NASDAQ$ADPT

Adaptive Biotechnologies Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Adaptive Biotechnologies reported financial results for the second quarter of 2024, showing MRD revenue growth and significant reductions in operating spend and cash burn versus prior year.

Adaptive Biotechnologies reported a revenue of $43.2 million for the second quarter of 2024. The MRD business grew by 36% compared to the second quarter of 2023. The company also delivered significant reductions in operating spend and cash burn versus prior year.

  • Revenue for the second quarter of 2024 was $43.2 million.
  • The MRD business, which contributed 82% of revenue, grew 36% versus the second quarter of 2023.
  • clonoSEQ test volume in the second quarter of 2024 grew 36% to 18,520 tests delivered versus the second quarter of 2023.
  • Recognized $3.0 million in MRD regulatory milestone revenue resulting from a biopharmaceutical partner who used data from our MRD assay to support its drug approval.

Headline financials

Total Revenue

$43.2M

Previous: $48.9M-11.7%
EPS

-$0.31

Previous: -$0.33+6.1%
Adjusted EBITDA

-$21.4M

No prior period
MRD Adjusted EBITDA

-$11.3M

No prior period
Capital Expenditures

-$3.24M

Previous: -$6.62M+51.1%
Free Cash Flow

-$49.5M

Previous: -$54.4M+9.1%
Net Income

-$46.2M

Previous: -$47.8M+3.3%
Operating Income

-$47.3M

Previous: -$47.8M+1.0%
Gross Profit

$23.9M

Previous: $31M-23.0%
Cash & Equivalents

$59.8M

Previous: $109M-45.2%
Total Assets

$585M

Previous: $765M-23.5%
R&D Expense

$23M

No prior period
Stock-Based Comp

$13M

Previous: $17.3M-25.3%

Revenue & EPS history

Adaptive Biotechnologies · Revenue · Quarterly

$43.2M

Q2 2024-11.7%vs Q2 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Adaptive Biotechnologies · $38M total across 2 segments · Q3 2023

  • MRD Business
    $24.7M+23.5%
  • Immune Medicine Business
    $13.3M-52.3%

Forward guidance

Adaptive Biotechnologies expects full year revenue for the MRD business to be between $140 million and $145 million, updated from the previous range between $135 million and $140 million. We expect full year total company operating expenses, including cost of revenue and excluding one-time costs from asset impairments and other restructuring charges, to be between $340 million and $350 million, updated from the previous range between $350 million and $360 million.

Tailwinds

  • Full year revenue for the MRD business to be between $140 million and $145 million.
  • MRD revenue range updated from the previous range between $135 million and $140 million.
  • Full year total company operating expenses to be between $340 million and $350 million.
  • Operating expenses updated from the previous range between $350 million and $360 million.
  • Reduction in annual cash burn.

Headwinds

  • No revenue guidance is provided for the Immune Medicine business.
  • One-time costs from asset impairments.
  • Other restructuring charges.
  • Management will provide further details on the outlook during the conference call.
  • Forward-looking statements are based on a combination of facts and factors currently known.

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 2024

Historical avgQ2 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro