ADC Therapeutics (ADCT) Q2 FY26 earnings call

ADC Therapeutics reported consistent commercial performance for ZYNLONTA monotherapy in Q2 FY26, while navigating regulatory uncertainty for its LOTIS-5 trial due to FDA concerns. The company is actively pursuing a breakthrough designation and assessing a Phase III trial for its LOTIS-7 combination, which showed compelling data. A strategic reorganization is expected to yield significant cost savings, supporting a healthy cash runway into 2028.