NASDAQ$ACET

Adicet Bio Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported financial results and provided business updates for the second quarter ended June 30, 2024.

Adicet Bio reported a net loss of $29.9 million for the second quarter of 2024, with cash and cash equivalents totaling $224.1 million as of June 30, 2024. The company is advancing its pipeline of allogeneic gamma delta T cell therapies, including ADI-001 for autoimmune diseases and ADI-270 for renal cell carcinoma.

  • Expanded ADI-001 clinical development beyond lupus nephritis to include systemic lupus erythematosus, systemic sclerosis and ANCA associated vasculitis, following recent FDA IND clearances.
  • Received IND clearance for ADI-270 for the treatment of patients with relapsed/refractory renal cell carcinoma.
  • FDA granted Fast Track Designation for two product candidates.
  • Maintained a strong balance sheet with $224.1 million in cash and cash equivalents as of June 30, 2024.

Headline financials

Total Revenue

$181K

Previous: $179K+1.1%
EPS

-$0.33

Previous: -$0.75+56.0%
Capital Expenditures

-$541K

Previous: -$3.42M+84.2%
Free Cash Flow

-$30.4M

Previous: -$35.8M+15.0%
Net Income

-$29.9M

Previous: -$32.4M+7.7%
Operating Income

-$32.8M

Previous: -$34.9M+5.8%
Gross Profit

$181K

Previous: $179K+1.1%
R&D Expense

$25.9M

No prior period
Stock-Based Comp

$6M

Previous: $5.02M+19.5%

Revenue & EPS history

Adicet Bio · Revenue · Quarterly

$181K

Q2 2024+1.1%vs Q2 2023
Beat estimate in 2 of 10 quarters(20%)
ActualEstimate

Forward guidance

Adicet Bio anticipates several key milestones in the near future, including commencing enrollment in its Phase 1 clinical trial of ADI-001 in lupus nephritis in Q3 2024 and initiating the Phase 1 trial of ADI-270 in patients with RCC in Q4 2024.

Tailwinds

  • Initiating Phase 1 clinical trial of ADI-001 in lupus nephritis in Q3 2024.
  • Preliminary clinical data from ADI-001 Phase 1 study expected in the first half of 2025.
  • Enrollment of SLE, SSc and AAV patients expected to commence in the second half of 2024.
  • Initiating Phase 1 clinical trial of ADI-270 in RCC patients in Q4 2024.
  • Preliminary clinical data from ADI-270 study expected in the first half of 2025.

Headwinds

  • Clinical data from ADI-001 in lupus nephritis is subject to site initiation and patient enrollment.
  • Clinical data from ADI-001 in SLE, SSc and AAV patients are anticipated during the first half of 2025, subject to site initiation and patient enrollment expectations.
  • The initiation of ADI-270 Phase 1 clinical trial is contingent upon study initiation progress.
  • Preliminary clinical data from the ADI-270 study is subject to site initiation and patient enrollment.
  • Future results are subject to risks and uncertainties, including regulatory approvals, clinical study outcomes, and market conditions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.1%

Avg return

Earnings day

+1.2%

Avg return

5 days after

-5.0%

Avg return

30 days after

52%

16 / 31 earnings

Positive

+29.7%

Q4 2021

Best reaction

-9.1%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%-5.3%+1.4%
Q4 2025-3.2%-1.6%-4.0%
Q3 2025-3.6%-6.4%-22.6%
Q1 2025-6.9%-7.5%-7.9%
Q4 2024-2.3%+15.0%-33.8%
Q3 2024+1.5%-3.8%-19.8%
Q2 2024+7.9%+20.5%+20.5%
Q1 2024-2.8%+11.1%+0.7%
Q4 2023+9.7%+12.3%+3.8%
Q3 2023-4.9%-10.3%+4.9%
Q2 2023+6.8%-2.7%-23.2%
Q1 2023+4.1%-4.5%-14.9%
Q4 2022-3.1%-19.5%-29.5%
Q3 2022+1.9%+11.0%+3.8%
Q2 2022-9.1%-11.0%-4.9%
Q1 2022+8.6%+13.1%+9.6%
Q4 2021+29.7%+31.0%+37.6%
Q3 2021+3.2%+0.8%+49.7%
Q2 2021+8.1%-5.9%+6.4%
Q1 2021+1.5%+7.7%-22.5%
Q4 2020-0.7%+6.2%-11.2%
Q3 2020+5.9%+9.2%+22.3%
Q2 2020+0.4%+4.4%-17.3%
Q1 2020+9.1%+10.3%+24.6%
Q4 2019-8.5%-17.1%-6.0%
Q3 2019-5.3%+6.7%-85.2%
Q2 2019-3.5%-3.7%-22.2%
Q1 2019-4.6%-7.3%+1.3%
Q4 2018-8.3%-10.8%-23.3%
Q3 2018-5.8%-5.2%-2.7%
Q2 2018+5.1%-0.9%+9.3%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

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