Dual-Payload ADC

Dual-payload ADC is the later-stage ADC direction discussed in vol.117.生物医药的2025：抄底中国、研发焦虑和新王继位. The episode describes ADCs moving from one antibody plus one payload toward bispecific ADCs and then toward bispecific, dual-payload formats.

The source’s promise is resistance management and differentiated effect; its warning is manufacturing complexity. Adding another payload can create harder CMC, quality-control, and cost problems, so the episode expects any major BD wave to depend on convincing preclinical or clinical evidence rather than format novelty alone.

Key Claims

• Dual payloads may help address tumor heterogeneity or resistance if the payloads are chosen well.
• The format adds production and quality-control difficulty.
• [[XiaoPTeacher|小P老师]] treats 2026 or 2027 as a more plausible heavier BD window than immediate 2025 explosion, if data supports the category.
• It is an example of combination innovation rather than an entirely new platform.

Connections

• ADC Engineering Optimization - parent concept.
• Innovent Biologics / 信达生物 and Kelun-Biotech / 科伦博泰 - Chinese ADC company context.
• Domain Know-How Moat - operational know-how needed for complex biologics.
• Finite-Game Biotech Competition - mature-market engineering-differentiation frame.