Companies in #Antibody-Drug Conjugates (ADCs)

BioAtla is a clinical-stage biopharmaceutical company developing novel antibody and cell-based therapeutics for solid tumors using its proprietary Conditionally Active Biologics (CAB) platform, which exploits the tumor microenvironment to improve therapeutic index. Lead programs include mecbotamab vedotin (BA3011), a CAB-AXL antibody-drug conjugate (ADC) in clinical development for undifferentiated pleomorphic sarcoma and non-small cell lung cancer, and ozuriftamab vedotin (CAB-ROR2-ADC), targeting ROR2-expressing tumors. The company initiated a strategic review in March 2026; in August 2026 the Nasdaq Listing Council affirmed a delisting determination and the common stock is expected to transition to OTC Markets trading effective August 31, 2026.

MacroGenics is a clinical-stage biopharmaceutical company focused on developing next-generation antibody-based therapeutics for cancer. Its proprietary DART and TRIDENT bispecific platforms enable multi-specific targeting, and the company has one approved HER2-targeted breast cancer drug, Margenza (margetuximab-cmkb).

Tubulis is a biotechnology company developing a new generation of antibody-drug conjugates (ADCs) for the treatment of cancer. Its proprietary platforms — Tub-tag, P5 conjugation, and Topoisomerase-I inhibitor payloads — enable the design of highly stable, targeted ADCs with improved therapeutic index. In May 2026, Gilead Sciences completed the acquisition of Tubulis for up to $5 billion ($3.15B cash upfront + $1.85B milestones).