抗体药物偶联物市场机会、成长驱动因素、产业趋势分析及预测（2025-2034年）

2024 年全球抗体药物偶联物市场价值为 129 亿美元，预计到 2034 年将以 10.3% 的复合年增长率增长至 341 亿美元。

在全球范围内，包括血液癌、乳癌、尿路上皮癌和膀胱癌在内的多种癌症发生率不断上升，推动了市场扩张。日益加重的癌症负担使得人们迫切需要更精准、更有效的治疗方法，抗体药物偶联物（ADC）已成为现代肿瘤治疗的关键组成部分。抗体药物偶联物将标靶治疗与化疗结合，能够将强效细胞毒性药物直接递送至癌细胞，同时保护健康组织。这些疗法利用化学连接子将单株抗体与高效药物连接起来，确保细胞毒性药物能够特异性地与肿瘤细胞上的抗原结合，从而提高治疗效果并减少对周围组织的损伤。随着癌症发生率的上升，尤其是在老龄化人口和新兴市场，预计抗体药物偶联物的应用将会加速。

Enhertu业务部门占29.1%的市场份额，2024年估值达38亿美元。其广泛的治疗应用涵盖多种癌症类型，包括HER2阳性和HER2低表达肿瘤，扩大了患者群体，使其在与其他抗体偶联药物（ADC）的竞争中脱颖而出。临床试验结果显示，该药物具有较高的缓解率和显着改善患者总存活期的疗效，因此受到肿瘤科医师的广泛认可。

2024年，可裂解连接子片段的市场规模达到106亿美元，预计将以10.2%的复合年增长率成长。可裂解连接子能够特异性地在肿瘤微环境中释放细胞毒性药物，而这种释放过程由酵素、pH值变化或氧化还原条件触发。这种标靶释放方式能够最大限度地杀伤肿瘤细胞，同时最大限度地减少对健康组织的损伤，从而使可裂解连接子抗体药物偶联物（ADC）相比不可裂解型ADC具有明显的临床优势。

预计到2024年，北美抗体药物偶联物（ADC）市占率将达到42.1%。该地区受益于完善的医疗基础设施、庞大的癌症患者群体以及众多提供先进肿瘤治疗方案的领先企业。强劲的研发投入、有利的监管环境以及对创新疗法的早期应用，都为新型ADC产品的快速上市和市场推广提供了有力支撑。

全球抗体药物偶联物（ADC）市场的主要参与者包括艾伯维（AbbVie）、安斯泰来（Astellas Pharma）、ADC Therapeutics、阿斯特捷利康（AstraZeneca）、第一三共（Daiichi Sankyo）、吉利德（Gilead）、葛兰素史克（GSKizer）、ImmunoGen、PRochefizer（PRochefizer）。这些公司正透过大力投资研发，不断发现针对多种癌症类型的新型ADC候选药物，并提高临床疗效，巩固其市场地位。与生物技术公司和学术机构的策略合作有助于加速创新并简化监管审批流程。此外，各公司也正在扩大产能，以确保全球及时供应，并进军新兴市场以拓展新的病患群体。利用精准的行销活动、临床试验资料以及肿瘤科医师的教育项目，可以有效促进产品的推广应用。

目录

第一章：方法论与范围

第二章：执行概要

第三章：行业洞察

• 产业生态系分析
• 产业影响因素
  • 成长驱动因素
    • 癌症发生率上升
    • 对基于抗体的癌症疗法的需求日益增长
    • 抗体技术的不断进步
    • 扩大抗体偶联药物（ADC）的核准范围
  • 产业陷阱与挑战
    • 高昂的研发和製造成本
    • 与抗体药物偶联物 (ADC) 相关的安全性和毒性问题
  • 市场机会
    • 扩散至实体肿瘤
    • 采用下一代ADC技术
• 成长潜力分析
• 监管环境
• 技术格局
  • 当前技术趋势
  • 新兴技术
• 管道分析
• 全球癌症统计数据
• 未来市场趋势
• 波特的分析
• PESTEL 分析

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 全球的
  • 北美洲
  • 欧洲
  • 亚太地区
• 公司矩阵分析
• 主要市场参与者的竞争分析
• 竞争定位矩阵
• 关键进展
  • 併购
  • 伙伴关係与合作
  • 新产品发布
  • 扩张计划

第五章：市场估算与预测：依产品类型划分，2021-2034年

• 主要趋势
• 恩赫尔图
• 卡德西拉
• 阿德塞特里斯
• 帕德切夫
• 特罗德尔维
• 波利维
• 其他产品类型

第六章：市场估计与预测：依技术划分，2021-2034年

• 主要趋势
• 可裂解连接子
• 不可切割的连接子

第七章：市场估计与预测：依应用领域划分，2021-2034年

• 主要趋势
• 乳癌
• 血癌
  • 淋巴瘤
  • 白血病
  • 多发骨髓瘤
• 尿路上皮癌和膀胱癌
• 其他应用

第八章：市场估算与预测：依目标类型划分，2021-2034年

• 主要趋势
• HER2
• CD30
• CD22
• 其他目标类型

第九章：市场估算与预测：依最终用途划分，2021-2034年

• 主要趋势
• 医院和诊所
• 肿瘤中心
• 其他最终用途

第十章：市场估计与预测：依地区划分，2021-2034年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中东和非洲
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十一章：公司简介

• AbbVie
• ADC Therapeutics
• Astellas Pharma
• AstraZeneca
• Daiichi Sankyo
• Gilead
• GSK
• ImmunoGen
• Pfizer
• Roche

The Global Antibody Drug Conjugates Market was valued at USD 12.9 billion in 2024 and is estimated to grow at a CAGR of 10.3% to reach USD 34.1 billion by 2034.

Market expansion is driven by the rising prevalence of various cancers, including blood, breast, urothelial, and bladder cancers worldwide. The increasing cancer burden is creating urgent demand for more precise and effective therapies, making ADCs a critical component of modern oncology treatment. Antibody drug conjugates combine targeted therapy with chemotherapy, delivering potent cytotoxic agents directly to cancer cells while sparing healthy tissues. These therapies use monoclonal antibodies linked to highly potent drugs through chemical linkers, ensuring that the cytotoxic agent binds specifically to antigens on tumor cells, which enhances treatment efficacy and reduces collateral damage. As cancer rates rise, particularly in aging populations and emerging markets, the adoption of ADCs is expected to accelerate.

The Enhertu segment held a 29.1% share, valued at USD 3.8 billion in 2024. Its broad therapeutic application across multiple cancer types, including HER2-positive and HER2-low tumors, has expanded the patient pool, providing a competitive advantage over other ADCs. Clinical trial results demonstrate high response rates and improved overall survival, contributing to its strong adoption among oncologists.

The cleavable linker segment generated USD 10.6 billion in 2024 and is projected to grow at a CAGR of 10.2%. Cleavable linkers release the cytotoxic drug specifically within the tumor microenvironment, triggered by enzymes, pH changes, or redox conditions. This targeted release maximizes tumor cell destruction while minimizing damage to healthy tissues, giving cleavable linker ADCs a clear clinical advantage over non-cleavable variants.

North America Antibody Drug Conjugates Market held a 42.1% share in 2024. The region benefits from a well-established healthcare infrastructure, a large cancer patient population, and the presence of leading players offering advanced oncology treatments. Strong R&D investments, favorable regulatory frameworks, and early adoption of innovative therapies support the rapid introduction and uptake of new ADC products.

Key players operating in the Global Antibody Drug Conjugates Market include AbbVie, Astellas Pharma, ADC Therapeutics, AstraZeneca, Daiichi Sankyo, Gilead, GSK, ImmunoGen, Pfizer, and Roche. Companies in the Antibody Drug Conjugates Market are strengthening their foothold by investing heavily in research and development to discover new ADC candidates targeting multiple cancer types and improving clinical efficacy. Strategic collaborations with biotech firms and academic institutions help accelerate innovation and streamline regulatory approvals. Firms are also expanding manufacturing capacity to ensure timely global supply and entering emerging markets to capture new patient populations. Leveraging targeted marketing campaigns, clinical trial data, and educational programs for oncologists enhances product adoption.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis
• 2.2 Key market trends
  • 2.2.1 Regional trends
  • 2.2.2 Product type trends
  • 2.2.3 Technology trends
  • 2.2.4 Application trends
  • 2.2.5 Target type trends
  • 2.2.6 End Use trends
• 2.3 CXO perspectives: Strategic imperatives
  • 2.3.1 Key decision points for industry executives
  • 2.3.2 Critical success factors for market players
• 2.4 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Rising prevalence of cancer
    • 3.2.1.2 Growing demand for antibody-based cancer therapies
    • 3.2.1.3 Increasing advancements in antibody technology
    • 3.2.1.4 Expanding approval of ADCs
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High development and manufacturing costs
    • 3.2.2.2 Safety and toxicity concerns associated with ADCs
  • 3.2.3 Market opportunities
    • 3.2.3.1 Expansion into solid tumors
    • 3.2.3.2 Adoption of next-generation ADC technologies
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East and Africa
• 3.5 Technology landscape
  • 3.5.1 Current technological trends
  • 3.5.2 Emerging technologies
• 3.6 Pipeline analysis
• 3.7 Global cancer statistics
• 3.8 Future market trends
• 3.9 Porter's analysis
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 Global
  • 4.2.2 North America
  • 4.2.3 Europe
  • 4.2.4 Asia Pacific
• 4.3 Company matrix analysis
• 4.4 Competitive analysis of major market players
• 4.5 Competitive positioning matrix
• 4.6 Key developments
  • 4.6.1 Merger and acquisition
  • 4.6.2 Partnership and collaboration
  • 4.6.3 New product launches
  • 4.6.4 Expansion plans

Chapter 5 Market Estimates and Forecast, By Product Type, 2021 - 2034 ($ Mn)

• 5.1 Key trends
• 5.2 Enhertu
• 5.3 Kadcyla
• 5.4 Adcetris
• 5.5 Padcev
• 5.6 Trodelvy
• 5.7 Polivy
• 5.8 Other product types

Chapter 6 Market Estimates and Forecast, By Technology, 2021 - 2034 ($ Mn)

• 6.1 Key trends
• 6.2 Cleavable linker
• 6.3 Non-cleavable linker

Chapter 7 Market Estimates and Forecast, By Application, 2021 - 2034 ($ Mn)

• 7.1 Key trends
• 7.2 Breast cancer
• 7.3 Blood cancer
  • 7.3.1 Lymphoma
  • 7.3.2 Leukemia
  • 7.3.3 Multiple myeloma
• 7.4 Urothelial cancer and bladder cancer
• 7.5 Other applications

Chapter 8 Market Estimates and Forecast, By Target Type, 2021 - 2034 ($ Mn)

• 8.1 Key trends
• 8.2 HER2
• 8.3 CD30
• 8.4 CD22
• 8.5 Other target types

Chapter 9 Market Estimates and Forecast, By End Use, 2021 - 2034 ($ Mn)

• 9.1 Key trends
• 9.2 Hospitals and clinics
• 9.3 Oncology centers
• 9.4 Other End Use

Chapter 10 Market Estimates and Forecast, By Region, 2021 - 2034 ($ Mn)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 France
  • 10.3.4 Spain
  • 10.3.5 Italy
  • 10.3.6 Netherlands
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 Australia
  • 10.4.5 South Korea
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 Middle East and Africa
  • 10.6.1 South Africa
  • 10.6.2 Saudi Arabia
  • 10.6.3 UAE

Chapter 11 Company Profiles

• 11.1 AbbVie
• 11.2 ADC Therapeutics
• 11.3 Astellas Pharma
• 11.4 AstraZeneca
• 11.5 Daiichi Sankyo
• 11.6 Gilead
• 11.7 GSK
• 11.8 ImmunoGen
• 11.9 Pfizer
• 11.10 Roche