Table of Content

Table of Contents

Abbreviations
 

1 Executive Summary

2 Introduction, Overview & Methodology
3 Stakeholder Analysis


3.1 Overview

3.2 Masking Technology Companies

3.3 Pharma/Biotech Companies Partnered with Masking Technology Companies

 

4 Profiles of Stakeholders in Masking Technologies

 

4.1 Profiles of Masking Technology Companies

4.1.1 Accurus Bioscience

4.1.2 Adagene

4.1.3 Amunix Pharmaceuticals

4.1.4 Ascendis Pharma

4.1.5 AskGene Pharma

4.1.6 BioAtla

4.1.7 Bright Peak Therapeutics

4.1.8 CytomX Therapeutics

4.1.9 GlycoNEX

4.1.10 Harpoon Therapeutics

4.1.11 Janux Therapeutics

4.1.12 Maverick Therapeutics

4.1.13 Meditope Biosciences

4.1.14 Molecular Partners

4.1.15 Nektar Therapeutics

4.1.16 Revitope Oncology

4.1.17 SeaGen

4.1.18 Shanghai Affinity Biopharmaceutical

4.1.19 Tansoar Biotech

4.1.20 Trutino Biosciences

4.1.21 Werewolf Therapeutics

4.1.22 Xilio Therapeutics

4.1.23 Zymeworks

 

4.2 Profiles of Pharma & Biotech Companies with a Stake in Masking Technologies

4.2.1 AbbVie

4.2.2 ADC Therapeutics

4.2.3 Amgen

4.2.4 Astellas Pharma

4.2.5 BeiGene

4.2.6 Boehringer Ingelheim

4.2.7 Bristol Myers Squibb

4.2.8 Exelixis

4.2.9 I-Mab Biopharma

4.2.10 Immunogen

4.2.11 Janssen

4.2.12 Junshi Biosciences

4.2.13 Merck

4.2.14 Mitsubishi Tanabe Pharma

4.2.15 Pfizer

4.2.16 Roche

4.2.17 Takeda Pharmaceutical Co

 

5 Analysis of Masking Technologies

5.1 Origin of Masking Technologies

5.2 Prodrug Antibody Technologies

5.3 Prodrug Cytokine Technologies

5.4 Prodrug Antibody & Cytokine Technologies

 

6 Profiles of Masking Technologies

 

6.1 Masking Technologies Applied Only To Antibodies

6.1.1 Adagene: SAFEbody Technology

6.1.2 BioAtla: Conditionally Active Biologics (CAB)

6.1.3 Harpoon Therapeutics: ProTriTAC Technology

6.1.4 Janux Therapeutics: Tumor Activated T Cell Engager (TRACTr) Technology

6.1.5 Maverick Therapeutics: COBRA Technology

6.1.6 Molecular Partners: Anti-CD3 ProDrug DARPin (CD3-PDD) Technology

6.1.7 Revitope Oncology: PrecisionGATE Technology Platform

6.1.8 Roche: Protease-Activated T-Cell Bispecific (TCB) Antibodies

6.1.9 SeaGen: Coiled-Coil Masking Domain Technology

6.1.10 Tansoar Biotech: Universal Antibody Lock Technology

 

6.2 Masking Technologies Applied Only To Cytokines

6.2.1 Ascendis Pharma: TransCon Technology

6.2.2 AskGene Pharma: Smartkine Prodrug Technology

6.2.3 Meditope Biosciences: SnAP Technology

6.2.4 Nektar Therapeutics: Kinetically Controlled Prodrug Technology

6-2.5 Trutino Biosciences: On-Demand-Cytokine (ODC) Platform

6.2.6 Werewolf Therapeutics: PREDATOR Technology Platform

 

6.3 Masking Technologies Applied to Antibodies & Cytokines

6.3.1 Amunix Pharmaceuticals: Pro-XTEN Technology

6.3.2 CytomX Therapeutics: Probody Technology

6.3.3 Xilio Therapeutics: Geographically Precise Solutions (GPS) platform

6.3.4 Zymeworks: PROTECT Technology Platform

 

7 Analysis of Pipeline and Masked Antibody & Cytokine Prodrug Candidates

 

7.1 Introduction

 

7.2 Analysis of the Pipeline of Masked Antibodies

7.2.1 Overview of the Masked Antibody Pipeline

7.2.2 Pipeline of EGFR-Targeted Masked Antibodies

7.2.3 Pipeline of CTLA4-Targeted Masked Antibodies

7.2.4 Pipeline of EpCAM-Targeted Masked Antibodies

7.2.5 Pipeline of Her2-Targeted Masked Antibodies

7.2.6 Pipeline of Masked Antibodies Targeting TROP2, PSMA or B7-H3

7.2.7 Pipeline of Other Masked Antibodies with Designated Targets

7.2.8 Clinical Proof of Mechanism and Concept

 

7.3 Analysis of the Pipeline of Masked Cytokines

7.3.1 Pipeline of Masked Interleukin-2 Molecules

7.3.2 Pipeline of Masked Interleukin-12 and -15 Molecules

7.3.3 Pipeline of Masked Interferon alpha Molecules

 

8 Profiles of Masked Antibody & Cytokine Product Candidates

 

8.1 Masked Immuno-Oncology Antibodies

8.1.1 ADG126

8.1.2 Anti-CD47 Prodrug Antibody

8.1.3 BA3071

8.1.4 BMS-986249

8.1.5 BMS-986288

8.1.6 CX-188

8.1.7 Pacmilimab

8.1.8 PD-L1 x CD28 Costimulatory Bispecific

8.1.9 XTX101

 

8.2 Masked Antibody-Drug Conjugates

8.2.1 CX-2029

8.2.2 CX-2043

8.2.3 Mecbotamab vedotin

8.2.4 Ozuriftamab vedotin

8.2.5 Praluzatamab ravtansine

 

8.3 Masked T-Cell Engaging (TCE) Antibodies

8.3.1 AMX-818

8.3.2 BA3182

8.3.3 CX-904

8.3.4 EGFR-TRACTr

8.3.5 EGFR-XPAT

8.3.6 Her2-PROTECT-CD3

8.3.7 HPN601

8.3.8 PSMA-TRACTr

8.3.9 TAK-186

8.3.10 TAK-280

8.3.11 TROP2-TRACTr

 

8.4 Masked Interleukin-2 (IL-2) Cytokines

8.4.1 Bempegaldesleukin

8.4.2 ODC-IL2

8.4.3 TransCon IL-2  (beta/gamma)

8.4.4 WTX-124

8.4.5 XTX202

 

8.5 Masked Interleukin-12 (IL-12) and -15 (IL-15) Cytokines

8.5.1 ASKG215? (beta) and ASKG215? (gamma)

8.5.2 ProTECT IL-12 Fc

8.5.3 WTX-330

 

8.6 Masked Interferon (IFN) Cytokines

8.6.1 Dual Masked Interferon ?2b (alpha2b)

8.6.2 WTX-613

 

9 Business, Financing & Partnering

9.1 Business

9.2 Financing

9.3 Partnering

 

10 References

 



Figures & Tables
Table 1    Corporate Stakeholders in Masking Technologies
Table 2    Focus of Masking Technology Companies
Table 3    Profiles of Companies with Masking Technologies
Table 4    Interests of Pharma/Biotech Companies in Applications of Masking Technologies
Table 5    Partnerships between Masking Technology Companies and Pharma/Biotech Companies
Table 6    Levels of Interest and Participation of Major Pharma/Biotech Companies in Masking Technologies
Table 7    Adagene’s Partnered SAFEbody Discovery Programs
Table 8    Adagene’s SAFEbody Pipeline
Table 9    Amunix Pharmaceuticals’ Unpartnered Pipeline of XPATs and XPACs
Table 10    BioAtla’s Pipeline of Conditionally Active Biologics (CABs)
Table 11    Pipeline of Proprietary and Partnered Probody Therapeutics from CytomX Therapeutics
Table 12    TRACTr & TRACIr Pipeline of Janux Therapeutics
Table 13    Maverick Therapeutics’ Pipeline of COBRA Molecules
Table 14    Werewolf Therapeutics’ Pipeline of Indukine Molecules
Table 15    Xilio Therapeutics’ Pipeline of Masked Antibodies and Cytokines
Table 16    Source of Technology and Pharma Partners of Foundational Masking Technology Companies
Tables 17    Foundational & Main Technology Platforms of Companies with Evolution to Masking Technologies
Table 18    Overview of Applications of Masking Technologies to Different Antibody Constructs
Table 19    Characteristics of the Masking Moiety Used for Generation of Prodrug Antibodies
Table 20    Characteristics of the Linker Moiety Used for Generation of Prodrug Antibodies
Table 21    Overview of Applications of Masking Technologies to Different Cytokines
Table 22    Characteristics of the Masking Moiety Used for Generation of Prodrug Cytokines
Table 23    Characteristics of the Linker Moiety Used for Generation of Prodrug Cytokines
Table 24    Overview of Applications of Masking Technologies to Different Cytokines & Antibody Constructs
Table 25    Characteristics of the Masking Moiety Used for Generation of Prodrug Antibodies & Cytokines
Table 26    Characteristics of the Linker Moiety Used for Generation of Prodrug Antibodies & Cytokines
Table 27    Overview of Masked Antibody R&D Programs
Table 28    Overview of Antibody Modality and R&D Stage of Masked Antibodies
Table 29    Overview of Antibody Modality and Targets of Masked Antibodies
Table 30    EGFR-Targeted Masked Antibody Programs in R&D
Table 31    CTLA4-Targeted Masked Antibody Programs in R&D
Table 32    EpCAM-Targeted Masked Antibody Programs in R&D
Table 33    Her2-Targeted Masked Antibody Programs in R&D
Table 34    Masked Antibody Programs Targeting TROP2, PSMA or B7-H3
Table 35    Pipeline of Other Masked Antibodies with Designated Targets
Table 36    Synopsis of Clinical Results of Masked Antibodies
Table 37    Overview of Masked Cytokine Programs in R&D
Table 38    Overview of Type of Cytokine and R&D Stage for Masked Cytokines
Table 39    Overview of Masked Interleukin-2 Programs in R&D
Table 40    Overview of Masked Interleukin-12 & -15 Programs in R&D
Table 41    Overview of Masked Cytokine Programs in R&D
Table 42    Financing of Converted Pure Play Masking Technology Companies
Table 43    Financing of Foundational Pure Play Masking Technology Companies
Table 44    Financial Terms of Partnering Deals Based on Masking Technology