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Adeptus Biotech shares target upgraded, buy rating on growth drivers

EditorNatashya Angelica
Published 12/18/2024, 08:36 AM
ADPT
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On Wednesday, Adeptus Biotechnologies Corp. (NASDAQ:ADPT) shares received a favorable outlook from BTIG, with the firm raising the stock's price target to $9.00, up from the previous target of $8.00. The firm maintained a Buy rating on the shares, indicating a positive stance on the company's future.

According to InvestingPro data, analyst targets for ADPT range from $5.50 to $10.00, with five analysts recently revising their earnings estimates upward. The stock has shown remarkable momentum, delivering a 112% return over the past six months and currently trades at $6.52. Based on InvestingPro's Fair Value analysis, the stock appears slightly overvalued at current levels.

The optimism stems from recent investor meetings hosted by Adeptus Biotechnologies, during which the company's co-founder, Chairman, and CEO Chad Robins, along with VP of IR and FP&A, Karina Calzadilla, discussed the company's trajectory. BTIG highlighted the potential for Adeptus Biotechnologies to benefit from several key drivers in the year 2025 and beyond.

One of the primary reasons for the positive outlook is the company's progress toward profitability in its core Minimal Residual Disease (MRD) base business. This, according to BTIG, could lead to a re-rating of the company's valuation.

While InvestingPro data shows the company is not currently profitable, with annual revenue of $177 million, analysts project improving earnings for the upcoming period. Subscribers to InvestingPro can access 8 additional key insights and a comprehensive Pro Research Report, which provides deep-dive analysis of ADPT's financial health and growth prospects.

Moreover, the firm noted that Adeptus Biotechnologies is in the early stages of driving clonoSEQ penetration in clinical settings and is experiencing a significant increase in interest in its MRD pharma business, which is gaining new clinical trial mandates.

The recent unanimous endorsement by the FDA's Oncologic Drugs Advisory Committee (ODAC) for MRD as an accelerated approval endpoint in multiple myeloma has also contributed to the company's positive momentum. Since that endorsement, Adeptus Biotechnologies has secured 11 new studies, which BTIG refers to as a "halo effect" benefiting the business.

BTIG's analysis points to several operational tailwinds in Adeptus Biotechnologies' core MRD business that support the belief that 2025 will be a pivotal year for the company in MRD. The firm's reiteration of the Buy rating and the increase in the price target from $8 to $9 reflect confidence in the company's growth prospects and operational strengths.

In other recent news, Adaptive Biotechnologies (NASDAQ:ADPT) reported a significant increase in its third-quarter revenue. The company's Minimal Residual Disease (MRD) revenue saw a 52% year-over-year increase, reaching $37.5 million, while total revenue rose by 22% to $46.4 million. Despite these gains, the company reported a net loss of $32.1 million for the quarter.

Notable developments include a new Medicare gapfill rate for its clonoSEQ test and expanded Medicare coverage for mantle cell lymphoma. Adaptive Biotechnologies also updated its full-year guidance, boosting its MRD revenue forecast and reducing its operating expense projection.

The company continues to make strides in its research in cancer and autoimmunity, focusing on TCR-based therapies and autoreactive T-cell receptors. The firm's commitment to financial discipline, while pursuing growth in MRD and Immune Medicine sectors, is noteworthy. These are among the recent developments in the company's business trajectory.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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