ADC Therapeutics SA
NYSE•ADCT
CEO: Dr. Ameet Mallik M.B.A., M.S.
板块: Healthcare
行业: Biotechnology
上市日期: 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.
联系方式
BiopOle, Route de la Corniche 3B, Epalinges, 1066, Switzerland
41-21-653-02-00
市值
$490.39M
市盈率 (TTM)
-4.1
1.6
股息率
--
52周最高
$4.98
52周最低
$1.13
52周范围
排名61Top 91.5%
2.0
F-Score
改良版 Piotroski 分析
基于 8 年期基本面
疲弱 • 2 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2018-2025
财务仪表盘
Q4 2025 数据
营业收入
$23.06M+0.00%
近4季度走势
每股收益
-$0.04+0.00%
近4季度走势
自由现金流
-$31.13M+0.00%
近4季度走势
2025 Annual 财报亮点
核心亮点
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.
关注风险
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.
前瞻展望
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.
同行对比
营业收入 (TTM)
$85.21M
$81.36M
$75.35M
毛利率 (最新季度)
97.7%
94.2%
88.4%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| ALMS | $2.82B | -9.8 | -72.7% | 9.0% |
| RAPT | $959.26M | -14.8 | -61.8% | 1.6% |
| OMER | $852.43M | -224.5 | 1.7% | 73.4% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
0.0%
温和增长
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
0%
现金流需要关注
深度研究
下次财报:2026年5月12日
每股收益:-
|营业收入:-
财务数据
电话会议
财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
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无数据