ADC Therapeutics (ADCT) Corporate presentation summary

Strategic growth opportunities

• ZYNLONTA targets a multi-billion-dollar US market in 2L+ DLBCL and indolent lymphomas, with accelerated approval as a monotherapy in 3L+ DLBCL and ongoing regulatory efforts for broader indications.

• Expansion into earlier lines of therapy is being pursued, with pivotal LOTIS-5 and LOTIS-7 trials evaluating combinations with rituximab and glofitamab.

• Compelling clinical data in indolent lymphomas (MZL, FL) support further development and differentiation.

LOTIS-5 phase 3 trial results (ZYNLONTA + rituximab in 2L+ DLBCL)

• Met primary endpoint: significant improvement in progression-free survival (PFS) vs. R-GemOx (HR=0.73, p=0.008).

• Higher complete response (CR) rate (40% vs. 27%) and longer duration of CR at 24 months (49% vs. 17%).

• No detrimental effect on overall survival (OS); OS HR=0.96, with sensitivity analysis favoring ZYNLONTA + R.

• Safety profile showed higher rates of Grade 5 events and serious adverse events, especially in patients ≥75 years.

• FDA raised concerns about benefit-risk balance due to marginal benefit and Grade 5 event imbalance; regulatory strategy under evaluation.

LOTIS-7 phase 1b trial (ZYNLONTA + glofitamab in r/r LBCL)

• Achieved high overall response rate (ORR 90%) and CR rate (78%) in efficacy-evaluable population.

• Responses were durable, with most CRs maintained at data cutoff; efficacy consistent in both relapsed and refractory patients.

• Safety profile was manageable, with low rates of severe cytokine release syndrome (CRS) and ICANS.

• Full data submitted for ASH 2026; regulatory submission for Breakthrough Designation planned.