NASDAQ$ACET

Adicet Bio Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported financial results and operational highlights.

Adicet Bio reported its Q3 2022 financial results, highlighting encouraging clinical progress with ADI-001 and a strong cash position of $282.7 million, expected to fund operations into the first half of 2025.

  • ADI-001 demonstrated a positive safety and efficacy profile based on ASH abstract data-cut.
  • The company is on track to initiate a potentially pivotal program for ADI-001 in the first half of 2023.
  • Adicet has a strong balance sheet with $282.7 million in cash and cash equivalents as of September 30, 2022.
  • The company is hosting an R&D webcast event detailing four new pipeline candidates on November 10, 2022.

Headline financials

Total Revenue

$181K

Previous: $3.43M-94.7%
EPS (adj)

-$0.53

Previous: -$0.44-20.5%
Capital Expenditures

-$10.3M

Previous: $7.18M-243.4%
Free Cash Flow

-$32.3M

Previous: -$16.9M-91.5%
Net Income

-$22M

Previous: -$14M-57.1%
Operating Income

-$23M

Previous: -$13.7M-67.7%
Gross Profit

$181K

No prior period
Cash & Equivalents

$283M

Previous: $192M+47.1%
Total Assets

$354M

Previous: $257M+37.8%
Stock-Based Comp

$4.19M

Previous: $2.53M+65.7%

Revenue & EPS history

Adicet Bio · Revenue · Quarterly

$181K

Q3 2022-94.7%vs Q3 2021
Beat estimate in 2 of 10 quarters(20%)
ActualEstimate

Forward guidance

Adicet Bio anticipates continued progress with ADI-001, including presenting additional clinical data and initiating a pivotal program. They also plan to advance their pipeline programs and expect their current cash reserves to be sufficient to fund operations into the first half of 2025.

Tailwinds

  • Continued clinical progress with ADI-001.
  • Plans to provide additional clinical data on ADI-001 at the American Society of Hematology Annual Meeting in December.
  • Promising preclinical data on emerging pipeline programs.
  • Initiation of a potentially pivotal program with the recommended Phase 2 dose for ADI-001 in the first half of 2023.
  • Expected operationalization of new in-house manufacturing capabilities in the fourth quarter of 2022.

Headwinds

  • Effect of COVID-19 on Adicet’s business and financial results.
  • Disruptions to preclinical and clinical trials.
  • Challenges related to business operations.
  • Difficulties in employee hiring and retention.
  • Potential inability to raise additional capital.

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 Q3 2022

Historical avgQ3 2022

+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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