ADC Therapeutics SA
NYSE•ADCT
執行長: Dr. Ameet Mallik M.B.A., M.S.
板塊: Healthcare
行業: 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.
聯絡資訊
BiopOle, Route de la Corniche 3B, Epalinges, 1066, Switzerland
41-21-653-02-00
市值
$555.18M
本益比 (TTM)
-4.6
1.6
股息率
--
52周最高
$4.98
52周最低
$1.13
52周範圍
排名61Top 91.5%
2.0
F-Score
改良版 Piotroski 分析
基於 8 年期基本面
疲弱 • 2 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2018-2025
財務儀表板
Q4 2025 數據
營業收入
$23.06M+0.00%
近4季度走勢
每股收益
-$0.04+0.00%
近4季度走勢
自由現金流
-$31.13M+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$85.21M
$81.36M
$75.35M
毛利率 (最新季度)
97.7%
94.2%
88.4%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| ALMS | $2.98B | -10.4 | -72.7% | 9.0% |
| RAPT | $959.26M | -14.8 | -61.8% | 1.6% |
| OMER | $881.95M | -232.2 | 1.7% | 73.4% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
0.0%
溫和增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
0%
現金流需要關注
深度研究
下次財報:2026年5月12日
每股收益:-
|營業收入:-
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