ADC Therapeutics SA

ADCT

Held by 3 specialist biotech funds

High Convergence

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Fund Holdings

3 fund convergence

OrbiMed Advisors Redmile Group Eventide Asset Management

Position Trend

Feb 13, 2026

$11.9M

1 fund

Feb 17, 2026

$75.9M

2 funds

+539% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

OrbiMed AdvisorsNEWFeb 17, 2026

Shares: 5,822,854Value: $20.6M

# Signal Note: OrbiMed Initiates $20.6M Position in ADC Therapeutics OrbiMed's entry into ADCT likely reflects conviction in the company's lead candidate loncastuximab tesirine (Zynlonta), a CD19-directed antibody-drug conjugate approved for relapsed/refractory diffuse large B-cell lymphoma (DLBCL), with near-term catalysts including label expansions and combination trial readouts. The $20.6M position (5.8M shares at ~$3.54/share) suggests OrbiMed sees asymmetric upside, possibly ahead of pivotal data in follicular lymphoma or partnership announcements that could de-risk the company's burn rate. This signals institutional validation for ADCT's commercial execution and pipeline potential in the growing ADC space.

Redmile GroupNEW

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Insider Signals

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Also Held by These Funds

ORIC3 funds RNA2 funds IRON2 funds ARGX2 funds PRAX2 funds ALNY2 funds AXSM2 funds EWTX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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AI Signal

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**SIGNAL NOTE: Redmile initiates $55.3M position in ADCT** Redmile's entry into ADC Therapeutics suggests conviction in the company's lead program loncastuximab tesirine (Zynlonta), an anti-CD19 antibody-drug conjugate approved for relapsed/refractory diffuse large B-cell lymphoma. The $55.3M stake (meaningful but not controlling) indicates confidence in either label expansion potential (DLBCL frontline or other B-cell malignancies) or pipeline progression, though near-term catalysts depend on ongoing clinical readouts. Green's healthcare crossover mandate typically reflects thesis around clinical/commercial inflection points rather than speculative positioning.