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Adaptimmune Therapeutics plc (ADAP)

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3.3000-0.0600 (-1.79%)
At close: 04:00PM EST
3.3200 +0.02 (+0.61%)
After hours: 06:20PM EST
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  • J
    James
    Milestones for this year, include

    Initiate PhI trial with next-gen TIL in melanoma.
    Initiate PhI trial with next-gen ADP-A2M4N7X19 in multiple indications.
    SPEARHEAD-1 update at ASCO.
    Initiate PhI ADP-A2M4CD8 combination (with an anti-PD-1) trial in multiple indications.
    Initiate PhII (registration-directed) SURPASS-3 trial with ADP-A2M4CD8 in ovarian.
    SURPASS trial data at ESMO.
    SPEARHEAD-1 data (pooled cohorts) at CTOS.
    File BLA (in Q4) for afami-cel.
  • I
    IdGM4
    mage a-4, ny-eso-1, cover ss. for economies of scale $gsk should acquire $adap. both have locations in Stevenage. tcr therapy will be used in conjunction w/ front line chemotherapy if patients are eligible.
  • A
    Andrew
    Need a catalyst to start moving this baby back up towards a new high. Lots of speculation about a potential buy out but that on its own will not do the trick. Really need some positive news from the company.
  • E
    Ez$
    $SLS conversation
    $SLS Market Cap $85.48M? Fda greenlight in 6ish months worth $3-5B. +5 Imminent Catalysts. EZ$
    All have partnership or industry comps $JAZZ $XBI $MRKR $ADAP $AXSM
    $sls has 3 Trial Results coming in JAN $BMY $RHHBY $MRK
  • E
    Ez$
    $SLS conversation
    $SLS Market Cap $88.48M? Gps Phase 3 AML data in 6 months worth $3-5B. +5 Imminent Catalysts. EZ$
    All have partnership or industry comps $JAZZ $XBI $MRKR $ADAP $AXSM
    $sls has 3 Trial Results coming in JAN $BMY $RHHBY $MRK
  • S
    SavageShots
    ADAP has struggled since its IPO and was almost destroyed when GSK Exercises Option over SPEAR T-cell Therapy Program Targeting NY-ESO Sep 07, 2017 7:30am EDT.

    Adaptimmune and GSK initially announced their strategic collaboration and licensing agreement in June 2014 for up to five programs, the first being the NY-ESO SPEAR® T-cell therapy program, and the agreement was subsequently expanded in February 2016 to accelerate development of Adaptimmune’s NY-ESO SPEAR T-cell therapy toward registration trials in synovial sarcoma. Following the nomination of PRAME as a second target, Adaptimmune will take the program through preclinical testing to IND. GSK retains the right to nominate up to three additional targets, if GSK exercises its option on NY-ESO; however, this excludes targets on which work is already under way, including Adaptimmune’s proprietary MAGE-A10, MAGE-A4 and AFP programs.

    The catalyst is its plans to file for a biologics license application (BLA) in 2022 for its TCR T-cell therapy targeting MAGE-A4, afamitresgene autoleucel (afami-cel, previously ADP-A2M4), for the treatment of synovial sarcoma and myxoid/round cell liposarcoma (MRCLS). If approved, it would be the first TCR T-cell therapy and the Company’s first therapy on the market.

    ADAP's future: We are building the cell therapy company of the future for people with cancer. Over the next five years, we plan to deliver two marketed products, one in sarcoma and one in gastroesophageal cancers, and file two additional BLAs in other solid tumor indications. We also plan to develop a robust autologous and allogeneic clinical pipeline that takes us towards the ultimate goal of curative and mainstream cell therapies for people with cancer.”
    ADRIAN RAWCLIFFE
    CHIEF EXECUTIVE OFFICER

    The delay is this pandemic.
  • E
    Ez$
    $SLS conversation
    $SLS Market Cap 88.323 (ridic)
    Gps Phase 3 AML data 6 months from now that could be worth $3-5B
    All have partnership or industry comps $JAZZ $XBI $MRKR $ADAP $AXSM
    $sls has 3 Trial Results coming in JAN $BMY $RHHBY $MRK
  • A
    Andrew
    At this point we are in tax loss selling season given the significant drop in the stock price. There may be quite a bit more pain before the stock price turns around.
  • D
    David
    We are at the mercy of the XBI, XBI down 37% since Feb high. 2021 is the year of the Biotech crash.
  • J
    James
    New preclinical data (PMID: 34853077).

    GSK's GSK3845097 (one of three next-gen versions they both worked on together*), which co-expresses a dominant-negative TGF-β type II receptor and targets NY-ESO-1 is in the clinic.

    * So is another, the CD4+ T-cells co-express a CD8 co-receptor (again, it targets NY-ESO-1). The third isn't in the clinic, but it could overexpress PDE7A (increases resistance to both PGE2/adenosine and enhances apoptosis in target cells).
  • E
    Ez$
    $SLS conversation
    $SLS Market Cap 107.068M
    Gps Phase 3 AML data 7 months from now that could be worth $3-5B

    All have partnership or industry comps $JAZZ $XBI $MRKR $ADAP $AXSM
    3 Trial Results coming in DEC and JAN $BMY $RHHBY $MRK
  • R
    Robert
    Was the $150M milestone payment from Roche in the cash figure from 9/30/21? TY
  • S
    SavageShots
    https://endpts.com/adaptimmune-says-its-nearly-ready-to-head-to-the-fda-with-tcr-cancer-therapy/

    On 7/13/2015, ADAP reached a high of $20.24, but by 2/21/17 it was trading for $3.95.
    On 10/1/2018, they reached a high of $13.90, but by 11/11/19 it was trading for $0.725
    On 6/1/2020, they reached a high of $11.25, but by 8/2/21 it was trading for $3.49

    At this rate, we should be breaking $0.725 very soon! Who is going to sell their shares that low to the retail investor?

    November 11, 2021 05:04 PM EST R&D
    Adaptimmune says it's (nearly) ready to head to the FDA with TCR cancer therapy
    Max Gelman
    Editor
    Six months after an initial reveal at ASCO, Adaptimmune is back in the limelight with new data Thursday. And the company believes it now has enough to go to regulators for what would be the first-ever TCR therapy.

    The biotech’s afami-cel program put out updated figures Thursday morning with researchers noting as of Sept. 1, 16 of 47 patients saw their tumors shrink while on the experimental treatment. It’s good enough for a 34% overall response rate and, while lower than the May update of 39%, makes Adaptimmune confident enough to say the study will reach its primary endpoint.

    Though the final data cut is expected by the end of the year, “it is mathematically impossible not to meet the primary endpoint,” CEO Adrian Rawcliffe told Endpoints News. Following discussions with the FDA, the biotech had set an 18% response rate as an acceptable threshold to meet the primary.

    “If you assume all future patients will not respond,” he added, “the ones that have yet to be assessed, the trial will still meet the primary endpoint.”

    Despite Rawcliffe’s rosy picture, investors didn’t appear too convinced as Adaptimmune shares $ADAP closed down about 9% in Thursday trading.

    As the trial approaches its end, Rawcliffe noted that the way in which responses are classified may have changed for some patients as independent investigators chimed in, leading to the lower numerical figure. Rawcliffe said it’s the main reason two patients who were previously said to have achieved complete responses are no longer labeled as such.

    Nevertheless, the biotech is prepared to submit its BLA next year once the final data are ready. Rawcliffe described Adaptimmune is “very comfortable” with the whole data package as it stands and highlighted the study’s durability measures. Even though 75% of responders are still receiving treatment, the trial has not reached median duration of response.

    Patients’ response times stretch from about four weeks to more than 65 weeks.

    Adaptimmune had enrolled patients with two types of sarcomas: advanced synovial sarcoma or myxoid/round cell liposarcoma. By each cancer, the ORR was 36% in synovial sarcoma patients and 25% for those with MRCLS. Patients with these cancers generally don’t have many treatment options after chemo, Rawcliffe said, and the five-year mortality rate is around 70-80%.

    Now looking toward its regulatory future, Adaptimmune may likely face similar questions as other companies that have brought forth cell therapies. TCR is similar to CAR-Ts, in that a patient’s cells are removed, re-engineered and replaced to target cancer cells, but TCR goes after a different protein.

    TCRs have historically been met with a lot of skepticism, both from researchers and investors, but this is the second time this week a biotech is touting new data. Immatics revealed an early-stage study that saw eight of 16 patients register an objective response against a range of solid tumor types on Tuesday.

    Rawcliffe himself admitted the company has already been asked about its CMC processes. It’s been at the top of the to-do list in the six months since ASCO, however, and the CEO is confident everything will be in order when the FDA comes knocking.

    “There’s been five cell therapies approved to date, and they all came with challenges of their own,” Rawcliffe said. “Very few of those challenges were related to the clinical data, so anybody who tells you this is easy, or that there is zero risk associated with it, is living in cloud cuckoo land.”
    Six months after an initial reveal at ASCO, Adaptimmune is back in the limelight with new data Thursday. And the company believes it now has enough to go to regulators for what would be the first-ever TCR therapy. The biotech’s afami-cel program put
    Six months after an initial reveal at ASCO, Adaptimmune is back in the limelight with new data Thursday. And the company believes it now has enough to go to regulators for what would be the first-ever TCR therapy. The biotech’s afami-cel program put
    endpts.com
  • S
    SavageShots
    Does anyone have an idea as to what is driving down the price? Pfizer will be paying $24.99 a share next year.

    Date Open High Low Close* Adj Close** Volume
    Nov 23, 2021 4.0700 4.1399 3.8350 4.1000 4.1000 1,599,498
    Nov 22, 2021 4.2600 4.3100 4.0300 4.1000 4.1000 817,000
    Nov 19, 2021 4.1500 4.3300 4.1200 4.2500 4.2500 674,600
    Nov 18, 2021 4.2500 4.3400 4.0800 4.1600 4.1600 1,176,500
    Nov 17, 2021 4.3410 4.4600 4.2280 4.2300 4.2300 523,600
    Nov 16, 2021 4.3100 4.3950 4.1900 4.3300 4.3300 2,663,000
    Nov 15, 2021 4.6250 4.6900 4.3300 4.3500 4.3500 909,200
    Nov 12, 2021 4.7400 4.7500 4.2500 4.5700 4.5700 1,913,600
    Nov 11, 2021 5.0000 5.1500 4.6050 4.7000 4.7000 2,226,800
    Nov 10, 2021 5.4300 5.5380 5.1600 5.1700 5.1700 710,400
    Nov 09, 2021 5.6400 5.7100 5.4700 5.5100 5.5100 616,100
    Nov 08, 2021 5.6490 5.9500 5.5900 5.6800 5.6800 1,082,700
    Nov 05, 2021 5.3400 5.4800 5.1300 5.4700 5.4700 991,900
    Nov 04, 2021 5.3000 5.4400 5.1000 5.2500 5.2500 427,700
    Nov 03, 2021 5.4800 5.5100 5.2600 5.4700 5.4700 533,400
    Nov 02, 2021 5.4100 5.5500 5.2800 5.4800 5.4800 630,800
    Nov 01, 2021 5.0600 5.4100 5.0600 5.3900 5.3900 471,500
    Oct 29, 2021 5.1600 5.2000 5.0200 5.0700 5.0700 383,500

    Report Date Total Shares Sold Short Dollar Volume Sold Short Change from Previous Report Percentage of Float Shorted Days to Cover Price on Report Date
    10/29/2021 2,950,000 shares $14.96 million -3.9% 2.2% 1.5 $5.07
    10/15/2021 3,070,000 shares $16.36 million -8.4% 2.2% 1.6 $5.33
    9/30/2021 3,350,000 shares $17.32 million -44.9% 2.4% 1.8 $5.17
    9/15/2021 6,080,000 shares $32.83 million +47.9% 4.4% 3.3 $5.40
    8/31/2021 4,110,000 shares $21.25 million +41.2% 3.0% 2.5 $5.17
    8/13/2021 2,910,000 shares $11.61 million +8.2% 2.1% 4 $3.99
  • G
    Getrich1
    Let’s go double digits
  • S
    SavageShots
    Based on the lower volumes over the last few days, I'd like to welcome our new retail investors! Many of you are probably hoping for a sky rocketing share price, but be fair warned it is not going to come as soon as you are expecting. Many our seasoned short sellers will be giving you the VIP treatment that includes a Thanksgiving dinner tomorrow but nothing more after that. When the next trading opens, those new retail investors will be escorted to the roller coaster ride of a life time that includes dramatic drops followed by more dramatic drops!!! These next 6 months will test your ability to handle true high risk plays that are followed by low reward. Thank you for joining us today, but it is okay to exit once you are no longer feeling well due to the steady drop of your ADAP holding. Happy Thanksgiving everyone !!!
  • A
    Andrew
    Following up on my earlier post regarding similarities with my Trillium stock experience. On April 28th of this year Trillium released a very positive update regarding one of their drug trials as per the following link ….. https://finance.yahoo.com/news/trillium-therapeutics-provides-data-announces-110000323.html

    On April 29th TRIL stock closed at $9.07

    Over the next 4 months the stock price of TRIL went down relentlessly reaching $6.09 on August 23rd at which point Pfizer announced a buyout at a price of $18.50.

    Methinks something similar may be happening with the price of ADAP stock.
    TTI-622 monotherapy shows 33% objective response rate (ORR) in relapsed/refractory (R/R) lymphomas at 0.8-18 mg/kg doses, including 3 new responses (1 Complete Response (CR) + 2 Partial Responses (PRs)) since last data disclosure;TTI-621 monotherapy
    TTI-622 monotherapy shows 33% objective response rate (ORR) in relapsed/refractory (R/R) lymphomas at 0.8-18 mg/kg doses, including 3 new responses (1 Complete Response (CR) + 2 Partial Responses (PRs)) since last data disclosure;TTI-621 monotherapy
    finance.yahoo.com
  • A
    Andrew
    Saw exactly the same behavior with my TRIL position. A concerted effort drove the stock down from over $10 down to under $6. Then magically Pfizer come along with a buyout offer of $18.50. This has all the same hallmarks of a similar strategy. ADAP stock is seeing low ball bids and asks of less than 10 shares at a time to drive the stock price down and shake out all the weak hands. Time to back up the truck and buy.
  • L
    Luigi
    Did anybody read that simply wallstreet garbage today? Saying they have funding only for 18 months. Not mentioning the upcoming 150 million payment and having funding until 2024. Guess they get paid bashing the stokc I keep adding.
  • m
    michael
    788,000 block at 1:54 could have cleaned out the persistent seller, and set the stage for a recovery in ADAP. Anyway the increasing volume shows that buyers still exist and those that want to bet against Roche and it's science acumen might be disappointed as usual.