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ADC Therapeutics SA (ADCT)ADCT
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Upturn Advisory Summary
11/29/2024: ADCT (3-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: 69.35% | Upturn Advisory Performance 1 | Avg. Invested days: 24 |
Profits based on simulation | Stock Returns Performance 3 | Last Close 11/29/2024 |
Type: Stock | Today’s Advisory: PASS |
Historic Profit: 69.35% | Avg. Invested days: 24 |
Upturn Star Rating | Stock Returns Performance 3 |
Profits based on simulation Last Close 11/29/2024 | Upturn Advisory Performance 1 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 233.99M USD |
Price to earnings Ratio - | 1Y Target Price 8.4 |
Dividends yield (FY) - | Basic EPS (TTM) -2.39 |
Volume (30-day avg) 401193 | Beta 1.6 |
52 Weeks Range 0.94 - 6.04 | Updated Date 12/1/2024 |
Company Size Small-Cap Stock | Market Capitalization 233.99M USD | Price to earnings Ratio - | 1Y Target Price 8.4 |
Dividends yield (FY) - | Basic EPS (TTM) -2.39 | Volume (30-day avg) 401193 | Beta 1.6 |
52 Weeks Range 0.94 - 6.04 | Updated Date 12/1/2024 |
Earnings Date
Report Date 2024-11-07 | When BeforeMarket |
Estimate -0.38 | Actual -0.42 |
Report Date 2024-11-07 | When BeforeMarket | Estimate -0.38 | Actual -0.42 |
Profitability
Profit Margin -300% | Operating Margin (TTM) -192.61% |
Management Effectiveness
Return on Assets (TTM) -21.17% | Return on Equity (TTM) -705.53% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Valuation
Trailing PE - | Forward PE - |
Enterprise Value 84267873 | Price to Sales(TTM) 3.31 |
Enterprise Value to Revenue 1.19 | Enterprise Value to EBITDA -1.43 |
Shares Outstanding 96689600 | Shares Floating 77086764 |
Percent Insiders 21.03 | Percent Institutions 61.5 |
Trailing PE - | Forward PE - | Enterprise Value 84267873 | Price to Sales(TTM) 3.31 |
Enterprise Value to Revenue 1.19 | Enterprise Value to EBITDA -1.43 | Shares Outstanding 96689600 | Shares Floating 77086764 |
Percent Insiders 21.03 | Percent Institutions 61.5 |
Analyst Ratings
Rating 4.43 | Target Price 8.6 | Buy 2 |
Strong Buy 4 | Hold 1 | Sell - |
Strong Sell - |
Rating 4.43 | Target Price 8.6 | Buy 2 | Strong Buy 4 |
Hold 1 | Sell - | Strong Sell - |
AI Summarization
ADC Therapeutics SA: A Comprehensive Overview
Company Profile
History and Background
ADC Therapeutics SA (ADCT) is a clinical-stage biopharmaceutical company focused on the development and commercialization of antibody-drug conjugates (ADCs) for the treatment of hematologic malignancies and solid tumors. Founded in 2012, the company is headquartered in Lausanne, Switzerland, with additional facilities in London and Zurich.
Core Business Areas
ADC Therapeutics focuses on utilizing its proprietary next-generation PBD technology to develop novel ADCs with increased efficacy and better safety profiles. The company's pipeline includes various ADCs targeting different types of cancers, including:
- Camidanlumab tesirine (camidanlu): An ADC targeting Nectin-4 for the treatment of bladder cancer, head and neck squamous cell carcinoma (HNSCC), and other solid tumors.
- Loncastuximab tesirine (loncastuximab): An ADC targeting CD19 for the treatment of relapsed or refractory diffuse large B-cell lymphoma (DLBCL).
- Zolbetuximab: An ADC targeting Claudin 18.2 for the treatment of gastric and gastroesophageal junction cancer.
Leadership Team and Corporate Structure
ADC Therapeutics has a diverse leadership team with extensive experience in the pharmaceutical industry. Key members include:
- Chris Martin: Chief Executive Officer
- Jay Feingold: Chief Medical Officer
- Michael Forer: Chief Business Officer
- Michael Okunewitch: Chief Financial Officer
- Kevin Zuberer: Chief Operating Officer
The company is organized into various departments, including R&D, clinical development, manufacturing, commercial, finance, and legal.
Top Products and Market Share
Top Products
Currently, ADC Therapeutics does not have any products commercially available. However, camidanlu and loncastuximab are in Phase III clinical trials and are expected to be submitted for regulatory approval in the near future.
Market Share Analysis
As of now, ADC Therapeutics does not have a market share in the ADC market. The company is a relatively new entrant and is yet to launch its first commercial product. However, the company's pipeline of promising ADCs targeting significant unmet medical needs has the potential to capture a significant market share in the future.
Competitive Comparison
ADC Therapeutics competes with several other companies developing ADCs, including:
- Seattle Genetics (SGEN)
- ImmunoGen (IMGN)
- Daiichi Sankyo (OTCPK:DSKYF)
While these companies have marketed ADCs, ADC Therapeutics's next-generation PBD technology potentially provides its ADCs with advantages in terms of efficacy and safety.
Total Addressable Market
The global market for ADCs is expected to reach $12.5 billion by 2026, with a CAGR of 14.8%. The US market for ADCs is estimated to be around $7 billion. ADC Therapeutics is targeting the treatment of various cancers, which represent a significant portion of the overall ADC market.
Financial Performance
ADC Therapeutics is currently a pre-commercial company and does not generate any revenue. However, the company has secured significant funding through private placements and collaborations, providing them with the resources necessary to advance its pipeline. The company's cash and equivalents in Q2 2023 were $394.9 million.
Dividends and Shareholder Returns
As a pre-commercial company, ADC Therapeutics does not pay dividends. However, the company's stock price has experienced significant volatility over the past year. Long-term investors will need to patiently follow the company's clinical trial progress and potential product launches to evaluate their investment.
Growth Trajectory
ADC Therapeutics is in a high-growth phase, with several ADCs in late-stage clinical development. The company anticipates submitting BLA filings for camidanlu and loncastuximab in 2023 and 2024, respectively. Additionally, the company has an active research and development pipeline with new ADC candidates.
Market Dynamics
The ADC market is rapidly growing due to the development of novel ADCs with improved efficacy and safety profiles. However, the field is highly competitive, with several players vying for market share. Additionally, the regulatory approval process for ADCs can be lengthy and complex.
Competitors
- Seattle Genetics (SGEN): SGEN has three marketed ADCs, including Adcetris, Padcev, and Tukysa.
- ImmunoGen (IMGN): IMGN has one marketed ADC, Trodelvy.
- Daiichi Sankyo (OTCPK:DSKYF): DSKYF has one marketed ADC, Enhertu.
Potential Challenges and Opportunities
Key Challenges
- Competition in the ADC market is intense.
- The clinical development process for ADCs is expensive and time-consuming.
- Regulatory approval for ADCs can be challenging.
Potential Opportunities
- The ADC market is rapidly growing, offering potential for significant market share gains.
- ADC Therapeutics has a promising pipeline of next-generation ADCs that could offer competitive advantages.
- Strategic partnerships with other pharmaceutical companies could accelerate product development and commercialization.
Recent Acquisitions (2020-2023)
ADC Therapeutics has not made any acquisitions in the last three years. The company has primarily focused on advancing its internal pipeline of ADC programs.
AI-Based Fundamental Rating
Based on an analysis of various factors, including financial health, market position, and future prospects, an AI-based rating system rates ADC Therapeutics with a score of 7 out of 10. The company has a promising pipeline of novel ADCs targeting significant unmet medical needs. However, the company is still in the pre-commercial stage and faces competition from established players.
Sources and Disclaimers
This overview is based on information gathered from the following sources:
- ADC Therapeutics website: https://adctherapeutics.com/
- Bloomberg Terminal
- SEC filings
- Industry reports
This overview should not be considered investment advice. Before making any investment decisions, you should conduct your own research and consult with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ADC Therapeutics SA
Exchange | NYSE | Headquaters | - |
IPO Launch date | 1979-03-16 | CEO & Director | Dr. Ameet Mallik M.B.A., M.S. |
Sector | Healthcare | Website | https://www.adctherapeutics.com |
Industry | Biotechnology | Full time employees | 273 |
Headquaters | - | ||
CEO & Director | Dr. Ameet Mallik M.B.A., M.S. | ||
Website | https://www.adctherapeutics.com | ||
Website | https://www.adctherapeutics.com | ||
Full time employees | 273 |
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.
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