ADC Therapeutics SA (ADCT) Earnings Call Transcripts
ADC Therapeutics SA's Latest Earnings Call - June 3, 2026
In the Q2 2026 earnings call, ADC Therapeutics SA reported significant progress from its Phase III LOTIS-5 trial, which demonstrated a statistically significant improvement in progression-free survival (PFS) for ZYNLONTA combined with rituximab versus R-GemOx in second-line plus DLBCL patients. The trial met its primary endpoint with a hazard ratio of 0.73 and a median PFS of 6.1 months, compared to 4.7 months for the control arm. Management plans to hold a pre-sBLA meeting with the FDA in August 2026, signaling potential regulatory advancements for ZYNLONTA, which could positively impact future revenue streams.
Reported metrics
| Metric | Value |
|---|---|
| Progression-Free Survival (PFS) | 6.1 months (beat) |
| Overall Survival (OS) | 12.2 months (inline) |
| Complete Response (CR) Rate | 39.5% (beat) |
| Median Time to Best Overall Response | 44 days (inline) |
| Duration of Response | 9.2 months (beat) |
| Grade 5 TEAEs | 13.2% (negative) |
Guidance from management
Management plans to submit a supplemental BLA (sBLA) based on LOTIS-5 data and anticipates engaging with the FDA in August 2026. They expect to present data at a medical meeting in Q4 2026.
What management said
We believe that one of the main reason -- likely reason of higher observed Grade 5 in the test versus control or versus others, but the reporting or the observation period in the control arm was much longer compared to the test arm, that contributed to more -- can you hear me well, sorry?
Yes. I think one of the things, and I'll turn it to Mohamed. One of the things is you had a large portion of patients over 40% that were over 75 years of age. Most of the patients with the Grade 5 events happened in that over 75 population, mainly due to infections. Obviously, for LOTIS-2 single agent, it's a different regimen. And for LOTIS-7, to your point, in the first 49 patients reported, we saw quite a low rate...
What analysts pressed on
Analysts expressed concerns regarding the higher rates of Grade 5 TEAEs, particularly in older patients, and questioned how this might affect FDA approval and physician adoption. There were also inquiries about the potential need for age-based restrictions in labeling and how this might impact the overall risk-benefit assessment for ZYNLONTA.
Main topics on the call
- LOTIS-5 Trial Results — The LOTIS-5 trial met its primary endpoint of progression-free survival (PFS) with a hazard ratio of 0.73 and a p-value of 0.008, indicating a significant improvement over the control arm. Management noted, "A higher CR ...
- Overall Survival (OS) Findings — The overall survival (OS) results showed a hazard ratio of 0.96, which did not achieve statistical significance. Management indicated that the OS results were likely impacted by earlier use and higher rates of new anti-l...
- Safety Profile Concerns — The trial reported a higher rate of Grade 5 treatment-emergent adverse events (TEAEs) in the ZYNLONTA plus rituximab arm, particularly in patients aged 75 and older. Management acknowledged, "The majority of Grade 5 TEAE...
- Regulatory Path Forward — ADC Therapeutics plans to conduct a pre-sBLA meeting with the FDA in August 2026, with a submission to follow. Management expressed confidence in the data, stating, "We look forward to discussing these trial results with...
Read the full ADC Therapeutics SA transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About ADC Therapeutics SA
ADC Therapeutics SA (ADCT) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 40 calls on record spanning June 12, 2020 to August 13, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 40 ADC Therapeutics SA earnings call transcripts on record, spanning June 12, 2020 to August 13, 2026. Based on this history, ADC Therapeutics SA reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ADCT
- Exchange
- NYSE
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 40
- First call
- June 12, 2020
- Most recent
- August 13, 2026
- Reporting cadence
- quarterly