Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Cowen Conference 2024
14 slides from Adc Therapeutics Sa's conference presentation, Mar 5, 2024
Slide 1: ADC Therapeutics Business Overview
ADC Therapeutics Business Overview Cowen Conference March 5, 2024
Slide 2: Forward-Looking Statements
2 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
Slide 3: ADC Therapeutics at a Glance
3 ADC Therapeutics at a Glance Solid Tumors Advancing ADCT - 601 targeting AXL in the clinic and multiple investigational ADCs Hematology Maximizing ZYNLONTA® in 3L+ DLBCL and seeking to expand into earlier lines of DLBCL and indolent lymphomas; advancing ADCT - 602 targeting CD22 Corporate Cash run
Slide 4: Key Business Updates
4 Key Business Updates DLT: Dose - Limiting Toxicity; MTD: Maximum Tolerated Dose. Note: Financials are unaudited. ▪ Balance sheet with ~$ 278.5M cash at end of FY 2023 ▪ Cash runway expected to extend into 4Q 2025 ; double - digit Opex reduction in 2023 compared to 2022 ▪ LOTIS - 7 (ZYNLONTA with b
Slide 5: Unlocking Value of Robust ADC Portfolio in Hematology and Solid Tumors
5 Unlocking Value of Robust ADC Portfolio in Hematology and Solid Tumors DLBCL: Diffuse Large B - Cell Lymphoma; FL: Follicular Lymphoma; MZL: Marginal Zone Lymphoma; NSCLC: Non Small - Cell Lung Cancer; ALL: Acute Lymphoblastic Leukemia. Short - Mid Term Mid - long Term Hematology Portfolio Solid T
Slide 6: Advancing ZYNLONTA Development in B-Cell Lymphomas
6 Proportion of patients by line - of - therapy* DLBCL, FL & MZL account for ~60% of mature B - cell lymphomas 1 * 1L (~70%) 1L (~65%) 1L (~61%) DLBCL FL MZL Key: Current Approval Current Development Areas Advancing ZYNLONTA Development in B - Cell Lymphomas 2L (~24%) 2L (~27%) 3L+ (~11%) 3L+ (~12%)
Slide 7: Significant opportunity remains for Zynlonta combinations in 2L+
7 Significant opportunity remains for Zynlonta combinations in 2L+, despite a highly evolving market 1.Epcoritamab or Glofitamab . Source: Putnam Associates Primary Research. Key ض Recently approved Shifting to 1L use No standard of care Academic Community 1L (~30 K patients) 2L (~11 K patients) 3L+
Slide 8: ADCT-601: A Novel, Potent Approach to Targeting AXL
8 ADCT - 601: A Novel, Potent Approach to Targeting AXL Note: 1. GlycoConnect and HydraSpace are technologies licensed from Synaffix ; TI: therapeutic index; MTD: maximal tolerated dose; GlcNax : N - acetyl - glucosamine; GalNac : N - acetylgalactosamine ; SP: Spacer; PBD: Pyrrolobenzodiazepine . So
Slide 9: ADCT-601 targeting AXL: Rationale and Differentiation
9 ADCT - 601 targeting AXL: Rationale and Differentiation Note: 1 Data as of 02/09/2024. 2 Based on scoring algorithm and cut - off used in trial 601 - 102 to determine high expressing/positive patients: STS = AXL+ tumor ce lls 2+/ 3+ intensity ≥ 75% , PAAD = AXL+ tumor cells 2+/ 3+ intensity ≥ 10%
Slide 10: A Growing Toolbox with a Range of Payloads, Linkers and Conjugation Technologies
10 A Growing Toolbox with a Range of Payloads, Linkers and Conjugation Technologies Note: 1 DAR: Drug antibody ratio Antibody ▪ Extensive experience identifying and advancing compelling targets with high unmet need ▪ Focus on masking binding, conditional binding moieties, bispecifics and biparatropi
Slide 11: Exatecan has the Potential to be Differentiated over Commercial-Stage Toxins such as DXd
11 Exatecan has the Potential to be Differentiated over Commercial - Stage Toxins such as DXd Note: 1 PgP : P - glycoprotein; 2 Cell line derived xenograft (CDX) model is a renal leiomyoblastoma model, a ll arms dosed intravenously qdx1 Source: Weng et al., Cancer Discov (2023) EXATECAN V. DXD ▪ Bet
Slide 12: Advancing ADC Assets Against Validated Targets in Indications with High Unmet Need
12 Target description Phosphate transporter Adhesion protein Enzymatic glycoprotein Amino acid transporter Tumor types of interest NSCLC Ovarian cancer Ovarian cancer Endometrial cancer Prostate cancer NSCLC Colorectal cancer Payload Exatecan Exatecan Exatecan Exatecan Validation data in vitro chara
Slide 13: Corporate Business Development Strategy for ADCT Portfolio
13 Corporate Business Development Strategy for ADCT Portfolio HEMATOLOGY ZYNLONTA, ADCT - 602 SOLID TUMOR S ADCT - 601, Research Assets Business Development to Unlock Value Business Development Goals: U.S. EX - U.S. Co - development & Co - promote* Royalty & Milestones to ADCT Accelerate & Expand As
Slide 14: Cash Runway to Support Multiple Potential Near-Term Value-Driving Catalysts
14 Cash Runway to Support Multiple Potential Near - Term Value - Driving Catalysts □ ZYNLONTA: □ Achieve commercial brand profitability in 2024 □ LOTIS - 5: Complete enrollment in 2024 □ LOTIS - 7: Dose escalation and expansion updates throughout 2024 □ FL and MZL IITs: Updates at medical conference