Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Q4 2022 Earnings Presentation
15 slides from Adc Therapeutics Sa's earnings presentation, Feb 28, 2023
Slide 1: 4Q/FY 2022 Earnings Call
4Q/FY 2022 Earnings Call February 28, 2023
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 reco
Slide 3: Agenda
Agenda 01 Ameet Mallik Introduction Chief Executive Officer Kristen Harrington-Smith Commercial Highlights 02 Chief Commercial Officer Mohamed Zaki Clinical Highlights 03 Chief Medical Officer Pepe Carmona 04 Chief Financial Officer Financial Update 3
Slide 4: Recent Highlights
Recent Highlights § Net product sales: $19.8M in 4Q 2022, $74.9M in FY 2022. Expect to grow FY 2023 net sales by double-digit percentage yr/yr ZYNLONTA® § Supply agreement with Roche to explore glofitamab and mosunetuzumab in LOTIS-7 study (loncastuximab tesirine-lpyl) § Approval from the European C
Slide 5: ZYNLONTA Net Sales: $19.8M in 4Q, $74.9M in FY 2022
ZYNLONTA Net Sales: $19.8M in 4Q, $74.9M in FY 2022 Educate physicians to optimize patient benefit Targeted Drive initiatives Continue to awareness of accelerating build differentiated launch advocacy profile ZYNLONTA U.S. Peak Year Sales Potential: 5 $500M to $1B, ~20% in 3L+ DLBCL* *Assuming posit
Slide 6: ZYNLONTA's Differentiated Single-Agent Product Profile
ZYNLONTA’s Differentiated Single-Agent Product Profile LOTIS-2 primarily in heavily pre- Deep and durable single agent treated patients with difficult-to- efficacy – 48.3% ORR, 24.8% CR, treat disease1 (including those with OR mDOR of 13.4 months, CR prior CAR-T and prior SCT) mDOR not reached2 Mana
Slide 7: ZYNLONTA: Large Opportunity to Grow Breadth in Community while Continuing to Grow Depth in Academic
ZYNLONTA: Large Opportunity to Grow Breadth in Community while Continuing to Grow Depth in Academic Academic Community ~40% Total Market ~60% Total Market 100% X 100% X 75% 75% % Tried % Tried Vials Vials 50% 50% 25% 25% 0% 0% Q2 2021 Q1 2022 Q4 2022 Q2 2021 Q1 2022 Q4 2022 % Tried Vial s % Tried Vi
Slide 8: Opportunity to Continue Increasing Awareness and Trial Leading to Advocacy
Opportunity to Continue Increasing Awareness and Trial Leading to Advocacy Unaided Awareness Improving Repeat Orders from Activated Sites 100% 84% 75% 30% % of Repeat 50% 20% 10% 25% Q2 2021 Q1 2022 Q4 2022 0% ZYNLONTA Competitor 1 Competitor 2 May-21 Aug-21 Nov-21 Feb-22 May-22 Aug-22 Nov-22 8 Awar
Slide 9: ZYNLONTA Targets Populations with Unmet Needs in Evolving DLBCL Treatment Paradigm
ZYNLONTA Targets Populations with Unmet Needs in Evolving DLBCL Treatment Paradigm 3L+ 2L 1L ~6.5K total patients ~12K total patients ~30K total patients § Fragmented market, § Current treatments: SCT, § Standard of care: R-CHOP (~85%), no standard of care CAR-T, chemo-based curative in ~60% of pati
Slide 10: Developing ZYNLONTA to be the Combination Agent of Choice in Earlier Lines of Therapy
Developing ZYNLONTA to be the Combination Agent of Choice in Earlier Lines of Therapy Novel § LOTIS-7: Phase 1 trial of ZYNLONTA in combinations combination with polatuzumab, glofitamab, mosunetuzumab (Roche supply agreement) § IGM Biosciences: Collaboration and clinical supply agreement to evaluate
Slide 11: Robust Pipeline with Multiple Early-Stage Assets
Robust Pipeline with Multiple Early-Stage Assets § Novel, first-in-class asset targeting solid tumors including platinum-resistant ovarian cancer, fallopian ADCT-901 tube cancer, prostate cancer, cholangiocarcinoma, RCC and TNBC Targeting KAAG1 § Phase 1 dose escalation proceeding; IHC assay being f
Slide 12: 4Q and FY 2022 Financial Update (in $ millions)
4Q and FY 2022 Financial Update (in $ millions) Cash runway expected to extend into mid-2025 based on current business plan Proforma cash of $451M including $50M milestone received from Sobi and $75M expected from Health Care Royalty Partners Balance Sheet December 31, 2022 Cash and cash equivalents
Slide 13: FY 2023 Guidance
FY 2023 Guidance Net Product Sales ($M) Double-Digit Net Product Sales: Expect double-digit percentage growth yr/yr % Growth This includes a gross-to-net increase as compared to 2022 of: § Approximately 2 to 3 percentage points related to Group 75 Purchasing Organization (GPO) contracting § Mid-to-h
Slide 14: Multiple Value-Driving Catalysts Expected in 2023 and 2024
Multiple Value-Driving Catalysts Expected in 2023 and 2024 Maximizing the ZYNLONTA Opportunity q 2023: Grow U.S. ZYNLONTA net sales by a double-digit percentage yr/yr and achieve commercial brand profitability q 2Q 2023: European launch by partner Sobi q 2024: Complete enrollment of LOTIS-5 study q
Slide 15: 4Q/FY 2022 Earnings Call
A4Q/FY 2022 Earnings Call THERAPEUTICS Innovating Science. Inspiring Hope.