ADC Therapeutics SA · Brief

Next report

68 days

Jan 7 · after closeest.Q4 FY26

Expected move

No implied move.

8 reportsHistory

0 of 7≥ implied

May 14 '25±44.4%▲+37.12%×0.84

Aug 12 '25±25.3%▲+9.70%×0.38

Q3 FY25±34.2%▲+4.21%×0.12

Jan 8 '26±40.5%▲+2.52%×0.06

Q1 FY26±38.8%▲+13.48%×0.35

May 4 '26±23.0%▼−3.92%×0.17

Q2 FY26±90.3%▼−14.63%×0.16

Oct 13 '26—▼−8.60%—

quarterimplied−95%0+95%realized×

Oct '26—▼−8.60%—

Q2 FY26±90.3%▼−14.63%×0.16

May '26±23.0%▼−3.92%×0.17

Q1 FY26±38.8%▲+13.48%×0.35

Jan '26±40.5%▲+2.52%×0.06

Q3 FY25±34.2%▲+4.21%×0.12

2 older reports

Aug '25±25.3%▲+9.70%×0.38

May '25±44.4%▲+37.12%×0.84

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Jan 7 report · est.

Bull2

113managers reporting a position in the latest quarterly filings13F · Jun 30 '26

7 of 7recent reports where the move came in under the options implied rangeEarnings history

Bear2 of 3

39.00%revenue share from the largest disclosed customer AmerisourceBergen CorporationSEC filings

9 of 24largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ADCT report session

No linked exposure.

Oct 138-KMaterial agreement: Loan Agreement Amendment with Blue Owl Opportunistic Lending Master Fund I, L.P., as administrative agent and…Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.