Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Investor Presentation (October 2025)
28 slides from Adc Therapeutics Sa's investor presentation, Oct 14, 2025
Slide 1: Corporate Presentation October 2025
Corporate Presentation October 2025
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: A Pioneer and Leader in ADCs
3 A Pioneer and Leader in ADCs Corporate Ca p abil i ty 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 Deliveri
Slide 4: Focused Portfolio with ZYNLONTA and PSMA-targeting ADC
4 DLBCL: Diffuse Large B - Cell Lymphoma; FL: Follicular Lymphoma; MZL: Marginal Zone Lymphoma; PSMA: Prostate - Specific Membrane Antigen Focused Portfolio with ZYNLONTA and PSMA - targeting ADC ZYNLONTA → Currently commercialized program in 3L+ DLBCL is self - funded → Potential expansion into ear
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 D L B CL FL MZL 1L 2L+ 3L+ ZYNLONTA+R ZYNLONTA ZYNLONTA+R ZYNLONTA Z Y N L O N T A Potential Benefit In Indolent Lymphomas L OT I S - 5 L OT I S - 7 Potential To Move Into 2L+ DLBCL ZYNLONTA + rit
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: LOTIS-7 Complete Response Rate Versus Other 2L+ 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: LOTIS-7 and LOTIS-5 Opportunity
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) → We believe LOTIS - 5 has the potential to be the leading regimen for pat
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: LOTIS-7 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 S A F E T Y ▪ No overlap
Slide 12: LOTIS-7 Phase 1b Trial Design
12 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 Classifica
Slide 13: LOTIS-7 Phase 1b Trial: Baseline Patient Characteristics
13 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%) 11 (52.4%) 11 (55%) 3/4/5 21 (51.2%) 10 (47.6%) 11 (55%) LDH Level High Ann Arbor stage 6 (14.6%) 3 (14.3%) 3 (15%) I/II 35 (85.3%) 18 (85.7%) 17 (85%) III/IV 4 (9.8%) 2 (9.5%) 2 (10%) Bulky Disease ( ≥10
Slide 14: LOTIS-7 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: LOTIS-7 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: LOTIS-7 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: LOTIS-7 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: LOTIS-7 Phase 1b Trial: Efficacy Over Time
18 → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → → 0 20 40 60 80 100 120 140 160 180 200 220 240 260 280 300 320 340 360 380 400 420 4
Slide 19: ZYNLONTA Data in r/r MZL
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 1/2b
Slide 20: ZYNLONTA + Rituximab Phase IIT Data Show 84% CR Rate in r/r FL
20 ZYNLONTA + Rituximab Phase 2 IIT Data Show 84% CR Rate in r/r FL U.S. 5 - year Pre v ale n c e 1 ~21k 2L+ FL patients Key: 1L 2L 3L+ 2L+ FL Patient Population → Estimated 6k 2L+ FL patients are drug - treated in the US annually 1 , of which ~20% relapse within the first 24 months of frontline the
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 L O T I S - 7 2L+ ZYNLONTA plus rituximab $200M - 300M* L O T I S - 5 3L+ Monotherapy CURRENT INDICATION
Slide 22: Developing Differentiated PSMA-Targeting ADC With a High Therapeutic Index
22 N ot e: 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
Slide 23: Delivering On Our Strategy
23 Delivering On Our Strategy ZY N LO N T A LO T I S - 7 Share fuller/more mature data ZY N LO N T A LO T I S - 5 Engage regulatory agencies, evaluate compendia strategies IN DOLE N T L Y MPHO M AS Generate additional data and assess regulatory and compendia strategies Upcoming Expected Milestones 2
Slide 24: Preliminary Results For the Quarter Ended September 30, 2025
24 Preliminary Results For the quarter ended September 30, 2025 * Assumes use of minimum liquidity amount required to be maintained under its loan agreement covenants; Note: Financials are preliminary and unaudited and reflect the Company’s estimated financial results. » Net product revenues from sa
Slide 25: Thank You
Thank You THERAPEUTICS ating Science. Inspiring Hope.
Slide 26: Focused Pipeline with ZYNLONTA and PSMA-targeting ADC
26 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 Preclinical Phase 1a Phase 1b Phase 2 Phase 3 / Conf i r m at ory ZYNLONTA |
Slide 27: Lonca and Glofit Have Demonstrated Durable Complete Responses as Single Agents
27 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 28: LOTIS-7 Clinical Trial: Rationale for Expansion of 150 µg/kg
28 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
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