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Cantor Global Healthcare Conference 2026 SEPTEMBER 2026
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2ADC Therapeutics | Forward-Looking Statements This presentation and any accompanying oral presentation have been prepared by ADC Therapeutics SA ("ADC Therapeutics“, “we” or “us”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or ADC Therapeutics or any officer, director, employee, agent or advisor of ADC Therapeutics. This presentation does not purport to be all‐inclusive or to contain all of the information you may desire. Information provided in this presentation and any accompanying oral presentation speak only as of the date hereof. This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. In some cases you can identify forward-looking statements by terminology such as "may", "will", "should", "would", "expect", "intend", "plan", "anticipate", "believe", "estimate", "predict", "potential", "seem", "seek", "future", "continue", or "appear" or the negative of these terms or similar expressions, although not all forward-looking statements contain these identifying words. Forward-looking statements are subject to certain risks and uncertainties that can cause actual results to differ materially from those described. Factors that may cause such differences include, but are not limited to: the adequacy of the LOTIS-5 clinical trial data to support full regulatory approval and our ability to maintain accelerated approval in the United States and foreign jurisdictions for our product; our ability to identify and execute on potential regulatory and compendia pathways; the timing, content and outcome of meetings with and feedback or other communications provided by regulatory authorities including U.S. FDA including our ability to adequately address the serious concerns related to the LOTIS-5 trial results raised by the FDA at the recent pre-sBLA submission meeting; the timing, submission and outcome of an sBLA related to LOTIS-5 and potential approval; the actual and perceived benefit-risk profile for ZYNLONTA as studied in the LOTIS-5 trial; the assessment of the data from LOTIS-5 study, including additional analyses of outcomes observed for safety, efficacy and within key geographic regions and across certain patient sub-populations; the path for full regulatory approval for ZYNLONTA in the United States and foreign jurisdictions and into earlier lines of therapy; whether future LOTIS-7 results will be consistent with or different from the prior disclosure, the timing, results and publication of the full LOTIS-7 trial data and potential compendia inclusion; future regulatory strategy for a Phase 3 trial for the combination of ZYNLONTA plus glofitamab; our expected revenue growth in 2027 and the Company's ability to sustain or grow ZYNLONTA® revenue in the future; our expected cash runway into at least 2028 which assumes use of the minimum liquidity amount required to be maintained under its loan agreement covenants; our ability to comply with the terms of our indebtedness; changes in our regulatory and commercial strategy; the ability of our partners to commercialize ZYNLONTA® in foreign markets, the timing and amount of future revenue and payments to us from such partnerships and their ability to obtain or maintain regulatory approval for ZYNLONTA® in foreign jurisdictions; the timing and results of the Company's clinical trials; the timing, publication and results of investigator-initiated trials including those studying FL and MZL and the potential regulatory and/or compendia strategy and the future opportunity; the timing and outcome of regulatory submissions for the Company's products or product candidates; actions by the FDA or foreign regulatory authorities; projected revenue and expenses; the Company's indebtedness, including HealthCare Royalty Management and Blue Owl and Oaktree facilities, and the restrictions imposed on the Company's activities by such indebtedness, the ability to comply with the terms of the various agreements and repay such indebtedness and the significant cash required to service such indebtedness; the Company's ability to obtain financial and other resources for its research, development, clinical, and commercial activities; and the uncertainties of international trade policies, including tariffs, sanctions, trade barriers and most favored nation drug pricing and the potential impact they may have on our business, financial condition, and results of operations. Additional information concerning these and other factors that may cause actual results to differ materially from those anticipated in the forward- looking statements is contained in the "Risk Factors" section of the Company's Annual Report on Form 10-K and in the Company's other periodic and current reports and filings with the U.S. Securities and Exchange Commission. These statements involve known and unknown risks, uncertainties and other factors that may cause actual results, performance, achievements or prospects to be materially different from any future results, performance, achievements or prospects expressed in or implied by such forward-looking statements. The Company cautions investors not to place undue reliance on the forward-looking statements contained in this document. Forward-looking statements are based on our management’s beliefs and assumptions and on information currently available to our management. No assurance can be given that such future results will be achieved. Such forward-looking statements contained in this presentation speak only as of the date of this presentation. The Company expressly disclaim any obligation or undertaking to update these forward-looking statements contained in this presentation to reflect any change in our expectations or any change in events, conditions, or circumstances on which such statements are based unless required to do so by applicable law. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements. Certain information contained in this presentation relates to or is based on studies, publications, surveys, and other data derived from third-party sources and our own internal estimates and research. While we believe these third-party sources to be reliable as of the date of this presentation, we have not independently verified, and we make no representation as to the adequacy, fairness, accuracy or completeness of, any information obtained from third-party sources. In addition, all of the market data included in this presentation involve a number of assumptions and limitations, and there can be no guarantee as to the accuracy or reliability of such assumptions. Finally, although we believe our own internal research is reliable, such research has not been verified by any independent source.
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3ADC Therapeutics | ADC Therapeutics: Established ZYNLONTA Franchise in 3L+ DLBCL with Transformative Earlier-Line Growth Potential Peak revenues over $600M; near-term growth starting in 2027; acceleration from label expansion through Phase 3 regulatory approvals Highly differentiated Phase 2 IIT data in indolent lymphomas (MZL and FL) support additional opportunities for label expansion and incremental revenue with potential to address a ~$2+ billion U.S. market Direct U.S. commercialization through an established hematology -oncology infrastructure, complemented by partnerships outside the U.S. ZYNLONTA is an established standard of care in 3L+ DLBCL with ~5,000 treated patients since its 2021 accelerated approval and a stable annual ~$75M U.S. net product revenue base Durable IP protection through 2038 with additional barrier to entry from technical complexity of manufacturing PBD dimer used as ZYNLONTA’s payload ✓ ✓ ✓ ✓ Best-in-class Phase 1b LOTIS-7 data supports label expansion for ZYNLONTA + glofitamab as a leading 2L+ DLBCL bispecific combination, with potential to address a ~$3+ billion U.S. market✓ ✓
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4ADC Therapeutics | ZYNLONTA: Approved, In-Market Anti-CD19 ADC ZYNLONTA Binding of cytotoxic PBD payload to DNA Release of PBD payload Lysosomal degradation Endocytosis of ADC-antigen complex Binding to CD19 on cell surface Malignant B Cell PBD payload CD19 directed mAb PBD dimer – cytotoxic alkylating agent Protease-cleavable valine -alanine linker DNA damage induced apoptosis Rapid, deep, durable efficacy in 3L+ DLBCL Manageable safety Accessible across care settings >5K patients treated since FDA approval Consistent annual ~$75M U.S. net revenue Patent protection through 2038 → Differentiated CD19 -directed ADC leveraging highly potent PBD dimer payload to selectively target malignant B cells → Received FDA accelerated approval in 2021 and EU conditional marketing authorization in 2022 for r/r DLBCL after ≥2 lines of systemic therapy → Commercialized as monotherapy in 3L+ setting
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5ADC Therapeutics | Expanding the ZYNLONTA Franchise: Advancing Into Earlier-Line DLBCL and Indolent Lymphomas Indication Regimen (Target) Trial Phase of Development Status / Next Milestone 3L+ DLBCL ZYNLONTA Monotherapy LOTIS-2 Mkt ▪ FDA accelerated approval in 2021 ▪ Commercially available 2L+ DLBCL ZYNLONTA + rituximab (CD20) LOTIS-5 Ph3 ▪ P3 confirmatory trial; met primary endpoint ▪ Regulatory pathway under evaluation following FDA benefit-risk feedback 2L+ DLBCL ZYNLONTA + glofitamab (CD3xCD20) LOTIS-7 Ph1b ▪ Updated data submitted to ASH; Q4 2026 ▪ P3 design under evaluation ▪ BTD submission planned H2 2026 ▪ Compendia submission planned Q1 2027 Phase 2 2L+ Follicular Lymphoma ZYNLONTA + rituximab (CD20) Phase 2 IIT ▪ Updated data anticipated in Q2 2027Ph2 2L+ Marginal Zone Lymphoma ZYNLONTA Monotherapy Phase 2 IIT ▪ Updated data submitted to ASH; Q4 2026 ▪ BTD submission planned H1 2027 ▪ Compendia submission planned H2 2027 Ph2 • Rituximab (Rituxan) is a CD20-targeting monoclonal antibody marketed by Roche • Glofitamab (Columvi) is a CD20 x CD3 bispecific antibody marketed by Roche Sources: LOTIS-2 study USPI, LOTIS-5 topline results (response rate by IRC), LOTIS-7 data as of November 2025 data cut-off; MZL data as of February 2025; FL data as of September 2025 Response Rates ORR: 48% CR: 25% ORR: 58% CR: 40% ORR: 90% CR: 78% ORR: 98% CR: 84% ORR: 85% CR: 69%
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6ADC Therapeutics | ZYNLONTA Currently Provides Consistent Revenue in 3L+ DLBCL Monotherapy with LOTIS-2 Accelerated Approval 69 69 74 2023 2024 2025 2026 H1 Net product revenue ($M) • Achieved 48% ORR and 25% CR in LOTIS-2 study; 13-month median duration of response and manageable safety profile • ZYNLONTA plays an important and established role as a differentiated single-agent treatment for 3L+ DLBCL patients • Consistent volume and revenue performance in 3L+ monotherapy U.S. ZYNLONTA net revenue 39 Sources: LOTIS-2 study USPI; ADCT financial disclosures +$3.2M revenue growth vs. 2025 H1
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7ADC Therapeutics | MECHANISM REGIMEN (2L+) COMPANY 2L STATUS ORR CR RATE Yescarta (axicabtageneciloleucel) Approved ~83% 65% Breyanzi (lisocabtagenemaraleucel) Approved ~86% 66% Monjuvi+ lenalidomide (tafasitamab) Approved (Transplant-ineligible) 60% 43% Columvi+ GemOx (glofitamab) Ph. 3; U.S. CRL (EU approved) 68% 59% Epkinly + GemOx (epcoritamab) Ph. 1/2 85% 61% Polivy + Columvi (polatuzumab vedotin + glofitamab) Ph. 1b/2 78% 60% Polivy + Lunsumio (polatuzumabvedotin + mosunetuzumab) sBLA accepted; PDUFA 2/9/2027 70% 51% ZYNLONTA + Columvi (loncastuximab tesirine + glofitamab) Ph. 1b (LOTIS-7) 90% 78% 2L+ DLBCL Market Represents a ~$3B U.S. Opportunity with Treatment Choice Driven by Efficacy Based on Aggressive Nature of the Disease Every 10pp of Market Penetration Is Equal to ~$300M in Annual Revenue Emerging off -the-shelf combinations are approaching CAR -T efficacy, creating the potential for meaningful disruption of the 2L paradigm ~12K U.S. patients enter 2L DLBCL annually, representing significant unmet need following failure of frontline therapy CAR-T has established a high efficacy bar in 2L, but eligibility, access, treatment logistics and manufacturing requirements limit use Treatment of the majority of 2L patients is fragmented across bispecific -based, antibody -based, chemotherapy and other guideline -recommended regimens Next-gen bispecific/ADC based combinations are poised to reshape the 2L treatment paradigm, with the potential to combine CAR -T-like response rates with the availability of an off -the-shelf regimen ZYNLONTA + glofitamab has demonstrated 90% ORR / 78% CR in LOTIS -7, offering potential best - in-class response rates Monjuvi + lenalidomide is the only targeted, non-CAR-T regimen specifically FDA -approved for transplant-ineligible patients beginning in 2L; majority of 2L treatment based on guideline recommendations CAR-T BISPECIFIC + CHEMO Antibody-Based BISPECIFIC + ADC No head-to-head trials have been conducted among the results shown. Comparing the results from different trials may be unreliable due to different protocol designs, trial design, patient selection and populations, number of patients, trial endpoints, trial objectives and other parameters that may not be the same between trials. Sources: 2026 Clarivate Non-Hodgkin’s Lymphoma and Chronic Lymphocytic Leukemia Disease Landscape and Forecast; company reports, press releases, FDA, clinicaltrials.gov. ORR/CR data: Yescarta (ZUMA-7), Breyanzi (TRANSFORM USPI), Monjuvi + lenalidomide (L-MIND), Columvi + GemOx (STARGL O), Epkinly + GemOx (EPCOR E NHL-2), Polivy + Columvi (NCT03533283), Polivy + Lunsumio (SUNMO), ZYNLONTA + glofitamab (LOTIS-7) as of data cutoff of November 2025. NCCN Guideline Inclusion?
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8ADC Therapeutics | LOTIS-5: Confirmatory Phase 3 Trial Met Primary Endpoint, However, Grade 5 Safety Imbalance Observed Between Arms Event-free rate (95% CI) ZYNLONTA + rituximab, % R-GemOx,% 6M 50.4 (43.0, 57.3) 38.9 (31.4, 46.3) 12M 29.6 (22.9, 36.5) 23.7 (17.2, 30.8) 18M 25.1 (18.7, 32.0) 14.7 (9.2, 21.5) 24M 23.2 (16.9, 30.1) 9.5 (4.8, 16.2) . . .2 . . . . . . . . . . .2 . . . . . . . . At risk 2 2 2 2 2 2 2 2 2222 2 2 22 22 22 22 2 2 2 2 2 2 2222 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 22 LONCA O ZYNLONTA+R: R-GemOx: Censored: Patie nts at ri sk: ZY NLONTA+R ZYNLONTA+R: 6.14 (4.99, 8.11) R-GemOx: 4.73 (2.83, 5.55) Hazard Ratio (95% CI): 0.73 (0.57, 0.92) Two-sided p-value: 0.0084 Median PFS, months (95% CI) Trial Results Met primary endpoint of PFS with statistical significance Efficacy → Randomized, open-label, two-arm Phase 3 confirmatory trial evaluating ZYNLONTA + rituximab versus R-GemOx in 2L+ DLBCL → Study met primary PFS endpoint with statistical significance (HR=0.73, two-sided p-value 0.008) and resulted in a higher CR rate with ZYNLONTA + rituximab vs. R-GemOx (~40% vs ~27%) Safety → Overall T A and rade ≥ T A rates were similar between arms → Grade 5 TEAEs were higher in the ZYNLONTA + rituximab arm (13.2% vs. 4.6%), driven primarily by infection-related events – Infection prophylaxis not required and used at the investigator’s discretion – Prophylaxis less frequently used in the ZYNLONTA + rituximab arm than in the R-GemOx arm (57.8% vs. 77.2%) – Consistent with this difference, rade ≥ infections (2 . % vs. . %) and rade infections (7.4% vs. 2.5%) were more frequent in the ZYNLONTA + rituximab arm → Longer treatment / TEAE observation time with ZYNLONTA + rituximab also contributed to higher observed event rates Next Steps → FDA cited concerns regarding the benefit-risk or verification of clinical benefit for this combination → ADC Therapeutics expects to provide an update on its regulatory strategy and timing in the future
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9ADC Therapeutics |Obi = Obinutuzumab pretreatment 1000mg on C1D1; ZYNLONTA administered on C1D2; administration of 1st and 2nd step -up dose(s) of IV glofitamab (2.5mg on C1D8 & 10mg on C1D15); ZYNLONTA plus glofitamab 30mg on C2D1 and beyond) *Reduce ZYNLONTA to 75 ug/kg at C3 if starting dose is 120 ug/kg or higher r/r B-NHL patients with ≥ 2 (Part ) or r/r LBCL patients ≥ (Part 2) prior therapies ECOG 0 – 2 Prior autologous SCT or CAR-T (>100 days) is allowed Key Inclusion Criteria ZYNLONTA + glofitamab treatment sequence obi lonca glofit glofit lonca glofit glofit Cycle 1 Cycles 2 - 8 Cycles 9 -12 Day 1 Day 2 Day 8 Day 15 Day 1: both agents on same day Day 1 Hospitalization required 1 to 1.5 hours in-between LOTIS-7: Phase 1b Trial of ZYNLONTA Plus Glofitamab Arm EArm F Clinical Trial Design Primary endpoint Safety and Tolerability MTD and/or RD Secondary endpoints Efficacy (ORR, DoR, CRR, DoCR, PFS, OS), PK and Immunogenicity Endpoints Part 1 Dose escalation r/r DLBCL, FL, MZL ZYNLONTA escalating doses of 90, 120*, or 150* µg/kg IV, Q3W glofitamab IV, Q3W Enrollment began July 2023 Part 2 Dose expansion r/r DLBCL ZYNLONTA 120* or 150* µg/kg IV, Q3W glofitamab IV, Q3W Enrollment began April 2024 + + Completed enrollment of ~100 patients at ZYNLONTA 150 µg/kg starting dose
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10ADC Therapeutics | LOTIS-7: Best-in-Class 2L+ DLBCL Efficacy With Manageable Safety Profile Positions Regimen to Disrupt Treatment Paradigm → Global, open -label, multi -arm Phase 1b study evaluating ZYNLONTA in combination with glofitamab in 2L+ DLBCL → Strong efficacy data (ORR: 90%, CR: 78%, PR:12%) supports potential to become best -in-class bispecific regimen in 2L+DLBCL treatment → 33/38 CRs remain in CR as of November 2025 data cutoff → No dose-limiting toxicities ; low rates / grades of CRS and ICANS → Low rate (4%) of Grade 5 events observed; antibiotic prophylaxis recommended as part of protocol (unlike LOTIS -5) → Enrollment completed in June 2026 with 100 patients treated at the selected 150 µg/kg ZYNLONTA dose → Updated data from June 2026 cut -off submitted to ASH Trial Overview ZYNLONTA + glofitamab has the potential to have the strongest efficacy among bispecific combinations with manageable safety LOTIS-7 (Lonca+Glofit) CAR T-cell therapy Bispecific combos Bispecific mono Complete Response Rate (%) ~78% ~65% ~50-60% ~40% Interim data demonstrate 90% ORR and 78% CR in 49 efficacy-evaluable patients as of Nov. 17, 2025 data cutoff Efficacy Not FDA approved No head-to-head trials have been conducted among the results shown. Comparing the results from different trials may be unreliabl e due to different protocol designs, trial design, patient selection and populations, number of patients, trial endpoints, trial objectives and other parameters that may not be the sam e between trials. LOTIS-7 (loncastuximab + glofitamab) as of data cutoff of November 17, 2025; Yescarta (axi-cel) – USPI, ZUMA-7 study – 65% CR; Breyanzi (liso-cel) – USPI, TRANSFORM study – 66% CR; Columvi (glofitamab) + GEMOX – STARGLO study, Lancet 2024 – 59% CR; Mosunetuzumab + Polatuzumab – JCO 2025– 51.4% CR; Epkinly (Epcoritamab) + GEMOX – EPCORE NHL-2 study ASH Poster 2024 – 61% CR; Epkinly (epcoritamab) – USPI, EPCORE-NHL-1 study – 38% CR; Columvi (Glofitamab) – USPI, Study NP30179 – 43% CR
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11ADC Therapeutics | LOTIS-7: Selected 150 µg/kg Starting Dose Demonstrates Manageable Safety Profile + Def in ed as th os e wit h a m in imu m of 6 mo n th s fo llo w-u p fro m treat ment in it iatio n * Reduce ZYNLONTA to 75 μg/kg at C3 if starting dose is 120 μg/kg or higher a AESIs (Adverse Events of Special Interest, specific to loncastuximab, not glofitamab), based on AESI group term b As per Investigator reported adverse events, based on MedDRA preferred term c Number of patients who experienced at least 1 event per ASTCT Consensus Grading for Cytokine Release Syndrome and Neurologic Toxicity Associated with Immune Effector Cells; worst gr ade reported if applicable Adverse events defined as any event that occurred after first dose of any study treatment up to 105 days after last dose of l ast study drug ZYNLONTA 120 µg/kg* n=21 ZYNLONTA 150 µg/kg* n=28 All n=49 Gr 3/4 Adverse Events of Special Interest ≥ 5% a,b 16 (76.2%) 19 (67.9%) 35 (71.4%) Edema and Effusion 4 (19.0%) 2 (7.1%) 6 (12.2%) Generalised oedema 3 (14.3%) 1 (3.6%) 4 (8.2%) Hepatotoxicity 4 (19.0%) 6 (21.4%) 10 (20.4%) Gamma glutamyltransferase increased 2 (9.5%) 6 (21.4%) 8 (16.3%) Alanine aminotransferase increased 2 (9.5%) 2 (7.1%) 4 (8.2%) Aspartate aminotransferase increased 2 (9.5%) 1 (3.6%) 3 (6.1%) Hematologic toxicity (Cytopenia) 8 (38.1%) 15 (53.6%) 23 (46.9%) Neutropenia / Neutrophil count decreased 7 (33.3%) 9 (32.1%) 16 (32.7%) Leukopenia / White blood cell count decreased 3 (14.3%) 1 (3.6%) 4 (8.2%) Anemia 2 (9.5%) 3 (10.7%) 5 (10.2%) Thrombocytopenia / Platelet count decreased 2 (9.5%) 1 (3.6%) 3 (6.1%) Febrile neutropenia 0 2 (7.1%) 2 (4.1%) Infection 4 (19.0%) 4 (14.3%) 8 (16.3%) Grade 3/4 Other Adverse Events ≥ 5% b 18 (85.7%) 21 (75.0%) 39 (79.6%) Headache 2 (9.5%) 0 2 (4.1%) Hypokalaemia 2 (9.5%) 0 2 (4.1%) Grade 5 Adverse Event (any patient) 1 (4.8%) 1 (3.6%) 2 (4.1%) Cytokine Release Syndrome c Any grade 11 (52.4%) 7 (25.0%) 18 (36.7%) Grade > 3 1 (4.8%) 0 1 (2.0%) ICANSc Any grade 2 (9.5%) 0 2 (4.1%) Grade > 3 0 0 0 r/r Large B-Cell Lymphoma Efficacy Evaluable Population+ (N=49) as of data cutoff of Nov 17, 2025 Combination generally well tolerated with a manageable safety profile Types of adverse events observed consistent with the known safety profiles of each drug separately Low rates and grades of CRS and ICANS at the selected ZYNLONTA 150µg/kg* starting dose Lower rate of Grade 5 infectious AEs in LOTIS-7 compared to LOTIS-5
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12Corporate Presentation | MECHANISM REGIMEN COMPANY REGULATORY STATUS CR PFS Yescarta (axicabtageneciloleucel) Not FDA approved 65% mPFS 46.9 Breyanzi (lisocabtagenemaraleucel) FDA approved, 3L+ 62% 24-month 85.7% Brukinsa (zanubrutinib) FDA approved, 2L+ 26% 24-month 70.9% Calquence (acalabrutinib) Not FDA approved 13% mPFS 27.4 Jaypirca (pirtobrutinib) Not FDA approved 8% mPFS 16.6 Rituximab-based Generics FDA approved, 2L+ Revlimid + rituximab (R2) 29% mPFS 20.2 ZYNLONTA (loncastuximab tesirine) Not FDA approved Phase 2 IIT ongoing 69% 24-month 88% 2L+ MZL Represents ~$500M Market Opportunity Based on the Need for Efficacious Time-Limited Treatment Options NCCN Guideline Inclusion? • Estimated 3–4k 2L+ MZL patients are drug- treated in the US annually • Indolent disease – clinicians seek therapies that offer deep & durable responses while maintaining patients’ quality of life (tolerable, time limited) • BTKis are the market leader – offer durable partial responses and are considered safe, however, are not time limited • Brukinsa (zanubrutinib) received FDA accelerated approval for 2L+ MZL based on phase 2 single arm study (n=66) • Breyanzi (lisocabtagene maraleucel) recently received FDA full approval for 3L+ MZL based on phase 2 single arm study (n=66) CAR-T Monoclonal antibodies BTKis ADCs Note: $500M MZ L opportunity assumes total addressable popul ation and average net price for ZYNLONTA in 2030 with a CAGR of ~2 % and ~3% respectivel y, and average cycles expected in MZL. No head -to-head tri als have been conducted am ong the results shown. Com pari ng the results from different trials may be unreliabl e due to different protocol designs, trial design, patient selection and populations, number of patients, trial endpoints, trial objectives and other parameters that may not be the same between tria ls. Sources include Clarivate DRG, Gl obal Data, Cerner Enviza CancerMPact , company reports, press releases, FDA, clinicaltrials.gov. CR / PFS data: Yescarta (Z UMA-5), Breyanzi (TRANSCEND FL [Study 5 – MZL Cohort: JCAR017 -FOL-001]), Brukinsa (MAGNOLIA), Calquence (ACE-LY-003), Jaypirca (BRUIN), Rituximab -based (R2 AUGMENT), ZYNLONTA phase 2 II T as of 2025 ICML presentation
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13ADC Therapeutics | Phase 2 Open-Label IIT Evaluating Safety and Efficacy of ZYNLONTA in Patients with 2L+ MZL Primary endpoint CR after 6 cycles (Lugano 2014 criteria using PET-CT or MRI/CT) Secondary endpoints Follow Up Up to 3 years ZYNLONTA 150 µg/kg Q 21 days Cycles 1 - 2 Key Inclusion Criteria Clinical Trial Design Endpoints A multi-institutional study, estimated to enroll 50 patients PFS, ORR, PR, OS, DOR, Safety r/r ZL with ≥ prior therapy Symptomatic disease or POD24 ZYNLONTA μg / kg Q 21 days Cycles 3 - 6
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14ADC Therapeutics | ZYNLONTA in 2L+MZL: Phase 2 IIT Efficacy Overview After median follow-up of 12.2 months, CR was maintained in 17 out of 18 patients, with longest duration of CR of 27 months Response Rates Progression Free Survival Source: Data presented by Dr. I. Lossos, University of Miami, at ICML 2025 poster (February 10, 2025 data cutoff) Note: N=26 patients who were efficacy evaluable , N=27 patients enrolled (intent to treat) 0 6 12 18 24 300 25 50 75 100PFS (%) Months from treatment start No. at risk: 27 22 13 8 3 Events/N Month PFS (95% CI) 2/27 12 92.9 (59.1-99.0%) All Efficacy Evaluable Patients (n= 26) All Pat ien ts (n= 2 7) PR: 15% (n=4) ORR: 85% (n=22) CR: 69% (n=18)
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15ADC Therapeutics | ZYNLONTA in 2L+ MZL: Phase 2 IIT Safety Overview Initial data suggest manageable safety consistent with known profile of ZYNLONTA Adverse events were most commonly grade 1 or 2 Grade 3 and 4 AEs were observed in 16 and 2 patients, respectively, including neutropenia, RSV lung infection, and hyponatremia Lossos I, et al. Presented at: ICML 2025. 18th ICML Annual Conference June 17–21; Lugano, Switzerland. TEAE, n (%) Patients (n=27) Any grade Grade 3 Grade 4 Maculopapular rash 16 (59.3) 1 (3.7) 0 Increased AST 16 (59.3) 0 0 Increased ALT 15 (55.6) 2 (7.4) 0 Increased alkaline phosphatase 13 (48.1) 3 (11.1) 0 Neutropenia 13 (48.1) 4 (14.8) 1 (3.7) Local edema 11 (40.7) 0 0 Photosensitivity 8 (29.6) 0 0 Anemia 8 (29.6) 2 (7.4) 0 Urinary infection 4 (14.8) 1 (3.7) 1 (3.7) Lung infection 3 (11.1) 1 (3.7) 0 Pleural effusion 3 (11.1) 0 0 Anorexia 1 (3.7) 1 (3.7) 0 COVID-19 1 (3.7) 0 0 Weight loss 1 (3.7) 1 (3.7) 0 Hyponatremia 1 (3.7) 0 1 (3.7)
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16ADC Therapeutics | ZYNLONTA Opportunity: Potential to Grow U.S. Revenue from ~$75M Today to >$600M at Peak Revenue Overview → We anticipate sales growth starting in 2027, driven by: – Continued sales of ZYNLONTA monotherapy in 3L+ DLBCL market (~10% share today) – Incidental use* supported by NCCN compendia inclusion in 2L+ DLBCL and MZL in 2027 – Best-in-class LOTIS-7 and MZL data with pivotal clinical studies to be initiated in 2027 → >$600M peak U.S. revenue opportunity in 2L+ DLBCL and 2L+ MZL assuming regulatory approvals and compendia inclusion → Established go-to-market infrastructure capable of supporting long-term growthCurrent 2027+ Label expansion ~$75M >$600M *Note: The Company does not promote ZYNLONTA for unapproved uses
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17ADC Therapeutics | Key Near-Term Anticipated Milestones FDA engagement regarding LOTIS-7 Breakthrough Designation and ZYNLONTA + glofitamab Phase 3 study design Q4 2026 LOTIS-7 Ph1b & MZL IIT updated data presentations 1H 2027 LOTIS-7 compendia inclusion MZL IIT Breakthrough Designation submission 2H 2027 Ph3 initiation for 2L+ DLBCL ZYNLONTA + glofitamab MZL IIT compendia inclusion