ADC Therapeutics (ADCT) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Product Differentiation and Current Positioning

• ZYNLONTA is an anti-CD19 ADC with a novel PBD payload, offering rapid, durable responses and a manageable side effect profile in DLBCL.

• Approved as a monotherapy in third-line-plus DLBCL, with about a 10% market share and durable complete responses.

• Unique as a single-agent therapy, combinable with other regimens, and administered as a 30-minute outpatient infusion every three weeks.

• ZYNLONTA is established as a standard of care in 3L+ DLBCL, with over 5,000 patients treated since 2021 and consistent annual U.S. net revenue of ~$75M.

• Durable IP protection through 2038 and technical manufacturing barriers support long-term market position.

Clinical Trial Highlights and Efficacy Data

• LOTIS-2: ZYNLONTA monotherapy achieved 48% ORR and 25% CR in 3L+ DLBCL, supporting its role as a differentiated single-agent therapy.

• LOTIS-7: ZYNLONTA plus glofitamab showed a 78% CR rate and manageable safety in initial data, with 90% ORR and low Grade 5 event rates in 2L+ DLBCL.

• Marginal zone lymphoma data showed a 69% CR rate in early results, substantially higher than BTK inhibitors, with 85% ORR and durable responses.

• LOTIS-5: Phase 3 trial met its primary PFS endpoint in 2L+ DLBCL, but higher Grade 5 infection-related events led to FDA concerns about benefit-risk balance.

Expansion Opportunities and Clinical Development

• Ongoing studies aim to expand ZYNLONTA into earlier DLBCL lines and indolent lymphomas, including follicular and marginal zone lymphoma.

• 2L+ MZL represents a ~$500M opportunity, with ZYNLONTA offering deep, durable responses in a time-limited regimen.

• Every 10 percentage points of market penetration in 2L+ DLBCL could yield ~$300M in annual revenue.