Modality Momentum in Oncology Drug Development

This technical report discusses the evolving landscape of oncology drug development, focusing on the performance of various therapeutic modalities. It highlights the dominance of monoclonal antibodies (mAbs) and small molecule inhibitors (SMIs), which have historically led the field with over 9,500 clinical programs. The report notes their established safety data and regulatory pathways, contributing to their relatively high Phase 1-to-Phase 2 transition success rates of 33%. However, it emphasizes that newer modalities, such as antibody-drug conjugates (ADCs), bispecific antibodies, and CAR-T therapies, are outperforming traditional options in late-stage progression and approvals. ADCs account for over 50% of trending programs and have a 54% Phase 3 approval rate. The report suggests that strategic portfolio planning should consider targeted investments in these emerging modalities to maximize potential returns. It also outlines how the Intelligencia AI platform supports portfolio teams in optimizing trial design and risk allocation based on empirical data.