Aug. 17 at 12:52 PM
$ADCT It will be an uphill battle for
$ADCT to get an approval for ZYNLONTA + Rituximab in the 2nd line treatment scenario. But there is still hope, but I guess chances for approval are well below 50%, even for a Restricted Label Approval (Age-Capped + REMS). But even if there will be no FDA approval for this combination, the current valuation of 1.6 x sales seems quite attractive. However,
$ADCT needs to become profitable at some point, and thus needs significantly more revenue.
With good results of the LOTIS-7 trial, SP will for sure move back up. As Zynlonta is already approved, I am sure
$ADCT will find ways to increase sales. They are not out of options yet.