ADC Therapeutics (ADCT) — Stock, Pipeline & Market Cap

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ADCT · Stock Price

USD 3.75+2.48 (+195.28%)

Market Cap: $475.1M

Historical price data

Market Cap: $475.1MPipeline: 31 drugs (1 Phase 3)Patents: 20Founded: 2011Employees: 100-250HQ: Lausanne, Switzerland

Sector Ranking#8 in Antibody-Drug Conjugates #71 in Oncology (General)

Overview

ADC Therapeutics is a commercial-stage oncology company with a mission to transform cancer treatment through its proprietary ADC platform. Its key achievement is the FDA approval and commercialization of ZYNLONTA® for relapsed/refractory large B-cell lymphoma, establishing a revenue base. The company's strategy is to maximize ZYNLONTA's potential through label expansion while leveraging its differentiated linker/payload technology to advance a focused pipeline in high-need oncology indications.

OncologyHematology

Technology Platform

Proprietary ADC platform featuring novel, high-potency payloads (PBD dimers, exatecan derivatives) and stable, tumor-selective linker technology designed to maximize therapeutic index.

Pipeline

31

31 drugs in pipeline1 in Phase 3

Drug	Indication	Stage
Loncastuximab Tesirine + Rituximab + Gemcitabine + Oxaliplat...	Relapsed Diffuse Large B-Cell Lymphoma	Phase 3
Loncastuximab tesirine 150 µg/Kg + Loncastuximab tesirine 75...	Marginal Zone Lymphoma	Phase 2
Loncastuximab tesirine + Rituximab	Follicular Lymphoma	Phase 2
Loncastuximab Tesirine + Rituximab	Relapsed or Refractory Large B-cell Lymphoma	Phase 2
Loncastuximab tesirine	Diffuse Large B-Cell Lymphoma Refractory	Phase 2

FDA Approved Drugs

1

ZYNLONTABLAApr 23, 2021

Opportunities

Significant near-term opportunity lies in expanding ZYNLONTA® into earlier lines of DLBCL therapy and new lymphoma subtypes, which could substantially increase its market share.

Long-term, the proprietary platform offers a pipeline-in-a-product opportunity for targeting novel antigens in solid tumors, a vastly larger market than hematology.

Risk Factors

The company faces substantial commercial execution risk with its sole approved product and clinical development risk across its pivotal trials.

Financial sustainability is a concern, with a low market cap and potential need for dilutive financing to fund operations and R&D.

Competitive Landscape

Competes in a crowded ADC and lymphoma therapy market against large pharma and biotech players. Differentiation hinges on its unique PBD payload technology, focused commercial strategy, and potential for best-in-class efficacy in specific niches within hematologic and solid tumors.