ADC Therapeutics(US:ADCT)2025-11-11 19:30Summary of ADC Therapeutics Fireside Chat Company Overview - Company: ADC Therapeutics - Key Product: Zynlonta, an approved drug for third-line DLBCL (Diffuse Large B-Cell Lymphoma) Industry Context - Market Dynamics: The DLBCL treatment landscape includes CAR-T therapies, bispecific antibodies, and other ADCs. The market is divided into complex therapies (e.g., CAR-T, bispecifics) and broadly accessible therapies. Key Points and Arguments Zynlonta's Current Position - Zynlonta is one of the few drugs approved as a single agent in DLBCL, with stable sales and a 50/50 usage split between academic and community settings [3][4] - The drug is well-regarded by physicians, particularly in academic centers [4] Future Label Expansion - ADC Therapeutics is focusing on label expansion into earlier lines of therapy, leveraging strong academic support [5] - The LOTIS-5 study, a phase 3 trial for second-line DLBCL, is well-powered with 420 patients and shows promising early data with an 80% overall response rate and 50% complete response rate [6][10] Competitive Landscape - The second-line DLBCL market is competitive, with various therapies available. ADC Therapeutics aims to position Zynlonta as a leading option among broadly accessible therapies [10][11] - The company believes that both complex and broadly accessible therapies will coexist, with Zynlonta fitting into the latter category [11][12] LOTIS-7 Study - The LOTIS-7 study combines Zynlonta with glofitamab, showing promising initial data. The company is currently in the dose expansion phase [15][16] - The higher dose of Zynlonta (150 micrograms) was selected for expansion due to faster time to complete response and lower rates of cytokine release syndrome (CRS) [19][20] Commercial Opportunities - The potential peak revenue for DLBCL with approval and compendia listing is estimated at $500-$800 million, while indolent lymphoma could add an additional $100-$200 million [37] - ADC Therapeutics has a strong sales infrastructure covering 90% of the total opportunity, with only marginal expansions needed for new indications [38] Pipeline Developments - ADC Therapeutics is also developing a PSMA-targeted ADC, with plans to partner the asset for phase one development [40] Upcoming Data and Expectations - The company anticipates updates on LOTIS-5 and LOTIS-7 studies in the near future, which are expected to drive increased potential for Zynlonta [41] Additional Important Information - The company is focused on relapsed refractory follicular lymphoma and marginal zone lymphoma, with promising response rates reported [34] - Upcoming presentations at ASH will include data on Zynlonta in various lymphoma settings, including consolidation therapy post-CAR-T [35]