Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Investor Presentation (May 2024)
32 slides from Adc Therapeutics Sa's investor presentation, May 14, 2024
Slide 1: Corporate Presentation 2Q 2024
Corporate Presentation 2Q 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 expanding into earlier lines of DLBCL and indolent lymphomas; advancing ADCT - 602 targeting CD22 Corporate Cash runway into
Slide 4: Platform and Capabilities for Developing Optimized ADCs
4 Clinical Strong track record including an approved product with robust lifecycle management and multiple clinical assets Platform Validated and differentiated ADC platform with multiple payloads and targets Regulatory Proven capabilities securing FDA and EMA approvals for ZYNLONTA and multiple IND
Slide 5: Corporate and Capital Allocation Strategy Based on Twin Pillars of Hematology and Solid Tumors
5 Corporate and Capital Allocation Strategy Based on Twin Pillars of 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 Hematology Portfolio
Slide 6: Focused Pipeline in Hematology and Solid Tumors
6 Focused Pipeline in Hematology and Solid Tumors Anticipated milestones set forth in this chart are subject to further future adjustment. NTE: Non - Transplant Eligible. 1. DLBCL, FL, MZL 2. Non - selected advanced / metastatic NSCLC completed. Moving forward with AXL expressing NSCLC contingent on
Slide 7: Advancing ZYNLONTA Development in B-Cell Lymphomas
7 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%) MZL^ FL DLBCL Key: Current Approval Current Development Areas Advancing ZYNLONTA Development in B - Cell Lymphomas *Distribution by line of therapy is based
Slide 8: Significant opportunity for ZYNLONTA combinations in 2L+
8 Significant opportunity for ZYNLONTA combinations in 2L+, despite a highly evolving market 1. Epcoritamab or Glofitamab . Source: Putnam Associates Primary Research. SoC: standard of care, BsAbs : bispecific antibodies, CRS: cytokine release syndrome Key ض Recently approved Shifting to 1L use No s
Slide 9: LOTIS-5 Overview
9 LOTIS - 5 Overview IDMC: Independent Data Monitoring Committee, OS: Overall Survival, ORR: Overall Response Rate, CRR: Complete Response Rate, DoR : Duration of Response ▪ Patient Population: 2L+ DLBCL, ASCT ineligible ▪ Summary: Ph3 confirmatory trial in combination with rituximab ▪ Study Design:
Slide 10: LOTIS-7 Trial Design
10 Arm E Arm F Treatment Period (cycles of 21 days) r/r DLBCL, FL, MZL for both arms May include r/r DLBCL, FL, and MZL ZYNLONTA will be given at RD for the specific combinations and subpopulations determined in part 1 End of Treatment Part 1 3+3 Dose escalation (ZYNLONTA 90, 120, and 150 μg /kg) Pa
Slide 11: LOTIS-7 Part 1 Dose Escalation Data
11 Arm F* (ZYNLONTA + Mosun) n = 9 Arm E* (ZYNLONTA + Glofit ) n = 9 n (%) Grade 4 (44.4%) 2 (22%) Grade 1 1 (11%) 1 (11%) Grade 2 0 (0%) 0 (0%) Grade > 3 5 (55.6%) 3 (33.3%) Total CRS Profile ▪ After the first investigator assessment, e vidence of anti - tumor activity (complete response or partial
Slide 12: ZYNLONTA + Rituximab IIT in r/r FL
12 CR ZYNLONTA + Rituximab IIT Showed Strong Initial Signals in High - risk r/r FL, including POD24, with 96% ORR and 85% CR rates Patient Population – 2L+ FL U of Miami IIT in 2L+ FL Overview 1L ▪ Highlights of Phase 2 study of ZYNLONTA with rituximab in patients with high - risk relapsed/refractor
Slide 13: ZYNLONTA IIT in r/r MZL Patients
13 ZYNLONTA IIT Showed Strong Initial Signals in 15 r/r MZL patients with 13 achieving a CR and 1 achieving a PR ▪ 2 sites currently enrolling, expanding to 5 sites to accelerate trial enrollment ▪ ADCT plans to potentially pursue regulatory pathway and compendia in parallel as soon as sufficient da
Slide 14: ADCT-601: A Novel, Potent Approach to Targeting AXL
14 ADCT - 601: A Novel, Potent Approach to Targeting AXL Note: 1. GlycoConnect and HydraSpace are technologies licensed from Synaffix ; TI: therapeutic index; MTD: maximum tolerated dose; GlcNax : N - acetyl - glucosamine; GalNac : N - acetylgalactosamine ; SP: Spacer; PBD: Pyrrolobenzodiazepine . S
Slide 15: ADCT-601 Phase 1 Trial Design
15 ADCT - 601 Phase 1 Trial Design Note: 1 Sarcoma indications can include any from the following categories - soft tissue sarcoma (leiomyosarcoma, liposarcoma, undiffere ntiated pleomorphic sarcoma (UPS; covering malignant fibrous histiocytoma) and synovial sarcoma) or bone sarcoma ( ewing's sarcom
Slide 16: ADCT-601 Targeting AXL: Rationale and Differentiation
16 ADCT - 601 targeting AXL: Rationale and Differentiation ▪ A Phase 1b study is ongoing including a monotherapy arm enrolling patients with sarcoma, pancreatic cancer and AXL - expressing NS CLC and a combination arm with gemcitabine in patients with sarcoma and pancreatic cancer ▪ Reached recommen
Slide 17: ADCT-601 Early Safety Results in Advanced/Metastatic Sarcoma
17 ADCT - 601 Early Safety Results in Advanced / Metastatic Sarcoma Safety – ADCT - 601 Monotherapy (STS) N (%) Total (N=18) 9 (50.0) Any TEAE ≥ Gr3 Discontinuation due to Treatment (%) Total Discontinued (%) 3 (16.7) 15 (83.3%) Any TEAE ≥ Gr3 (%) Preferred Term 1 (5.6) Cheilitis 1 (5.6) Abdominal p
Slide 18: ADCT-601 Shows Early Signs of Anti-Tumor Activity in Sarcoma
18 ADCT - 601 Shows Early Signs of Anti - Tumor Activity as Monotherapy and in Combination in Sarcoma Patients Note: Data as of 12/04/2023. STS: Soft Tissue Sarcoma; NSCLC: Non - small cell lung cancer. ADCT - 601 Monotherapy (STS) -60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% Baseline Week 6 Wee
Slide 19: A Focused Research Strategy
19 A Focused Research Strategy Areas of High Unmet Patient Need Targets Amenable to an ADC Approach Tumors with high incidence, high unmet need, and high chemo use Targets that are specific, highly expressed, and effectively internalized Optimized ADC Design Platform designed with validated toxin, l
Slide 20: A growing toolbox with novel payloads, linkers and chemistries
20 A growing toolbox with novel payloads, linkers and chemistries 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 biparatropics Linker ▪ Propri
Slide 21: Executing Our Research Strategy
21 Executing Our Research Strategy NaPi2b Claudin - 6 PSMA ASCT2 NSCLC OVARIAN PAYLOAD RELEASING EXATECAN PROSTATE ENDOMETRIAL CRC Areas of High Unmet Patient Need Optimized ADC Design Targets Amenable to an ADC Approach
Slide 22: Exatecan has the Potential to be Differentiated over DXd
22 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 23: Developing Differentiated ADCs with a High Therapeutic Index
23 Developing Differentiated ADCs with a High Therapeutic Index A novel hydrophilic, highly stable, protease - cleavable linker conjugated to Exatecan Note: 1 IND enabling studies have typically averaged approximately 18 months (13 – 24 months) after selection of the candidate; NHP: No n - human pri
Slide 24: Business Development to Unlock Value
24 HEMATOLOGY ZYNLONTA, ADCT - 602 SOLID TUMORS 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 Asset Development 3 Non - dilutive Financing 2 Maximize Deal V
Slide 25: Milestones Achieved and Upcoming Expected Milestones
25 □ LOTIS - 7: Completed dose escalation with all doses cleared □ r/r FL and r/r MZL IITs: Encouraging i nitial data shared □ ADCT - 601 (AXL): Dose escalation completed in sarcoma □ Research platform : Shared pre - clinical data on exatecan - based platform and four lead candidates at Research Eve
Slide 26: Appendix
Appendix THERAPEUTICS Innovating Science. Inspiring Hope.
Slide 27: LOTIS-7 Dose Escalation Grade and Adverse Events
27 LOTIS 7 Part 1 Dose Escalation Grade 3 and 4 Adverse Events Regardless of relatedness, Data as of April 19, 2024 *A patient may have more than one adverse event Total N=18 Arm F (Lonca + Mosun) N=9 Arm E (Lonca + Glofit) N=9 Patients Treated 18 (100 %) 9 (100 %) 9 (100 %) Patients with any grade
Slide 28: LOTIS-7 Summary of Serious Adverse Events
28 LOTIS 7 Part 1 Dose Escalation Summary of Serious Adverse Events Regardless of relatedness, Data as of April 19, 2024 *CRS expressed as number of patients with at least 1 CRS event. 2 patients experienced multiple Grade 1 CRS events. 5 of 8 pat ients experiencing CRS coded SAE based on whether ho
Slide 29: 3L+ Current MZL Treatment Landscape
29 3L+ Current MZL Treatment Landscape LoT : Line of Therapy. Source: 1. Clarivate DRG (2022), Global Data (2017), Cerner Enviza CancerMPact (2023); 2. NCCN Guidelines. LoT / Epidemiology 1 Treatment Paradigm 2 Anti - CD20 - based regimens BTKis Anti - CD20 - based regimens T - cell - mediated thera
Slide 30: Phase 2 IIT Evaluating Loncastuximab in R/R MZL
30 A Phase 2, Open - label, IIT Evaluating Safety and Efficacy of Loncastuximab in R/R MZL Source: 1. UTX - TGR - 205 Study (two single - arm cohorts; total n = 710, total MZL n = 69). Clinical Design R/R MZL Previously Treated with ≥ 1 Line of Systemic Therapy Loncastuximab 150 μ g / kg (Day 1, +/
Slide 31: Patient Baseline Characteristics from Initial Data
31 Patient Baseline Characteristics from Initial Data 15 evaluable patients out of 20 enrolled patients as of 04/18/2024 *Prior lines of treatment included current standard of care including R - based regimens, systemic chemo, BTKis, and CAR - T. N Baseline Characteristics 15 Number of patients 64 (
Slide 32: Initial Efficacy and Safety Findings in MZL
32 PR CR PD SD Patients on ZYNLONTA treatment Patient stopped treatment Patient stopped due to a toxicity ▪ 13 out of 15 patients with a CR, 1 out of 15 with a PR ▪ 9 out of 13 CRs were achieved after 2 cycles ▪ All patients achieving responses are maintaining them as of the data cutoff Initial Effi