earnings
confidence high
sentiment neutral
materiality 0.70
ADC Therapeutics Q1 net loss narrows to $38.6M; ZYNLONTA revenue $17.4M, LOTIS-7 shows 95.5% ORR
ADC Therapeutics SA
2025-Q1 EPS reported
-$0.36
revenue$23,033,000
- Q1 product revenue $17.4M vs $17.8M YoY; license revenue $5.6M including $5M Canadian milestone.
- Net loss $38.6M ($0.36/sh) vs $46.6M ($0.56); adjusted net loss $24.0M ($0.22).
- Cash $194.7M at March 31; runway expected into H2 2026.
- LOTIS-7 (ZYNLONTA+glofitamab) enrolled 40 patients; abstract shows 95.5% ORR, 90.9% CR.
- LOTIS-5 confirmatory trial on track for PFS events by end of 2025; ADCT-602 discontinued.