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TUESDAY, 1 SEPTEMBERChinese sponsors now behindhalf of new ADC programsBy Your byline · 4 min readShare of new ADC programsby sponsor origin20212026SOURCE: SLEUTH

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YOUR ANGLE, NOT A DATABASE FILTERChinese programs that followed a Western readout, then licensed back WestFollowers licensed back West, by year20212026

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How crowded is this target or modality?

How quickly did competing programs follow a major clinical signal?

What does a new trial result change in the competitive landscape?

Where is deal activity accelerating, and what is driving it?

Which assets remain unpartnered in a specific indication or mechanism?

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