Roche moved into ADC licensing with Genentech’s collaboration and license deal with Dualitybio centered on the DUPAC (DualityBio Unique Payload Antibody Conjugate) payload platform. The deal structure includes $45 million up front, with total potential consideration exceeding $1 billion tied to development and success milestones. Dualitybio’s platform is designed to address resistance seen with older topoisomerase inhibitor-based ADCs, with Roche pursuing next-generation ADCs for targeted oncology. The collaboration signals continued appetite from large pharma for payload differentiation and more stable, site-specific conjugation approaches as ADC pipelines mature. For Dualitybio, the cash infusion provides resources to push future candidates into development while keeping its proprietary platform engaged with an established ADC operator.