Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Q1 2026 Earnings Presentation
9 slides from Adc Therapeutics Sa's earnings presentation, May 4, 2026
Slide 1: 1Q 2026 Earnings Call
1Q 2026 Earnings Call May 4, 2026
Slide 2: Agenda
Agenda Ameet Mallik 01 Chief Executive Officer Business Update Pepe Carmona Financial Update 02 Chief Financial Officer 03 Q&A 2
Slide 3: 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 4: Key Business Updates
Key Business Updates ▪ 1Q 2026 net product revenues of $20.0 million as compared to $17.4 million in same quarter 2025 Commercial Performance ▪ Increase vs. prior year primarily driven by volume increase which reflects the normal variability in customer ordering patterns, as well as higher price ▪ L
Slide 5: Advancing ZYNLONTA Development Into 2L+ B-Cell Lymphomas
Advancing ZYNLONTA Development Into 2L+ B-Cell Lymphomas Potential To Move Into 2L+ DLBCL Overall Response Rate Complete Response Rate DLBCL FL MZL LOTIS-5 ZYNLONTA + rituximab1 ~80% ~50% (N=20) 1L LOTIS-7 ZYNLONTA + glofitamab2 ~90% ~78% (N=49) LOTIS-5 2L+ Potential Benefit In Indolent Lymphomas LO
Slide 6: ZYNLONTA U.S. Peak Revenue Potential of $600M-1B
ZYNLONTA U.S. Peak Revenue Potential of $600M-1B ZYNLONTA $600M-1B Peak Revenue in DLBCL & Indolent Lymphomas 2L+ ZYNLONTA plus bispecific LOTIS-7 $500M-800M 2L+ Indolent 2L+ ZYNLONTA plus rituximab lymphomas $200M-300M* $100M-200M LOTIS-5 3L+ CURRENT INDICATION Monotherapy Peak revenue projection a
Slide 7: 1Q 2026 Selected Financial Data
1Q 2026 Selected Financial Data Balance Sheet March 31, 2026 Cash and cash equivalents ($M) 231.0 Statement of Operations 1Q 2026 ($M) 1Q 2025 ($M) YoY % Product Revenues, Net 20.0 17.4 15.1 Total Revenue 20.9 23.0 -9.5 Total Operating Expenses 46.1 51.5 -10.5 Adjusted Total Operating Expenses (Non-
Slide 8: Upcoming Expected Milestones
Upcoming Expected Milestones 1H2026 2H2026 1H2027 2H2027 Full enrollment of 100 pts at Publication and potential ZYNLONTA selected dose LOTIS-7 compendia LOTIS-7 Generate additional data and assess regulatory and compendia strategies Potential confirmatory ZYNLONTA Share topline approval in 2L+ DLBC
Slide 9: Thank You
Thank You ® THERAPEUTICS Innovating Science. Inspiring Hope.