Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Morgan Stanley Global Healthcare Conference 2023
21 slides from Adc Therapeutics Sa's conference presentation, Sep 11, 2023
Slide 1: Morgan Stanley Global Healthcare Conference September 11, 2023
Morgan Stanley Global Healthcare Conference September 11, 2023
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: About ADC Therapeutics
3 About ADC Therapeutics Validated PBD technology platform and growing next generation ‘toolbox’ Fully - integrated organization with specialized capabilities unique to ADCs Cash runway to mid - 2025 with multiple catalysts over next 12 - 15 months Pioneer in ADC field with approved product and mult
Slide 4: Three Core Pillars to Unlock Value
4 Three Core Pillars to Unlock Value ADC: Antibody Drug Conjugate; DLBCL: Diffuse Large B - Cell Lymphoma; PBD: Pyrrolobenzodiazepine. Short - Mid Term Mid - long Term Maximizing the ZYNLONTA Opportunity Advancing the PBD - Based Pipeline Broadening the ADC Platform and Leadership ▪ Establish ZYNLON
Slide 5: Recent Highlights
5 ▪ Strong balance sheet with $348M cash at end of 2Q 2023, including $75M payment from HCR ▪ Continue to prioritize nearer - term clinical catalysts and drive organizational efficiencies ▪ Cash runway expected to extend into mid - 2025 ▪ LOTIS - 5 updated data from safety run - in at SOHO 2023 show
Slide 6: Deep Pipeline in Hematology and Solid Tumors
6 Deep Pipeline in Hematology and Solid Tumors Anticipated milestones set forth in this chart are subject to further future adjustment based on, among other factors, the im pac t of the COVID - 19 pandemic. NTE: Non - Transplant Eligible. The Company is exploring partnerships for Camidanlumab tesiri
Slide 7: Three Horizons to Grow ZYNLONTA to $500M-$1B in Potential Peak Sales
7 Three Horizons to Grow ZYNLONTA to $500M - $1B in Potential Peak Sales 1. Cerner Enviza's CancerMPact – Epi Database, Patient Metrics & Treatment Architecture, NH Lymphoma (2022) 2 . Clarivate's Disease Market Landscape & Forecast, Non - Hodgkin's Lymphoma and Chronic Lymphocytic Leukemia, Epidemi
Slide 8: ZYNLONTA: Well-positioned for long-term growth
8 ZYNLONTA: Well - positioned for long - term growth ▪ Deep and durable single - agent efficacy ▪ Fast time to response (median 41 days 1 ) ▪ Manageable safety profile with no CRS ▪ Simple dosing, no REMS or inpatient stay ▪ Data from EHA and ICML: at 2 - year follow - up, median DoR not reached for
Slide 9: LOTIS-5: Developing ZYNLONTA to be the Combination Agent of Choice in Earlier Lines of Therapy
9 LOTIS - 5: Developing ZYNLONTA to be the Combination Agent of Choice in Earlier Lines of Therapy DLBCL: Diffuse Large B - Cell Lymphoma; ASCT: Autologous Stem - Cell Transplant; ORR: Overall Response Rate; CR: Complete Response; SOHO: Society of Hematologic Oncology; IDMC: Independent Data Monitor
Slide 10: LOTIS-5 Trial Design
10 LOTIS - 5 Trial Design Phase 3 trial of loncastuximab tesirine in combination with rituximab 1. Defined as time between randomization and the first documentation of recurrence or progression, or death from any cause. Treatment Period Follow - Up Period Non - randomized Safety Run - in Target N=20
Slide 11: Updated Safety Run-In Results of LOTIS-5
11 Updated Safety Run - In Results of LOTIS - 5 1 1. Kwiatek M, et al. Updated results of the safety run - in of the Phase 3 LOTIS - 5 trial: Novel combination of loncastuximab tesirine with r ituximab (Lonca - R) versus immunochemotherapy in patients with R/R DLBCL. Poster presented at the Tenth An
Slide 12: LOTIS-7: Potential to Change the Lymphoma Treatment Paradigm
12 LOTIS - 7: Potential to Change the Lymphoma Treatment Paradigm Relapsed/refractory B - cell Non - Hodgkin Lymphoma Phase 1 trial of ZYNLONTA in combination with glofitamab, mosunetuzumab Actively enrolling patients in combination with bispecifics Malignant B - cells show broad/consistent expressi
Slide 13: LOTIS-7 Trial Design
13 LOTIS - 7 Trial Design Phase 1b trial of Lonca in combination with other anticancer agents in R/R B - NHL Treatment Period (cycles of 21 days) R/R DLBCL, HGBCL, FL, MZL For arm C only: MCL and BL Lonca IV Q3W at escalating doses (from 90 µg/kg to 150 µg/kg) + Glofitamab (2.5 mg on C1D8, 10 mg on
Slide 14: ADCT-601 targeting AXL
14 ADCT - 601 targeting AXL Differentiation ▪ AXL thought to be overexpressed in various solid tumors ▪ In pancreatic PDX model, ADCT - 601 showed superior activity vs. Genmab’s ADC at same dose ▪ Sensitivity to ADCT - 601 increased in TKI resistant EGFR mutant NSCLC cell lines, confirming role of A
Slide 15: ADCT-601 targeting AXL: Potential Indications
15 ADCT - 601 targeting AXL AXL POTENTIAL INDICATIONS AXL is a recently characterized target for ADC development with significant malignant expression and efficient internalization. ADCT - 601 enables a best - in - class approach to this novel target. Zammarachi , F. Mol Cancer Ther 21(4) April 2022
Slide 16: ADCT-601 Trial Design
16 ADCT - 601 Trial Design Focus on NSCLC and sarcoma with potential to expand into other tumor types 13 mg RDE Dose expansion by tumor types with optimization based on patient selection 15 mg Continued d ose escalation PRIMARY ENDPOINTS ▪ Safety and tolerability SECONDARY ENDPOINTS ▪ Overall Respon
Slide 17: ADCT-901 targeting KAAG1
17 ADCT - 901 targeting KAAG1 1. Van der Eynde. J Exp Med. 1999. Differentiation ▪ KAAG1 an attractive ADC target with over - expression in various solid tumors 1 ▪ ADCT - 901 showed robust in vivo efficacy and improved survival in KAAG1 (+) TNBC, OC, and RCC models ▪ Potential to combine with gemci
Slide 18: ADCT-602 targeting CD22
18 ADCT - 602 targeting CD22 1. Data on file. 2. Aldoss . BCJ. 2021; Cerner Enviza's CancerMPact – Epi Database, Patient Metrics & Treatment Architecture, ALL (2022) ; Seer 2022 – Acut e Lymphocytic Leukemia; Physician Interviews. Differentiation ▪ ADCT - 602 a modified version of anti - CD22 monocl
Slide 19: ADCT Proven Track Record and Technology Platform
19 ADCT Proven Track Record 3 clinical POC+ assets Success with PBD payload ADCT Foundation P urpose - built organization with specialized capabilities unique to ADCs 3 2 1 1) Discovery | Intelligent choice of targeting moiety + linker + payload permutation 3) CMC | High quality, consistent and scal
Slide 20: Multiple Value-Driving Catalysts Expected in 2023/4
20 Multiple Value - Driving Catalysts Expected in 2023/4 2H 2023 2024 2H 2023 □ ZYNLONTA: European launch by partner Sobi in 2Q 2023 □ ZYNLONTA: Updated safety lead - in data from LOTIS - 5 in 2H 2023 1H 2024 □ ADCT - 601 (AXL): Initial data from Phase 1 study □ ADCT - 901 (KAAG1): Initial data from
Slide 21: Thank you
Thank you THERAPEUTICS Innovating Science. inspiring Hope.
ADC Therapeutics — Morgan Stanley Global Healthcare Conference 2023 on 6ix