ADC Therapeutics
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ADC Therapeutics (ADCT) investor relations material

ADC Therapeutics 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026

Key business and clinical updates

  • Zynlonta is approved for third line plus DLBCL, with expansion efforts into earlier lines and indolent lymphomas underway.

  • 2025 marked significant trial progress, de-risking the portfolio and strengthening capital through restructuring and equity raises.

  • Final data disclosures for key studies are expected this year, with approvals and growth anticipated from 2027 onward.

  • Zynlonta demonstrates rapid response, high durability, and a manageable safety profile, distinguishing it from competitors.

  • The product is administered with a simple Q3 week dosing and no REMS or inpatient stay required.

Market landscape and strategy

  • DLBCL treatment splits into complex (CAR-T, bispecifics) and broadly accessible (ADC, monoclonal, chemo) therapies.

  • Zynlonta currently holds 10% of the third line market, with complex therapies at 60% and broadly accessible at 40%.

  • In second line, complex therapies are 35% of the market; Zynlonta aims to compete in both segments via LOTIS-7 and LOTIS-5 trials.

  • The strategy is to offer leading efficacy in both complex and broadly accessible segments, targeting both academic and community settings.

Clinical trial highlights

  • Zynlonta plus glofitamab (LOTIS-7) showed a 78% CR rate in first 49 patients, outperforming other bispecific and CAR-T combinations.

  • Zynlonta plus rituximab (LOTIS-5) showed a 50% CR rate in the safety run-in, with phase III results expected in Q2 this year.

  • Combination therapies increase cycles per patient, potentially driving higher revenue versus monotherapy.

  • LOTIS-5 is a 420-patient, randomized phase III study with PFS as the primary endpoint.

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Frequently asked questions

ADC Therapeutics SA is a biotechnology company specialized in the development of antibody-drug conjugates (ADCs) for the treatment of hematologic malignancies and solid tumors. Its proprietary technology focuses on highly potent, targeted therapies designed to significantly improve patient outcomes by selectively targeting and killing cancer cells. One of the key products offered by ADC Therapeutics is Zynlonta, a CD19-directed ADC for the treatment of certain types of B-cell lymphoma in adult patients. This focus on ADC technology highlights the company's commitment to advancing cancer treatment through innovation. The company is headquartered in Lausanne, Switzerland, and its shares are listed on the NYSE.

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