View ValuationAdaptive Biotechnologies 将来の成長Future 基準チェック /16Adaptive Biotechnologies利益と収益がそれぞれ年間50.5%と15.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に4.5% 50.3%なると予測されています。主要情報50.5%収益成長率50.31%EPS成長率Life Sciences 収益成長16.9%収益成長率15.2%将来の株主資本利益率4.53%アナリストカバレッジGood最終更新日29 Jun 2026今後の成長に関する最新情報お知らせ • May 08+ 1 more updateAdaptive Biotechnologies Corporation Raises Revenue Guidance for the Full Year of 2026Adaptive Biotechnologies Corporation Raised revenue guidance for the full year of 2026. For the period, the company expects full year revenue for the MRD business to be between $260 million and $270 million, updated from the previous range between $255 million and $265 million.Breakeven Date Change • May 06Forecast to breakeven in 2028The 8 analysts covering Adaptive Biotechnologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 18% per year to 2027. The company is expected to make a profit of US$1.35m in 2028. Average annual earnings growth of 41% is required to achieve expected profit on schedule.Major Estimate Revision • Feb 12Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$267.4m to US$282.4m. EPS estimate increased from -US$0.572 per share to -US$0.485 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$20.14 to US$20.86. Share price fell 5.6% to US$15.54 over the past week.お知らせ • Feb 06Adaptive Biotechnologies Corporation Provides Earnings Guidance for 2026Adaptive Biotechnologies Corporation provided earnings guidance for 2026. For the period, Adaptive Biotechnologies expects full year revenue for the MRD business to be between $255 millionand $265 million. No revenue guidance is provided for the Immune Medicine business.Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$239.4m to US$256.0m. EPS estimate increased from -US$0.678 per share to -US$0.493 per share. Life Sciences industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$17.14 to US$18.57. Share price fell 18% to US$14.50 over the past week.Price Target Changed • Nov 11Price target increased by 8.3% to US$18.57Up from US$17.14, the current price target is an average from 7 analysts. New target price is 28% above last closing price of US$14.53. Stock is up 145% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$1.08 last year.すべての更新を表示Recent updatesライブニュース • Jul 02FDA Authorizes clonoSEQ for Key CAR-T Trial Boosting Adaptive Biotechnologies' Clinical RoleImviva Biotech received FDA Investigational Device Exemption authorization to use Adaptive Biotechnologies’ clonoSEQ assay in the TENACITY-01 trial of its CTD402 allogeneic anti-CD7 CAR-T therapy for relapsed or refractory T-cell acute lymphoblastic leukemia/lymphoblastic lymphoma and measurable residual disease (MRD)-positive patients. The IDE approval allows clonoSEQ to be used as a highly sensitive MRD test to screen eligible patients and quantify treatment response, expanding clinical use of Adaptive Biotechnologies’ technology in T-cell malignancies. Adaptive Biotechnologies’ stock trades at US$22.37, with the share price up 46.9% over the past 30 days. This IDE authorization places clonoSEQ more squarely into the CAR-T development workflow, which can strengthen Adaptive Biotechnologies’ position in MRD testing for hematologic cancers, though commercial impact will depend on trial progress, eventual outcomes and the pace of broader clinical adoption.お知らせ • Jun 29+ 3 more updatesAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell Microcap Growth Benchmark IndexAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell Microcap Growth Benchmark Indexライブニュース • Jun 28Adaptive Biotechnologies Reveals MRD Split and $300 Million Convertible Notes OfferingAdaptive Biotechnologies announced plans to separate its minimal residual disease (MRD) business from its immune medicine operations and launched an upsized US$300 million convertible notes offering to support the transition. The company’s current share price is US$20.96, with the stock up 63.1% over the past 90 days, placing the announcement in the context of a period of strong recent share price performance. BTIG highlighted the separation as a way to focus attention on Adaptive Biotechnologies’ core MRD business, while the convertible notes add capital but also introduce future dilution risk once converted. The combination of a business split and a sizable convertible offering puts the spotlight on how effectively Adaptive Biotechnologies can clarify its business model while balancing the benefits of added capital against the potential impact of future share issuance.Recent Insider Transactions Derivative • Jun 26Independent Director notifies of intention to sell stockMichelle Griffin intends to sell 52k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of June. If the sale is conducted around the recent share price of US$19.34, it would amount to US$1.0m. Since March 2026, Michelle's direct individual holding has decreased from 15.63k shares to 0. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jun 20Adaptive Biotechnologies (ADPT) Stock Could Be 13% Undervalued After Split Plan And $300 Million NotesWhy Adaptive Biotechnologies Just Drew Fresh Attention Adaptive Biotechnologies (ADPT) has moved into the spotlight after outlining plans to separate its Minimal Residual Disease and Immune Medicine businesses and completing a $300 million zero coupon convertible notes offering due 2031. Together, the planned business separation and new fixed income financing signal a meaningful shift in how Adaptive Biotechnologies funds its operations, manages capital and positions each segment for...ライブニュース • Jun 18Adaptive Biotechnologies Stock Reshapes Focus With MRD Separation and $300 Million Convertible OfferingAdaptive Biotechnologies plans to separate its profitable Minimal Residual Disease (MRD) diagnostics business from its Immune Medicine unit by the end of 2026, with the MRD arm remaining under company ownership and the Immune Medicine business pursuing options outside the company. To support the separation and fund growth in MRD, Adaptive Biotechnologies has completed an upsized private offering of US$300 million in 0% convertible senior notes due 2031, above the initial US$250 million target, with an option for an additional US$37.5 million. The company intends to use the proceeds to repay its OrbiMed Purchase Agreement, repurchase up to US$25 million of common stock, fund capped call transactions to manage potential dilution, and support general corporate purposes and MRD-related growth initiatives. The combination of a business separation plan and a larger-than-initially-planned convertible notes offering indicates that Adaptive Biotechnologies is reshaping its capital structure and corporate focus around the MRD business while seeking separate paths for its Immune Medicine platform. Investors may want to monitor how the terms of any eventual Immune Medicine transaction, the execution of debt repayment, and the share repurchase program influence dilution, balance sheet flexibility, and the risk profile of Adaptive Biotechnologies stock.ナラティブの更新 • Jun 17ADPT: MRD Profitability And Business Separation Will Support Future Cash FlowsThe analyst price target for Adaptive Biotechnologies has been adjusted to reflect a mix of recent Street research, including a $3 cut from one firm and a $2 increase from another. Analysts point to updated expectations for revenue growth, profit margins, and future P/E assumptions as key drivers of the revised outlook.Recent Insider Transactions Derivative • Jun 16Co-Founder & Chief Scientific Officer notifies of intention to sell stockHarlan Robins intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$17.46, it would amount to US$1.7m. Since December 2025, Harlan's direct individual holding has increased from 1.23m shares to 1.51m. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 14% to US$16.90. The fair value is estimated to be US$21.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.ライブニュース • Jun 05Adaptive Biotechnologies Showcases clonoSEQ MRD Growth as Revenue Rises 35% and Profitability Targets NearAdaptive Biotechnologies highlighted its clonoSEQ measurable residual disease (MRD) test in 33 presentations at the ASCO and EHA 2026 conferences, reinforcing its use across multiple blood cancers such as multiple myeloma and chronic lymphocytic leukemia. The company reported that its MRD testing business is profitable and is targeting positive adjusted EBITDA in 2025 and positive free cash flow by the end of 2026. Q1 2026 total revenue rose 35% year over year, with the MRD segment contributing 95% of revenue and rising 53% compared with Q1 2025, prompting an increase in full-year 2026 MRD revenue guidance. The combination of strong clinical visibility for clonoSEQ and a business mix heavily skewed to MRD testing provides a clearer view of where most of the company’s current economic engine sits. Investors may wish to monitor execution against the profitability and cash flow targets, as well as how dependence on a single segment affects risk if MRD growth or adoption patterns change.ナラティブの更新 • Jun 02ADPT: MRD Adoption And Margin Discipline Will Support Future Upside PotentialAnalysts now see Adaptive Biotechnologies' fair value per share at $20.14, a level supported by updated assumptions for discount rate, revenue growth, profit margin and future P/E, alongside mixed recent Street research in which Morgan Stanley trimmed its price target by $3 while TD Cowen raised its target by $2. Analyst Commentary Recent research views on Adaptive Biotechnologies point to a mix of optimism and caution, which helps explain the updated fair value estimate of US$20.14 per share.お知らせ • May 30Adaptive Biotechnologies Corporation Reports New Data Reinforcing Pivotal Role of clonoSEQ MRD Testing Across Hematology Clinical Practice and ResearchAdaptive Biotechnologies Corporation announced that its next-generation sequencing (NGS)-based clonoSEQ test for measurable residual disease (MRD) assessment will be included in 33 presentations, including one plenary session and 14 oral presentations, across the American Society of Clinical Oncology (ASCO) Annual Meeting, taking place May 29-June 3 in Chicago, and the European Hematology Association (EHA) Congress, taking place June 11-14 in Stockholm. Data at ASCO and EHA this year continue to reinforce clonoSEQ’s role in modern hematologic oncology care — as the gold standard for assessing depth of response, longitudinal disease monitoring, and MRD-guided treatment decision-making. Across hematologic malignancies, these studies highlight how MRD measured by clonoSEQ continues to be broadly incorporated into both research and clinical practice: Multiple myeloma: Highly sensitive MRD testing continues to demonstrate depth and durability of response across novel therapies, including follow-up data from the inMMyCAR trial of CAR T-cell therapy and bispecific antibody data from MONUMENTAL-3. In addition, a final analysis from the CEPHEUS trial, the basis for the first-ever FDA approval based on an MRD endpoint, showed higher rates of sustained MRD negativity in patients treated with quadruplet regimen daratumumab plus VRd (bortezomib, lenalidomide, and dexamethasone). Chronic lymphocytic leukemia (CLL): MRD is being incorporated into decisions around therapy duration and discontinuation in studies including BOVen-?MRD400 and venetoSTOP, the latter demonstrating that personalized venetoclax treatment duration based on uMRD5 status leads to durable treatment-free remissions. Acute lymphoblastic leukemia (ALL): In a Phase 2 study evaluating dose-adjusted EPOCH with rituximab and tafasitamab, MRD assessment with clonoSEQ continues to outperform flow cytometry in detecting residual disease and predicting patient outcomes and can be used to assess disease burden in cerebrospinal fluid. Lymphoma: clonoSEQ leverages sensitivity and specificity to support MRD testing in real-world and clinical trial settings across multiple major lymphoma subtypes, including diffuse large B-cell lymphoma (DLBCL), mantle cell lymphoma (MCL), and follicular lymphoma (FL). At EHA this year, new data further expand the evidence base for highly sensitive, next-generation sequencing–based MRD assessment and underscore the increasingly global nature of clonoSEQ’s reach and impact. Across Europe, growing momentum behind MRD-guided care is being driven, in part, by increasing biopharmaceutical industry investment in interventional studies that incorporate MRD into treatment decisions. clonoSEQ is the first and only FDA-cleared in vitro diagnostic (IVD) test for detecting and tracking minimal (or measurable) residual disease (MRD) in patients with multiple myeloma (MM) or B-cell acute lymphoblastic leukemia (B-ALL) using bone marrow, and in patients with chronic lymphocytic leukemia (CLL) using blood or bone marrow. clonoSEQ is also available in diffuse large B-cell lymphoma (DLBCL), mantle cell lymphoma (MCL) and other lymphoid cancers and specimen types as a CLIA-validated laboratory developed test (LDT). clonoSEQ is covered by Medicare for MM, CLL, ALL, DLBCL and MCL. clonoSEQ identifies and quantifies DNA sequences in malignant cells—detecting one cancer cell in one million healthy cells—to help clinicians and researchers assess and monitor MRD with precision over time. It delivers standardized, sensitive results that inform treatment decisions, predict outcomes, and detect relapses earlier. clonoSEQ is CE-marked under the EU In Vitro Diagnostic Regulation (IVDR).ナラティブの更新 • May 17ADPT: 2026 MRD Execution And Margin Discipline Will Support Future Upside PotentialAnalysts now see Adaptive Biotechnologies' fair value edging from $20.57 to $20.14, reflecting mixed price target revisions. One firm cut its target by $3, while another raised its target by $2, as they update assumptions around growth, margins, the discount rate and future P/E expectations.New Risk • May 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$50m Forecast net loss in 3 years: US$13m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$13m net loss in 3 years). Significant insider selling over the past 3 months (US$16m sold).お知らせ • May 08+ 1 more updateAdaptive Biotechnologies Corporation Raises Revenue Guidance for the Full Year of 2026Adaptive Biotechnologies Corporation Raised revenue guidance for the full year of 2026. For the period, the company expects full year revenue for the MRD business to be between $260 million and $270 million, updated from the previous range between $255 million and $265 million.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.13 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$70.9m (up 35% from 1Q 2025). Net loss: US$20.0m (loss narrowed 33% from 1Q 2025). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • May 06Forecast to breakeven in 2028The 8 analysts covering Adaptive Biotechnologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 18% per year to 2027. The company is expected to make a profit of US$1.35m in 2028. Average annual earnings growth of 41% is required to achieve expected profit on schedule.ナラティブの更新 • May 01ADPT: 2026 MRD Outlook And Margin Discipline Will Drive Future Upside PotentialThe updated analyst price target for Adaptive Biotechnologies moves slightly lower to about $20.57 from $20.86. Analysts attribute this change to modest adjustments to fair value estimates, discount rate assumptions, and longer term profit margin and P/E expectations.お知らせ • Apr 27Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 05, 2026Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 05, 2026.ナラティブの更新 • Apr 16ADPT: MRD Revenue Outlook And Refreshed Models Will Support Future Cash FlowsNarrative Update on Adaptive Biotechnologies The consensus analyst price target for Adaptive Biotechnologies has moved up by $1, reflecting updated analyst models that incorporate adjusted discount rates, refreshed revenue growth and profit margin assumptions, and a revised, still very large forward P/E framework. Analyst Commentary Recent Street research on Adaptive Biotechnologies centers on modestly higher price targets, with several bullish analysts revising their models at roughly the same time.お知らせ • Apr 16Adaptive Biotechnologies Corporation to Report Q1, 2026 Results on May 05, 2026Adaptive Biotechnologies Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026ナラティブの更新 • Apr 02ADPT: MRD 2026 Outlook And Discount Assumptions Will Support Future Upside PotentialAnalysts have raised their price targets on Adaptive Biotechnologies by about $1, reflecting updated views on discount rates, growth, margins, and future P/E assumptions. These changes keep the stock's fair value estimate effectively unchanged at around $21.ナラティブの更新 • Mar 19ADPT: MRD Outlook And Pfizer Agreements Will Support Future Cash FlowsAnalysts have inched their average price targets on Adaptive Biotechnologies higher, often by about $1 increments. These changes reflect updated views that modestly adjust revenue growth, profit margin and future P/E assumptions while keeping the fair value estimate near $22.ナラティブの更新 • Mar 04ADPT: MRD And Pfizer Agreements Will Support Future Cash Flow UpsideThe analyst price target for Adaptive Biotechnologies has shifted from $21.00 to $22.00. Analysts point to updated assumptions around growth, profitability, and long-term P/E expectations following a series of recent target increases across the Street.Recent Insider Transactions Derivative • Feb 28Co-Founder notifies of intention to sell stockChad Robins intends to sell 183k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$16.02, it would amount to US$2.9m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.60m. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 18ADPT: Pfizer Agreements And MRD Progress Will Support Future Upside PotentialAnalysts have nudged their average price target for Adaptive Biotechnologies higher by about $1, reflecting updated fair value assumptions and slightly revised views on growth, margins and future P/E, in line with recent target increases from several research firms. Analyst Commentary Recent research updates cluster around modest target increases and a generally supportive view of Adaptive Biotechnologies, with most of the focus on refreshed fair value work rather than sweeping changes to the thesis.Major Estimate Revision • Feb 12Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$267.4m to US$282.4m. EPS estimate increased from -US$0.572 per share to -US$0.485 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$20.14 to US$20.86. Share price fell 5.6% to US$15.54 over the past week.Reported Earnings • Feb 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.39 loss per share (improved from US$1.08 loss in FY 2024). Revenue: US$277.0m (up 55% from FY 2024). Net loss: US$59.5m (loss narrowed 63% from FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Adaptive Biotechnologies Corporation Provides Earnings Guidance for 2026Adaptive Biotechnologies Corporation provided earnings guidance for 2026. For the period, Adaptive Biotechnologies expects full year revenue for the MRD business to be between $255 millionand $265 million. No revenue guidance is provided for the Immune Medicine business.Recent Insider Transactions Derivative • Feb 03Co-Founder notifies of intention to sell stockChad Robins intends to sell 125k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$18.39, it would amount to US$2.3m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.72m. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 03ADPT: Sector Tailwinds And Pfizer Partnerships Will Support Measured Future UpsideAnalysts have nudged their price targets on Adaptive Biotechnologies slightly higher, with Street research pointing to target increases such as TD Cowen moving to $20 from $19. This contributes to a modest lift in our fair value estimate from $20.00 to about $20.14 as they highlight solid expected sector results and fundamentals.お知らせ • Jan 23Adaptive Biotechnologies Corporation to Report Q4, 2025 Results on Feb 05, 2026Adaptive Biotechnologies Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 05, 2026ナラティブの更新 • Jan 20ADPT: Sector Tailwinds And Cancer Testing Leadership Will Support Future UpsideNarrative Update: Adaptive Biotechnologies The analyst price target for Adaptive Biotechnologies has moved from $19 to $20, reflecting updated views that incorporate recent Q4 preview work on diagnostics peers, expectations for solid sector results and 2026 outlooks, and the company’s latest Q3 report. Analyst Commentary Recent Street research around Adaptive Biotechnologies has focused on updated price targets that reflect fresh sector work and the company’s latest Q3 report.Recent Insider Transactions Derivative • Jan 15Chief People Officer exercised options and sold US$797k worth of stockOn the 12th of January, Francis Lo exercised 80k options at a strike price of around US$3.99 and sold these shares for an average price of US$14.01 per share. This trade did not impact their existing holding. Since March 2025, Francis' direct individual holding has decreased from 335.35k shares to 318.48k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jan 06Co-Founder notifies of intention to sell stockChad Robins intends to sell 125k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of January. If the sale is conducted around the recent share price of US$16.17, it would amount to US$2.0m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.85m. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Jan 05ADPT: MRD Platform And Pfizer Agreements Will Support Long-Term Cash Flow UpsideAnalysts have lifted their price target on Adaptive Biotechnologies to $16 from $11, citing the recent Q3 report as the key driver behind this updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$16 price target, up from US$11, as a sign that expectations for execution and risk reward have shifted in a more constructive direction after the recent Q3 report.Seeking Alpha • Dec 26Adaptive Biotechnologies: 2026 Is The Durability Test, Not The Hype CycleSummary Adaptive Biotechnologies Corporation maintains a Hold rating as MRD segment momentum is offset by competitive and valuation concerns. ADPT's Q3 top-line strength was driven by a one-time Genentech payment; ex-Genentech, MRD revenue grew 52% Y/Y, showing underlying operational progress. MRD segment achieved standalone cash flow positivity, but consolidated profitability remains elusive without normalization; FY25 MRD guidance was raised. DLBCL market share defense and workflow integration are critical as competition intensifies, making 2026 a pivotal "prove it" year for ADPT. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Dec 19Chief People Officer exercised options and sold US$893k worth of stockOn the 15th of December, Francis Lo exercised 97k options at a strike price of around US$3.99 and sold these shares for an average price of US$13.19 per share. This trade did not impact their existing holding. Since March 2025, Francis has owned 335.35k shares directly. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Dec 15ADPT: MRD Leadership Will Drive Long-Term Cash Flow UpsideAnalysts have raised their fair value estimate for Adaptive Biotechnologies from approximately $15 to $21 per share. They cite higher long term profit margin expectations and confidence in the company’s leadership in minimal residual disease cancer testing, even with moderating revenue growth assumptions and a higher discount rate.Recent Insider Transactions • Dec 14Independent Director recently sold US$367k worth of stockOn the 10th of December, Robert Hershberg sold around 23k shares on-market at roughly US$16.00 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.5m more than they bought in the last 12 months.お知らせ • Dec 06Adaptive Biotechnologies Corporation Showcases Leadership in Hematology-Oncology MRD with New clonoSEQ Data Driving Treatment Interventions at 2025 ASH Annual MeetingAdaptive Biotechnologies Corporation announced growing interventional use of its clonoSEQ test among the 90 abstracts featuring clonoSEQ data at the 67th American Society of Hematology (ASH) Annual Meeting and Exposition, taking place Dec. 6-9, 2025, in Orlando. Notably, 17 abstracts utilizing Adaptive's clonoSEQ test exemplify how next-generation sequencing-based measurable residual disease (MRD) status is guiding clinical actions to improve blood cancer patient care. The presentations below show how investigators are applying clonoSEQ MRD results to tailor treatment intensity or duration with greater precision. Multiple Myeloma (MM). A total of 32 abstracts will be presented (31 MM, one smoldering MM), with a focus on MRD assessment of treatment response, real-world data demonstrating the link between MRD status and clinical outcomes, and several studies describing how clonoSEQ MRD Results are being used to guide treatment decisions. A presentation focused on MRD dynamics in the phase III AURIGA study of 200 newly diagnosed MM patients demonstrated that deep MRD responses and sustained MRD negativity correlated with improved progression free survival. The study shows that use of intensified maintenance in MRD-positive patients post-transplant doubled MRD negativity rates (oral presentation, abstract 97). Non-Hodgkin Lymphoma (NHL). Fifteen abstracts in NHL will be presented, focusing on use of MRD to better understand depth of response and to guide therapy.New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).ナラティブの更新 • Nov 30ADPT: Future Revenue Will Be Sustained By Leadership In Cancer TestingAnalysts have raised their fair value estimate for Adaptive Biotechnologies to $19.57 from $19.14. They cite increased confidence in the company's sustained revenue growth and leadership position in cancer testing.Recent Insider Transactions Derivative • Nov 20Insider notifies of intention to sell stockSharon Benzeno intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of November. If the sale is conducted around the recent share price of US$13.75, it would amount to US$1.3m. Since March 2025, Sharon's direct individual holding has decreased from 392.72k shares to 95.93k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 16ADPT: Future Revenue Will Be Driven By Market Expansion In Blood Cancer TestingAnalysts have raised their price target for Adaptive Biotechnologies by $2.00 to $19.14, citing the company's leadership in minimal residual disease testing, as well as expectations for sustained revenue growth and improved margins. Analyst Commentary Recent analyst discussions reveal diverse perspectives on Adaptive Biotechnologies' position in the market and future prospects.Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$239.4m to US$256.0m. EPS estimate increased from -US$0.678 per share to -US$0.493 per share. Life Sciences industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$17.14 to US$18.57. Share price fell 18% to US$14.50 over the past week.Price Target Changed • Nov 11Price target increased by 8.3% to US$18.57Up from US$17.14, the current price target is an average from 7 analysts. New target price is 28% above last closing price of US$14.53. Stock is up 145% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$1.08 last year.Recent Insider Transactions Derivative • Nov 11Co-Founder notifies of intention to sell stockChad Robins intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of November. If the sale is conducted around the recent share price of US$14.71, it would amount to US$1.3m. For the year to December 2018, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 2.10m. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.063 (up from US$0.22 loss in 3Q 2024). Revenue: US$94.0m (up 102% from 3Q 2024). Net income: US$9.55m (up US$41.6m from 3Q 2024). Profit margin: 10% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.お知らせ • Nov 06Adaptive Biotechnologies Corporation Updates Earnings Guidance for the Full Year 2025Adaptive Biotechnologies Corporation updates earnings guidance for the full year 2025. The company expected full year revenue for the MRD business to be between $202 million and $207 million, updated from the previous range between $190 million and $200 million. No revenue guidance is provided for the Immune Medicine business.ナラティブの更新 • Nov 01ADPT: Leadership In Cancer Testing Will Drive Market Expansion And Execution RisksAnalysts have increased their price target for Adaptive Biotechnologies from $16.00 to $17.14 per share. They cite continuing leadership in cancer testing and expectations for robust revenue growth, driven by market expansion and operational improvements.ナラティブの更新 • Oct 18EMR Integration And Partnerships Will Reshape Clinical DiagnosticsAnalysts have raised their price target for Adaptive Biotechnologies from $14.86 to $16.00. They cite the company’s strong positioning in cancer testing and sustained revenue growth potential.分析記事 • Oct 16Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) 31% Jump Shows Its Popularity With InvestorsAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 31% gain in the...お知らせ • Oct 16Adaptive Biotechnologies Corporation to Report Q3, 2025 Results on Nov 05, 2025Adaptive Biotechnologies Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025ナラティブの更新 • Oct 04EMR Integration And Partnerships Will Reshape Clinical DiagnosticsAnalysts have increased their price target for Adaptive Biotechnologies from $14 to approximately $14.86 per share. They cite ongoing revenue growth momentum and strengthening leadership in the cancer diagnostics market as key drivers of the upward revision.分析記事 • Sep 24Is Adaptive Biotechnologies (NASDAQ:ADPT) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Aug 29Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) P/S Is Still On The Mark Following 28% Share Price BounceDespite an already strong run, Adaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have been powering on, with...Major Estimate Revision • Aug 12Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$218.3m to US$227.7m. EPS estimate increased from -US$0.846 per share to -US$0.761 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$12.14 to US$14.00. Share price rose 15% to US$12.66 over the past week.ナラティブの更新 • Aug 07EMR Integration And Partnerships Will Reshape Clinical DiagnosticsDespite a modest decline in consensus revenue growth forecasts and a slight increase in the discount rate, the consensus analyst price target for Adaptive Biotechnologies has been raised from $11.86 to $13.29. What's in the News Raised full year 2025 MRD business revenue guidance to $190–200 million from the prior $180–190 million range; no revenue guidance for Immune Medicine.Price Target Changed • Aug 06Price target increased by 7.2% to US$12.71Up from US$11.86, the current price target is an average from 7 analysts. New target price is 8.8% above last closing price of US$11.69. Stock is up 179% over the past year. The company is forecast to post a net loss per share of US$0.76 next year compared to a net loss per share of US$1.08 last year.お知らせ • Aug 06Adaptive Biotechnologies Corporation Updates Financial Guidance for the Full Year 2025Adaptive Biotechnologies Corporation updated financial guidance for the full year 2025. For the year, the company expects full year revenue for the MRD business to be between $190 million and $200 million, updated from the previous range between $180 million and $190 million. No revenue guidance is provided for the Immune Medicine busine.お知らせ • Jul 16Adaptive Biotechnologies Corporation to Report Q2, 2025 Results on Aug 05, 2025Adaptive Biotechnologies Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Jun 30+ 5 more updatesAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell 3000E Value IndexAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell 3000E Value Index分析記事 • May 31Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 29% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shareholders would be excited to see that the share price has had...お知らせ • May 30Adaptive Biotechnologies Highlights New Data at 2025 ASCO Annual Meeting and EHA 2025 Congress Demonstrating How clonoSEQ® MRD Assessment is Optimizing Patient Care and Drug Development in Lymphoid CancersAdaptive Biotechnologies Corporation announced that its next-generation sequencing (NGS)-based clonoSEQ®? test for measurable residual disease (MRD) assessment will be included in 30 presentations, including a total of 14 oral presentations, across the American Society of Clinical Oncology (ASCO) Annual Meeting taking place May 30-June 3 in Chicago and the European Hematology Association (EHA) Congress taking place June 12-15 in Milan. Data to be presented at ASCO: Presentation Type and Number Title Presentation Timing B-Cell Acute Lymphoblastic Leukemia. Initial results from a phase II study of dose-adjusted etoposide, prednisone, vincristine, Sunday, June 1, 6540 cyclophosphamide, and doxorubicin (DA-EPOCH) + rituximab (R) + tafasitamab (tafa) for adults 9 a.m.-12 p.m. CDT with newly-diagnosed (ND) Philadelphia chromosome negative (Ph-) B lymphoblastic leukemia (B-ALL). Brexucabtagene autoleucel (Brexu-cel) as consolidation treatment in adults with B-cell acute Sunday, June 1, 6543 lymphoblastic leukemia 9 a.m.-12p.m. CDT Multiple Myeloma: Multiple Myeloma: Primary endpoints of Tuesday, June 3, 7501 lenalidomide (DR) maintenance in transplant-eligible (TE) patients with newly diagnosed multiple.分析記事 • May 07Is Adaptive Biotechnologies (NASDAQ:ADPT) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Price Target Changed • May 04Price target increased by 8.8% to US$10.57Up from US$9.71, the current price target is an average from 7 analysts. New target price is 7.4% above last closing price of US$9.84. Stock is up 227% over the past year. The company is forecast to post a net loss per share of US$0.83 next year compared to a net loss per share of US$1.08 last year.Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (improved from US$0.33 loss in 1Q 2024). Revenue: US$52.4m (up 25% from 1Q 2024). Net loss: US$29.9m (loss narrowed 37% from 1Q 2024). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.お知らせ • May 02Adaptive Biotechnologies Corporation Revises Earnings Guidance for 2025Adaptive Biotechnologies Corporation revised earnings guidance for 2025. For the period, the company expects full year revenue for the MRD business to be between $180 million and $190 million, updated from the previous range between $175 million and $185 million. No revenue guidance is provided for the Immune Medicine business.お知らせ • Apr 30Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 10, 2025Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 10, 2025. Location: entirely via the internet, United Statesお知らせ • Apr 11Adaptive Biotechnologies Corporation to Report Q1, 2025 Results on May 01, 2025Adaptive Biotechnologies Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025分析記事 • Apr 10Why Investors Shouldn't Be Surprised By Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) 26% Share Price SurgeThe Adaptive Biotechnologies Corporation ( NASDAQ:ADPT ) share price has done very well over the last month, posting an...新しいナラティブ • Mar 25ClonoSEQ And NovaSeq X Will Transform Clinical Testing Pipelines Strategic partnerships and initiatives to raise test prices and efficiency are expected to drive substantial revenue and margin growth. Recent Insider Transactions Derivative • Mar 11Independent Director notifies of intention to sell stockMichelle Griffin intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$7.94, it would amount to US$124k. Since June 2024, Michelle's direct individual holding has decreased from 51.96k shares to 51.69k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 11Adaptive Biotechnologies Corporation Launches Assay Enhancements to Increase clonoSEQ Sensitivity for Clinical MRD Detection in Diffuse Large B-Cell LymphomaAdaptive Biotechnologies Corporation announced that it has launched an upgraded version of its clonoSEQ assay for measurable residual disease (MRD) detection in diffuse large B-cell lymphoma (DLBCL) using circulating tumor DNA (ctDNA). The enhanced clonoSEQ assay, which incorporates an optimized DNA extraction methodology and maximizes sample input, delivers a 7-fold increase in sensitivity. The assay leverages the same powerful technology as prior versions, detecting MRD by reading the full immune receptor sequence of the malignant B cells rather than relying on individual point mutations. Maintaining this proprietary approach enables improvements in sensitivity while preserving the exquisite specificity that minimizes risk of overtreatment due to false positives. The enhanced assay was previously made available for research use in November 2023 and is already being incorporated into both biopharma-sponsored and investigator-initiated prospective trials. Data generated using this assay and presented at ASH 2024 by Bond and colleagues demonstrated that in patients for which MRD was assessed by clonoSEQ, MRD negativity post-cycle six was highly prognostic of progression-free survival. clonoSEQ is the first and only DLBCL MRD test available for clinical use. Having secured Medicare coverage for clonoSEQ in DLBCL in July of 2022, Adaptive has since provided MRD testing for more than 2,800 DLBCL patients and was used to manage and inform patient care by over 640 providers in 2024 alone. The New York State Department of Health Clinical Laboratory Evaluation Program (CLEP) recently approved the enhanced version of the clonoSEQ ctDNA assay for the detection and monitoring of MRD in patients with DLBCL. This comes on the heels of the updated National Comprehensive Cancer Network (NCCN) Clinical Practice Guidelines in Oncology for B-Cell Lymphomas, which included language recommending ctDNA testing for MRD assessment for patients with PET-positive DLBCL at end of first-line treatment. Because DLBCL outcomes can vary widely following frontline treatment, the ability of MRD results to accurately risk stratify patients in this setting is critical, as an MRD test can help clinicians differentiate a likely cure from an impending relapse. As the number of clinical trials in DLBCL exploring novel MRD-directed treatment consolidation strategies to reduce relapse rates grows, the role for clonoSEQ as a highly sensitive and specific ctDNA-based test will continue to expand.Recent Insider Transactions • Mar 07Co-Founder recently sold US$1.6m worth of stockOn the 6th of March, Chad Robins sold around 220k shares on-market at roughly US$7.29 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Chad's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Feb 14Co-Founder notifies of intention to sell stockChad Robins intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$8.52, it would amount to US$854k. For the year to December 2018, Chad's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Chad's direct individual holding has decreased from 2.58m shares to 1.82m. Company insiders have collectively sold US$603k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Feb 14Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 40% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 40% gain in the...Reported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.08 loss per share (improved from US$1.56 loss in FY 2023). Revenue: US$179.0m (up 5.1% from FY 2023). Net loss: US$159.5m (loss narrowed 29% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Jan 23Adaptive Biotechnologies Corporation to Report Q4, 2024 Results on Feb 11, 2025Adaptive Biotechnologies Corporation announced that they will report Q4, 2024 results After-Market on Feb 11, 2025Price Target Changed • Dec 18Price target increased by 7.1% to US$7.58Up from US$7.08, the current price target is an average from 6 analysts. New target price is 27% above last closing price of US$5.97. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$1.12 next year compared to a net loss per share of US$1.56 last year.お知らせ • Dec 09Adaptive Biotechnologies Announces New Data at the 66th ASH Annual Meeting Highlighting Advances in Mrd Testing with Clonoseq and Its Impact on Blood Cancer Treatment DecisionsAdaptive Biotechnologies Corporation announced new data demonstrating the impact of measurable residual disease assessment using Adaptive’s next-generation sequencing-based clonoSEQ test in blood cancer clinical care and drug development. The data are featured in more than 65 abstracts being presented at the 66th Annual Meeting of the American Society of Hematology, taking place December 6-10 in San Diego. Phase 3 data from the ECOG-ACRIN EA4151 trial indicate that autologous hematopoietic cell transplantation (auto-HCT) may not provide additional benefit for mantle cell lymphoma patients in first complete remission who have undetectable minimal residual disease at a sensitivity of 10?6. The findings will be presented in a late-breaking abstract titled, Lack of Benefit of Autologous Hematopoietic Cell Transplantation (auto-HCT) in Mantle Cell Lymphoma Patients (pts) in First Complete Remission with Undetectable Minimal Residual Disease (uMRD): Initial Report from the ECOG-ACRIN EA4151 Phase 3 Randomized Trial (Abstract LBA6). Patients in CR with uMRD at 10?6 sensitivity from peripheral blood were randomized to receive either auto-HCT plus three years of maintenance rituximab or MR alone. Interim analysis, with a median follow-up of 2.7 years, showed no significant difference in overall survival between the two groups, suggesting that auto-HCT may be unnecessary for patients achieving deep remission as measured by highly sensitive MRD assessment. Data from the FELIX study indicate that achieving deep molecular remission, defined as MRD levels below 10?6, correlates with improved outcomes in adult patients with relapsed/refractory B-cell acute lymphoblastic leukemia (B-ALL) treated with obecabtagene autoleucel. These findings were presented in an oral session titled Obecabtagene autoleucel (obe-cel) for Adult Relapsed/Refractory B-Cell Acute Lymphoblastic Leukemia (R/R B-ALL): Deep Molecular Remission May Predict Better Outcomes (Abstract 963). The study found that 84% of treatment responders who had a clonoSEQ MRD test, achieved MRD <10?6. This result was associated with more durable responses, and higher event-free survival and OS rates than those observed in patients with MRD =10-4 and between 10-4 and 10-6. Additional Key clonoSEQ Data Presented at the Meeting: Blinatumomab Added to Chemotherapy Improves Disease-Free Survival in Newly Diagnosed NCI Standard Risk Pediatric B-Acute Lymphoblastic Leukemia: Results from the Randomized Children’s Oncology Group Study AALL1731 (Abstract1). This Phase 3 randomized trial evaluated the addition of blinatumomab to standard chemotherapy in pediatric patients with newly diagnosed standard-risk B-ALL with average or higher risk of relapse. In the SR average cohort, patients that were MRD positive by clonoSEQ were randomized to receive standard chemotherapy with or without blinatumomab. The study found that incorporating blinatumomab significantly improved disease-free survival compared to chemotherapy alone, establishing a new treatment standard for this patient population. Implications of MRD Progression in Newly Diagnosed Multiple Myeloma (NDMM) Treated with Quadruplet Therapy and Autologous Stem Cell Transplantation (Abstract 363). This study identified 49 newly diagnosed multiple myeloma patients treated with a quadruplet regimen followed by autologous stem cell transplantation who experienced MRD progression as assessed by clonoSEQ, or disease progression as defined by the International Myeloma Working Group. The median time from MRD progression to IMWG-defined disease progression was 10.1 months, supporting that rising MRD levels are an early indicator of impending clinical relapse in MM patients. Minimal Residual Disease-Adapted Duration of Front-Line Venetoclax and Obinutuzumab Treatment for Fit Patients with Chronic Lymphocytic Leukemia (Abstract 1010). This Phase 2 study evaluating the use of venetoclax and obinutuzumab in treatment-naïve CLL patients found that those achieving undetectable MRD (<10?6) after nine cycles could discontinue therapy early. These patients had progression-free survival comparable to those who completed the standard 12 cycles, demonstrating the feasibility of MRD-guided treatment duration to minimize therapy exposure without compromising efficacy.Seeking Alpha • Nov 26Adaptive Biotechnologies: Making Some ProgressSummary Adaptive Biotechnologies posted strong Q3 results, beating expectations and reducing losses, while management has done a good job of reducing quarterly cash burn rates. The company's MRD segment, driven by clonoSEQ, continues to show significant growth, and the company's balance sheet remains strong. An updated analysis around Adaptive Biotechnologies follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Nov 26Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) P/S Is Still On The Mark Following 25% Share Price BounceAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have had a really impressive month, gaining 25% after a...Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.22 loss per share (improved from US$0.35 loss in 3Q 2023). Revenue: US$46.4m (up 23% from 3Q 2023). Net loss: US$32.1m (loss narrowed 36% from 3Q 2023). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.分析記事 • Nov 01Does Adaptive Biotechnologies (NASDAQ:ADPT) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Oct 10Adaptive Biotechnologies Corporation to Report Q3, 2024 Results on Nov 07, 2024Adaptive Biotechnologies Corporation announced that they will report Q3, 2024 results After-Market on Nov 07, 2024分析記事 • Oct 05Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 27% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 27% gain in the...お知らせ • Aug 29Adaptive Announces IVDR Certification for clonoSEQ® in European UnionAdaptive Biotechnologies Corporation announced that clonoSEQ® has received In Vitro Diagnostic Regulation (IVDR) 2017/746 Class C certification in the European Union (EU). The medical diagnostics field has experienced significant technological advancement in recent years, leading the EU to replace its previous regulatory framework, the In Vitro Diagnostics Directive (IVDD), with a more stringent set of standards for quality and safety, known as IVDR. Adaptive worked with EU notified body BSI to complete the certification process and transition the company’s IVDD CE-marked product, the clonoSEQ Assay B-Cell Reagent Set, to this new regulation. clonoSEQ is now the first and only test to receive IVDR certification for the detection of minimal residual disease (MRD) in lymphoid malignancies. clonoSEQ’s intended use under IVDR is broad in scope, allowing for assessment of MRD status and changes in disease burden during and after treatment in patients diagnosed with B-cell malignancies. As MRD testing becomes increasingly adopted in patient care, clonoSEQ provides a powerful and dynamic way to measure risk status for patients with lymphoid malignancies and yields real-time insights into disease progression that can help oncologists provide a more personalized treatment approach. In addition to clinical use, clonoSEQ is the test of choice for MRD assessment among drug developers performing clinical research in hematologic malignancies. The assay has been included in global, label-enabling studies for a multitude of therapies approved by the European Medicines Agency (EMA) and U.S. Food and Drug Administration (FDA) over the past several years. IVDR certification allows Adaptive to meet the clinical trial regulations for testing EU subjects’ samples, and sponsors can seamlessly send clinical trial subjects’ samples from the EU to Adaptive’s Seattle, Washington laboratory. clonoSEQ is well-established as a leading tool in blood cancer MRD assessment, supported by more than 150 peer-reviewed publications and used clinically by more than 3,700 clinicians over the past year. Furthermore, clonoSEQ MRD is currently being utilized in more than 160 active biopharma-sponsored trials. clonoSEQ is available locally in the EU to oncologists through technology transfer partnerships with major academic laboratories. clonoSEQ testing can currently be performed in France by Centre Hospitalier Universitaire (CHU) Toulouse, in Italy by Hospital of Bologna, in Spain by Hospital 12 du Octubre, and in Germany by HPH laboratory. Additional technology transfer partnerships are expected to launch in the EU and surrounding markets later in 2024.Recent Insider Transactions Derivative • Aug 25Senior VP notifies of intention to sell stockStacy Taylor intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$4.50, it would amount to US$121k. Since March 2024, Stacy has owned 166.29k shares directly. Company insiders have collectively sold US$529k more than they bought, via options and on-market transactions in the last 12 months.業績と収益の成長予測NasdaqGS:ADPT - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028429-1755N/A512/31/2027352-3819-4812/31/2026287-72-17-4383/31/2026295-50-30-27N/A12/31/2025277-59-49-46N/A9/30/2025253-80-63-61N/A6/30/2025205-121-83-80N/A3/31/2025190-142-89-85N/A12/31/2024179-159-99-95N/A9/30/2024177-195-115-110N/A6/30/2024169-213-137-129N/A3/31/2024175-215-145-136N/A12/31/2023170-225-167-156N/A9/30/2023180-196-171-159N/A6/30/2023190-191-170-155N/A3/31/2023184-195-195-179N/A12/31/2022185-200-200-184N/A9/30/2022168-221-231-208N/A6/30/2022160-232-241-209N/A3/31/2022155-229-248-199N/A12/31/2021154-207-254-193N/A9/30/2021147-190-241-179N/A6/30/2021133-171-234-182N/A3/31/2021116-155-208-176N/A12/31/202098-146-168-150N/A9/30/202092-122-148-137N/A6/30/202092-99-131-120N/A3/31/202093-82-115-105N/A12/31/201985-70N/A205N/A9/30/201978-62N/A227N/A6/30/201969-56N/A245N/A3/31/201959-53N/A252N/A12/31/201856-46N/A-32N/A12/31/201738-43N/A-35N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ADPT今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ADPT今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: ADPT今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: ADPTの収益 ( 15.2% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。高い収益成長: ADPTの収益 ( 15.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ADPTの 自己資本利益率 は、3年後には低くなると予測されています ( 4.5 %)。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/05 22:25終値2026/07/02 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Adaptive Biotechnologies Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Derik de BruinBofA Global ResearchMark MassaroBTIGWilliam BonelloCraig-Hallum Capital Group LLC10 その他のアナリストを表示
お知らせ • May 08+ 1 more updateAdaptive Biotechnologies Corporation Raises Revenue Guidance for the Full Year of 2026Adaptive Biotechnologies Corporation Raised revenue guidance for the full year of 2026. For the period, the company expects full year revenue for the MRD business to be between $260 million and $270 million, updated from the previous range between $255 million and $265 million.
Breakeven Date Change • May 06Forecast to breakeven in 2028The 8 analysts covering Adaptive Biotechnologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 18% per year to 2027. The company is expected to make a profit of US$1.35m in 2028. Average annual earnings growth of 41% is required to achieve expected profit on schedule.
Major Estimate Revision • Feb 12Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$267.4m to US$282.4m. EPS estimate increased from -US$0.572 per share to -US$0.485 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$20.14 to US$20.86. Share price fell 5.6% to US$15.54 over the past week.
お知らせ • Feb 06Adaptive Biotechnologies Corporation Provides Earnings Guidance for 2026Adaptive Biotechnologies Corporation provided earnings guidance for 2026. For the period, Adaptive Biotechnologies expects full year revenue for the MRD business to be between $255 millionand $265 million. No revenue guidance is provided for the Immune Medicine business.
Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$239.4m to US$256.0m. EPS estimate increased from -US$0.678 per share to -US$0.493 per share. Life Sciences industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$17.14 to US$18.57. Share price fell 18% to US$14.50 over the past week.
Price Target Changed • Nov 11Price target increased by 8.3% to US$18.57Up from US$17.14, the current price target is an average from 7 analysts. New target price is 28% above last closing price of US$14.53. Stock is up 145% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$1.08 last year.
ライブニュース • Jul 02FDA Authorizes clonoSEQ for Key CAR-T Trial Boosting Adaptive Biotechnologies' Clinical RoleImviva Biotech received FDA Investigational Device Exemption authorization to use Adaptive Biotechnologies’ clonoSEQ assay in the TENACITY-01 trial of its CTD402 allogeneic anti-CD7 CAR-T therapy for relapsed or refractory T-cell acute lymphoblastic leukemia/lymphoblastic lymphoma and measurable residual disease (MRD)-positive patients. The IDE approval allows clonoSEQ to be used as a highly sensitive MRD test to screen eligible patients and quantify treatment response, expanding clinical use of Adaptive Biotechnologies’ technology in T-cell malignancies. Adaptive Biotechnologies’ stock trades at US$22.37, with the share price up 46.9% over the past 30 days. This IDE authorization places clonoSEQ more squarely into the CAR-T development workflow, which can strengthen Adaptive Biotechnologies’ position in MRD testing for hematologic cancers, though commercial impact will depend on trial progress, eventual outcomes and the pace of broader clinical adoption.
お知らせ • Jun 29+ 3 more updatesAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell Microcap Growth Benchmark IndexAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell Microcap Growth Benchmark Index
ライブニュース • Jun 28Adaptive Biotechnologies Reveals MRD Split and $300 Million Convertible Notes OfferingAdaptive Biotechnologies announced plans to separate its minimal residual disease (MRD) business from its immune medicine operations and launched an upsized US$300 million convertible notes offering to support the transition. The company’s current share price is US$20.96, with the stock up 63.1% over the past 90 days, placing the announcement in the context of a period of strong recent share price performance. BTIG highlighted the separation as a way to focus attention on Adaptive Biotechnologies’ core MRD business, while the convertible notes add capital but also introduce future dilution risk once converted. The combination of a business split and a sizable convertible offering puts the spotlight on how effectively Adaptive Biotechnologies can clarify its business model while balancing the benefits of added capital against the potential impact of future share issuance.
Recent Insider Transactions Derivative • Jun 26Independent Director notifies of intention to sell stockMichelle Griffin intends to sell 52k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of June. If the sale is conducted around the recent share price of US$19.34, it would amount to US$1.0m. Since March 2026, Michelle's direct individual holding has decreased from 15.63k shares to 0. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jun 20Adaptive Biotechnologies (ADPT) Stock Could Be 13% Undervalued After Split Plan And $300 Million NotesWhy Adaptive Biotechnologies Just Drew Fresh Attention Adaptive Biotechnologies (ADPT) has moved into the spotlight after outlining plans to separate its Minimal Residual Disease and Immune Medicine businesses and completing a $300 million zero coupon convertible notes offering due 2031. Together, the planned business separation and new fixed income financing signal a meaningful shift in how Adaptive Biotechnologies funds its operations, manages capital and positions each segment for...
ライブニュース • Jun 18Adaptive Biotechnologies Stock Reshapes Focus With MRD Separation and $300 Million Convertible OfferingAdaptive Biotechnologies plans to separate its profitable Minimal Residual Disease (MRD) diagnostics business from its Immune Medicine unit by the end of 2026, with the MRD arm remaining under company ownership and the Immune Medicine business pursuing options outside the company. To support the separation and fund growth in MRD, Adaptive Biotechnologies has completed an upsized private offering of US$300 million in 0% convertible senior notes due 2031, above the initial US$250 million target, with an option for an additional US$37.5 million. The company intends to use the proceeds to repay its OrbiMed Purchase Agreement, repurchase up to US$25 million of common stock, fund capped call transactions to manage potential dilution, and support general corporate purposes and MRD-related growth initiatives. The combination of a business separation plan and a larger-than-initially-planned convertible notes offering indicates that Adaptive Biotechnologies is reshaping its capital structure and corporate focus around the MRD business while seeking separate paths for its Immune Medicine platform. Investors may want to monitor how the terms of any eventual Immune Medicine transaction, the execution of debt repayment, and the share repurchase program influence dilution, balance sheet flexibility, and the risk profile of Adaptive Biotechnologies stock.
ナラティブの更新 • Jun 17ADPT: MRD Profitability And Business Separation Will Support Future Cash FlowsThe analyst price target for Adaptive Biotechnologies has been adjusted to reflect a mix of recent Street research, including a $3 cut from one firm and a $2 increase from another. Analysts point to updated expectations for revenue growth, profit margins, and future P/E assumptions as key drivers of the revised outlook.
Recent Insider Transactions Derivative • Jun 16Co-Founder & Chief Scientific Officer notifies of intention to sell stockHarlan Robins intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$17.46, it would amount to US$1.7m. Since December 2025, Harlan's direct individual holding has increased from 1.23m shares to 1.51m. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Jun 05Now 20% undervaluedOver the last 90 days, the stock has risen 14% to US$16.90. The fair value is estimated to be US$21.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 45% per annum over the same time period.
ライブニュース • Jun 05Adaptive Biotechnologies Showcases clonoSEQ MRD Growth as Revenue Rises 35% and Profitability Targets NearAdaptive Biotechnologies highlighted its clonoSEQ measurable residual disease (MRD) test in 33 presentations at the ASCO and EHA 2026 conferences, reinforcing its use across multiple blood cancers such as multiple myeloma and chronic lymphocytic leukemia. The company reported that its MRD testing business is profitable and is targeting positive adjusted EBITDA in 2025 and positive free cash flow by the end of 2026. Q1 2026 total revenue rose 35% year over year, with the MRD segment contributing 95% of revenue and rising 53% compared with Q1 2025, prompting an increase in full-year 2026 MRD revenue guidance. The combination of strong clinical visibility for clonoSEQ and a business mix heavily skewed to MRD testing provides a clearer view of where most of the company’s current economic engine sits. Investors may wish to monitor execution against the profitability and cash flow targets, as well as how dependence on a single segment affects risk if MRD growth or adoption patterns change.
ナラティブの更新 • Jun 02ADPT: MRD Adoption And Margin Discipline Will Support Future Upside PotentialAnalysts now see Adaptive Biotechnologies' fair value per share at $20.14, a level supported by updated assumptions for discount rate, revenue growth, profit margin and future P/E, alongside mixed recent Street research in which Morgan Stanley trimmed its price target by $3 while TD Cowen raised its target by $2. Analyst Commentary Recent research views on Adaptive Biotechnologies point to a mix of optimism and caution, which helps explain the updated fair value estimate of US$20.14 per share.
お知らせ • May 30Adaptive Biotechnologies Corporation Reports New Data Reinforcing Pivotal Role of clonoSEQ MRD Testing Across Hematology Clinical Practice and ResearchAdaptive Biotechnologies Corporation announced that its next-generation sequencing (NGS)-based clonoSEQ test for measurable residual disease (MRD) assessment will be included in 33 presentations, including one plenary session and 14 oral presentations, across the American Society of Clinical Oncology (ASCO) Annual Meeting, taking place May 29-June 3 in Chicago, and the European Hematology Association (EHA) Congress, taking place June 11-14 in Stockholm. Data at ASCO and EHA this year continue to reinforce clonoSEQ’s role in modern hematologic oncology care — as the gold standard for assessing depth of response, longitudinal disease monitoring, and MRD-guided treatment decision-making. Across hematologic malignancies, these studies highlight how MRD measured by clonoSEQ continues to be broadly incorporated into both research and clinical practice: Multiple myeloma: Highly sensitive MRD testing continues to demonstrate depth and durability of response across novel therapies, including follow-up data from the inMMyCAR trial of CAR T-cell therapy and bispecific antibody data from MONUMENTAL-3. In addition, a final analysis from the CEPHEUS trial, the basis for the first-ever FDA approval based on an MRD endpoint, showed higher rates of sustained MRD negativity in patients treated with quadruplet regimen daratumumab plus VRd (bortezomib, lenalidomide, and dexamethasone). Chronic lymphocytic leukemia (CLL): MRD is being incorporated into decisions around therapy duration and discontinuation in studies including BOVen-?MRD400 and venetoSTOP, the latter demonstrating that personalized venetoclax treatment duration based on uMRD5 status leads to durable treatment-free remissions. Acute lymphoblastic leukemia (ALL): In a Phase 2 study evaluating dose-adjusted EPOCH with rituximab and tafasitamab, MRD assessment with clonoSEQ continues to outperform flow cytometry in detecting residual disease and predicting patient outcomes and can be used to assess disease burden in cerebrospinal fluid. Lymphoma: clonoSEQ leverages sensitivity and specificity to support MRD testing in real-world and clinical trial settings across multiple major lymphoma subtypes, including diffuse large B-cell lymphoma (DLBCL), mantle cell lymphoma (MCL), and follicular lymphoma (FL). At EHA this year, new data further expand the evidence base for highly sensitive, next-generation sequencing–based MRD assessment and underscore the increasingly global nature of clonoSEQ’s reach and impact. Across Europe, growing momentum behind MRD-guided care is being driven, in part, by increasing biopharmaceutical industry investment in interventional studies that incorporate MRD into treatment decisions. clonoSEQ is the first and only FDA-cleared in vitro diagnostic (IVD) test for detecting and tracking minimal (or measurable) residual disease (MRD) in patients with multiple myeloma (MM) or B-cell acute lymphoblastic leukemia (B-ALL) using bone marrow, and in patients with chronic lymphocytic leukemia (CLL) using blood or bone marrow. clonoSEQ is also available in diffuse large B-cell lymphoma (DLBCL), mantle cell lymphoma (MCL) and other lymphoid cancers and specimen types as a CLIA-validated laboratory developed test (LDT). clonoSEQ is covered by Medicare for MM, CLL, ALL, DLBCL and MCL. clonoSEQ identifies and quantifies DNA sequences in malignant cells—detecting one cancer cell in one million healthy cells—to help clinicians and researchers assess and monitor MRD with precision over time. It delivers standardized, sensitive results that inform treatment decisions, predict outcomes, and detect relapses earlier. clonoSEQ is CE-marked under the EU In Vitro Diagnostic Regulation (IVDR).
ナラティブの更新 • May 17ADPT: 2026 MRD Execution And Margin Discipline Will Support Future Upside PotentialAnalysts now see Adaptive Biotechnologies' fair value edging from $20.57 to $20.14, reflecting mixed price target revisions. One firm cut its target by $3, while another raised its target by $2, as they update assumptions around growth, margins, the discount rate and future P/E expectations.
New Risk • May 11New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$50m Forecast net loss in 3 years: US$13m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$13m net loss in 3 years). Significant insider selling over the past 3 months (US$16m sold).
お知らせ • May 08+ 1 more updateAdaptive Biotechnologies Corporation Raises Revenue Guidance for the Full Year of 2026Adaptive Biotechnologies Corporation Raised revenue guidance for the full year of 2026. For the period, the company expects full year revenue for the MRD business to be between $260 million and $270 million, updated from the previous range between $255 million and $265 million.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.13 loss per share (improved from US$0.20 loss in 1Q 2025). Revenue: US$70.9m (up 35% from 1Q 2025). Net loss: US$20.0m (loss narrowed 33% from 1Q 2025). Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • May 06Forecast to breakeven in 2028The 8 analysts covering Adaptive Biotechnologies expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 18% per year to 2027. The company is expected to make a profit of US$1.35m in 2028. Average annual earnings growth of 41% is required to achieve expected profit on schedule.
ナラティブの更新 • May 01ADPT: 2026 MRD Outlook And Margin Discipline Will Drive Future Upside PotentialThe updated analyst price target for Adaptive Biotechnologies moves slightly lower to about $20.57 from $20.86. Analysts attribute this change to modest adjustments to fair value estimates, discount rate assumptions, and longer term profit margin and P/E expectations.
お知らせ • Apr 27Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 05, 2026Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 05, 2026.
ナラティブの更新 • Apr 16ADPT: MRD Revenue Outlook And Refreshed Models Will Support Future Cash FlowsNarrative Update on Adaptive Biotechnologies The consensus analyst price target for Adaptive Biotechnologies has moved up by $1, reflecting updated analyst models that incorporate adjusted discount rates, refreshed revenue growth and profit margin assumptions, and a revised, still very large forward P/E framework. Analyst Commentary Recent Street research on Adaptive Biotechnologies centers on modestly higher price targets, with several bullish analysts revising their models at roughly the same time.
お知らせ • Apr 16Adaptive Biotechnologies Corporation to Report Q1, 2026 Results on May 05, 2026Adaptive Biotechnologies Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026
ナラティブの更新 • Apr 02ADPT: MRD 2026 Outlook And Discount Assumptions Will Support Future Upside PotentialAnalysts have raised their price targets on Adaptive Biotechnologies by about $1, reflecting updated views on discount rates, growth, margins, and future P/E assumptions. These changes keep the stock's fair value estimate effectively unchanged at around $21.
ナラティブの更新 • Mar 19ADPT: MRD Outlook And Pfizer Agreements Will Support Future Cash FlowsAnalysts have inched their average price targets on Adaptive Biotechnologies higher, often by about $1 increments. These changes reflect updated views that modestly adjust revenue growth, profit margin and future P/E assumptions while keeping the fair value estimate near $22.
ナラティブの更新 • Mar 04ADPT: MRD And Pfizer Agreements Will Support Future Cash Flow UpsideThe analyst price target for Adaptive Biotechnologies has shifted from $21.00 to $22.00. Analysts point to updated assumptions around growth, profitability, and long-term P/E expectations following a series of recent target increases across the Street.
Recent Insider Transactions Derivative • Feb 28Co-Founder notifies of intention to sell stockChad Robins intends to sell 183k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of February. If the sale is conducted around the recent share price of US$16.02, it would amount to US$2.9m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.60m. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 18ADPT: Pfizer Agreements And MRD Progress Will Support Future Upside PotentialAnalysts have nudged their average price target for Adaptive Biotechnologies higher by about $1, reflecting updated fair value assumptions and slightly revised views on growth, margins and future P/E, in line with recent target increases from several research firms. Analyst Commentary Recent research updates cluster around modest target increases and a generally supportive view of Adaptive Biotechnologies, with most of the focus on refreshed fair value work rather than sweeping changes to the thesis.
Major Estimate Revision • Feb 12Consensus estimates of losses per share improve by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$267.4m to US$282.4m. EPS estimate increased from -US$0.572 per share to -US$0.485 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$20.14 to US$20.86. Share price fell 5.6% to US$15.54 over the past week.
Reported Earnings • Feb 06Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$0.39 loss per share (improved from US$1.08 loss in FY 2024). Revenue: US$277.0m (up 55% from FY 2024). Net loss: US$59.5m (loss narrowed 63% from FY 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Adaptive Biotechnologies Corporation Provides Earnings Guidance for 2026Adaptive Biotechnologies Corporation provided earnings guidance for 2026. For the period, Adaptive Biotechnologies expects full year revenue for the MRD business to be between $255 millionand $265 million. No revenue guidance is provided for the Immune Medicine business.
Recent Insider Transactions Derivative • Feb 03Co-Founder notifies of intention to sell stockChad Robins intends to sell 125k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$18.39, it would amount to US$2.3m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.72m. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 03ADPT: Sector Tailwinds And Pfizer Partnerships Will Support Measured Future UpsideAnalysts have nudged their price targets on Adaptive Biotechnologies slightly higher, with Street research pointing to target increases such as TD Cowen moving to $20 from $19. This contributes to a modest lift in our fair value estimate from $20.00 to about $20.14 as they highlight solid expected sector results and fundamentals.
お知らせ • Jan 23Adaptive Biotechnologies Corporation to Report Q4, 2025 Results on Feb 05, 2026Adaptive Biotechnologies Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 05, 2026
ナラティブの更新 • Jan 20ADPT: Sector Tailwinds And Cancer Testing Leadership Will Support Future UpsideNarrative Update: Adaptive Biotechnologies The analyst price target for Adaptive Biotechnologies has moved from $19 to $20, reflecting updated views that incorporate recent Q4 preview work on diagnostics peers, expectations for solid sector results and 2026 outlooks, and the company’s latest Q3 report. Analyst Commentary Recent Street research around Adaptive Biotechnologies has focused on updated price targets that reflect fresh sector work and the company’s latest Q3 report.
Recent Insider Transactions Derivative • Jan 15Chief People Officer exercised options and sold US$797k worth of stockOn the 12th of January, Francis Lo exercised 80k options at a strike price of around US$3.99 and sold these shares for an average price of US$14.01 per share. This trade did not impact their existing holding. Since March 2025, Francis' direct individual holding has decreased from 335.35k shares to 318.48k. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jan 06Co-Founder notifies of intention to sell stockChad Robins intends to sell 125k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of January. If the sale is conducted around the recent share price of US$16.17, it would amount to US$2.0m. For the year to December 2019, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 1.85m. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Jan 05ADPT: MRD Platform And Pfizer Agreements Will Support Long-Term Cash Flow UpsideAnalysts have lifted their price target on Adaptive Biotechnologies to $16 from $11, citing the recent Q3 report as the key driver behind this updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$16 price target, up from US$11, as a sign that expectations for execution and risk reward have shifted in a more constructive direction after the recent Q3 report.
Seeking Alpha • Dec 26Adaptive Biotechnologies: 2026 Is The Durability Test, Not The Hype CycleSummary Adaptive Biotechnologies Corporation maintains a Hold rating as MRD segment momentum is offset by competitive and valuation concerns. ADPT's Q3 top-line strength was driven by a one-time Genentech payment; ex-Genentech, MRD revenue grew 52% Y/Y, showing underlying operational progress. MRD segment achieved standalone cash flow positivity, but consolidated profitability remains elusive without normalization; FY25 MRD guidance was raised. DLBCL market share defense and workflow integration are critical as competition intensifies, making 2026 a pivotal "prove it" year for ADPT. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Dec 19Chief People Officer exercised options and sold US$893k worth of stockOn the 15th of December, Francis Lo exercised 97k options at a strike price of around US$3.99 and sold these shares for an average price of US$13.19 per share. This trade did not impact their existing holding. Since March 2025, Francis has owned 335.35k shares directly. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Dec 15ADPT: MRD Leadership Will Drive Long-Term Cash Flow UpsideAnalysts have raised their fair value estimate for Adaptive Biotechnologies from approximately $15 to $21 per share. They cite higher long term profit margin expectations and confidence in the company’s leadership in minimal residual disease cancer testing, even with moderating revenue growth assumptions and a higher discount rate.
Recent Insider Transactions • Dec 14Independent Director recently sold US$367k worth of stockOn the 10th of December, Robert Hershberg sold around 23k shares on-market at roughly US$16.00 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.5m more than they bought in the last 12 months.
お知らせ • Dec 06Adaptive Biotechnologies Corporation Showcases Leadership in Hematology-Oncology MRD with New clonoSEQ Data Driving Treatment Interventions at 2025 ASH Annual MeetingAdaptive Biotechnologies Corporation announced growing interventional use of its clonoSEQ test among the 90 abstracts featuring clonoSEQ data at the 67th American Society of Hematology (ASH) Annual Meeting and Exposition, taking place Dec. 6-9, 2025, in Orlando. Notably, 17 abstracts utilizing Adaptive's clonoSEQ test exemplify how next-generation sequencing-based measurable residual disease (MRD) status is guiding clinical actions to improve blood cancer patient care. The presentations below show how investigators are applying clonoSEQ MRD results to tailor treatment intensity or duration with greater precision. Multiple Myeloma (MM). A total of 32 abstracts will be presented (31 MM, one smoldering MM), with a focus on MRD assessment of treatment response, real-world data demonstrating the link between MRD status and clinical outcomes, and several studies describing how clonoSEQ MRD Results are being used to guide treatment decisions. A presentation focused on MRD dynamics in the phase III AURIGA study of 200 newly diagnosed MM patients demonstrated that deep MRD responses and sustained MRD negativity correlated with improved progression free survival. The study shows that use of intensified maintenance in MRD-positive patients post-transplant doubled MRD negativity rates (oral presentation, abstract 97). Non-Hodgkin Lymphoma (NHL). Fifteen abstracts in NHL will be presented, focusing on use of MRD to better understand depth of response and to guide therapy.
New Risk • Dec 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$33m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
ナラティブの更新 • Nov 30ADPT: Future Revenue Will Be Sustained By Leadership In Cancer TestingAnalysts have raised their fair value estimate for Adaptive Biotechnologies to $19.57 from $19.14. They cite increased confidence in the company's sustained revenue growth and leadership position in cancer testing.
Recent Insider Transactions Derivative • Nov 20Insider notifies of intention to sell stockSharon Benzeno intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of November. If the sale is conducted around the recent share price of US$13.75, it would amount to US$1.3m. Since March 2025, Sharon's direct individual holding has decreased from 392.72k shares to 95.93k. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 16ADPT: Future Revenue Will Be Driven By Market Expansion In Blood Cancer TestingAnalysts have raised their price target for Adaptive Biotechnologies by $2.00 to $19.14, citing the company's leadership in minimal residual disease testing, as well as expectations for sustained revenue growth and improved margins. Analyst Commentary Recent analyst discussions reveal diverse perspectives on Adaptive Biotechnologies' position in the market and future prospects.
Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$239.4m to US$256.0m. EPS estimate increased from -US$0.678 per share to -US$0.493 per share. Life Sciences industry in the US expected to see average net income growth of 16% next year. Consensus price target up from US$17.14 to US$18.57. Share price fell 18% to US$14.50 over the past week.
Price Target Changed • Nov 11Price target increased by 8.3% to US$18.57Up from US$17.14, the current price target is an average from 7 analysts. New target price is 28% above last closing price of US$14.53. Stock is up 145% over the past year. The company is forecast to post a net loss per share of US$0.49 next year compared to a net loss per share of US$1.08 last year.
Recent Insider Transactions Derivative • Nov 11Co-Founder notifies of intention to sell stockChad Robins intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of November. If the sale is conducted around the recent share price of US$14.71, it would amount to US$1.3m. For the year to December 2018, Chad's total compensation was 14% salary and 86% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Chad's direct individual holding has decreased from 2.96m shares to 2.10m. Company insiders have collectively sold US$5.6m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.063 (up from US$0.22 loss in 3Q 2024). Revenue: US$94.0m (up 102% from 3Q 2024). Net income: US$9.55m (up US$41.6m from 3Q 2024). Profit margin: 10% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year and the company’s share price has also increased by 20% per year.
お知らせ • Nov 06Adaptive Biotechnologies Corporation Updates Earnings Guidance for the Full Year 2025Adaptive Biotechnologies Corporation updates earnings guidance for the full year 2025. The company expected full year revenue for the MRD business to be between $202 million and $207 million, updated from the previous range between $190 million and $200 million. No revenue guidance is provided for the Immune Medicine business.
ナラティブの更新 • Nov 01ADPT: Leadership In Cancer Testing Will Drive Market Expansion And Execution RisksAnalysts have increased their price target for Adaptive Biotechnologies from $16.00 to $17.14 per share. They cite continuing leadership in cancer testing and expectations for robust revenue growth, driven by market expansion and operational improvements.
ナラティブの更新 • Oct 18EMR Integration And Partnerships Will Reshape Clinical DiagnosticsAnalysts have raised their price target for Adaptive Biotechnologies from $14.86 to $16.00. They cite the company’s strong positioning in cancer testing and sustained revenue growth potential.
分析記事 • Oct 16Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) 31% Jump Shows Its Popularity With InvestorsAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 31% gain in the...
お知らせ • Oct 16Adaptive Biotechnologies Corporation to Report Q3, 2025 Results on Nov 05, 2025Adaptive Biotechnologies Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
ナラティブの更新 • Oct 04EMR Integration And Partnerships Will Reshape Clinical DiagnosticsAnalysts have increased their price target for Adaptive Biotechnologies from $14 to approximately $14.86 per share. They cite ongoing revenue growth momentum and strengthening leadership in the cancer diagnostics market as key drivers of the upward revision.
分析記事 • Sep 24Is Adaptive Biotechnologies (NASDAQ:ADPT) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Aug 29Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) P/S Is Still On The Mark Following 28% Share Price BounceDespite an already strong run, Adaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have been powering on, with...
Major Estimate Revision • Aug 12Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$218.3m to US$227.7m. EPS estimate increased from -US$0.846 per share to -US$0.761 per share. Life Sciences industry in the US expected to see average net income growth of 15% next year. Consensus price target up from US$12.14 to US$14.00. Share price rose 15% to US$12.66 over the past week.
ナラティブの更新 • Aug 07EMR Integration And Partnerships Will Reshape Clinical DiagnosticsDespite a modest decline in consensus revenue growth forecasts and a slight increase in the discount rate, the consensus analyst price target for Adaptive Biotechnologies has been raised from $11.86 to $13.29. What's in the News Raised full year 2025 MRD business revenue guidance to $190–200 million from the prior $180–190 million range; no revenue guidance for Immune Medicine.
Price Target Changed • Aug 06Price target increased by 7.2% to US$12.71Up from US$11.86, the current price target is an average from 7 analysts. New target price is 8.8% above last closing price of US$11.69. Stock is up 179% over the past year. The company is forecast to post a net loss per share of US$0.76 next year compared to a net loss per share of US$1.08 last year.
お知らせ • Aug 06Adaptive Biotechnologies Corporation Updates Financial Guidance for the Full Year 2025Adaptive Biotechnologies Corporation updated financial guidance for the full year 2025. For the year, the company expects full year revenue for the MRD business to be between $190 million and $200 million, updated from the previous range between $180 million and $190 million. No revenue guidance is provided for the Immune Medicine busine.
お知らせ • Jul 16Adaptive Biotechnologies Corporation to Report Q2, 2025 Results on Aug 05, 2025Adaptive Biotechnologies Corporation announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Jun 30+ 5 more updatesAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell 3000E Value IndexAdaptive Biotechnologies Corporation(NasdaqGS:ADPT) dropped from Russell 3000E Value Index
分析記事 • May 31Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 29% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shareholders would be excited to see that the share price has had...
お知らせ • May 30Adaptive Biotechnologies Highlights New Data at 2025 ASCO Annual Meeting and EHA 2025 Congress Demonstrating How clonoSEQ® MRD Assessment is Optimizing Patient Care and Drug Development in Lymphoid CancersAdaptive Biotechnologies Corporation announced that its next-generation sequencing (NGS)-based clonoSEQ®? test for measurable residual disease (MRD) assessment will be included in 30 presentations, including a total of 14 oral presentations, across the American Society of Clinical Oncology (ASCO) Annual Meeting taking place May 30-June 3 in Chicago and the European Hematology Association (EHA) Congress taking place June 12-15 in Milan. Data to be presented at ASCO: Presentation Type and Number Title Presentation Timing B-Cell Acute Lymphoblastic Leukemia. Initial results from a phase II study of dose-adjusted etoposide, prednisone, vincristine, Sunday, June 1, 6540 cyclophosphamide, and doxorubicin (DA-EPOCH) + rituximab (R) + tafasitamab (tafa) for adults 9 a.m.-12 p.m. CDT with newly-diagnosed (ND) Philadelphia chromosome negative (Ph-) B lymphoblastic leukemia (B-ALL). Brexucabtagene autoleucel (Brexu-cel) as consolidation treatment in adults with B-cell acute Sunday, June 1, 6543 lymphoblastic leukemia 9 a.m.-12p.m. CDT Multiple Myeloma: Multiple Myeloma: Primary endpoints of Tuesday, June 3, 7501 lenalidomide (DR) maintenance in transplant-eligible (TE) patients with newly diagnosed multiple.
分析記事 • May 07Is Adaptive Biotechnologies (NASDAQ:ADPT) Using Debt In A Risky Way?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Price Target Changed • May 04Price target increased by 8.8% to US$10.57Up from US$9.71, the current price target is an average from 7 analysts. New target price is 7.4% above last closing price of US$9.84. Stock is up 227% over the past year. The company is forecast to post a net loss per share of US$0.83 next year compared to a net loss per share of US$1.08 last year.
Reported Earnings • May 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.20 loss per share (improved from US$0.33 loss in 1Q 2024). Revenue: US$52.4m (up 25% from 1Q 2024). Net loss: US$29.9m (loss narrowed 37% from 1Q 2024). Revenue exceeded analyst estimates by 24%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 6% per year.
お知らせ • May 02Adaptive Biotechnologies Corporation Revises Earnings Guidance for 2025Adaptive Biotechnologies Corporation revised earnings guidance for 2025. For the period, the company expects full year revenue for the MRD business to be between $180 million and $190 million, updated from the previous range between $175 million and $185 million. No revenue guidance is provided for the Immune Medicine business.
お知らせ • Apr 30Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 10, 2025Adaptive Biotechnologies Corporation, Annual General Meeting, Jun 10, 2025. Location: entirely via the internet, United States
お知らせ • Apr 11Adaptive Biotechnologies Corporation to Report Q1, 2025 Results on May 01, 2025Adaptive Biotechnologies Corporation announced that they will report Q1, 2025 results After-Market on May 01, 2025
分析記事 • Apr 10Why Investors Shouldn't Be Surprised By Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) 26% Share Price SurgeThe Adaptive Biotechnologies Corporation ( NASDAQ:ADPT ) share price has done very well over the last month, posting an...
新しいナラティブ • Mar 25ClonoSEQ And NovaSeq X Will Transform Clinical Testing Pipelines Strategic partnerships and initiatives to raise test prices and efficiency are expected to drive substantial revenue and margin growth.
Recent Insider Transactions Derivative • Mar 11Independent Director notifies of intention to sell stockMichelle Griffin intends to sell 16k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of March. If the sale is conducted around the recent share price of US$7.94, it would amount to US$124k. Since June 2024, Michelle's direct individual holding has decreased from 51.96k shares to 51.69k. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 11Adaptive Biotechnologies Corporation Launches Assay Enhancements to Increase clonoSEQ Sensitivity for Clinical MRD Detection in Diffuse Large B-Cell LymphomaAdaptive Biotechnologies Corporation announced that it has launched an upgraded version of its clonoSEQ assay for measurable residual disease (MRD) detection in diffuse large B-cell lymphoma (DLBCL) using circulating tumor DNA (ctDNA). The enhanced clonoSEQ assay, which incorporates an optimized DNA extraction methodology and maximizes sample input, delivers a 7-fold increase in sensitivity. The assay leverages the same powerful technology as prior versions, detecting MRD by reading the full immune receptor sequence of the malignant B cells rather than relying on individual point mutations. Maintaining this proprietary approach enables improvements in sensitivity while preserving the exquisite specificity that minimizes risk of overtreatment due to false positives. The enhanced assay was previously made available for research use in November 2023 and is already being incorporated into both biopharma-sponsored and investigator-initiated prospective trials. Data generated using this assay and presented at ASH 2024 by Bond and colleagues demonstrated that in patients for which MRD was assessed by clonoSEQ, MRD negativity post-cycle six was highly prognostic of progression-free survival. clonoSEQ is the first and only DLBCL MRD test available for clinical use. Having secured Medicare coverage for clonoSEQ in DLBCL in July of 2022, Adaptive has since provided MRD testing for more than 2,800 DLBCL patients and was used to manage and inform patient care by over 640 providers in 2024 alone. The New York State Department of Health Clinical Laboratory Evaluation Program (CLEP) recently approved the enhanced version of the clonoSEQ ctDNA assay for the detection and monitoring of MRD in patients with DLBCL. This comes on the heels of the updated National Comprehensive Cancer Network (NCCN) Clinical Practice Guidelines in Oncology for B-Cell Lymphomas, which included language recommending ctDNA testing for MRD assessment for patients with PET-positive DLBCL at end of first-line treatment. Because DLBCL outcomes can vary widely following frontline treatment, the ability of MRD results to accurately risk stratify patients in this setting is critical, as an MRD test can help clinicians differentiate a likely cure from an impending relapse. As the number of clinical trials in DLBCL exploring novel MRD-directed treatment consolidation strategies to reduce relapse rates grows, the role for clonoSEQ as a highly sensitive and specific ctDNA-based test will continue to expand.
Recent Insider Transactions • Mar 07Co-Founder recently sold US$1.6m worth of stockOn the 6th of March, Chad Robins sold around 220k shares on-market at roughly US$7.29 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Chad's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Feb 14Co-Founder notifies of intention to sell stockChad Robins intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$8.52, it would amount to US$854k. For the year to December 2018, Chad's total compensation was 7% salary and 93% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Chad's direct individual holding has decreased from 2.58m shares to 1.82m. Company insiders have collectively sold US$603k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Feb 14Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 40% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 40% gain in the...
Reported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.08 loss per share (improved from US$1.56 loss in FY 2023). Revenue: US$179.0m (up 5.1% from FY 2023). Net loss: US$159.5m (loss narrowed 29% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.2%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Jan 23Adaptive Biotechnologies Corporation to Report Q4, 2024 Results on Feb 11, 2025Adaptive Biotechnologies Corporation announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
Price Target Changed • Dec 18Price target increased by 7.1% to US$7.58Up from US$7.08, the current price target is an average from 6 analysts. New target price is 27% above last closing price of US$5.97. Stock is up 26% over the past year. The company is forecast to post a net loss per share of US$1.12 next year compared to a net loss per share of US$1.56 last year.
お知らせ • Dec 09Adaptive Biotechnologies Announces New Data at the 66th ASH Annual Meeting Highlighting Advances in Mrd Testing with Clonoseq and Its Impact on Blood Cancer Treatment DecisionsAdaptive Biotechnologies Corporation announced new data demonstrating the impact of measurable residual disease assessment using Adaptive’s next-generation sequencing-based clonoSEQ test in blood cancer clinical care and drug development. The data are featured in more than 65 abstracts being presented at the 66th Annual Meeting of the American Society of Hematology, taking place December 6-10 in San Diego. Phase 3 data from the ECOG-ACRIN EA4151 trial indicate that autologous hematopoietic cell transplantation (auto-HCT) may not provide additional benefit for mantle cell lymphoma patients in first complete remission who have undetectable minimal residual disease at a sensitivity of 10?6. The findings will be presented in a late-breaking abstract titled, Lack of Benefit of Autologous Hematopoietic Cell Transplantation (auto-HCT) in Mantle Cell Lymphoma Patients (pts) in First Complete Remission with Undetectable Minimal Residual Disease (uMRD): Initial Report from the ECOG-ACRIN EA4151 Phase 3 Randomized Trial (Abstract LBA6). Patients in CR with uMRD at 10?6 sensitivity from peripheral blood were randomized to receive either auto-HCT plus three years of maintenance rituximab or MR alone. Interim analysis, with a median follow-up of 2.7 years, showed no significant difference in overall survival between the two groups, suggesting that auto-HCT may be unnecessary for patients achieving deep remission as measured by highly sensitive MRD assessment. Data from the FELIX study indicate that achieving deep molecular remission, defined as MRD levels below 10?6, correlates with improved outcomes in adult patients with relapsed/refractory B-cell acute lymphoblastic leukemia (B-ALL) treated with obecabtagene autoleucel. These findings were presented in an oral session titled Obecabtagene autoleucel (obe-cel) for Adult Relapsed/Refractory B-Cell Acute Lymphoblastic Leukemia (R/R B-ALL): Deep Molecular Remission May Predict Better Outcomes (Abstract 963). The study found that 84% of treatment responders who had a clonoSEQ MRD test, achieved MRD <10?6. This result was associated with more durable responses, and higher event-free survival and OS rates than those observed in patients with MRD =10-4 and between 10-4 and 10-6. Additional Key clonoSEQ Data Presented at the Meeting: Blinatumomab Added to Chemotherapy Improves Disease-Free Survival in Newly Diagnosed NCI Standard Risk Pediatric B-Acute Lymphoblastic Leukemia: Results from the Randomized Children’s Oncology Group Study AALL1731 (Abstract1). This Phase 3 randomized trial evaluated the addition of blinatumomab to standard chemotherapy in pediatric patients with newly diagnosed standard-risk B-ALL with average or higher risk of relapse. In the SR average cohort, patients that were MRD positive by clonoSEQ were randomized to receive standard chemotherapy with or without blinatumomab. The study found that incorporating blinatumomab significantly improved disease-free survival compared to chemotherapy alone, establishing a new treatment standard for this patient population. Implications of MRD Progression in Newly Diagnosed Multiple Myeloma (NDMM) Treated with Quadruplet Therapy and Autologous Stem Cell Transplantation (Abstract 363). This study identified 49 newly diagnosed multiple myeloma patients treated with a quadruplet regimen followed by autologous stem cell transplantation who experienced MRD progression as assessed by clonoSEQ, or disease progression as defined by the International Myeloma Working Group. The median time from MRD progression to IMWG-defined disease progression was 10.1 months, supporting that rising MRD levels are an early indicator of impending clinical relapse in MM patients. Minimal Residual Disease-Adapted Duration of Front-Line Venetoclax and Obinutuzumab Treatment for Fit Patients with Chronic Lymphocytic Leukemia (Abstract 1010). This Phase 2 study evaluating the use of venetoclax and obinutuzumab in treatment-naïve CLL patients found that those achieving undetectable MRD (<10?6) after nine cycles could discontinue therapy early. These patients had progression-free survival comparable to those who completed the standard 12 cycles, demonstrating the feasibility of MRD-guided treatment duration to minimize therapy exposure without compromising efficacy.
Seeking Alpha • Nov 26Adaptive Biotechnologies: Making Some ProgressSummary Adaptive Biotechnologies posted strong Q3 results, beating expectations and reducing losses, while management has done a good job of reducing quarterly cash burn rates. The company's MRD segment, driven by clonoSEQ, continues to show significant growth, and the company's balance sheet remains strong. An updated analysis around Adaptive Biotechnologies follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 • Nov 26Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) P/S Is Still On The Mark Following 25% Share Price BounceAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have had a really impressive month, gaining 25% after a...
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.22 loss per share (improved from US$0.35 loss in 3Q 2023). Revenue: US$46.4m (up 23% from 3Q 2023). Net loss: US$32.1m (loss narrowed 36% from 3Q 2023). Revenue exceeded analyst estimates by 15%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Life Sciences industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
分析記事 • Nov 01Does Adaptive Biotechnologies (NASDAQ:ADPT) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Oct 10Adaptive Biotechnologies Corporation to Report Q3, 2024 Results on Nov 07, 2024Adaptive Biotechnologies Corporation announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
分析記事 • Oct 05Market Participants Recognise Adaptive Biotechnologies Corporation's (NASDAQ:ADPT) Revenues Pushing Shares 27% HigherAdaptive Biotechnologies Corporation ( NASDAQ:ADPT ) shares have continued their recent momentum with a 27% gain in the...
お知らせ • Aug 29Adaptive Announces IVDR Certification for clonoSEQ® in European UnionAdaptive Biotechnologies Corporation announced that clonoSEQ® has received In Vitro Diagnostic Regulation (IVDR) 2017/746 Class C certification in the European Union (EU). The medical diagnostics field has experienced significant technological advancement in recent years, leading the EU to replace its previous regulatory framework, the In Vitro Diagnostics Directive (IVDD), with a more stringent set of standards for quality and safety, known as IVDR. Adaptive worked with EU notified body BSI to complete the certification process and transition the company’s IVDD CE-marked product, the clonoSEQ Assay B-Cell Reagent Set, to this new regulation. clonoSEQ is now the first and only test to receive IVDR certification for the detection of minimal residual disease (MRD) in lymphoid malignancies. clonoSEQ’s intended use under IVDR is broad in scope, allowing for assessment of MRD status and changes in disease burden during and after treatment in patients diagnosed with B-cell malignancies. As MRD testing becomes increasingly adopted in patient care, clonoSEQ provides a powerful and dynamic way to measure risk status for patients with lymphoid malignancies and yields real-time insights into disease progression that can help oncologists provide a more personalized treatment approach. In addition to clinical use, clonoSEQ is the test of choice for MRD assessment among drug developers performing clinical research in hematologic malignancies. The assay has been included in global, label-enabling studies for a multitude of therapies approved by the European Medicines Agency (EMA) and U.S. Food and Drug Administration (FDA) over the past several years. IVDR certification allows Adaptive to meet the clinical trial regulations for testing EU subjects’ samples, and sponsors can seamlessly send clinical trial subjects’ samples from the EU to Adaptive’s Seattle, Washington laboratory. clonoSEQ is well-established as a leading tool in blood cancer MRD assessment, supported by more than 150 peer-reviewed publications and used clinically by more than 3,700 clinicians over the past year. Furthermore, clonoSEQ MRD is currently being utilized in more than 160 active biopharma-sponsored trials. clonoSEQ is available locally in the EU to oncologists through technology transfer partnerships with major academic laboratories. clonoSEQ testing can currently be performed in France by Centre Hospitalier Universitaire (CHU) Toulouse, in Italy by Hospital of Bologna, in Spain by Hospital 12 du Octubre, and in Germany by HPH laboratory. Additional technology transfer partnerships are expected to launch in the EU and surrounding markets later in 2024.
Recent Insider Transactions Derivative • Aug 25Senior VP notifies of intention to sell stockStacy Taylor intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of August. If the sale is conducted around the recent share price of US$4.50, it would amount to US$121k. Since March 2024, Stacy has owned 166.29k shares directly. Company insiders have collectively sold US$529k more than they bought, via options and on-market transactions in the last 12 months.
