Genentech agreed to pay DualityBio $45 million upfront for rights to antibody-drug conjugates built for patients whose cancers become resistant to ADCs. The pact is structured for more than $1 billion in potential milestones, underscoring how Roche is trying to defend and extend ADC leadership as resistance biology becomes a central hurdle. The transaction highlights a growing willingness to fund platform-like ADC approaches rather than single assets—aiming to address “post-ADC” treatment gaps using new linker/payload strategies and patient-enrichment plans as programs advance toward clinic.