How Biotech Startups Use Antibody Drug Conjugates to Treat Cancer

In this episode, Lucas and Luna explore the science and business behind antibody-drug conjugates (ADCs), a targeted cancer therapy that combines monoclonal antibodies with potent chemotherapy. They unpack the case of Enhertu, an ADC developed by Daiichi Sankyo and AstraZeneca, which has shown remarkable efficacy in HER2-positive cancers. The hosts discuss how ADCs work like 'guided missiles' for cancer cells, the engineering challenges of linker technology, and the deal-making landscape around ADCs. They also highlight the growing interest from big pharma in ADC platforms, with more than 100 ADCs in clinical trials as of mid-2026. Lucas shares data on the ADC market, projected to exceed $30 billion by 2030, while Luna questions whether these therapies can overcome toxicity limitations. The episode ties in the broader trend of biologics and targeted drug delivery, offering listeners a concrete understanding of a technology that is reshaping oncology treatment. #AntibodyDrugConjugates #ADC #CancerTherapy #Oncology #Biotech #DrugDiscovery #TargetedTherapy #Enhertu #DaiichiSankyo #AstraZeneca #MonoclonalAntibodies #LinkerTechnology #Payload #HER2 #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo