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ADC Therapeutics SA

NYSE•ADCT
CEO: Dr. Ameet Mallik M.B.A., M.S.
セクター: Healthcare
業種: Biotechnology
上場日: 2020-05-18
ADC Therapeutics SA focuses on advancing its proprietary antibody drug conjugate (ADC) technology platform to transform the treatment paradigm for patients with hematologic malignancies and solid tumors. Its flagship product is ZYNLONTA, a CD19-directed ADC, received accelerated approval from the U.S. Food and Drug Administration and conditional approval from the European Commission for the treatment of relapsed or refractory diffuse large B-cell lymphoma (DLBCL) after two or more lines of systemic therapy. The company is also seeking to continue expanding ZYNLONTA into international markets and into earlier lines of DLBCL and indolent lymphomas, including follicular lymphoma (FL) and marginal zone lymphoma (MZL) as a single agent and in combination through its LOTIS-5 confirmatory Phase 3 clinical trial and LOTIS-7 Phase 1b clinical trial, as well as through investigator-initiated trials (IITs). In addition, it is investigating a CD-22 targeted compound, ADCT-602 that is in a Phase 1/2 investigator-initiated study in relapsed or refractory B-cell acute lymphoblastic leukemia. Further, its clinical-stage pipeline consists of ADCT-601 (mipasetamab uzoptirine) targeting AXL as a single agent and/or in combination in sarcoma, pancreatic, and NSCLC, as well as pre-clinical stage pipeline includes a portfolio of next generation investigational ADCs targeting Claudin-6, NaPi2b, PSMA, and other undisclosed targets. The company was incorporated in 2011 and is headquartered in Epalinges, Switzerland.
連絡先情報
BiopOle, Route de la Corniche 3B, Epalinges, 1066, Switzerland
41-21-653-02-00
www.adctherapeutics.com
時価総額
$555.18M
PER (TTM)
-4.6
1.6
配当利回り
--
52週高値
$4.98
52週安値
$1.13
52週レンジ
84%
順位61Top 91.5%
2.0
F-Score
改良版 Piotroski 分析
8年ファンダメンタル
弱い • 2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2018-2025

財務ダッシュボード

Q4 2025 データ

売上高

$23.06M+0.00%
直近4四半期の推移

EPS

-$0.04+0.00%
直近4四半期の推移

フリーCF

-$31.13M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Increased 14.9% Total net revenue reached $81.4M in 2025, driven by $73.6M product sales and significant royalty growth.
License Revenue Skyrockets 401% License revenues and royalties surged to $7.8M in 2025, largely due to milestone payments from Sobi partnership.
Net Loss Narrowed 9.6% Net loss improved by $15.2M to $142.6M in 2025; operating expenses decreased slightly despite restructuring costs.
Strong Cash Position Maintained Cash and equivalents totaled $261.3M at year-end 2025, bolstered by recent equity financing activities.

リスク要因

Continued Substantial Net Losses Expects continued net losses for the foreseeable future, heavily dependent on ZYNLONTA performance and need for future capital.
Debt Covenants Limit Flexibility Indebtedness under Loan Agreement and HCR Agreement restrictive covenants may limit incurring new debt or selling royalties.
Clinical Trial Outcome Uncertainty LOTIS-5 confirmatory trial results are uncertain; high early censoring rates could impact interpretability and full approval.
Competition and IP Challenges Faces intense competition in oncology; patent enforceability and scope remain highly uncertain across jurisdictions.

見通し

Advance ZYNLONTA Earlier Lines Pursuing expansion of ZYNLONTA into earlier lines of DLBCL and indolent lymphomas via LOTIS-5 and LOTIS-7 trials.
ADCT-241 Partnership Exploration Completed IND-enabling activities for next-generation PSMA-targeting ADC, ADCT-241; actively exploring partnership opportunities now.
R&D Spending Expected to Decrease R&D expenses projected to decrease in FY 2026 following 2025 Restructuring and discontinuation of certain programs.
LOTIS-5 Regulatory Submission Planned Topline LOTIS-5 data expected H1 2026, supporting potential sBLA submission for 2L+ DLBCL expansion by mid-2027.

同業比較

売上高 (TTM)

FDMT stock ticker logoFDMT
$85.21M
+230194.6%
ADCT stock ticker logoADCT
$81.36M
+14.9%
AUTL stock ticker logoAUTL
$75.35M
+644.6%

粗利益率 (最新四半期)

FDMT stock ticker logoFDMT
97.7%
-52486.7pp
LXRX stock ticker logoLXRX
94.2%
+4.0pp
LCTX stock ticker logoLCTX
88.4%
+0.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ALMS$2.98B-10.4-72.7%9.0%
RAPT$959.26M-14.8-61.8%1.6%
OMER$881.95M-232.21.7%73.4%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.0%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月12日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし