Harpreet Singh, Chief Medical Officer of Precision for Medicine, shared a post on LinkedIn:
“Roche’s latest $570M agreement with MediLink Therapeutics is the latest sign that the company sees a durable opportunity for ADCs in oncology.
The deal adds a B7-H3–targeted ADC (YL201) to Roche’s pipeline outside of mainland China, Hong Kong, and Macau. The asset is already in registrational development for small cell lung cancer in China and has received FDA Breakthrough Therapy designation, pointing to both clinical momentum and regulatory interest.
This marks the second ADC agreement between Roche and MediLink, and the third consecutive year Roche has started the year with a China-based ADC deal. The strategy demonstrates continued confidence in ADC platforms, specifically those targeting well-validated tumor antigens with the potential to address high-unmet-need settings like SCLC.
As ADCs matures, cross-border collaborations are increasingly shaping global oncology pipelines through early clinical signal, target selection, and speed to development.”
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