Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Investor Presentation (January 2026)
28 slides from Adc Therapeutics Sa's investor presentation, Jan 12, 2026
Slide 1: Corporate Presentation January 2026
Corporate Presentation January 2026
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: A Pioneer in ADCs with Significant Growth Opportunity from ZYNLONTA
3 ADC Therapeutics: A Pioneer in ADCs with Significant Growth Opportunity from ZYNLONTA Corporate Capability Strategy P ioneer in the field of ADCs with specialized capabilities across development, technical operations, and commercialization Pursuing expansion of FDA - approved ZYNLONTA® to become b
Slide 4: Derisked Portfolio and Strict Capital Management in 2025
4 Derisked Portfolio and Strict Capital Management in 2025 *Cash balance assumes use of the amount it is required to maintain under its loan agreement PFS: progression - free survival, ORR: overall response rate, CR: complete response, IIT: investigator - , initiated trial, r/r DLBC L: relapsed/refr
Slide 5: ADC Therapeutics Value Creation Horizons and Vision
5 ADC Therapeutics Value Creation Horizons and Vision Value Creation Final data disclosures Horizon 2 Approval & Compendia Inclusion Horizon 3 Growth Phase Horizon 1 2026 2027 2028+ » Establish ZYNLONTA as backbone therapy with differentiated clinical profile across combinations in 2L+ DLBCL » Provi
Slide 6: ZYNLONTA is Ideally Suited Across Care Settings for Patients with r/r DLBCL
6 CORPORATE 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 s
Slide 7: Advancing ZYNLONTA Development Into 2L+ B-Cell Lymphomas
7 Advancing ZYNLONTA Development Into 2L+ B - Cell Lymphomas Current Approval Current Development Areas DLBCL FL MZL 1L 2L+ 3L+ ZYNLONTA+R ZYNLONTA ZYNLONTA+R ZYNLONTA ZYNLONTA Potential Benefit In Indolent Lymphomas LOTIS - 5 LOTIS - 7 Potential To Move Into 2L+ DLBCL ~50% ~80% ZYNLONTA + rituximab
Slide 8: Two Distinct Segments in r/r DLBCL Treatment Options
8 Broadly accessible therapies ~65% 2L 3L+ Complex therapies ~60% ~12k patients ~6k patients Two Distinct Segments in r/r DLBCL Treatment Options Complex therapies ~35% 2L+ treatment choice based on efficacy, safety and accessibility in context of individual patient need » Complex therapies with uni
Slide 9: ZYNLONTA Combinations Potentially Raising the Bar on Efficacy in r/r DLBCL
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 on Efficacy in r/r DLB
Slide 10: Complete response rates across DLBCL regimens
10 1. LOTIS - 7 (loncastuximab + glofitamab) – 78% CR as of data cutoff of November 17, 2025; 2. Yescarta (axi - cel) – USPI, ZUMA - 7 study – 65% CR; 3. Breyanzi ( liso - cel) – USPI, TRANSFORM study – 66% CR; 4. Columvi ( g lofitamab ) + GEMOX – STARGLO study, Lancet 2024 – 59% CR; 5. Mosunetuzuma
Slide 11: LOTIS-5: Phase 3 Confirmatory Trial of ZYNLONTA in Combination with Rituximab
11 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 12: LOTIS-5 Provides an Opportunity to Further Differentiate ZYNLONTA
12 LOTIS - 5 Provides an Opportunity to Further Differentiate ZYNLONTA vs R - based Chemo and Other Broadly Accessible Therapies ZYNLONTA - R (LOTIS - 5) 2 ZYNLONTA - mono (LOTIS - 2) 1 Clinical Profile Indicated population Response rate Rapid & durable responses Manageable safety & convenient dosin
Slide 13: Combination Rationale and Biological Hypothesis
13 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 14: LOTIS-7 Phase 1b Trial Design
14 END OF TREATMENT Study Population → Relapsed or Refractory B - NHL patients, ECOG PS 0 – 2, and have received: – Part 1: ≥ 2 systemic treatment regimens – Part 2: ≥ 1 systemic treatment regimens → Prior autologous SCT or CAR - T (>100 days) is allowed → Measurable disease per 2014 Lugano Classifi
Slide 15: Safety data show the combination is generally well tolerated
15 Safety data show the combination is generally well tolerated with a manageable safety profile – TEAEs of Grade 3 or higher occurring in > 5% of patients included neutropenia (32.7%), GGT increased (16.3%), anemia (10.2%), WBC decreased (8.2%), generalized oedema (8.2%), ALT increased (8.2%), AST
Slide 16: Phase 1b Trial: ORR by Primary Refractory and Relapsed r/r LBCL
16 Total (N=49) 150 µg/kg (N=28) 120 µg/kg (N=21) Primary Refractory (N=25) Relapsed (N=24) Primary Refractory (n=18) Relapsed (n=10) Primary Refractory (n=7) Relapsed (n=14) 20 (80%) 24 (100%) 14 (77.8%) 10 (100%) 6 (85.7%) 14 (100%) ORR (CR + PR) 16 (64%) 22 (91.7%) 12 (66.7%) 9 (90.0%) 4 (57.1%)
Slide 17: Phase 1b Trial: Efficacy Over Time
17 a Patient 5 went on to stem cell transplant, Patient 18 and 36 went on to CAR - T cell therapy As of data cut off 17 November 2025 Data extracted from live clinical database as reported by investigators . Data sorted by dose, response type and response duration; data is subject to change. LOTIS -
Slide 18: ZYNLONTA in r/r Marginal Zone Lymphoma
18 ^ 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 o r 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/
Slide 19: ZYNLONTA + Rituximab Phase IIT Data Show 84% CR Rate in r/r FL 2L+
19 ZYNLONTA + Rituximab Phase 2 IIT Data Show 84% CR Rate in r/r FL 2L+ FL Patient Population ~21k 2L+ FL patients U.S. 5 - year Prevalence 1 3L+ Key: 2L 1L → Estimated 6k 2L+ FL patients are drug - treated in the US annually 1 , of which ~20% relapse within the first 24 months of frontline therapy
Slide 20: ZYNLONTA U.S. Peak Revenue Potential of $600M-1B
20 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 LOTIS - 7 2L+ ZYNLONTA plus rituximab $200M - 300M* LOTIS - 5 3L+ Monotherapy CURRENT INDICATION Note: ZY
Slide 21: Upcoming Expected Milestones
21 Upcoming Expected Milestones 1H2026 ZYNLONTA LOTIS - 7 ZYNLONTA LOTIS - 5 Generate additional data and assess regulatory and compendia strategies Marginal Zone Lymphoma (MZL) Generate additional data and assess regulatory and compendia strategies * Company expects to provide updated data once the
Slide 22: Thank You
Thank You CG THERAPEUTICS Innovating Science. Inspiring Hope.
Slide 23: Lonca and Glofit Durable Complete Responses as Single Agents
23 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 24: Phase 1b Trial: Baseline Patient Characteristics
24 CORPORATE LOTIS - 7 Phase 1b Trial: Baseline Patient Characteristics r/r Large B - Cell Lymphoma Efficacy Evaluable Population (N=49) as of data cutoff of Nov 17, 2025 N=49 150 µg/kg N=28 120 µg/kg N=21 IPI Score 24 (49.0%) 14 (50.0%) 10 (47.7%) 0/1/2 25 (51.0%) 14 (50.0 % ) 11 (52.4%) 3/4/5 27 (
Slide 25: Phase 1b Trial: Safety Summary
25 CORPORATE LOTIS - 7 Phase 1b Trial: Safety Summary r/r Large B - Cell Lymphoma Efficacy Evaluable Population (N=49) as of data cutoff of Nov 17, 2025 a As per Investigator reported adverse events; b AESI list from ZYNLONTA investigator brochure TEAE = treatment emergent adverse event; AESI = adve
Slide 26: Phase 1b Trial: Safety Summary (Discontinuations)
26 CORPORATE LOTIS - 7 Phase 1b Trial: Safety Summary r/r Large B - Cell Lymphoma Efficacy Evaluable Population (N=49) as of data cutoff of Nov 17, 2025 Note: Patients who discontinued one treatment could continue to receive the other. a As per Investigator reported adverse events b Grade 5 non - tr
Slide 27: Phase 1b Trial: CRS/ICANS Profile & Management
27 CORPORATE LOTIS - 7 Phase 1b Trial: CRS/ICANS Profile & Management r/r Large B - Cell Lymphoma Efficacy Evaluable Population (N=49) as of data cutoff of Nov.17 2025 a Number of patients who experienced at least 1 event per ASTCT Consensus Grading for Cytokine Release Syndrome and Neurologic Tox i
Slide 28: Phase 1b Trial: Overall Response Rate
28 Total 150 µg/kg 120 µg/kg % n=49 % n=28 % n=21 89.8% 44 85.7% 24 95.2% 20 ORR (CR + PR) 77.6% 38 75.0% 21 81.0% 17 Complete Response (CR) 12.2% 6 10.7% 3 14.3% 3 Partial Response (PR) 4.1% 2 3.6% 1 4.8% 1 Stable Disease 6.1% 3 10.7% 3 0% 0 Progressive Disease 42 (36 - 148) 42 (36 - 148) 41 (37 -
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