ADCT: Held by 4 Biotech Hedge Funds (2026) | BiotechEdge

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ADC Therapeutics SA

ADCT

Held by 4 specialist biotech funds

High Convergence

4 funds opened new positions. Next phase2 readout (Cyclophosphamide): Feb 2026. Short interest: 4.8% of float.

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BiotechnologyCEO: Ameet MallikIPO: 2020Website ↗

ADC Therapeutics SA, a commercial-stage biotechnology company, develops antibody drug conjugates (ADC) for patients suffering from hematological malignancies and solid tumors. Its flagship product ZYNLONTA that is in Phase II clinical trial for the treatment of relapsed or refractory diffuse large B-cell lymphoma (DLBCL) and follicular lymphoma; Phase III clinical trial in combination with rituximab to treat relapsed or refractory DLBCL in second-line transplant-ineligible patients; and Phase I clinical trial for treatment of relapsed or refractory non-hodgkin lymphoma (NHL). The company is also developing camidanlumab tesirine, an ADC that has completed Phase I clinical trial to treat relapsed or refractory NHL; in Phase II clinical trial in relapsed or refractory hodgkin lymphoma; and in Phase Ib clinical trial for selected advanced solid tumors. In addition, it develops ADCT-602, which is in Phase Ia clinical trial for treatment of acute lymphoblastic leukemia; ADCT-601 and ADCT-901 that are in Phase Ia clinical trial for treatment of various solid tumors; and preclinical product candidates, including ADCT-701 and ADCT-901 for the treatment of solid tumors. It has a collaboration and license agreement with Genmab A/S, Bergenbio AS, Synaffix B.V., Mitsubishi Tanabe Pharma Corporation, Overland Pharmaceuticals, and MedImmune Limited. ADC Therapeutics SA was incorporated in 2011 and is headquartered in Epalinges, Switzerland.

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Insider Signals

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 196,229Value: $736,251.21Price: $3.75

ADCT: Insider Selling Ahead of Near-Term Catalysts

Redmile Group (10% holder) sold ~$736K of ADCT at $3.75, a modest exit ahead of two near-term Phase 2 readouts (Epcoritamab in LBCL due Jan 2031, Cyclophosphamide in DLBCL due Feb 2026). The sale size relative to Redmile's stake suggests portfolio rebalancing rather than conviction loss, but the timing—selling into upcoming binary events—warrants monitoring of whether additional insiders follow.

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 188,407Value: $706,903.06Price: $3.75

ADCT | Redmile Group 10% Stake Reduction

Redmile sold 188k shares (~$707k) at $3.75, trimming their 10% position ahead of near-term catalysts (Cyclophosphamide readout Feb 2026, Loncastuximab Phase 3 readout Mar 2026). The sale timing suggests either profit-taking after recent moves or reduced conviction on near-term data, though the holder retains substantial exposure through remaining shares. Monitor whether additional insiders follow suit pre-readout.

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 169,265Value: $643,037.74Price: $3.80

ADCT | Redmile Group 10% Stake Reduction

Major shareholder Redmile sold 169K shares (~$643K) at $3.80, trimming a 10% position ahead of near-term catalysts including Epcoritamab Phase 2 readout (LBCL, due Jan 2031) and Cyclophosphamide data (Feb 2026). Sale timing ahead of multiple readouts over next 2-5 years suggests either portfolio rebalancing or reduced conviction; worth monitoring if additional insider dispositions follow or if early readout data disappoints.

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 162,517Value: $617,402.08Price: $3.80

ADCT | Insider Sale Signal

Major shareholder Redmile Group (10% owner) liquidated ~163K shares at $3.80, raising ~$617K—a modest exit relative to position size that suggests neither panic nor conviction-driven selling. The timing precedes near-term phase 2 readouts (Epcoritamab in DLBCL due Jan 2031, Cyclophosphamide in high-grade B-cell lymphoma due Feb 2026), though the narrow window and small dollar amount limit interpretive value. Context needed: whether this reflects portfolio rebalancing or reduced confidence in pipeline execution.

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 2,634,506Value: $8,638,545.17Price: $3.28

ADCT Insider Sale - Mixed Signal

Redmile's 10% stake reduction ($8.6M sale at $3.28/share) is notable given ADCT's near-term catalyst density: phase 2 readouts begin within 6 weeks (Cyclophosphamide, Feb 2026) with phase 3 data (Loncastuximab Tesirine in relapsed DLBCL) due March 2026. The sale could reflect portfolio rebalancing rather than conviction loss, but liquidating ahead of key inflection points warrants caution on near-term risk/reward.

Redmile Group, LLC10% OwnerSaleApr 2, 2026SEC Filing →

Shares: 2,529,491Value: $8,294,200.99Price: $3.28

ADCT Insider Sale – Conviction Negative

Redmile Group's 10% stake reduction (2.5M shares at $3.28) signals loss of conviction ahead of near-term catalysts, particularly the cyclophosphamide phase 2 readout (Feb 2026) and loncastuximab phase 3 DLBCL data (Mar 2026)—both critical for valuation. The sale volume and timing suggest concerns about pipeline risk or commercial viability rather than portfolio rebalancing.