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Late To The Antibody-Drug Conjugate Party, But Will 2024 Be A Turning Point For India?

CDMO Capacity Expansion, Policy Push Are Positives

Executive Summary

In 2024, Sun Pharma’s ADC candidate is expected to be in human trials, while CDMOs like Piramal Pharma Solutions and Aurigene are to operationalize significant new capacities. But can India compensate for a late start on the ADC journey by tapping low development costs and favorable policies, or is it too little with China far ahead in the race?

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