ADC Therapeutics (ADCT)

• Market cap: $120M
• 1 day: 4.31%
• 5 days: 4.31%
• 1 month: -32.40%
• 3 months: -33.88%
• 6 months: -61.46%
• Year to date: -39.50%
• 1 year: -75.60%
• 5 years: -95.92%
• 10 years: -95.92%
• Sector: Healthcare
• Industry: Biotechnology

About: ADC Therapeutics SA is a commercial-stage oncology-focused biotechnology company. It is involved in the development of antibody-drug conjugates for patients suffering from hematological malignancies and solid tumors. The company's FDA-approved and marketed product, ZYNLONTA (loncastuximab tesirine), is a CD19-directed antibody and alkylating agent conjugate indicated for the treatment of adult patients with relapsed or refractory large B-cell lymphoma after two or more lines of systemic therapy. In addition, it also has various other product candidates in its pipeline, such as ADCT-602, Claudin-6, PSMA, NaPi2b, and ASCT2. Geographically, the company generates maximum revenue from the United States, followed by Europe, the Middle East and Africa (EMEA).

Employees: 263

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

8% more funds holding

Funds holding: 78 [Q3] → 84 (+6) [Q4]

1.67% more ownership

Funds ownership: 56.76% [Q3] → 58.43% (+1.67%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]

35% less capital invested

Capital invested by funds: $173M [Q3] → $112M (-$60.4M) [Q4]

50% less call options, than puts

Call options by funds: $51K | Put options by funds: $102K

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $7 479% upside
• Avg. target: $7.67 534% upside
• High target: $8 561% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Guggenheim Michael Schmidt 27% 1-year accuracy 10 / 37 met price target	479% upside $7	Buy Maintained	31 Mar 2025
HC Wainwright & Co. Robert Burns 16% 1-year accuracy 28 / 172 met price target	561% upside $8	Buy Reiterated	31 Mar 2025
Stephens & Co. Sudan Loganathan 15% 1-year accuracy 4 / 27 met price target	561% upside $8	Overweight Maintained	24 Feb 2025