Earnings summaries and quarterly performance for ADC Therapeutics.
Executive leadership at ADC Therapeutics.
Board of directors at ADC Therapeutics.
JB
Jean-Pierre Bizzari
Detailed
Director
PH
Peter Hug
Detailed
Lead Independent Director and Vice Chair
RA
Robert Azelby
Detailed
Director
RS
Ron Squarer
Detailed
Chairman of the Board of Directors
TC
Timothy Coughlin
Detailed
Director
TJ
Tyrell J. Rivers
Detailed
Director
VS
Victor Sandor
Detailed
Director
VM
Viviane Monges
Detailed
Director
Research analysts who have asked questions during ADC Therapeutics earnings calls.
ES
Eric Schmidt
Cantor Fitzgerald & Co.
4 questions for ADCT
Also covers: AGIO, BIIB, BLUE +9 more
Michael Schmidt
Guggenheim Securities
4 questions for ADCT
Also covers: ADAP, ARVN, BGNE +19 more
SL
Sudan Loganathan
Stephens Inc.
3 questions for ADCT
Also covers: ARVN, BPMC, CPRX +6 more
DS
Dingding Shi
Jefferies
1 question for ADCT
Also covers: ASND, AUTL, INCY +6 more
GH
Greg Harrison
RBC Capital Markets
1 question for ADCT
Also covers: APLS, BBIO, EDIT +3 more
Gregory Renza
RBC Capital Markets
1 question for ADCT
Also covers: ACAD, AGIO, AMGN +12 more
Jenna Li
Jefferies
1 question for ADCT
Also covers: IVVD, RVMD
Kelly Shi
Jefferies
1 question for ADCT
Also covers: AGEN, ALDX, ALLO +17 more
Leonid Timashev
RBC Capital Markets
1 question for ADCT
Also covers: ALKS, AXSM, CMPS +8 more
Recent press releases and 8-K filings for ADCT.
ADC Therapeutics SA Provides Q4 and Full Year 2025 Preliminary Results and Clinical Trial Updates
ADCT
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- ADC Therapeutics SA reported preliminary unaudited FY2025 net revenue of ~$73M, an increase from $69M in FY2024, and an estimated cash balance of ~$261M with an expected cash runway at least to 2028. The company also implemented strategic reprioritization, including a global workforce reduction of ~30%.
- Updated safety and efficacy data from the LOTIS-7 Phase 1b trial (ZYNLONTA + glofitamab) in r/r Large B-Cell Lymphoma showed an 89.8% Overall Response Rate (ORR) and 77.6% Complete Response (CR) in 49 efficacy-evaluable patients as of November 17, 2025.
- Full enrollment for the LOTIS-5 Phase 3 trial (ZYNLONTA + rituximab) was completed in 2024, with topline data anticipated in 2Q 2026.
- Investigator-initiated trials for ZYNLONTA in relapsed/refractory Marginal Zone Lymphoma (MZL) demonstrated an 84.6% ORR and 69.2% CR in 26 evaluable patients as of February 10, 2025.
- The company projects a potential annual U.S. peak revenue opportunity for ZYNLONTA of $600M - $1B across DLBCL and indolent lymphomas.
3 days ago
ADC Therapeutics Provides Preliminary Q4 and Full Year 2025 Financial Estimates and Clinical Program Updates
ADCT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADC Therapeutics reported preliminary unaudited net product revenue of approximately $22 million for the fourth quarter of 2025 and $73 million for the full year 2025.
- The company's cash and cash equivalents stood at approximately $261 million as of December 31, 2025, extending its expected cash runway at least to 2028.
- Anticipated near-term clinical catalysts include complete enrollment for LOTIS-7 in the first half of 2026 and topline data from the LOTIS-5 Phase 3 trial in the second quarter 2026.
- Further updates include full LOTIS-5 and LOTIS-7 results by the end of 2026, with potential compendia inclusions in the first half of 2027 and subsequent LOTIS-5 regulatory approvals.
7 days ago
ADC Therapeutics SA Announces Updated LOTIS-7 Phase 1b Trial Data
ADCT
New Projects/Investments
- On December 3, 2025, ADC Therapeutics SA announced updated data from its ongoing LOTIS-7 Phase 1b open-label clinical trial, evaluating ZYNLONTA® in combination with glofitamab (COLUMVI®) for patients with relapsed or refractory diffuse large B-cell lymphoma (r/r DLBCL).
- As of the November 17, 2025 cutoff date, the trial showed a best overall response rate (ORR) of 89.8% (44 out of 49 patients) and a complete response (CR) rate of 77.6% (38 out of 49 patients).
- The combination demonstrated strong efficacy in both relapsed patients (100% ORR, 91.7% CR rate) and primary refractory patients (80% ORR, 64% CR rate).
- The combination was generally well tolerated with a manageable safety profile, with Grade 3 or higher treatment emergent adverse events observed in >5% of patients including neutropenia (32.7%).
Dec 5, 2025, 10:00 PM
ADCT Provides Update on ZYNLONTA Development and LOTIS-7 Trial Results
ADCT
New Projects/Investments
- 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.
Dec 3, 2025, 1:00 PM
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.
Dec 3, 2025, 1:00 PM
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.
Dec 3, 2025, 1:00 PM
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.
Dec 3, 2025, 1:00 PM
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.
Dec 3, 2025, 12:30 PM
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
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
Quarterly earnings call transcripts for ADC Therapeutics.
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