ADC · CDMO · Built to order
ADC payload and linker supply assessment: HPAPI, linker-payload and conjugation capacity
Who can make high-potency payloads, linker-payloads and conjugates at scale, where the bottlenecks sit, and what that means for a programme or an investment.
What you receive
- A written report that answers the questions agreed at scoping, with a clear verdict on each
- The read from the leaders running these businesses, gathered through our search work and attributed by role
- A data workbook with the underlying tables, so your team can filter, check and reuse the work
- A source register with the source and date behind each key fact
What can be in scope
- Supply by node: payload, linker-payload, antibody, conjugation and drug product
- Supply by payload class and by geography
- Second-source options and requalification timelines
- End-to-end capability and containment status of contract manufacturers
- Release testing and analytical capacity
- The specialist leadership and teams that qualification depends on
An ADC is made in four places: payload, antibody, conjugation and drug product. Most contract manufacturers hold one or two of those nodes, and the payload node is often the thinnest. This assessment maps who can make each part at scale, where supply concentrates and how exposed a programme or portfolio is if one route closes.
It is scoped to your question: one asset, a portfolio, a supplier you are about to choose or a company you are about to invest in.
Who commissions it
- Investors testing supply risk behind an ADC asset or platform
- Developers choosing a payload source, conjugation partner or second source
- Corporate development teams assessing a CDMO or a licensing partner
- CDMOs reading where demand will outrun qualified supply
The questions it answers
- Which suppliers can make the payload class and linker-payload a programme depends on, under containment and at commercial scale?
- If the current payload route closed, is there a second qualified route, and how long would requalification take?
- Which contract manufacturers can deliver a complete ADC end to end, and which hold only one node of the chain?
- Is announced ADC capacity staffed and qualified, or only built?
- Where does release testing, rather than conjugation, gate supply and launch timing?
- What do trade and supply security rules leave exposed upstream?
What you are buying access to
A proprietary intelligence base
Producers, facilities, pipelines, transactions, compensation and dated market signals across radiopharma, ADC, cell and gene therapy, CDMO and CRO, built and maintained by ProGen.
Access to the people who run it
Our executive search work puts us in conversation with the leaders of these businesses every week. Their read on the market goes into your answer.
Built around your decision
Scoped to the call in front of you: an investment, a partner, a supplier or a market. Every key fact sourced and dated.
How it works
Tell us your question
Choose an analysis below or describe your own. The more specific the decision, the sharper the scope.
Scope and quotation within one business day
We reply with the questions we will answer, what is in and out of scope, the timeline and a fixed quotation.
Your answer, built to stand up
A written report with a clear verdict, the read from the leaders in the space, a data workbook and a source register.
Request this analysis
Tell us the decision and the questions behind it. Within one business day you have the scope, the timeline and a fixed quotation.
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