NASDAQ$ADPT

Adaptive Biotechnologies Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported financial results for the quarter ended June 30, 2022.

Adaptive Biotechnologies reported a strong second quarter with a 13% increase in revenue compared to the previous year, driven by growth in both the MRD and Immune Medicine businesses. The company is focused on expanding clonoSEQ adoption and prioritizing pharma partnering and drug discovery opportunities.

  • Revenue of $43.7 million for the second quarter 2022, representing a 13% increase from the second quarter 2021.
  • clonoSEQ test volume in the second quarter 2022 grew 53% versus the second quarter of prior year and 17% over the first quarter of 2022.
  • Received expanded Medicare coverage of clonoSEQ for assessment of MRD in patients with Diffuse Large B-Cell Lymphoma (DLBCL).
  • Signed a new pan-portfolio agreement with major partner for the use of clonoSEQ to measure MRD as a clinical endpoint.

Headline financials

Total Revenue

$43.7M

Previous: $38.5M+13.4%
EPS (adj)

-$0.37

Previous: -$0.35-5.7%
Capital Expenditures

-$8.38M

Previous: -$37.9M+77.9%
Free Cash Flow

-$60.4M

Previous: -$87.2M+30.7%
Net Income

-$52M

Previous: -$49.3M-5.6%
Operating Income

-$52.5M

Previous: -$49.8M-5.5%
Gross Profit

$30.4M

Previous: $27.7M+9.7%
Cash & Equivalents

$76.4M

Previous: $184M-58.5%
Total Assets

$807M

Previous: $1.03B-21.9%
Stock-Based Comp

$14.2M

Previous: $11.2M+26.1%

Revenue & EPS history

Adaptive Biotechnologies · Revenue · Quarterly

$43.7M

Q2 2022+13.4%vs Q2 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Adaptive Biotechnologies · $43.7M total across 2 segments · Q2 2022

  • Immune Medicine Business
    $22.4M
  • MRD Business
    $21.3M

Forward guidance

Adaptive Biotechnologies reiterates full year 2022 revenue to be in the range of $185 million to $195 million. We now expect full year 2022 operating expenses to be between $410 million and $415 million compared to the previous expectation of $425 million to $435 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

-0.9%

Avg return

30 days after

48%

13 / 27 earnings

Positive

+33.2%

Q1 2025

Best reaction

-22.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-1.9%+22.6%
Q4 2025-4.3%-5.2%-9.8%
Q3 2025-4.8%-6.8%-5.2%
Q1 2025+33.2%+19.7%+29.3%
Q4 2024-3.2%+6.8%-6.7%
Q3 2024+1.2%+3.1%+9.0%
Q2 2024-5.5%+1.3%+3.3%
Q1 2024-1.2%+8.7%+21.1%
Q4 2023+9.4%+6.4%-10.5%
Q3 2023-22.2%-9.3%+4.4%
Q2 2023-15.5%-18.8%-17.5%
Q1 2023-8.3%-5.8%+6.4%
Q4 2022+15.4%+9.3%-3.3%
Q3 2022+13.2%-0.9%+14.1%
Q2 2022+19.3%+22.8%-8.4%
Q1 2022-1.1%-19.2%-22.5%
Q4 2021+5.3%-8.0%-15.3%
Q3 2021+6.7%+5.7%-26.6%
Q2 2021+4.8%-2.4%+9.8%
Q1 2021+0.9%-11.2%-1.0%
Q4 2020-2.6%+2.0%-32.8%
Q3 2020+8.0%+2.1%+14.9%
Q2 2020-3.8%+2.8%+0.2%
Q1 2020-6.7%-0.2%+9.9%
Q4 2019-5.6%-10.7%-15.4%
Q3 2019-3.7%+0.7%+11.8%
Q2 2019+3.5%+9.7%-5.4%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014

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