ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside - Here's Why
ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside - Here's Why
The drug received accelerated FDA approval in January 2021 for adult patients with relapsed/refractory (r/r) large B-cell lymphoma (DLBCL) after two or more lines of systemic therapy.ADC Therapeutics Faces Competitive Oncology Market But Analyst Sees 100% Upside – Here's Why
adc therapeutics面臨競爭激烈的腫瘤市場，但分析師預計上漲100% - 原因如下
Stephens analyst has initiated coverage on ADC Therapeutics SA (NYSE:ADCT), a commercial-stage oncology-focused biotechnology company developing antibody-drug conjugates (ADCs) for patients with hematological malignancies and solid tumors.
斯蒂芬斯分析師已經開始對adc therapeutics SA（紐交所：ADCT）進行覆蓋，這是一家專注於腫瘤的商業階段生物技術公司，致力於爲患有血液惡性腫瘤和實體瘤的患者開發抗體藥物結合物（ADCs）。
The company's lead asset, Zynlonta (loncastuximab tesirine-Ipyl), is a CD19-directed ADC with a pyrrolobenzodiazepine (PBD) payload.
該公司的主要資產Zynlonta（loncastuximab tesirine-Ipyl）是一種CD19定向ADC，具有吡咯苯二氮䓬（PBD）負載。
The drug received accelerated FDA approval in January 2021 for adult patients with relapsed/refractory (r/r) large B-cell lymphoma (DLBCL) after two or more lines of systemic therapy.
該藥物於2021年1月獲得了FDA對於成年復發/難治的大B細胞淋巴瘤（DLBCL）患者使用的加速批准，前提是經過兩個或更多系統性治療方案。
Also Read: ADC Therapeutics Pulls Plug On Mid-Stage Zynlonta Study In Untreated Lymphoma Patients After Patient Deaths
另請參閱：adc therapeutics取消未接受治療的淋巴瘤患者Zynlonta中期研究，因患者死亡事件。
The analyst points out that Zynlonta has faced stiff competition, and while it reached an annualized revenue run rate of about $80 million at its peak in the first quarter of 2023, it has struggled in the market.
分析師指出Zynlonta面臨激烈競爭，雖然在2023年第一季度達到了大約8000萬美元的年化營業收入率的巔峯，但在市場上陷入困境。
The analyst expects Zynlonta's peak revenue in the third-line treatment setting to reach $110 million in the U.S. by 2032.
分析師預計Zynlonta在第三線治療設置中的最高營收將在2032年達到11000萬美元。
The analyst's outlook depends on the expectation that Zynlonta will receive approval for use in second-line treatment for diffuse large B-cell lymphoma (DLBCL), based on positive results from the LOTIS-5 and LOTIS-7 clinical trials.
分析師的展望取決於對Zynlonta將獲得用於復發的第二線治療的批准的預期，基於LOTIS-5和LOTIS-7臨床試驗的積極結果。
Preclinical data suggests that combining Zynlonta with rituximab, an anti-CD20 antibody, may improve tumor control and provide longer-lasting results. The company is looking to expand Zynlonta's use to treat second-line DLBCL and indolent lymphomas, either alone or in combination with other treatments.
臨床前數據顯示，將Zynlonta與利妥昔單抗（一種抗CD20抗體）結合可能改善腫瘤控制，並提供持久的效果。公司計劃擴大Zynlonta的應用範圍，治療二線DLBCL和溫和淋巴瘤，要麼單獨使用，要麼與其他治療組合使用。
Although the analyst supports Zynlonta's approval for second-line DLBCL, they are cautious about its revenue potential in this space.
儘管分析師支持Zynlonta在二線DLBCL的批准，但他們對其在這一領域的營業收入潛力持謹慎態度。
Stephens has initiated with an Overweight rating, with a price target of $6.
斯蒂芬斯開始給予ADC治療超配評級，目標股價爲6美元。
The second-line DLBCL market is competitive with many treatment options available. However, the analyst sees value in Zynlonta due to its promising efficacy, with an 80% overall response rate and a 50% complete response rate. They estimate that Zynlonta could contribute about $172 million in revenue from second-line DLBCL by 2032.
二線DLBCL市場競爭激烈，有許多治療選擇。然而，分析師看好Zynlonta的價值，因爲其具有有前途的療效，整體響應率爲80％，完全緩解率爲50％。他們估計到2032年，Zynlonta在二線DLBCL市場可貢獻約17200萬美元的營業收入。
In addition, ADCT has a broad pipeline of antibody-drug conjugates (ADCs) targeting other solid tumor indications, giving the company multiple opportunities for growth outside of Zynlonta.
此外，adc therapeutics擁有廣泛的抗體-藥物綴合物（ADCs）管線，針對其他實體腫瘤適應症，從而爲公司提供了多種增長機會，超越Zynlonta。
Price Action: ADCT stock is up 0.68% at $2.95 at the last check on Friday.
股價走勢：ADCt股價在上週五最後一次檢查時上漲0.68％，報2.95美元。
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譯文內容由第三人軟體翻譯。
