Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Q3 2025 Earnings Presentation
13 slides from Adc Therapeutics Sa's earnings presentation, Nov 10, 2025
Slide 1: 3Q 2025 Earnings Call
3Q 2025 Earnings Call November 10, 2025
Slide 2: Agenda
Agenda Ameet Mallik 01 Chief Executive Officer Introduction Mohamed Zaki 02 Chief Medical Officer Clinical Highlights Pepe Carmona Financial Update 03 Chief Financial Officer 04 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 Commercial § 3Q 2025 net product revenues of $15.8 million as compared to $18.0 million in same quarter 2024 Performance § Total net product revenue was $51.2 million YTD compared to $52.9 million for the same period in 2024 § Updated LOTIS-7 data expected by the end of the year
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 (N=20) ~80% ~50% 1L LOTIS-7 ZYNLONTA + glofitamab2 ~93% ~87% (N=30) 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 CURRENT INDICATION 3L+ Monotherapy Peak revenue projection a
Slide 7: Two Distinct Segments in r/r DLBCL Treatment Options
Two Distinct Segments in r/r DLBCL Treatment Options Current r/r DLBCL U.S. Market 2L+ treatment choice based on efficacy, safety and accessibility in context of 2L Complex therapies Broadly accessible therapies ~75% individual patient need ~12k patients ~25% ~20% CAR T ADCs, mAbs, Chemo / other ~5%
Slide 8: ZYNLONTA Combinations Potentially Raising the Bar on Efficacy in r/r DLBCL
ZYNLONTA Combinations Potentially Raising the Bar on Efficacy in r/r DLBCL 87% CR1 Complex LOTIS-7 (ZYNLONTA + glofitamab) Opportunity Therapies → We believe LOTIS-7 has the potential to be the leading bispecific combination regimen for patients with access to complex therapies → Leading CR rate tha
Slide 9: ZYNLONTA Has Potential to Disrupt r/r DLBCL Market and Unlock Significant Growth Opportunity
ZYNLONTA Has Potential to Disrupt r/r DLBCL Market and Unlock Significant Growth Opportunity in Both Segments Complex therapies Broadly accessible therapies (CAR T-cell therapy, Bispecifics) (ADCs, mAbs, Chemo / other) 100 - 50 - Complete Response Rate (%) Complete Response Rate (%) 50% LOTIS-5 (Lon
Slide 10: ZYNLONTA + Rituximab Phase 2 IIT Data Show 84% CR Rate in r/r FL
ZYNLONTA + Rituximab Phase 2 IIT Data Show 84% CR Rate in r/r FL 2L+ FL Patient Population University of Miami phase 2 IIT in 2L+ FL 22nd → Estimated 6k 2L+ FL patients are International Workshop on Non-Hodgkin Lymphoma drug-treated in the US annually1, of which ~20% relapse within the first ~21k 2L
Slide 11: 3Q 2025 Selected Financial Data
3Q 2025 Selected Financial Data ~ $292.3 million proforma cash position including net proceeds of PIPE* Balance Sheet September 30, 2025 Cash and cash equivalents ($M) 234.7* Statement of Operations 3Q 2025 ($M) 3Q 2024 ($M) YoY % Product Revenues, Net 15.8 18.0 -12.6 Total Revenue 16.4 18.5 -11.0 T
Slide 12: Delivering On Our Strategy
Delivering On Our Strategy Upcoming Expected Milestones 2H2025 1H2026 2H2026 1H2027 Share fuller/more Full enrollment 100 pts in Publication and potential LOTIS- ZYNLONTA mature data recommended dose 7 compendia LOTIS-7 Engage regulatory agencies, evaluate compendia strategies Potential confirmatory
Slide 13: Thank You
Thank You ® THERAPEUTICS Innovating Science. Inspiring Hope.