Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Investor Presentation (September 2025)
27 slides from Adc Therapeutics Sa's investor presentation, Sep 30, 2025
Slide 1: Corporate Presentation October 2025
Corporate Presentation October 2025
Slide 2: Forward-Looking Statements
Forward - Looking Statements This presentation and any accompanying oral presentation have been prepared by ADC Therapeutics SA ("ADC Therapeutics“, “we” or “us”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a re
Slide 3: A Pioneer and Leader in ADCs
3 A Pioneer and Leader in ADCs Corporate Capability Pipeline Commercial - stage pioneer in the field of ADCs, with specialized capabilities from clinical through commercialization Seeking expansion of FDA - approved ZYNLONTA® while pursuing early - stage PSMA - targeting ADC towards IND Delivering o
Slide 4: Focused Portfolio with ZYNLONTA and PSMA-targeting ADC
4 DLBCL: Diffuse Large B - Cell Lymphoma; FL: Follicular Lymphoma; MZL: Marginal Zone Lymphoma; NSCLC: Non - Small Cell Lung Cancer; ALL: Acute Lymphoblastic Leukemia Focused Portfolio with ZYNLONTA and PSMA - targeting ADC ZYNLONTA → Currently commercialized program in 3L+ DLBCL is self - funded →
Slide 5: ZYNLONTA is Ideally Suited Across Care Settings for Patients with r/r DLBCL
5 Please visit ZYNLONTA.com for complete prescribing information including indication, warnings and precautions. → ZYNLONTA is a CD19 - directed ADC indicated as monotherapy for the treatment of adult patients with relapsed or refractory large B - cell lymphoma after two or more lines of systemic th
Slide 6: Advancing ZYNLONTA Development Into 2L+ B-Cell Lymphomas
6 Advancing ZYNLONTA Development Into 2L+ B - Cell Lymphomas Current Approval Current Development Areas DLBCL F L M ZL 1L 2L+ 3L+ ZYNLONTA+R ZYNLONTA ZYNLONTA+R ZYNLONTA ZYNLONTA Potential Benefit In Indolent Lymphomas LO T I S - 5 LO T I S - 7 Potential To Move Into 2L+ DLBCL ZYNLONTA + rituximab 1
Slide 7: Two Distinct Segments in r/r DLBCL Treatment Options
7 Broadly accessible therapies ~75% 2L ~12k patients 3L+ ~6k patients Two Distinct Segments in r/r DLB CL Treatment Options 2L+ treatment choice based on efficacy, safety and accessibility in context of individual patient need » Complex therapies with unique patient management and infrastructure req
Slide 8: Complete response rates across DLBCL therapies
8 1. LOTIS - 7 (loncastuximab + glofitamab) – EHA 2025 poster presentation - 87% CR as of data cutoff of April 14, 2025; 2. Yescarta (axi - cel) – USPI, ZUMA - 7 study – 65% CR; 3. Breyanzi (liso - cel) – USPI, TRANSFORM study – 66% CR; 4. Columvi (glofitamab) + GEMOX – STARGLO study, Lancet 2024 –
Slide 9: ZYNLONTA Combinations Potentially Raising the Bar
9 LOTIS - 7 (ZYNLONTA + glofitamab) Opportunity LOTIS - 5 (ZYNLONTA + rituximab) Opportunity Illustrative depiction of potential market share based on internal market research Conducted July to August 2024 (n=160 US Hem/Oncs) ZYNLONTA Combinations Potentially Raising the Bar → We believe LOTIS - 5 h
Slide 10: LOTIS-5: Phase 3 Confirmatory Trial of ZYNLONTA with Rituximab in 2L+ DLBCL
10 LOTIS - 5: Phase 3 Confirmatory Trial of ZYNLONTA in Combination with Rituximab in 2L+ DLBCL Initial data demonstrates that this combination has the potential to provide competitive 2L+ efficacy with a favorable safety profile allowing broad accessibility Status and Next Steps → Full enrollment c
Slide 11: Combination Rationale and Biological Hypothesis
11 LOTIS - 7 Combination Rationale and Biological Hypothesis Potent, single agent drugs with distinct and complementary MOAs ZYNLONTA ANTI - CD19 ADC GLOFITAMAB ANTI - CD20/CD3 T - Cell engaging bispecific antibody EFFICACY ▪ Expected to have additive or synergistic efficacy SAFETY ▪ No overlapping
Slide 12: LOTIS-7 Phase 1b trial design
12 END OF TREATMENT ZYNLONTA IV (120 or 150 µg/kg3) + glofitamab IV Q3W Enrollment began Apr 2024 Escalating doses of ZYNLONTA IV + mosun SC Q3W2 Enrollment began July 2023 Escalating doses of ZYNLONTA IV + glofitamab IV Q3W1 Enrollment began July 2023 SCREENING PERIOD TREATMENT PERIOD (≤28 DAYS) (C
Slide 13: Phase 1b Trial: Baseline Patient Characteristics
13 LOTIS - 7 Phase 1b Trial: Baseline Patient Characteristics r/r Large B - Cell Lymphoma Treated Population (N=41) as of data cutoff of April 14, 2025 All patients enrolled in US & Europe with majority in US N=41 150 µg/kg N=21 120 µg/kg N=20 IPI Score 19 (46.3%) 10 (47.6%) 9 (45%) 0/1/2 22 (53.7%)
Slide 14: Phase 1b Trial: Safety Summary
14 LOTIS - 7 Phase 1b Trial: Safety Summary r/r Large B - Cell Lymphoma Treated Population (N=41) as of data cutoff of April 14, 2025 a As per Investigator reported adverse events TEAE = treatment emergent adverse event; AESI = adverse event of special interest Data cutoff: 14 Apr 2025. Data extract
Slide 15: Phase 1b Trial: Safety Summary (continued)
15 LOTIS - 7 Phase 1b Trial: Safety Summary r/r Large B - Cell Lymphoma Treated Population (N=41) as of data cutoff of April 14, 2025 a As per Investigator reported adverse events TEAE = treatment emergent adverse event; AESI = adverse event of special interest Data cutoff: 14 Apr 2025. Data extract
Slide 16: Phase 1b Trial: CRS/ICANS Profile & Management
16 LOTIS - 7 Phase 1b Trial: CRS/ICANS Profile & Management r/r Large B - Cell Lymphoma Treated Population (N=41) as of data cutoff of April 14, 2025 a Number of patients who experienced at least 1 event per ASTCT Consensus Grading for Cytokine Release Syndrome and Neurologic Toxicity Associated wit
Slide 17: Phase 1b Trial: Overall Response Rate
17 Total 150 µg/kg 120 µg/kg % n=30 % n=15 % n=15 93.3% 28 93.3% 14 93.3% 14 ORR (CR + PR) 86.7% 26 86.7% 13 86.7% 13 Complete Response (CR) 6.7% 2 6.7% 1 6.7% 1 Partial Response (PR) 3.3% 1 0% 0 6.7% 1 Stable Disease 3.3% 1 6.7% 1 0% 0 Progressive Disease As of data cut off 14 Apr 2025. Note: Data
Slide 18: Phase 1b Trial: Efficacy Over Time
18 ir che ed assess nt a F st s dul m e t 6 ks wee tud ura S y D ti a on (D ys) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16* 17* 18* 19* 20* 21 22 23 24 25 26 27 28 28 30 31 32 33 34 35 36* 37* 38* 39* 40* 41* Glofit + Lonca 150 µg/kg As of data cut off 14 April 2025 Data extracted from live clinical dat
Slide 19: Indolent lymphoma MZL data and market
19 ^ Data do not include all 2L MZL regimens such as B+O, R - CHOP, R - CVP, or B - R because inclusion based on either front - line data or studies in mixed histologies; 1 . MAGNOLIA Trial (single arm, multicenter ph 2; n = 68) – Best Response; 2. ACE - LY - 003 study (part 2 of multicenter, ph 1/2
Slide 20: ZYNLONTA + Rituximab Phase IIT Data Show 77% CR Rate in r/r FL
20 ZYNLONTA + Rituximab Phase 2 IIT Data Show 77% CR Rate in r/r FL University of Miami phase 2 IIT in 2L+ FL ASH 2024 presentation & Lancet Haem publication highlights 11 U.S. 5 - year Prevalenc e 1 ~21k 2L+ FL patients Key: 1L 2L 3L+ Next Steps → University of Miami expanding the trial by increasi
Slide 21: ZYNLONTA U.S. Peak Revenue Potential of $600M-1B
21 2L+ Indolent lymphomas $100M - 200M ZYNLONTA U.S. Peak Revenue Potential of $600M - 1B $600M - 1B Peak Revenue in DLBCL & Indolent Lymphomas ZYNLONTA 2L+ ZYNLONTA plus bispecific $500M - 800M LO T I S - 7 2L+ ZYNLONTA plus rituximab $200M - 300M* LO T I S - 5 3L+ Monotherapy CURRENT INDICATION Pe
Slide 22: Developing Differentiated PSMA-Targeting ADC With a High Therapeutic Index
22 Note: 1. IND enabling studies have typically averaged approximately 18 months (13 – 24 months) after selection of the candidate; NHP: Non - human primate. Developing Differentiated PSMA - Targeting ADC With a High Therapeutic Index A novel hydrophilic, highly stable, protease - cleavable linker c
Slide 23: Delivering On Our Strategy
23 Delivering On Our Strategy ZYNLONTA LOTIS - 7 ZYNLONTA LOTIS - 5 Engage regulatory agencies, evaluate compendia strategies INDOLENT LYMPHOMAS Upcoming Expected Milestones Generate additional data and assess regulatory and compendia strategies 2H2025 Share fuller/more mature data 2H2026 1H2027 Pub
Slide 24: Thank You
Thank You ‘° THERAPEUTICS Innovating Science. Inspiring Hope.
Slide 25: Focused Pipeline with ZYNLONTA and PSMA-targeting ADC
25 Anticipated milestones set forth in this chart are subject to further future adjustment. NTE: Non - Transplant Eligible. 1. DLBCL, FL, MZL AA: Accelerated Approval. Focused Pipeline with ZYNLONTA and PSMA - targeting ADC Phase 3 / Confirmatory Phase 2 Phase 1b Phase 1a Preclinical FDA approved (A
Slide 26: Both Lonca and Glofit Have Demonstrated Durable Complete Responses as Single Agents
26 Both Lonca and Glofit Have Demonstrated Durable Complete Responses as Single Agents in Heavily Pretreated 3L+ Patients LOTIS - 2 (Lonca monotherapy) 2 - Yr Follow - up Analysis 1 Glofitamab (monotherapy) 3 - Yr Follow - up Analysis 3 1. LOTIS - 2 2 - yr analysis, 2. LOTIS - 5 EHA abstract, 3. ASH
Slide 27: Clinical Trial: Rationale for Expansion of 150 µg/kg
27 LOTIS - 7 Clinical Trial: Rationale for Expansion of 150 µg/kg Early safety and efficacy data support the ongoing expansion of ZYNLONTA 150 µg/kg + glofitamab in 2L+ LBCL, which has been endorsed by the study DSMC* 150 µg/kg is the approved dose of ZYNLONTA for the treatment of adult patients wit
ADC Therapeutics — Investor Presentation (September 2025) on 6ix