ADC Therapeutics (ADCT) investor relations material

Strategic focus and market opportunity

• Company is prioritizing ZYNLONTA, an anti-CD19 ADC, with multiple trials to expand its use in lymphomas.

• ZYNLONTA is approved for third-line plus diffuse large B-cell lymphoma (DLBCL) and is being studied in additional settings.

• The market opportunity for ZYNLONTA is estimated at $600 million to $1 billion in peak sales.

• Only 20% of second-line DLBCL patients receive CAR-T therapy, leaving 80% of the market open for new standards of care.

• The company is also advancing a PSMA-targeting ADC, aiming for IND readiness by year-end.

Clinical development and upcoming catalysts

• LOTIS-5 (phase III, ZYNLONTA + rituximab) has completed enrollment; data readout and FDA submission are expected within 6–12 months.

• LOTIS-7 (phase II, ZYNLONTA + glofitamab) is enrolling 100 patients, with updates and potential guideline submissions planned.

• Indolent lymphoma studies show high response rates: 97% ORR and 77% CR in follicular lymphoma, 70% CR in marginal zone lymphoma.

• Marginal zone lymphoma study may reach guideline submission by first half of 2027; follicular lymphoma timeline is less certain.

• Multiple revenue catalysts are expected by first half of 2027, including potential approvals and guideline inclusions.

Competitive landscape and differentiation

• ZYNLONTA demonstrates a differentiated efficacy and safety profile, with durable responses and strong combinability.

• LOTIS-7 data show an 87% CR rate, outperforming CAR-T and other bispecific combinations in similar settings.

• Safety profile in combinations remains favorable, with no new signals and manageable neutropenia and CRS rates.

• The company is positioned to address both complex and broadly accessible therapy segments in DLBCL.

• Partnership with Roche supports clinical and regulatory strategy for the glofitamab combination.