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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.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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