Table of Content

1          Executive Summary

 

2          Introduction, Overview & Methodology

 

3          Analysis of TPD Stakeholders

 

3.1       Targeted Protein Degradation (TPD) Technology Companies

3.1.1    Overview

3.1.2    Pure-Play TPD Companies Focused on Molecular Glue & Monovalent Proteasomal Degraders

3.1.3    Pure-Play TPD Companies Focused on Heterobifunctional Proteasomal Degraders

3.1.4    Pure-Play TPD Companies Focused on Molecular Glue & Heterobifunctional Proteasomal Degraders

3.1.5    Pure-Play TPD Companies Focused on Lysosomal & Autophagic (Non-Proteasomal) Degradation Technologies

3.1.6    Diversified Technology Companies with One Focus on Heterobifunctional Proteasomal Degraders

3.1.7    Diversified Technology Companies with Various TPD Technology Profiles

3.1.8    Remainder of Technology Companies with Various TPD Technology Profiles

 

3.2       Pharmaceutical Companies with TPD Interests

3.2.1    Overview of Major Pharma Companies as Stakeholders in TPD

3.2.2    Profile of Major Pharma’s Interest in Targeted Protein Degradation (TPD) R&D

3.2.3    Scope of Major Pharma‘s Partnering Activities in Targeted Protein Degradation (TPD)

 

4          Analysis of TPD Technologies

 

4.1       Analysis of Molecular Glue & Monovalent Proteasomal TPD Technologies

4.2       Analysis of Heterobifunctional Proteasomal TPD Technologies

4.3       Analysis of Lysosomal & Autophagy Pathway TPD Technologies

 

5          Analysis of TPD Pipeline, Targets and Product Candidates

 

5.1       Molecular Glue & Monovalent Proteasomal Targeted Protein Degraders

5.1.1    Clinical & Non-Clinical Development Pipeline of Molecular Glue Degraders: Targets and Experience

5.1.2    Preclinical R&D Pipeline & Targets of Molecular Glue & Monovalent Protein Degraders

 

5.2       Heterobifunctional Proteasomal Targeted Protein Degraders

5.2.1    Clinical & Non-Clinical Development Pipeline of Heterobifunctional Degraders

5.2.2    Preclinical R&D Pipeline of Heterobifunctional Degraders

5.2.3    Protein-of-Interest Targets and E3 Ligases Addressed by Heterobifunctional Proteasomal Degraders

5.2.4    E3 Ligases and Binders

 

5.3       Lysosomal & Autophagy Pathway Protein Degraders

 

5.4       Remainder of Targeted Protein Degraders

 

6          Business, Financing & Partnering

 

7          Profiles of Stakeholders in Targeted Protein Degradation (TPD)

 

7.1       Pure-Play TPD Companies Focused on Molecular Glue & Monovalent Proteasomal Degraders

7.1.1    Coho Therapeutics

7.1.2    Degron Therapeutics

7.1.3    Dunad Therapeutics

7.1.4    f5 Therapeutics

7.1.5    Monte Rosa Therapeutics

7.1.6    Neomorph

7.1.7    Plexium

7.1.8    Proxygen

7.1.9    Seed Therapeutics

7.1.10  Venquis Therapeutics

 

7.2       Pure-Play TPD Companies Focused on Heterobifunctional Proteasomal Degraders

7.2.1    Amphista Therapeutics

7.2.2    Arvinas

7.2.3    Cullgen

7.2.4    Dialectic Therapeutics

7.2.5    FIMECS

7.2.6    Orum Therapeutics

7.2.7    PolyProx Therapeutics

7.2.8    Ranok Therapeutics

7.2.9    Ubix Therapeutics

 

7.3       Pure-Play TPD Companies Focused on Molecular Glue & Heterobifunctional Proteasomal Degraders

7.3.1    AnHorn Medicines

7.3.2    C4 Therapeutics

7.3.3    Captor Therapeutics

7.3.4    Celeris Therapeutics

7.3.5    Kymera Therapeutics

7.3.6    Pin Therapeutics

7.3.7    ProteoVant Therapeutics

7.3.8    Uppthera

 

7.4       Pure-Play TPD Companies Focused on Lysosomal & Autophagic (Non-Proteasomal) Degraders

7.4.1    Lycia Therapeutics

7.4.2    AUTOTAC Bio

7.4.3    Calporta Therapeutics (acquired by Merck)

7.4.4    Caraway Therapeutics

7.4.5    Casma Therapeutics

7.4.6    PAQ Therapeutics

 

7.5       Diversified Technology Companies with One Focus on Heterobifunctional Proteasomal Degraders

7.5.1    Accutar Biotechnology

7.5.2    Aurigene Discovery Technologies

7.5.3    BeiGene

7.5.4    Foghorn Therapeutics

7.5.5    Frontier Medicines

7.5.6    Haisco Pharmaceutical Group

7.5.7    Hinova Pharmaceuticals

7.5.8    Jing Medicine Technology

7.5.9    Kintor Pharmaceuticals

7.5.10  Nurix Therapeutics

7.5.11  Polymed Biopharma

7.5.12  Progenra

7.5.13  Ribon Therapeutics

7.5.14  Ryvu Therapeutics

7.5.15  VectorY

7.5.16  Voronoi (B2S Bio)

7.5.17  XPose Therapeutics

 

7.6       Diversified Technology Companies with Various TPD Technology Profiles

7.6.1    Orionis Therapeutics

7.6.2    Kangpu Biopharmaceutical Co.

7.6.3    BioTheryX

7.6.4    Biohaven

7.6.5    Vividion Therapeutics (acquired by Bayer)

7.6.6    Phoremost

7.6.7    Origami Therapeutics

7.6.8    Prazer Therapeutics

7.6.9    Prelude Therapeutics

 

7.7       Remainder of Techology Companies with Various TPD Technology Profiles

7.7.1    Ascentage Pharmaceuticals

7.7.2    Cullinan Oncology

7.7.3    Janpix – Centessa Pharmaceuticals

7.7.4    JW Pharmaceuticals

7.7.5    NeoImmuneTech

7.7.6    Salarius Pharmaceuticals

7.7.7    HB Therapeutics

7.7.8    Isoprene Pharmaceuticals

7.7.9    Ligature Therapeutics

7.7.10  Trilo Therapeutics

 

7.8       Pharmaceutical Companies with Stakes in Targeted Protein Degradation

7.8.1    AbbVie

7.8.2    Almirall

7.8.3    Amgen

7.8.4    Bayer

7.8.5    Biogen

7.8.6    Boehringer Ingelheim

7.8.7    Bristol Myers Squibb

7.8.8    Calico

7.8.9    Debiopharm

7.8.10  Eisai

7.8.11  Eli Lilly

7.8.12  Fosun Pharma

7.8.13  Gilead Sciences

7.8.14  GlaxoSmithKline

7.8.15  Janssen

7.8.16  Merck & Co

7.8.17  Merck KGaA

7.8.18  Novartis

7.8.19  Pfizer

7.8.20  Roche

7.8.21  Sanofi

7.8.22  SK Holdings

7.8.23  Vertex Pharmaceuticals

 

7.9       Academia with TPD Industry Partnerships

7.9.1    Center for Protein Degradation (CPD) at Dana-Farber Cancer Institute

7.9.2    Centre for Targeted Protein Degradation (CeTPD) at University of Dundee

7.9.3    Targeted Protein Degradation and Drug Discovery Laboratory at IRB Barcelona

 

8          Profiles of Targeted Protein Degradation (TPD) Technologies

 

8.1       Profiles of Molecular Glue & Monovalent TPD Technologies

8.1.1    Allo-Glue Platform – Orionis

8.1.2    DELPhe Technology Platform – Plexium

8.1.3    Monovalent TPD Technology – Dunad

8.1.4    NExMods Platform – f5 Therapeutics

8.1.5    Optigrade Technology Platform – Captor

8.1.6    Protein Homeostatic Modulators (PHM) – BioTheryX

8.1.7    QuEEN Platform – Monte Rosa

8.1.8    TORPEDO Platform – C4 Therapeutics

 

8.2       Profiles of Heterobifunctional Proteasomal TPD Technologies

8.2.1    ACCU-Degron Technology Platform – Accutar

8.2.2    AIMCADD Platform for Discovery of BIGPRO Protein Degraders – AnHorn

8.2.3    ALMOND Technology – Aurigene

8.2.4    Amphista Degrader Technology – Amphista

8.2.5    Antibody neoDegrader Conjugate (AnDC) Technology – Orum

8.2.6    CDAC Technology – BeiGene

8.2.7    Chaperone-Mediated Protein Degradation (CHAMP) Technology – Ranok

8.2.8    Degraducer Technology – Ubix

8.2.9    DELigase Technology Platform – Nurix

8.2.10  “Drug the Undruggable Targets” Discovery Platform – Frontier

8.2.11  Pegasus Drug Discovery Platform – Kymera

8.2.12  PROTAC Discovery Engine – Arvinas

8.2.13  RaPPIDS Technology Platform – FIMECS

8.2.14  SITESEEKER Target Discovery Platform – PhoreMost

8.2.15  uSMITE Technology – Cullgen

 

8.3       Profiles of Lysosomal & Autophagy Pathway TPD Technologies

8.3.1    ATTEC Technology – PAQ

8.3.2    Autophagy Degrader Platform (ADP) – Casma

8.3.3    AUTOTAC Technology – AUTOTAC

8.3.4    Lysosomal Drug Discovery Platform – Caraway

8.3.5    LYTAC Technology Platform – Lycia

8.3.6    Molecular Degrader of Extracellular Protein (MoDE) Platform – Biohaven

 

8.4       Other TPD-Related Technologies

8.4.1    Chemoproteomics Platform for Discovery of E3 Ligands – Vividion

8.4.2    ORICISION Technology Platform – Origami

 

9          Profiles of TPD Product Candidates

 

9.1       Molecular Glue & Monovalent Protein Degraders

9.1.1    AMG-193

9.1.2    BRD4 Monovalent Degrader

9.1.3    BTX-1188

9.1.4    CC-90009; Eragidomide

9.1.5    CC-91633; BMS-986397

9.1.6    CC-92480

9.1.7    CC-99282

9.1.8    CFT7455

9.1.9    Iberdomide (CC-220)

9.1.10  JPX-1188

9.1.11  KPG-121

9.1.12  KPG-818

9.1.13  MRT-2359

9.1.14  SP-3164

 

9.2       Heterobifunctional Proteasomal Targeted Protein Degraders

9.2.1    AC-176

9.2.2    AC0682

9.2.3    APG-265

9.2.4    ARD-1671

9.2.5    ARV-471

9.2.6    ARV-766

9.2.7    AU-19820

9.2.8    Bavdegalutamide; ARV-110

9.2.9    BCL6 PROTAC

9.2.10  BGB-16673

9.2.11  CC-94676

9.2.12  CFT1946

9.2.13  CFT8634

9.2.14  CFT8919

9.2.15  CT-03

9.2.16  DT2216

9.2.17  FHD-609

9.2.18  FIM-01

9.2.19  GT-19506

9.2.20  GT-20029

9.2.21  HP518

9.2.22  KT-253

9.2.23  KT-333

9.2.24  KT-413

9.2.25  KT-474; SAR444656

9.2.26  NX-2127

9.2.27  NX-5948

9.2.28  RBN012811

9.2.29  RNK05047

9.2.30  SD-436

9.2.31  UBX-303

 

9.3       Lysosomal & Autophagy Pathway Protein Degraders

9.3.1    TMEM175 Program

9.3.2    TRPML1 Modulators

 

9.4       Remainder of Targeted Protein Degraders – Not Defined

9.4.1    HB-007

9.4.2    Mnk1/2 Degraders

9.4.3    PRT-SCA2

 

10        References

 

ADDENDUM: Competitor Analysis        

Add 1  Molecular Glue & Monovalent Small Molecule Proteasomal Targeted Protein Degradation

Add 2  Heterobifunctional Proteasomal Targeted Protein Degradation

Add 3  Lysosomal & Autophagy Pathway Targeted Protein Degradation

Add 4  Remainder of Targeted Protein Degradation