Group 1 - The article discusses a controversial dividend combination involving two companies, one of which does not pay a dividend [1] - The author has disclosed a long position in shares of UNP, TPL, LB, and HD through various means [1] - The article expresses the author's personal opinions and is not influenced by compensation from any mentioned companies [1] Group 2 - Seeking Alpha clarifies that past performance does not guarantee future results and no specific investment advice is provided [2] - The views expressed may not represent those of Seeking Alpha as a whole, and the analysts are third-party authors [2] - Analysts may include both professional and individual investors who are not necessarily licensed or certified [2]

Core Viewpoint - Dividend growth stocks may not be the most exciting investments but are designed to build growing income for investors [1] Group 1: Investment Strategy - The focus is on high-quality and reliable dividend growth ideas that provide stability and long-term wealth creation [1] - The service also includes ideas for writing options to further enhance investors' income [1] Group 2: Membership Benefits - Membership provides access to a portfolio, watchlist, and live chat [2] - Members receive early access to all publications and exclusive articles not available elsewhere [2]

Group 1 - The article promotes iREIT on Alpha as a source for in-depth research on various income alternatives including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - It highlights the potential for land investment to double in value over a couple of years compared to other investments like boats [1] - The author has disclosed a beneficial long position in shares of CP, UNP, AM, and REXR, indicating a personal investment interest in these companies [1] Group 2 - The article includes a disclaimer about past performance not guaranteeing future results and clarifies that no specific investment advice is being provided [2] - It notes that the views expressed may not reflect those of Seeking Alpha as a whole, emphasizing the independent nature of the analysts [2] - The article mentions that the analysts may not be licensed or certified by any regulatory body, indicating a diverse range of authorship [2]

Core Insights - The U.S. FDA has granted Breakthrough Therapy Designation (BTD) to izalontamab brengitecan (iza-bren) for treating locally advanced or metastatic non-small cell lung cancer (NSCLC) with specific EGFR mutations [1][3][5] - Iza-bren is a bispecific antibody-drug conjugate targeting both EGFR and HER3, developed by SystImmune and Bristol Myers Squibb [2][7] - The BTD highlights the potential of iza-bren to address significant unmet clinical needs for patients who have progressed after existing treatments [3][5] Company Overview - SystImmune is a clinical-stage biopharmaceutical company focused on innovative cancer treatments, utilizing bi-specific and multi-specific antibodies, as well as antibody-drug conjugates [8][9] - Bristol Myers Squibb is a global biopharmaceutical company dedicated to discovering and delivering innovative medicines for serious diseases [10] Clinical Data - The FDA's decision was based on data from three ongoing clinical trials, indicating improved efficacy and manageable safety for iza-bren in patients with EGFR-mutant NSCLC [4][6] - NSCLC accounts for approximately 80% of lung cancer cases, with a significant portion of patients harboring activating EGFR mutations, highlighting the need for new therapies [6]

Core Viewpoint - Agree Realty (NYSE: ADC) is recognized as one of the largest net lease REITs with a strong reputation in the market [1]. Group 1 - The company has previously been rated a 'hold' regarding its preferred shares, indicating a cautious approach to investment in this area [1]. - A small long position has been re-established, with plans to increase this position in the coming weeks and months, suggesting a positive outlook for future investment [2].

Group 1 - Hoya Capital Research & Index Innovations is an affiliate of Hoya Capital Real Estate, providing investment advisory services focused on publicly traded securities in the real estate industry [2] - The firm offers non-advisory services including market commentary, research, and index administration [2] - The commentary published by Hoya Capital is intended for informational and educational purposes only, and does not constitute investment, tax, or legal advice [2] Group 2 - Hoya Capital Real Estate is based in Rowayton, Connecticut, and serves ETFs, individuals, and institutions [2] - The firm emphasizes that past performance is not indicative of future results, and any market data quoted represents past performance [3] - Hoya Capital and its affiliates may hold positions in securities or funds discussed in their commentary [2]

Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at notable firms [1] - He is a Professional Engineer and Project Management Professional with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to engage and share insights [2]

Core Insights - ADC Therapeutics reported a strong overall response rate (ORR) of 93.3% and a complete response (CR) rate of 86.7% for ZYNLONTA® in combination with glofitamab in the LOTIS-7 trial [1][3] - The company has completed a $100 million private placement to extend its cash runway into 2028, with net proceeds of $93.1 million allocated for ZYNLONTA's clinical development and commercialization [3][7] - ADC Therapeutics is focusing on expanding ZYNLONTA into earlier lines of therapy for diffuse large B-cell lymphoma (DLBCL) and indolent lymphomas, with key clinical milestones expected through 2026 [2][3] Operational Updates - The LOTIS-7 Phase 1b trial is expanding to include 100 patients with relapsed/refractory DLBCL, with additional data expected in the second half of 2025 [1][3] - The LOTIS-5 Phase 3 trial is on track to reach the prespecified progression-free survival (PFS) events by the end of 2025, with topline data anticipated thereafter [1][3] - The company is also advancing IND-enabling activities for a PSMA-targeting ADC, with completion expected by the end of 2025 [4] Financial Performance - For Q2 2025, net product revenues were $18.1 million, up from $17.0 million in Q2 2024, while total revenues for the first half of 2025 reached $41.9 million compared to $35.5 million in the same period last year [7][20] - Research and development expenses increased to $30.1 million for Q2 2025, compared to $24.3 million in Q2 2024, driven by clinical trial activities [7][20] - The net loss for Q2 2025 was $56.6 million, or $0.50 per share, compared to a net loss of $36.5 million, or $0.38 per share, in Q2 2024 [7][20] Strategic Focus - The company announced a strategic restructuring plan, discontinuing early development efforts for preclinical programs in solid tumors and focusing resources on ZYNLONTA [4] - A workforce reduction of approximately 30% is planned as part of the restructuring, expected to be completed by September 30, 2025 [4] - ADC Therapeutics aims to pursue a supplemental Biologics License Application (sBLA) for ZYNLONTA in 2026, with potential confirmatory approval in DLBCL [2][3]

Group 1 - The article highlights the expertise of Austin Rogers as a REIT specialist with a focus on high-quality dividend growth stocks aimed at generating safe and growing passive income streams [1] - The investment community High Yield Landlord, which Austin contributes to, is noted for its extensive research on the global REIT sector and offers various resources including real money portfolios and direct analyst access [1] Group 2 - The article does not provide specific financial data or performance metrics related to the companies or sectors discussed [2][3]

Company Overview - ADC Therapeutics SA is a commercial-stage global leader in the field of antibody drug conjugates (ADCs) [3] - The company is headquartered in Lausanne, Switzerland, with operations in London and New Jersey [5] Upcoming Events - ADC Therapeutics will host a conference call and live webcast on August 12, 2025, at 8:30 a.m. EDT to report financial results for Q2 2025 and provide operational updates [1] Product Development - The company's CD19-directed ADC ZYNLONTA (loncastuximab tesirine-lpyl) has received accelerated approval from the FDA and conditional approval from the European Commission for treating relapsed or refractory diffuse large B-cell lymphoma after two or more lines of systemic therapy [4] - ZYNLONTA is also being developed in combination with other agents and in earlier lines of therapy [4] - ADC Therapeutics is advancing IND-enabling activities for a next-generation PSMA-targeting ADC utilizing a differentiated exatecan-based payload with a novel hydrophilic linker [4]