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

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.