The blind spot at the bench
Bulk pharmacokinetics tells you how much drug is in tissue. It doesn’t tell you which cells took it up — and for ADCs and RPTs, that distinction is everything. A payload that delivers to tumor cells is therapeutic; one that delivers to surrounding healthy stroma is toxicity.
What spatial transcriptomics adds
Reading spatial transcriptomics alongside drug-labeled tissue gives you a per-pixel readout: “here’s where the drug went, and here’s the cell type that took it up.” We’ve built that pipeline into PortraiDRUG / PortraiMIX so BD partners can see — not infer — payload deposition.
What it changes
POR001’s data room includes co-localization heatmaps overlaid on T-cell signatures across three cancer types. Conventional ADCs that look identical on bulk PK reveal very different distribution patterns under spatial readout — and those differences correlate with the in-vivo efficacy gap.
This is why our pipeline reads “Undisclosed targets — data room on request”: the targets aren’t the deepest moat. The distribution data is.
