Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Corporate Update (January 2024)
26 slides from Adc Therapeutics Sa's corporate update, Jan 4, 2024
Slide 1: Business Update January 4, 2024
Business Update January 4, 2024
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: ADC Therapeutics at a Glance
3 ADC Therapeutics at a Glance Solid Tumors Advancing ADCT - 601 targeting AXL in the clinic and multiple investigational ADCs Hematology Maximizing ZYNLONTA® in 3L+ DLBCL and expanding into earlier lines of DLBCL and indolent lymphomas; advancing ADCT - 602 targeting CD22 Corporate Cash runway into
Slide 4: Platform and Capabilities for Developing Optimized ADCs
4 Clinical Strong track record including an approved product with robust lifecycle management and multiple clinical assets Platform Validated and differentiated ADC platform with multiple payloads and targets Regulatory Proven capabilities securing FDA and EMA approvals for ZYNLONTA and multiple IND
Slide 5: 2023: Positioning the Company for Success
5 2023: Positioning the Company for Success ▪ Management team with extensive commercial, development, and corporate expertise ▪ Board members with biotech and large pharma leadership experience; larger number of independents ▪ Established new go - to - market model with upgraded talent ▪ Refined bra
Slide 6: Key Business Updates
6 Key Business Updates DLT: Dose - Limiting Toxicity; MTD: Maximum Tolerated Dose. Note: Financials are unaudited. ▪ Balance sheet with ~$ 278.5M cash at end of FY 2023 ▪ Cash runway expected to extend into 4Q 2025 ; double - digit Opex reduction in 2023 compared to 2022 ▪ LOTIS - 7 (ZYNLONTA with b
Slide 7: Unlocking Value of Robust ADC Portfolio in Hematology and Solid Tumors
7 Unlocking Value of Robust ADC Portfolio in Hematology and Solid Tumors DLBCL: Diffuse Large B - Cell Lymphoma; FL: Follicular Lymphoma; MZL: Marginal Zone Lymphoma; NSCLC: Non Small - Cell Lung Cancer; ALL: Acute Lymphoblastic Leukemia. Short - Mid Term Mid - long Term Hematology Portfolio Solid T
Slide 8: Focused Pipeline in Hematology and Solid Tumors
8 Focused Pipeline in Hematology and Solid Tumors Anticipated milestones set forth in this chart are subject to further future adjustment. NTE: Non - Transplant Eligible. 1. DLBCL, FL, MZL 2. Non - selected advanced / metastatic NSCLC completed. Moving forward with AXL expressing NSCLC contingent on
Slide 9: Advancing ZYNLONTA Development in B-Cell Lymphomas
9 Proportion of patients by line - of - therapy* DLBCL, FL & MZL account for ~60% of mature B - cell lymphomas 1 * 1L (~70%) 1L (~65%) 1L (~61%) DLBCL FL MZL Key: Current Approval Current Development Areas Advancing ZYNLONTA Development in B - Cell Lymphomas 2L (~24%) 2L (~27%) 3L+ (~11%) 3L+ (~12%)
Slide 10: ZYNLONTA: Well-positioned to Lead in 3L/3L+ DLBCL
10 ZYNLONTA: W ell - positioned to Lead in 3L/3L+ DLBCL with Product Profile Ideally Suited Across Treatment Settings Community Centers/ Hospitals Academic Centers PRODUCT PROFILE ▪ Off - the - shelf option for R/R patients with rapid, deep and durable single - agent efficacy ‒ Fast time to response
Slide 11: ZYNLONTA in 3L+ DLBCL: Current and Forward Looking
11 ZYNLONTA in 3L+ DLBCL: Current and Forward Looking GtN : Gross - to - Net Implemented new commercial model focused on: ▪ Increasing / leveraging advocacy from the academic centers ▪ Growing community awareness and utilization, where the majority of the opportunity is for ZYNLONTA Rationale for ch
Slide 12: Potential for ZYNLONTA Combinations in 2L+ DLBCL
12 BsAbs : Bispecific Antibodies; R : Rituximab ; ORR: Overall Response Rate; CR: Complete Response, REMS: Risk Evaluation and Mitigation Strategies, SCT: Stem - Cell Transplant ▪ ZYNLONTA combinations deliver simple dosing with no REMS ▪ ZYNLONTA combinations have potential to expand to 2L+ populat
Slide 13: LOTIS-5: Developing ZYNLONTA to be the Combination Agent of Choice
13 LOTIS - 5 Overview ▪ Patient Population: 2L+ DLBCL, ASCT ineligible ▪ Summary: Ph3 confirmatory trial in combination with rituximab ▪ Status: ‒ Enrollment ongoing in randomized portion, target 350 patients ‒ IDMC met in July 2023 and reviewed more than 100 pts , there were no safety concerns and
Slide 14: LOTIS-7 Trial Design
14 Arm E Arm F Treatment Period (cycles of 21 days) r/r DLBCL, FL, MZL for both arms May include r/r DLBCL, FL, and MZL ZYNLONTA will be given at RD for the specific combinations and subpopulations determined in part 1 End of Treatment Part 1 3+3 Dose escalation (ZYNLONTA 90, 120, and 150 μg /kg) Pa
Slide 15: LOTIS-7: Preliminary Results and Next Steps
15 IIT on FL Note: 1 Data as of December 21, 2023. MOA: Mechanism of Action; CRS: Cytokine Release Syndrome LOTIS - 7: Preliminary Results and Next Steps Expecting additional data to be shared in 2024 NEXT STEPS ▪ Expect to continue dose escalation up to 150 µg/kg ▪ In parallel, expect to expand in
Slide 16: ZYNLONTA + Rituximab Showed Strong Initial Signals in High-risk r/r FL
16 ZYNLONTA + Rituximab Showed Strong Initial Signals in High - risk r/r FL with 96% ORR and 85% CR rates Patient Population – 2L+ FL U of Miami IIT in FL - ASH 2023 Oral Presentation 1L 1L Phase 2 study of loncastuximab tesirine with rituximab in patients with high - risk relapsed/refractory follic
Slide 17: ZYNLONTA Potential to Address Unmet Need in MZL
17 ZYNLONTA has Potential to Address Significant Unmet Need in MZL Given Low CR Rates with Approved Therapies 1. Sehn L, et al. Lancet Oncol 2016; 17: 1081 – 93. 2. Opat S, et.al - ASH Oral Presentation December 2022, New Orleans, LA. 3. Leonard J, et al. J Clin Oncol, 2019 37:1188 - 1199. 4. Cerner
Slide 18: ADCT-601: A Novel, Potent Approach to Targeting AXL
18 ADCT - 601: A Novel, Potent Approach to Targeting AXL Note: 1. GlycoConnect and HydraSpace are technologies licensed from Synaffix ; TI: therapeutic index; MTD: maximal tolerated dose; GlcNax : N - acetyl - glucosamine; GalNac : N - acetylgalactosamine ; SP: Spacer; PBD: Pyrrolobenzodiazepine . S
Slide 19: ADCT-601 Phase 1 Trial Design
19 ADCT - 601 Phase 1 Trial Design Note: 1 Sarcoma indications can include any from the following categories - soft tissue sarcoma (leiomyosarcoma, liposarcoma, undiffere ntiated pleomorphic sarcoma (UPS; covering malignant fibrous histiocytoma) and synovial sarcoma) or bone sarcoma ( ewing's sarcom
Slide 20: ADCT-601 Early Safety Results in Advanced/Metastatic Sarcoma
20 ADCT - 601 Early Safety Results in Advanced / Metastatic Sarcoma Safety – ADCT - 601 Monotherapy ( STS ) Total (N=18) N (%) Any TEAE ≥ Gr3 9 (50.0) Total Discontinued (%) Discontinuation due to Treatment (%) 15 (83.3%) 3 (16.7) Preferred Term Any TEAE ≥ Gr3 (%) Cheilitis 1 (5.6) Abdominal pain 1
Slide 21: ADCT-601 Shows Early Signs of Anti-Tumor Activity in Sarcoma Patients
21 ADCT - 601 Shows Early Signs of Anti - Tumor Activity as Monotherapy and in Combination in Sarcoma Patients Note: Data as of 12/04/2023. STS: Soft Tissue Sarcoma; NSCLC: Non - small cell lung cancer. ADCT - 601 Monotherapy (STS) -60% -50% -40% -30% -20% -10% 0% 10% 20% 30% 40% Baseline Week 6 Wee
Slide 22: A Growing Toolbox with a Range of Payloads, Linkers and Conjugation Technologies
22 A Growing Toolbox with a Range of Payloads, Linkers and Conjugation Technologies Note: 1 DAR: Drug antibody ratio Antibody ▪ Extensive experience identifying and advancing compelling targets with high unmet need ▪ Focus on masking binding, conditional binding moieties, bispecifics and biparatropi
Slide 23: Exatecan has the Potential to be Differentiated over Commercial-Stage Toxins such as DXd
23 Exatecan has the Potential to be Differentiated over Commercial - Stage Toxins such as DXd Note: 1 PgP : P - glycoprotein; 2 Cell line derived xenograft (CDX) model is a renal leiomyoblastoma model, a ll arms dosed intravenously qdx1 Source: Weng et al., Cancer Discov (2023) EXATECAN V. DXD ▪ Bet
Slide 24: Advancing ADC Assets Against Validated Targets in Indications with High Unmet Need
24 Target description Phosphate transporter Adhesion protein Enzymatic glycoprotein Amino acid transporter Tumor types of interest NSCLC Ovarian cancer Ovarian cancer Endometrial cancer Prostate cancer NSCLC Colorectal cancer Payload Exatecan Exatecan Exatecan Exatecan Validation data in vitro chara
Slide 25: Corporate Business Development Strategy for ADCT Portfolio
25 Corporate Business Development Strategy for ADCT Portfolio HEMATOLOGY ZYNLONTA, ADCT - 602 SOLID TUMOR S ADCT - 601, Research Assets Business Development to Unlock Value Business Development Goals: U.S. EX - U.S. Co - development & Co - promote* Royalty & Milestones to ADCT Accelerate & Expand As
Slide 26: Cash Runway to Support Multiple Potential Near-Term Value-Driving Catalysts
26 Cash Runway to Support Multiple Potential Near - Term Value - Driving Catalysts □ ZYNLONTA: □ Achieve commercial brand profitability in 2024 □ LOTIS - 5: Complete enrollment in 2024 □ LOTIS - 7: Dose escalation and expansion updates throughout 2024 □ FL and MZL IITs: Updates at medical conference