ADCT - BUY - LOTIS-7 Completes Enrollment; Full Data by YE Could Be a Positive Catalyst

研报英文原文证据摘录

ADCT - BUY - LOTIS-7 Completes Enrollment; Full Data by YE Could Be a Positive Catalyst

FLASH NOTE

June 30, 2026

Michael Schmidt, Ph.D. michael.schmidt@guggenheimpartners.com ADCT - BUY - LOTIS-7 Completes Enrollment; Full

617 859 4636 Data by YE Could Be a Positive Catalyst

Sarah Bi, Ph.D.

sarah.bi@guggenheimpartners.com

857 350 0123 Key Message: ADCT confirmed this morning that the global Phase 1b LOTIS-7 study

of Zynlonta (loncastuximab teserine, a CD19 ADC) plus glofitamab (CD20 x CD3 bsAb, Paul Jeng, Ph.D.

paul.jeng@guggenheimpartners.com RHHBY) in 2L DLBCL has completed enrollment of the target n=100 pts, consistent

617 859 4618 with prior guidance. Recall, LOTIS-7 last read out interim data in Dec 2025, where for

49 efficacy-evaluable pts with minimum 6mo follow-up at the time, Zynlonta + glofit

Rosy Liao, Ph.D. achieved a compelling ORR of 90% with substantial depth of response at 78% CRs (see rosy.liao@guggenheimpartners.com

617 859 4663 note). The company intends to present full data for the study at a medical congress

this year and submit for publication by year-end in support of NCCN guideline inclusion,

while in tandem assessing a potential path toward regulatory approval. We reiterate

our positive stance on the LOTIS-7 regimen as positioned among the most potent

and effective combinations in the 2L setting for DLBCL and believe it could competeADCT well with newer CD20 bsAb-based regimens, given its CAR-T-like efficacy coupled ADC Therapeutics SA with simpler administration logistics. For the upcoming readout, we expect heightened Sector: Biotechnology

investor scrutiny on safety, where we think a Gr. 5 TEAE rate <10% (which would be

Company Update on-par with other r/r DLBCL regimens) in conjunction with Breyanzi-like 65%+ CR rate