Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — JPMorgan 43rd Annual Healthcare Conference 2025
26 slides from Adc Therapeutics Sa's conference presentation, Jan 13, 2025
Slide 1: JPMorgan 43rd Annual Healthcare Conference January 2025
JPMorgan 43 rd Annual Healthcare Conference January 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 orporate C Capability Pipeline Commercial - stage pioneer in the field of ADCs, with specialized end - to - end capabilities from discovery to commercialization Seeking expansion of FDA - approved ZYNLONTA® while pursuing early - stage solid tumor portfolio Array of pa
Slide 4: Focused ADC Portfolio in Hematology and Solid Tumors
4 DLBCL: Diffuse Large B - Cell Lymphoma; FL: Follicular Lymphoma; MZL: Marginal Zone Lymphoma; NSCLC: Non - Small Cell Lung Cancer; ALL: Acute Lymphoblastic Leukemia Focused ADC Portfolio in Hematology and Solid Tumors Hematology ZYNLONTA → Currently commercialized program in 3L+ DLBCL is self - fu
Slide 5: Derisked Portfolio with Strict Capital Management in 2024
5 *Cash runway assumes receipt of anticipated regulatory milestone payments under the Company’s collaboration agreements and use of the amount it is required to maintain under its loan agreement LOTIS - 5: Acceleration and completion of enrollment LOTIS - 7: Completion of dose escalation with all do
Slide 6: Focused Pipeline in Hematology and Solid Tumors
6 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 in Hematology and Solid Tumors Hematology Solid Tumors Phase 3 / Confirmatory Phase 2 Phase 1b Phase 1a Preclinical
Slide 7: Experienced Leadership
7 Experienced Leadership Patrick van Berkel, PhD Chief Scientific Officer Mohamed Zaki, MD, PhD Chief Medical Officer Kristen Harrington - Smith Chief Commercial Officer Jose Carmona Chief Financial Officer Seasoned team of industry veterans with history of proven expertise in biopharma from pre - c
Slide 8: ZYNLONTA is Ideally Suited Across Care Settings for Patients with r/r DLBCL
8 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 9: Advancing ZYNLONTA Development into 2L+ B-Cell Lymphomas
9 1 As detailed in ASH 2024 oral presentation; 2 As detailed in ASH 2024 poster. Advancing ZYNLONTA Development into 2L+ B - Cell Lymphomas Current Approval Current Development Areas DLBCL F L M ZL 1L 2L+ 3L+ ZYNLONTA+R ZYNLONTA ZYNLONTA+R ZYNLONTA ZYNLONTA PHASE 2 IIT DATA PRESENTED AT ASH 2024 SUG
Slide 10: ZYNLONTA U.S. Peak Revenue Potential of $600M-1B
10 2L+ Indolent lymphomas (MZL + FL) $100 - 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 $200 - 300M* LOTIS 5 3L+ Monotherapy CURRENT INDICATION Not
Slide 11: ZYNLONTA Combinations in Highest Growth r/r DLBCL Modalities
11 *Based on internal review of approved labels for existing modalities; Efficacy refers to rapid, deep, and durable responses. Safety refers to manageable and reversible toxicities. Accessibility refers to availability across treatment settings; 1. Putnam Research & Analysis of 150 physicians (Q3 2
Slide 12: LOTIS-5: Phase 3 Confirmatory Trial of ZYNLONTA with Rituximab in 2L+ DLBCL
12 OS: Overall Survival, ORR: Overall Response Rate, CRR: Complete Response Rate, DoR: Duration of Response, PFS: Progression Free Survival Note: Assumes full LOTIS - 5 phase 3 results consistent with initial 20 - patients safety run - in data LOTIS - 5: Phase 3 Confirmatory Trial of ZYNLONTA in Com
Slide 13: LOTIS-5: ZYNLONTA + Rituximab Revenue Potential of $200-300M
13 LOTIS - 5: ZYNLONTA + Rituximab Revenue Potential of $200 - 300M All Other Therapies CA R - T Bispecifics (incl combos) ZYNLONTA +/ - R 78% 36% 22% 22% 28% 14% Future 2L Current 2L Future 3L+ Current 3L+ 45% 35% 21% 15% 24% 27% 9% 22% 0% 100% % of Patients 100% % of Patients Future Treatment Shar
Slide 14: LOTIS-7 Phase 1b Trial Design
14 END OF TREATMENT ZYNLONTA IV (120 or 150 µg/kg3) + glofitamab IV Q3W Enrollment began Apr 2024 Escalating doses of ZYNLONTA IV + mosun SC Q3W2 Enrollment began July 2023 Escalating doses of ZYNLONTA IV + glofitamab IV Q3W1 Enrollment began July 2023 SCREENING PERIOD TREATMENT PERIOD (≤28 DAYS) (C
Slide 15: LOTIS-7 Phase 1b Trial: Safety Summary
15 *As per Investigator reported adverse events TEAE = treatment emergent adverse event, AESI = adverse event of special interest Data cutoff: 20 Nov 2024. Data extracted from live clinical database. Data is subject to change. Safety Population (N=29) as of November 20, 2024 LOTIS - 7 Phase 1b Trial
Slide 16: LOTIS-7 Phase 1b Trial: CRS/ICANS Profile & Management
16 * Number of patients who experienced at least 1 event per ASTCT Consensus Grading for Cytokine Release Syndrome and Neurologic Toxicity Associated with Im Data Cutoff 20 Nov2024. Note: Data extracted from live clinical database. Data is subject to change. LOTIS - 7 Phase 1b Trial: CRS/ICANS Profi
Slide 17: LOTIS-7 Phase 1b Trial: Best Overall Response
17 TOTAL 150 µg/kg 120 µg/kg % v % n=9 % n=9 94% 17 100% 9 89% 8 ORR (CR + PR) 72% 13 78% 7 67% 6 Complete Response (CR) 22% 4 22% 2 22% 2 Partial Response (PR) 6% 1 0% 0 11% 1 Stable Disease 0% 0 0% 0 0% 0 Progressive Disease As of data cut off 20 Nov 2024. Note: Data extracted from live clinical d
Slide 18: LOTIS-7 Phase 1b Trial: Best Overall Response by Patient
18 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 X X X X X X X X End of Treatment Responses Assessment ongoing Treatment ongoing Complete response Partial response Stable response Progressive disease 0 20 40 60 80 100 120 140 160 180 200 220 240 260 280 300 320 340 Study Duration (Days
Slide 19: ZYNLONTA Phase 2 IIT Data Show 70% CR Rate 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 1/2
Slide 20: ZYNLONTA + Rituximab Phase 2 IIT Data Show 77% CR Rate in r/r FL
20 ZYNLONTA + Rituximab Phase 2 IIT Data Show 77% CR Rate in r/r FL University of Miami phase 2 IIT in 2L+ FL ASH 2024 presentation & Lancet Haem publication highlights 11 U.S. 5 - year Prevalenc e 1 ~21k 2L+ FL patients Key: 1L 2L 3L+ Next Steps → University of Miami expanding the trial by increasi
Slide 21: A Growing Toolbox With Novel Payloads, Linkers & Chemistries
21 Note: 1 DAR: Drug antibody ratio A Growing Toolbox With Novel Payloads, Linkers & Chemistries → Extensive experience identifying and advancing compelling targets with high unmet need → Focus on masking binding, conditional binding moieties, bispecifics and biparatropics → Proprietary linkers that
Slide 22: Exatecan Has the Potential to Be Differentiated vs. DXd
22 Note: 1. ADC Therapeutics Internal Studies. 2. Cell line derived xenograft (CDX) model is a renal leiomyoblastoma model, all arms dosed intravenously qdx1; Both ADCs used the same antibody. Source: Weng et al., Cancer Discov (2023) Exatecan Has the Potential to Be Differentiated vs. DXd EXATECAN
Slide 23: Developing Differentiated ADCs With a High Therapeutic Index
23 Note: 1. IND enabling studies have typically averaged approximately 18 months (13 – 24 months) after selection of the candidate; NHP: Non - human primate. Developing Differentiated ADCs With a High Therapeutic Index A novel hydrophilic, highly stable, protease - cleavable linker conjugated to exa
Slide 24: Corporate Business Development Strategy for ADCT Portfolio
24 HEMATOLOGY SOLID TUMORS Business Development Opportunities to Unlock Value Business Development Opportunities to Unlock Value Co - development & Co - promote* Royalty & Milestones to ADCT Accelerate & Expand Asset Development 3 Non - dilutive Financing Business Development Goals: 2 Maximize Deal
Slide 25: Delivering On Our Strategy: Upcoming Expected Milestones
25 2025 2026 Delivering On Our Strategy ZYNLONTA LOTIS - 7 Fuller/more mature data Topline results expected by end of 2025 Advancing a broad portfolio of investigational ADCs for solid tumor indications Potential BLA submission to regulatory authorities Enroll 40 patients ZYNLONTA LOTIS - 5 SOLID TU
Slide 26: Thank You
Thank You @ THERAPEUTICS Innovating Selence. Inspiring Hope.
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