Dricenta Weekly Updates

Sep 20 to Sep 27, 2026

Dricenta Signal — a sourced weekly briefing across the landscape. One question searches every source and returns a report with each claim linked to its origin.

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Dricenta Signal · Weekly
Dricenta Weekly Updates
24 items · Sep 20 to Sep 27, 2026 · analyst-reviewed Dricenta intelligence
8 · Regulatory
4 · Clinical Updates
6 · Deals & Collaboration
6 · Corporate
Regulatory
AstraZeneca
US FDA granted Priority Review to Imfinzi (PD-L1 mAb) + Padcev (Nectin-4 ADC) as perioperative tx for cisplatin-ineligible MIBC, supported by VOLGA’s significant EFS and OS improvements; PDUFA is expected in Q4’26
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Hansoh Pharma
China NMPA accepted the BLA for ris-rez (B7-H3 ADC) in ≥3L osteosarcoma pts aged ≥12 years, following its Priority Review inclusion, advancing China’s B7-H3 ADC landscape.
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SOTIO
FDA granted FTD and ODD to SOT106 (LRRC15 ADC), strengthening sarcoma development and accelerating 2026 FIH plans
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Altruist Biologics
Suzhou commercial manufacturing facility received its first EMA GMP certification with zero critical findings, supporting EU commercialization of biologics including ADCs
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Sichuan Baili Pharmaceutical
China CDE granted BTD to iza-bren (EGFR×HER3 bsADC) + PD-1 mAb for 1L PD-L1+ mTNBC, marking iza-bren’s first 1L BTD
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Chia Tai Tianqing
Submitted IND application (CXSL2601042) for TQB6411 (EGFR×c-Met bsADC) in solid tumors, currently under CDE review, supporting further expansion beyond its ongoing lung & esophageal cancer programs
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Bicycle Therapeutics
FDA granted ODD to nuzefatide pevedotin (EphA2 Bicycle Drug Conjugate) for PDAC, adding regulatory momentum as the asset advances in Ph2 rec PDAC
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Daiichi Sankyo/Merck
U.S. FDA BLA for ifinatamab deruxtecan (B7-H3 ADC) was voluntarily withdrawn for previously treated ES-SCLC after FDA discussions determined data from IDeate-Lung01 Ph2 did not support accelerated approval
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Clinical Updates
LigaChem Biosciences
Unveils LCB43-101001 (BCMA ADC; novel TOP1i payload), achieving complete tumor responses in multiple myeloma models.
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SystImmune
Terminated the Ph1 BL-M17D1 (HER2 ADC) study in HER2-expressing/mut solid tumors after enrolling only 3 pts vs 120 planned, citing internal portfolio prioritization & resource management
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Antengene
Dosed the first pt in pivotal Ph3 CLINCH-3 of ATG-022 (CLDN18.2 ADC) in 3L+ gastric/GEJ cancer, targeting registration with BTD support
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Asieris Pharmaceuticals
Enrolled the first pt in the Ph1/2 study of APL-2501 (CLDN6/9 ADC) in adv solid tumors, leveraging DAR8 hydrophilic linker for broader coverage and therapeutic window
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Deals & Collaboration
Turbine x Daiichi Sankyo
Expanded ADC discovery collaboration, deploying vLab® Virtual Assays to simulate biology, optimize candidates, and reduce wet-lab experimentation
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Sanyou Biopharma x NovoCodex Biopharma
Strategic collaboration combines AI-driven antibody discovery with NovoCode™ site-specific conjugation to co-develop dual-payload and dual-target ADCs.
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Envisagenics x Boehringer Ingelheim
>$1B deal validates RNA splicing-derived targets for ADC, T-cell engager and multispecific development.
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Hummingbird Bioscience x LynxKite x NVIDIA
Developed an explainable toxicity knowledge graph integrating regulatory/literature evidence with AI, GraphRAG & structural-modeling workflows to map context-specific toxicity mechanisms of ADCs
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Hanx Biopharmaceuticals x XtalPi
Strategic XtalPi Science partnership integrates AI-driven antibody and linker-payload design to accelerate innovative drug R&D.
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Genentech × Earendil Labs
$1.5B oncology bispecific pact leverages Earendil’s AI-enabled platform to expand Roche’s next-generation pipeline.
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Corporate
BigHat Biosciences
Raised $75M Series C (total capital raised: $223M) to scale its AI-driven protein-design platform & advance its biologics pipeline, including BHB810 (CDH17 ADC) in Ph1/2 for adv GI tumors
Source 1 Source 2
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Glycogene
Raised nearly RMB100M exclusive financing from Fengnian Capital to expand technology, manufacturing capacity & global reach for complex sugars/modified nucleotides, positioning the company as an upstream supplier for site-specific glycan-based ADC conjugation with improved conjugation-site & DAR control
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Aimed Bio
Plans to expand beyond ADCs into AOCs & BBB-shuttle/CNS programs, targeting 15 clinical-stage pipelines by 2030
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GSK
pCPA signed LOI for Blenrep (BCMA ADC), advancing potential public coverage in R/R multiple myeloma.
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AstraZeneca
Breaks ground on $1.5B Singapore ADC facility, creating 800+ skilled jobs and enabling end-to-end commercial manufacturing by 2029
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Shaperon
Introduced NDC platform; eliminates linkers and DAR control, simplifying ADC manufacturing while enabling high-payload delivery.
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