NASDAQ$ADAPY

Adaptimmune Therapeutics Plc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Adaptimmune reported financial results and business updates.

Adaptimmune reported Q2 2024 financial results, highlighted by FDA approval for Tecelra and revenue increase due to the Genentech collaboration termination. The company had a net profit of $69.5 million and total liquidity of $214.8 million.

  • Received U.S. FDA accelerated approval of Tecelra® (afami-cel).
  • Patients can start their treatment journey with biomarker testing available.
  • Adaptimmune systems are ready to receive orders for Tecelra.
  • Total Liquidity of $214.8 million at the end of Q2.

Headline financials

Total Revenue

$128M

Previous: $5.13M+2399.6%
EPS (adj)

$0.24

Previous: -$0.12+300.0%
Total Liquidity

$215M

Previous: $205M+4.9%
Capital Expenditures

-$755K

Previous: $1.22M-162.1%
Net Income

$69.5M

Previous: -$21.4M+425.0%
Operating Income

$68.7M

Previous: -$44.9M+253.0%
Gross Profit

$126M

Previous: $2.89M+4245.8%
R&D Expense

$42.9M

No prior period
Stock-Based Comp

$3.06M

Previous: $3.84M-20.3%

Revenue & EPS history

Adaptimmune · Revenue · Quarterly

$128M

Q2 2024+2,399.6%vs Q2 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Adaptimmune · $1.42M total across 1 segment · Q4 2021

  • Development revenue
    $1.42M

Forward guidance

Adaptimmune expects its sarcoma franchise to redefine the treatment landscape in advanced soft tissue sarcoma with projected peak US sales of $400 million.

Tailwinds

  • Tecelra received US FDA approval.
  • Patients can start their treatment journey now.
  • Ordering platform is up and running.
  • Tecelra will be available in 6-10 US authorized treatment centers.
  • Plans to commence rolling BLA submission for lete-cel in 2025 and commercial launch in 2026.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-3.0%

Avg return

Earnings day

-7.9%

Avg return

5 days after

-3.2%

Avg return

30 days after

37%

16 / 43 earnings

Positive

+26.5%

Q3 2022

Best reaction

-37.7%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+0.0%-90.0%
Q3 2025+0.0%-90.0%
Q2 2025+1.3%-9.1%-27.3%
Q1 2025+4.7%+0.7%-7.9%
Q4 2024-37.7%-44.3%-47.0%
Q3 2024-25.5%+12.5%-1.9%
Q2 2024+5.8%+8.8%+8.8%
Q1 2024+4.3%-4.3%-12.2%
Q4 2023+19.2%+5.5%-6.2%
Q3 2023-8.2%-20.6%-8.6%
Q2 2023-5.2%-8.7%-14.5%
Q1 2023+2.2%-1.5%-27.4%
Q4 2022-29.0%-36.4%-40.3%
Q3 2022+26.5%+51.2%+6.0%
Q2 2022+20.6%+14.4%+4.1%
Q1 2022-8.8%-17.5%-0.6%
Q4 2021-4.9%+19.8%+7.7%
Q3 2021+0.0%+0.7%-34.6%
Q2 2021+2.3%+14.3%+79.1%
Q1 2021-6.6%-6.7%-7.4%
Q4 2020-7.5%-9.3%-14.4%
Q3 2020-1.7%-7.9%-15.7%
Q2 2020-8.5%-6.8%-8.9%
Q1 2020+2.4%+13.9%+118.9%
Q4 2019+3.1%-0.3%-18.8%
Q3 2019-18.2%-25.6%+1.8%
Q2 2019-23.7%-36.0%-51.1%
Q1 2019-6.9%-9.1%-18.1%
Q4 2018-9.7%-12.1%-11.5%
Q3 2018-6.7%-13.3%-19.4%
Q2 2018-8.7%-8.3%+19.0%
Q1 2018+2.6%-0.5%-1.2%
Q4 2017+20.1%+12.5%+35.2%
Q3 2017+8.8%+8.8%+7.9%
Q2 2017+1.7%+2.4%+23.2%
Q1 2017-3.0%+4.1%+0.6%
Q3 2016+2.9%+0.0%-14.6%
Q2 2016-7.2%-12.6%-16.9%
Q1 2016-5.1%
Q3 2015-10.5%
Q4 2015-10.5%
Q1 2015-0.8%
Q2 2015-0.8%
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013

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