Adaptive Biotechnologies (ADPT) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +52.63%. A quarter ago, it was expected that this life-sciences research company would post a loss of $0.16 per share when it actually produced a loss of $0.15, delivering a surprise of +6.25%.Over the last four ...

Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChad Robins - CEO and Co-FounderKarina Calzadilla - Head of Investor RelationsKyle Piskel - CFOSharon Benzeno - Chief Commercial Officer of Immune MedicineSusan Bobulsky - Chief Commercial Officer of MRDConference Call ParticipantsBill Bonello - AnalystDan Brennan - AnalystDavid Westenberg - AnalystMark Massaro - AnalystSebastian Sandler - AnalystSubbu Nambi - AnalystOperatorToday, and thank you ...

Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChad Robins - CEO and Co-FounderKarina Calzadilla - VP of Investor RelationsKyle Piskel - CFOSharon Benzeno - Chief Commercial Officer of Immune MedicineSusan Bobulsky - Chief Commercial Officer of MRDConference Call ParticipantsBill Bonello - AnalystDan Brennan - AnalystDavid Westenberg - AnalystMark Massaro - AnalystSebastian Sandler - AnalystSubbu Nambi - AnalystOperatorToday, and thank you fo ...

Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Speaker3Today, and thank you for standing by. Welcome to the Adaptive Biotechnologies fourth-quarter and full-year earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your ...

Fourth Quarter and FY 2025 Earnings Conference Call © Copyright Adaptive Biotechnologies 2026. Safe Harbor This presentation has been prepared by Adaptive Biotechnologies Corporation ("we," "us," "our," "Adaptive" or the "Company") and is made for informational purposes only. The information set forth herein does not purport to be complete or to contain all relevant information. Statements contained herein are made as of the date of this presentation unless stated otherwise. This presentation shall not cons ...

SEATTLE, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Adaptive Biotechnologies Corporation (“Adaptive Biotechnologies”) (Nasdaq: ADPT), a commercial stage biotechnology company that aims to translate the genetics of the adaptive immune system into clinical products to diagnose and treat disease, today reported financial results for the fourth quarter and full year ended December 31, 2025. “2025 was an outstanding year for Adaptive, marked by strong execution and meaningful progress across the business,” said Chad Robi ...

Core Insights - Adaptive Biotechnologies Corporation will report its financial results for Q4 and full year 2025 on February 5, 2026, after market close [1] - A conference call will follow the financial results announcement, starting at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time [1] Company Overview - Adaptive Biotechnologies is a commercial-stage biotechnology company focused on utilizing the adaptive immune system for disease diagnosis and treatment [3] - The company aims to decode the adaptive immune system's genetics to enhance its diagnostic and therapeutic capabilities [3] - Its proprietary immune medicine platform is designed to partner with biopharmaceutical companies and develop clinical diagnostics in two segments: Minimal Residual Disease (MRD) and Immune Medicine [3] - The company’s products and clinical pipeline target diseases such as cancer and autoimmune disorders, with a goal of creating personalized immune-driven clinical products [3]

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Company Overview - Adaptive was founded 16 years ago at the Fred Hutchinson Cancer Research Institute by the Robins brothers and has been public since 2019 [3] - The company currently employs approximately 620 people and has generated over $275 million in revenue [3] - Adaptive holds a strong cash position with around $227 million available [3] Business Model and Vision - The company operates on the premise that understanding the genetic source code of the adaptive immune system, specifically T cells and B cells, can significantly enhance disease diagnosis and comprehension [4]

Summary of Adaptive Biotechnologies FY Conference Call Company Overview - **Company**: Adaptive Biotechnologies (NasdaqGS:ADPT) - **Founded**: 16 years ago at Fred Hutchinson Cancer Research Institute - **Employees**: Approximately 620 - **Revenue**: Over $275 million - **Cash Position**: Approximately $227 million [2][2] Core Business Segments Minimal Residual Disease (MRD) Business - **Market Size**: Global addressable market of approximately $5.5 billion, with a U.S. clinical testing market of roughly $1.8 billion [4][4] - **Growth Opportunity**: Potential to increase testing frequency from 2.5 to 3.5 tests per patient per year, expanding the U.S. market by approximately $700 million [4][4] - **Technology**: clonoSEQ test measures MRD with high sensitivity and specificity, detecting one cancer cell in every million healthy cells [6][6] - **Regulatory Approval**: clonoSEQ is the only FDA-cleared MRD assay in lymphoid malignancies [6][6] - **Financial Performance**: Achieved positive adjusted EBITDA in 2025, with revenue surpassing $200 million and a 34% cumulative average growth rate from 2021 to 2025 [8][9] Immune Medicine (IM) Business - **Focus**: Understanding T-cell receptor interactions with antigens to drive insights across various diseases [26][26] - **Data Generation**: Mapped over 5 million T-cell receptors to antigens, generating biological insights for autoimmune diseases [27][27] - **Partnerships**: Recent agreements with Pfizer for data licensing and target discovery in rheumatoid arthritis [28][28] Key Financial Metrics - **Revenue Growth**: Clinical revenue grew at a 53% CAGR, with gross margins improving significantly due to lab efficiencies [9][9] - **Testing Volume**: Clinical volumes grew at a 44% CAGR since 2021, with over 100,000 patients tested using clonoSEQ [10][10] - **Average Selling Price (ASP)**: Reached approximately $1,310 in 2025, with a target of $1,700-$1,800 by 2029 [19][20] Growth Drivers Clinical Testing - **Volume Growth Factors**: Blood-based testing, community presence, clinical guideline inclusion, ongoing data generation, and EMR integration [11][11] - **Community Testing**: Expected to grow from 30% to over 35% of clonoSEQ testing [12][12] - **Guideline Updates**: Significant updates in 2025, elevating MRD to a clinical decision-making tool [13][14] Biopharma Partnerships - **MRD Pharma Portfolio**: Anchored in multiple myeloma, with 70% of sequencing revenue from this indication [22][22] - **Diversification**: Tripled bookings in CLL in 2025, with ongoing pipeline development [22][22] Future Outlook - **2026 Expectations**: - Clinical testing volume expected to grow by more than 30% year-over-year [25][25] - ASP projected at approximately $1,400 [25][25] - Continued improvement in sequencing gross margins, targeting over 70% [25][25] - **Cash Burn**: Expected to decrease to between $15 million and $20 million while investing in data generation [30][30] Competitive Landscape - **Market Position**: Adaptive maintains a strong competitive moat in MRD testing, particularly in DLBCL, where it has seen significant growth [41][41][42] - **Emerging Competition**: Natera's acquisition of Foresight Diagnostics highlights the nascent market for NGS MRD testing, but Adaptive's established reimbursement and technology position it favorably [41][41] Conclusion - **Key Takeaways**: - Strengthening leadership in MRD testing for blood cancers - Advancing immune receptor data platform - Expectation of positive adjusted EBITDA and free cash flow for the entire company in 2026 [31][31]