ATRC-101 is a monoclonal antibody commercialized by Atreca, with a leading Phase I program in Esophageal Squamous Cell Carcinoma (ESCC). According to Globaldata, it is involved in 4 clinical trials, of which 1 is ongoing, and 3 are planned. GlobalData uses proprietary data and analytics to provide a complete picture of ATRC-101’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.

The revenue for ATRC-101 is expected to reach an annual total of $119 mn by 2036 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.

ATRC-101 Overview

ATRC-101 is under development for the treatment of solid tumors including non-small cell lung adenocarcinoma, acral melanoma, colorectal cancer, epithelial ovarian cancer, hepatocellular carcinoma, triple negative breast cancer, head and neck cancer squamous cell carcinoma, esophageal squamous cell carcinoma (ESCC), transitional cell carcinoma (urothelial cell carcinoma) and breast adenocarcinoma. It is administered as intravenous infusion. The drug candidate is an engineered, fully human immunoglobulin G, subclass 1 (IgG1) antibody derived from a naturally-occurring human antibody developed through driver antigen engagement program based on immune repertoire capture (IRC) technology. ATRC-101 targets ribonucleoprotein (RNP) complex, it binds to a polyadenylate-binding protein (PABP-1) within its target RNP complex.

Atreca Overview

Atreca is a biotechnology company. It develops novel therapies based on the human immune response. The company develops proprietary immune repertoire capture technology that act as an engine for the discovery and development of antibody based therapeutics, diagnostics, vaccines and research reagents. Its technology has partnerships with pharmaceutical companies, academic institutions, non-profit foundations and governmental entities. Its pipeline products are intended for the treatment of breast tumor, lung tumor, colon tumor and other solid tumors. Atreca is headquartered in Redwood City, California, the US.

The operating loss of the company was US$98.7 million in FY2022, compared to an operating loss of US$110.3 million in FY2021. The net loss of the company was US$97.2 million in FY2022, compared to a net loss of US$109.3 million in FY2021.

For a complete picture of ATRC-101’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.

This content was updated on 16 August 2023

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To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.

The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.