ADC Therapeutics Ltd (ADCT)

ADC Therapeutics SA's stock price has been affected by several events in the past six months. The stock price fell after updated data from the LOTIS-7 Phase 1b clinical trial was announced. The company completed a $100 million private placement, extending its cash runway into 2028. The company reported a decrease in net product revenues for the third quarter of 2025. The company projected an increase in ZYNLONTA net product revenue for the full year 2025. ADC Therapeutics SA was dropped from the Russell 3000E Value Index and the Russell 2500 Value Index. The share price increased by 76.50% during 2025.

Demand for ADC Therapeutics SA's primary product, ZYNLONTA, has remained consistent year-over-year, suggesting that the demand for their key product does not exhibit significant seasonality.

ADC Therapeutics SA is a Swiss biotechnology company focused on developing antibody-drug conjugates (ADCs) for hematological malignancies and solid tumors. Their main product, ZYNLONTA, is approved for relapsed or refractory large B-cell lymphoma and they are working to expand its use. The company also has other product candidates and a preclinical pipeline targeting various cancers.

ADC Therapeutics SA is based in Epalinges, Switzerland, and serves customers in the United States, Switzerland, and the United Kingdom. It has operations in London, New Jersey, and the San Francisco Bay Area. The majority of its revenue comes from the United States, followed by Europe, the Middle East, and Africa (EMEA).

ADC Therapeutics' brand reputation has been influenced by both positive clinical trial data and challenges. The company has a consensus rating of "Moderate Buy" from brokerages. However, the stock price drop following the announcement of updated LOTIS-7 trial data and an investigation into potential securities fraud have negatively impacted its reputation.

ADC Therapeutics SA has significant institutional ownership, with 176 institutional owners and shareholders holding a total of 71,881,115 shares, ranging from approximately 54.76% to 67.6% of the total shares outstanding. Major institutional owners include Redmile Group, LLC, Point72 Asset Management, L.P., Prosight Management, LP, Orbimed Advisors Llc, BlackRock, Inc., Morgan Stanley, Nantahala Capital Management, LLC, IWM - iShares Russell 2000 ETF, Goldman Sachs Group Inc, and TCG Crossover Management, LLC. Individual insiders hold about 3.04% of the company's shares.