea/China: $86B*5%*5%*70% = $60M

19
ADCC Market Prediction
 Scenario 2 – mAbs/biosimilar manufacturing Post-Approval
2-3. Averagely, 1 time of ADCC assay per drug per week. Totally around 113 mAbs/
biosimilars on the market in 2015. 70% of biologics manufactured in Korea/China.
Market size in Korea/China: 113*1*52*70%*$20K = $83M

 Totally, $71.5M + ($100M+$60M+$83M)/3 = $152.5M

ADCC Service Contact:
cn.linkedin.com/in/jasonsoung/
20
Move
together,
Win
together.

21

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ADCC 2014 2017 market report_201312

  • 2. Outline  Mab/BioSimilar Market  ADCC Assay Brief  ADCC Service Market 2
  • 3. Biologics in BioPharma Market By 2016, 7 of the top 10 pharmaceuticals worldwide will be biologics. Source: Evaluate Pharma, Sandoz analysis 3
  • 4. Therapeutic mAbs drive BioPharma Market 4
  • 5. Current New mAbs Pipeline In total, > 574 mAbs 5
  • 6. Global BioSimilars Market Scenario Source: 2013 Annual Reports, SEC Filings, Market Analysis 6
  • 7. Top Reference Products with BioSimilars in Development 2013 *As of July,2013 Source: PhRMA reports 7
  • 8. Current BioSimilars Pipeline As of June 2013, including 514 candidate biosimilars and 402 biobetters, a total of 916 products in development concerning >140 mabs and proteins that are currently approved in the United States. Source: BII pipeline database 8
  • 9. Current BioSimilars Pipeline *Companies with largest biosimilar portfolios **Geographic distribution of products by company ***Geographic distribution of companies *As of June,2013 Source: BII pipeline database 9
  • 10. # of mAbs/biosimilars in 2015 Biosimilars launched date: In 2015, around 55 on market Approved mAb drugs on the market: So far, total 53, around 58 in 2015 Source: SameDan Ltd, Winter 2012 10
  • 11. Bioassay/ADCC Required in Regulation Fingerprint mAbs/fusion proteins as ICH, US-FDA, EMA etc. recommend. 11
  • 12. Mechanism of Action (MOA) for mAb Nature Review. Drug Discovery. Volume 10, Feb 2011-101 12
  • 14. When is ADCC needed? Starting from phase I and even earlier, ADCC assay should be performed for biologics potency assessment. 14
  • 15. What is ADCC for?        MAbs/Biosimilars/Biobetters discovery research High-throughput screening Characterization and process development of therapeutic molecules Batch/lot or quality control release testing of clinical product Stability testing In-vitro detection of neutralizing antibodies If significant changes to process, facility transfers, line-extensions 15
  • 17. Major Players in ADCC Assay 17
  • 18. ADCC Market Prediction Current ADCC assay in industry: $16K -- $25K, averagely $20K per assay  Scenario 1 – mAbs/biosimilar pre-approval Averagely, at least 10 times of ADCC assay for one candidate each year Currently, # of new mAb entities in pipeline is > 514, # of biosimilars/biobetters in pipeline is around 916. 25% of pipeline is in Japan/Korea/China. Market size: (514+916)*10*$20K *25%= $71.5M 18
  • 19. ADCC Market Prediction  Scenario 2 – mAbs/biosimilar manufacturing Post-Approval 2-1. The manufacturing volume reaches to 5*10^7 L in Korea/China in 2015. 500L20,000L/bioreactor, averagely 10,000L/batch. Market size in Korea/China: 5*10^7/10,000*$20K = $100M 2-2. Revenue of mAbs drug in 2015 is around $86B globally. 5% of cost for QC. 2% of QC cost for ADCC. 70% of mAbs manufactured in Korea/China. Market size in Korea/China: $86B*5%*5%*70% = $60M 19
  • 20. ADCC Market Prediction  Scenario 2 – mAbs/biosimilar manufacturing Post-Approval 2-3. Averagely, 1 time of ADCC assay per drug per week. Totally around 113 mAbs/ biosimilars on the market in 2015. 70% of biologics manufactured in Korea/China. Market size in Korea/China: 113*1*52*70%*$20K = $83M  Totally, $71.5M + ($100M+$60M+$83M)/3 = $152.5M ADCC Service Contact: cn.linkedin.com/in/jasonsoung/ 20