ADC Therapeutics (ADCT) Company Report

ADCT provided an update on the LOTIS-7 Phase 1b trial for ZYNLONTA in combination with glofitamab for relapsed or refractory (r/r) Large B-Cell Lymphoma (LBCL), reporting an Overall Response Rate (ORR) of 89.8% and a Complete Response (CR) rate of 77.6% in 49 efficacy-evaluable patients as of November 17, 2025.
The LOTIS-7 trial data indicates a manageable safety profile, with common Grade 3 or higher treatment-emergent adverse events (TEAEs) including neutropenia (32.7%) and GGT increased (16.3%), and an all-grade Cytokine Release Syndrome (CRS) rate of 36.7%.
The company believes LOTIS-7 has the potential to be a leading bispecific combination regimen for patients with access to complex therapies, while the LOTIS-5 trial (ZYNLONTA + rituximab) showed an ORR of ~80% and CRR of ~50% in r/r DLBCL.
Dose expansion for the LOTIS-7 trial is ongoing, with a target of approximately 100 patients to be enrolled in 1H2026.

1 day ago

Presentation

ADC Therapeutics Provides LOTIS-7 Clinical Trial Update

ADCT

New Projects/Investments

Guidance Update

ADC Therapeutics announced updated results from its LOTIS-7 clinical trial for Zynlonta plus glofitamab in second-line plus DLBCL, based on 49 efficacy-available patients with a minimum of six months of follow-up.
The trial demonstrated a best overall response rate (ORR) of 89.8% and a complete response (CR) rate of 77.6%, with 33 out of 38 patients achieving CR maintaining that response as of the data cutoff.
The combination exhibited a manageable safety profile, with neutropenia as the most common Grade 3 or 4 adverse event at 32.7%, and lower rates of cytokine release syndrome (CRS) compared to glofitamab monotherapy.
The company projects that Zynlonta, through combinations like those in LOTIS-7 and LOTIS-5, has the potential to reach $600 million-$1 billion in peak U.S. revenues.
Key upcoming catalysts include LOTIS-5 top-line data in the first half of 2026 and the next LOTIS-7 update by the end of 2026.

1 day ago

Transcript

ADC Therapeutics SA provides LOTIS-7 clinical trial update

ADCT

New Projects/Investments

Guidance Update

ADC Therapeutics SA announced updated results from its LOTIS-7 clinical trial for ZYNLONTA plus glofitamab in second-line plus DLBCL, based on 49 efficacy-available patients with a minimum of six months of follow-up.
The trial demonstrated a best overall response rate of 89.8% and a complete response rate of 77.6%, with 33 out of 38 patients achieving CR remaining in CR as of the data cutoff.
The combination exhibited a manageable safety profile, with neutropenia as the most common Grade 3 or higher adverse event at 32.7%, and observed lower rates of Cytokine Release Syndrome (CRS) compared to glofitamab monotherapy.
The company projects that the LOTIS-7 and LOTIS-5 trials combined could expand ZYNLONTA's total opportunity in DLBCL to $500 million-$800 million in peak revenue, contributing to an overall potential of $600 million-$1 billion in U.S. peak revenues for ZYNLONTA.
Full enrollment for the LOTIS-7 trial's 100-patient cohort is anticipated in the first half of 2026, with the next full data update expected by the end of 2026.

1 day ago

Transcript

ADC Therapeutics Provides LOTIS-7 Clinical Trial Update

ADCT

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

ADC Therapeutics provided an update on its LOTIS-7 clinical trial for Zynlonta plus glofitamab in second-line plus Diffuse Large B-cell Lymphoma (DLBCL), reporting data from 49 efficacy-available patients with at least six months of follow-up as of November 17, 2025.
The trial showed strong efficacy with an 89.8% overall response rate and a 77.6% complete response rate. Durability was highlighted, with 33 out of 38 patients achieving CR remaining in CR at data cutoff, and the longest response exceeding 18 months.
The combination demonstrated a manageable safety profile, with neutropenia at 32.7% (Grade 3 or 4) and lower rates of Cytokine Release Syndrome (CRS) compared to glofitamab monotherapy, specifically 25% any grade CRS (all Grade 1 or 2) at the 150 microgram per kg dose.
ADC Therapeutics projects that Zynlonta, through combinations like LOTIS-7 and LOTIS-5, could achieve $500-$800 million in peak revenue in DLBCL, contributing to an overall potential of $600 million-$1 billion in U.S. peak revenues.
The next update for LOTIS-7, including full data, is anticipated at a medical meeting and for publication by the end of 2026.

1 day ago

Transcript

ADC Therapeutics Announces Updated LOTIS-7 Phase 1b Clinical Trial Data

ADCT

New Projects/Investments

Guidance Update

ADC Therapeutics announced updated data from its LOTIS-7 Phase 1b clinical trial, evaluating ZYNLONTA® in combination with glofitamab for patients with relapsed or refractory diffuse large B-cell lymphoma (r/r DLBCL).
As of the November 17, 2025, data cutoff, the trial demonstrated an 89.8% Overall Response Rate (ORR) and a 77.6% Complete Response (CR) rate among 49 efficacy-evaluable patients with a minimum of 6 months of follow-up.
The combination therapy was generally well-tolerated with a manageable safety profile.
Complete patient enrollment for the LOTIS-7 trial is anticipated in the first half of 2026, with full data planned for release at a medical meeting and publication by the end of 2026.

1 day ago

Press Release

ADC Therapeutics Provides Updates on ZYNLONTA Performance and Clinical Pipeline

ADCT

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

ADC Therapeutics' commercial product, ZYNLONTA, maintains a 10% market share in the third-line DLBCL setting, with sales of approximately $69 million in the last two years and $51 million in the first three quarters of this year.
The company expects top-line results for the LOTIS-5 study (ZYNLONTA+rituximab) in the first half of 2026, which could unlock a $200 million-$300 million market opportunity.
Initial data from the LOTIS-7 study (ZYNLONTA+glofitamab) showed a 93% overall response rate and an 87% complete response rate in 30 patients, with an incremental market opportunity estimated at $300 million-$500 million.
ADC Therapeutics reported a pro forma cash position of $293 million at the end of Q3, extending its cash runway to at least into 2028. Significant growth for ZYNLONTA is anticipated from the first half of 2027 based on these expansion opportunities.

Nov 19, 2025, 12:30 PM

Transcript

ADC Therapeutics Provides Update on Zynlonta Studies and Financial Position

ADCT

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

ADC Therapeutics' commercial product, Zynlonta, maintains a stable 10% market share in the third-line DLBCL setting, with sales of approximately $69 million in each of the last two years and $51 million in the first three quarters of the current year.
The top-line readout for the LOTIS-5 study (Zynlonta plus rituximab in second-line DLBCL) has been moved to the first half of 2026. This study represents a potential $200-$300 million market opportunity.
Initial data from the LOTIS-7 study (Zynlonta plus glofitamab in second-line DLBCL) showed a 93% overall response rate and an 87% complete response rate in the first 30 patients. This combination could represent an incremental $300-$500 million market opportunity.
The company ended Q3 with a pro forma cash position of $293 million, including a $60 million PIPE, providing a cash runway at least into 2028.

Nov 19, 2025, 12:30 PM

Transcript

ADC Therapeutics Provides Updates on Zynlonta Label Expansion Studies and Pipeline

ADCT

Product Development

New Projects/Investments

Guidance Update

ADC Therapeutics is advancing Zynlonta with key label expansion opportunities, including the LOTIS-5 phase three study for second-line DLBCL, with data expected in the first half of next year.
The LOTIS-7 phase 2 study, combining Zynlonta with glofitamab, showed an 87% complete response rate in initial data, with further updates on 40 patients and durability expected this year.
The company anticipates a peak revenue potential of $500-$800 million for Zynlonta in DLBCL and an additional $100-$200 million from indolent lymphomas, requiring minimal commercial footprint expansion.
Zynlonta has shown promising results in investigator-sponsored studies for indolent lymphomas, including a 70% CR rate in marginal zone lymphoma and over 80% CR rate in follicular lymphoma.
ADC Therapeutics' PSMA ADC program is on track for IND enabling work completion by the end of this year and is being pursued for out-licensing.

Nov 11, 2025, 6:30 PM

Transcript

ADC Therapeutics Announces Q3 2025 Financial Results and Clinical Trial Updates

ADCT

Earnings

Guidance Update

New Projects/Investments

ADC Therapeutics reported net product revenues of $15.8 million for Q3 2025, compared to $18 million in Q3 2024. The company's GAAP net loss for Q3 2025 was $41 million, or $0.30 per basic and diluted share.
The company secured a $60 million private placement in October 2025, which, on a pro forma basis, increased its cash and cash equivalents to approximately $292.3 million. This financing extends the company's expected cash runway at least to 2028.
Key clinical trial updates include expected top-line results for the LOTIS-5 Phase 3 trial in the first half of 2026 and a clinical update for the LOTIS-7 Phase 1B trial before the end of 2025. Both trials have the potential for regulatory approval and compendia listing in the first half of 2027.
Xelanta's peak annual revenue potential is projected to be $200-$300 million from LOTIS-5, $500-$800 million from LOTIS-7, and an additional $100-$200 million from indolent lymphomas.

Nov 10, 2025, 1:30 PM

Transcript

ADC Therapeutics Announces $60 Million Private Placement and Preliminary Q3 2025 Results

ADCT

New Projects/Investments

Guidance Update

ADC Therapeutics SA announced a $60.0 million private investment in public equity (PIPE) financing, involving the sale of 11.3 million common shares at $4.00 per share and pre-funded warrants to purchase 3.8 million common shares at $3.90 per pre-funded warrant.
The company plans to use the net proceeds to invest in the commercial expansion of ZYNLONTA®, strengthen its balance sheet, and fund working capital and general corporate purposes.
For the third quarter ended September 30, 2025, ADC Therapeutics expects net product revenues from ZYNLONTA to be approximately $15.8 million and reported cash and cash equivalents totaling $234.7 million; pro forma for the PIPE, cash and cash equivalents would have been approximately $292.3 million.

Oct 14, 2025, 10:15 AM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for ADC Therapeutics.

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