In the field of macromolecular drug development, one change is becoming increasingly evident:
Platforms for antibodies, bispecific antibodies, ADCs, and fusion proteins are already highly mature. What truly determines the success or failure of a project is returning to the fundamental question:
Is this target truly worth pursuing?
Integrating trends from recent industry conferences such as ASCO, ESMO, AACR, and the global R&D and transaction landscape of antibody-based drugs, we have analyzed key targets worthy of focus in 2026 from the perspective of developability.
First, how should we re-evaluate a target?
From the practice of macromolecular drug development, a "long-term viable" target typically possesses the following characteristics:
1. Clear Extracellular or Membrane Surface Localization: Suitable for intervention by antibodies, bispecific antibodies, ADCs, and other macromolecular formats.
2. Sufficient Expression Differential: There exists a utilizable expression window between diseased tissue and normal tissue.
3. Mechanism of Action with Low Redundancy: After antibody blockade or activation, it can produce detectable and sustainable biological effects in humans.
4. Potential for Structural and Functional Expansion: Allows evolution into formats like bispecific antibodies, ADCs, and fusion proteins.
Beyond 2026, the core competitive advantage in macromolecular drug development will increasingly rely on this kind of forward-looking judgment at the target level.
In the history of macromolecular drug development, GPCRs have long been considered "high-difficulty targets," but GLP-1 related receptors are a rare exception that has been consistently validated as successful by peptide and protein drugs. Recent data shows:
The value of these targets for macromolecular development lies in:
Multi-target strategies can not only enhance efficacy but may also modulate downstream signaling patterns, showing great potential in the design of bispecific antibodies, multivalent fusion proteins, etc.
PCSK9 is one of the few targets in the cardiovascular field that has completed the entire validation chain—from mechanistic validation and clinical validation to real-world application. From the initial successful launch of monoclonal antibodies, to the advancement of siRNA approaches, and the recent emergence of oral small molecule candidates, PCSK9 development has not stagnated but continues to evolve.
From a macromolecular R&D perspective, the core reason PCSK9 holds long-term value lies in its highly certain target biology
This makes PCSK9 a classic case where the risk of R&D failure stems more from molecular engineering and delivery strategies, rather than uncertainty in the target itself. In our view, PCSK9 is more like a "mature yet still optimizable" target: opportunities for product-level upgrades on this established target still exist through strategies like half-life extension, dosing frequency optimization, or combination therapies. From a longer-term perspective, the significance of PCSK9 extends beyond a single project's success; it validates that:
In the field of chronic diseases, a target with certain biology can often sustain multiple technology pathways in parallel over the long term.
Lp(a) is one of the few directions in the cardiovascular field in recent years that has gradually progressed from a risk marker toward a direct intervention target. Extensive genetic and epidemiological studies have clarified its causal relationship with atherosclerosis and cardiovascular events, lending it relatively high mechanistic certainty.
From an R&D perspective, the Lp(a) target is currently still in a phase of "gradually clarifying the pathway." Although current mainstream approaches focus on nucleic acid-based drugs, its biological characteristics—emphasizing the importance of long-term, stable inhibition—leave room for future indirect regulation via protein or antibody-related strategies. The key question is not whether the target is valid, but rather the quantitative relationship between different levels of intervention and clinical benefit.
Following the readout of recent key clinical data, Lp(a) is expected to transition from a "potential target" to a "definitive R&D mainstay." For R&D teams, this represents a cardiovascular target that requires patience, but once established, will hold long-term value.
The PD-1/PD-L1 pathway has fulfilled its historical mission as a single target for anti-tumor immunity. However, efficacy relying solely on PD-1 inhibitors has limitations in certain solid tumors and patient populations. The current core trend in tumor immunotherapy R&D is Beyond PD-1, exploring new immune regulatory targets or combination strategies to enhance anti-tumor responses, reduce resistance risks, and improve patient coverage.
From a macromolecular R&D perspective, key target combinations worth focusing on include:
In the future, the R&D value of these combination strategies will primarily lie in the non-redundancy, amplifiability, and potential for structured design of the targets. For macromolecular R&D teams, Beyond PD-1 is not only a new direction of clinical potential but also a crucial opportunity for the application and validation of antibody, bispecific antibody, and ADC technology platforms. By precisely selecting combination targets, differentiated efficacy can be achieved, forming formidable R&D barriers against competition.
Autoimmune diseases have long been a key area for macromolecular drug (antibodies, fusion proteins, bispecific antibodies) R&D, including rheumatoid arthritis, psoriasis, inflammatory bowel disease, etc. With deepening understanding of immune regulatory pathways, several targets have shown high biological certainty and druggable potential.
In the future, target selection for autoimmune diseases should focus on core pathway nodes, non-redundant actions, and druggable potential. IL-23/IL-12p40, IL-17A/IL-17RA, TNF-α, and specific cytokine–JAK-STAT combinations all belong to the category of targets with clear mechanisms, suitable for in-depth macromolecular optimization. They not only provide solid scientific rationale but also support long-term pipeline planning and structural iteration.
In today's drug development landscape, shifting from "platform competition" back to "target competition," selecting a scientifically sound and developable target has become the primary prerequisite for project success. CUSABIO continuously monitors global R&D trends, focusing on core areas such as metabolism, cardiovascular, oncology, and autoimmunity, providing high-activity, high-purity, rigorously validated target proteins and related reagents.
We are committed to providing you with:
Whether you are engaged in antibody engineering, bispecific antibody construction, ADC development, or exploring new immune combination strategies, we aim to be your reliable partner during the target validation and molecular discovery stages. Let science return to the target, and let tools empower innovation.
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