Adaptimmune Therapeutics PLC (ADAP) 옵션

IT IS "TOO" "LATE"... THEY "HAVE" TO "CORRECT" THE "NON-COMPLIANCE" BY ( APRIL 30, 2025 ), AND THEY "HAVE" "NOT" 🚫 EVEN "SCHEDULED" THE "EXTRAORDINARY GENERAL MEETING" YET, TO "APPROVE" THE "REVERSE SPLIT"... "Adaptimmune Therapeutics" "WILL" BE "DELISTED"

ADAP.........................................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

A lot! For those left holding, I see no reason for them to remain positive. The net cash is almost gone, there are no (late-stage) trials ongoing and nothing in the pipeline (I don't see how ADP-600 is not dead for good, unless they are able to bring back a second-gen version in the future. I don't place any value on ADP-520).

The approved product has minimal revenue potential for the near future. They should fire and/or furlough a large number of employees until Tecelra is generating enough money. Management is now exploring alternative options.

ADAP, new 52 week low

Oh, I've been out for some time.
Currently enamored with CHRS.

Best of luck,
MG

That PR was 6 months ago. Good news, it seems. What has happened to ADAP since then?

There is not much to see here !!!

ADAP under $2

ADAP................................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

ADAP In at $1.14
Read the 10Q. Great numbers all around.
Big 'tute presence.
Trading not far from cash value
FDA Approval 8/01/24
Plenty of head room
Lotta shares slowing the move, but direction is up.
http://archive.fast-edgar.com/20240812/AQZZ762CZC22UZB2222Q2ZZ27S39ZM2IHN62

$ADAP Nice Q!
(in thousands)

2024 ......... 2023
Net profit/(loss)

$69,521...... $(21,389)

$70M profit, from $21M loss, YoY!

ADAP under $2

ADAP under $2

ADAP under $2

ADAP.....................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

just give it some time prior to the PDUFA. I dont have a position and i dont need to play.
Id only buy some if there is strength....

I don't think this does a run up if that's what you are looking for. Downtrend is strong here.

This is a pure momo play-- the science is not so convincing.
Think itll cover some ground before PDUFA

Adcs as the future of solid tumors? Ate you serious?

Genetech was doing some corporate wide cost cutting, so it's hard to tell. The galapogos deal is pretty decent. I like that they have skin in the game with their mfg tech. I think it is a decent buy in this range it's been stuck at.

ADAP.................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

Ok little trickle up

ADAP...................................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

ADC is the future for solid tumors, no wait time, decent ORR. Why bother with TCR-T and deal with matching HLA, long wait and PD1 for persistence. All the CARNK bios are pivoting to SLE ....Will ADAP try a TCR-T + mAb combo or TCT-T + CBNK to improve ORR? Can 1 accountant innovate?

The question remains, was it due to a refocused R&D strategy or data driven.

Upcoming Investor Day (Apr 18, 8:00 am EDT) https://adaptimmune.zoom.us/webinar/register/WN_SAFMQyw3QbiyM9wSLIaTqw#/registration

The multi-year strategic collaboration they struck with RHHBY's Genentech has been terminated. The agreement, established initially for eight years, aimed at launching cell therapies for various cancer indications using ADAP's iPSC platform. Per the terms, ADAP received $150M upfront and was expected to receive $150M in additional payments over five years. ADAP was also eligible to receive development and other milestone-based payments totalling as much as $3B.

https://finance.yahoo.com/news/strategic-collaboration-between-adaptimmune-genentech-120000529.html

There is going to be clinical data from LYEL, CRSP and Arsenal Bio* over the next few years that could show if T-cell ''exhaustion'' can be overcome.

* The synthetic pathway activators that Arsenal Bio have created help with maintenance of T-cell stem-like phenotypes, and restrict accessibility of various exhaustion marker genes

ADAP under $2

ADAP.......................................................................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

ADAP...BIO MONSTER COMING IN HERE

ADAP new 52 week high

ADAP.............................................https://stockcharts.com/h-sc/ui?s=ADAP&p=W&b=5&g=0&id=p86431144783

ADAP under $2

This explains why TIL, TCR-T, Tigit, ... not working. Exhausted T is a misnomer
https://www.cell.com/cell-reports/fulltext/S2211-1247(24)00040-8?_returnURL=https%3A%2F%2Flinkinghub.elsevier.com%2Fretrieve%2Fpii%2FS2211124724000408%3Fshowall%3Dtrue

WOOOOW 27000 SHARE BUY $$$$$$$$$$$

Adaptimmune Announces U.S. FDA Acceptance of Biologics License Application for Afami-cel for the Treatment of Advanced Synovial Sarcoma with Priority Review
Newsfile Corp.
Newsfile Corp
If approved, afami-cel will be the first engineered T-cell therapy for solid tumors and the first effective treatment option for synovial sarcoma in more than a decade
Philadelphia, Pennsylvania and Oxford, United Kingdom--(Newsfile Corp. - January 31, 2024) - Adaptimmune Therapeutics plc (NASDAQ: ADAP), a company redefining the treatment of solid tumor cancers with cell therapy, today announced that the U.S. Food and Drug Administration (FDA) has accepted for priority review its Biologics License Application (BLA) for afami-cel, an investigational engineered T-cell therapy for advanced synovial sarcoma. The application has a Prescription Drug User Fee Act (PDUFA) target action date of August 4, 2024.

Adrian Rawcliffe, Adaptimmune's Chief Executive Officer: “The FDA’s acceptance of the BLA submission brings us one step closer to redefining treatment for people with synovial sarcoma. Our franchise has great potential and, if approved, we have the capabilities and the capital to launch afami-cel - the first engineered T-cell therapy on the market for a solid tumor cancer.”

Dennis Williams, PharmD, Senior VP of Late-Stage Development: "Historic outcomes are poor for advanced synovial sarcoma, with low objective response rates for second-line therapies and overall survival of less than 12 months for people who have received two or more prior lines of therapy. In clinical trials, afami-cel has demonstrated an impressive response rate of ~39% among heavily pre-treated patients with advanced synovial sarcoma and about a 17-month median survival. This regulatory milestone is a testament to our teams' relentless work to deliver a novel treatment option to more people diagnosed with synovial sarcoma."

This acceptance is supported by positive data from Cohort 1 of the pivotal trial SPEARHEAD-1, which met its primary endpoint for efficacy. Data from the trial were presented at the Connective Tissue Oncology Society (CTOS) 2023 Annual Meeting.

when was the last time the mgt. didn't missed a milestone promised. BLA, PRAME, ...

Hard to say, but they have only talked about sequential/combination treatment with afami-cel and lete-cel, not committed to it. Based on what others are doing, I would like them to pick up the pass of innovation. Based on their own data, a TGF-B signature was measured across tumour indications, so think they should test the combination of NY-ESO-1 with MAGE-A4 TCRs that co-express the CD8a co-receptor with a dnTGF-BRII as well. They also ran a sub-study testing afami-cel with low-dose radiation. While small, it did show greater detection of SPEAR T-cells in tumour biopsies when infusion followed it. As for TC-520 (targeting CD70), I think it should be dropped.

May be the investors realized that CART, CARNK targeting single antigen not going to subdue solid cancers. Will 2nd gen SPEAR cells NY-ESO + MAGE-A4 combo or extracellular CD70 + SPEAR T cells combo avoid the CAR crash?

Has the CEO finally awoken?!

''Sarcoma franchise of afami-cel and lete-cel leverages same development and commercial footprint with US peak year sales projected to be up to $400 million

BLA submitted in 2023 for afami-cel; projected acceptance by US FDA in Q1 2024

Company preparing for US launch of afami-cel in 2H 2024 upon expected approval

Pivotal trial for lete-cel met its primary endpoint for efficacy; full data set
in Q3 2024

Company working toward approval of lete-cel; planning for US commercial launch in 2026

Company funded into early 2026 with > $300 million including existing balance sheet, projected payments from partners, and other non-dilutive capital sources'' https://finance.yahoo.com/news/adaptimmune-projects-sarcoma-franchise-deliver-123700704.html

CARTs, ADCs not investable. Too many to count. Targeted bombing offers no OS benefits but long term health issues, secondary cancers and infections.

https://www.managedhealthcareexecutive.com/view/adaptimmune-completes-bla-for-cell-therapy-for-solid-tumors

Hard to say, but in the next few I expect to see datasets from others trials (testing ADCs) in platinum-resistant ovarian. However, there are downsides including, TEAEs, such as those leading to drug discontinuation, interruption or reduction. Also, dosing every 'x' amount of weeks.

ADAP new 52 week low

Very nice read

Thanks for posting

The PR https://finance.yahoo.com/news/adaptimmune-reports-positive-data-lete-120000366.html

PDF https://d1io3yog0oux5.cloudfront.net/_344920efd0af3676fab777bf7e089512/adaptimmune/files/pages/adaptimmune/db/336/description/ny-eso-1/IGNYTE_substudy-1_CTOS23.pdf

I wonder why they no longer talk about overexpression of PDE4C or PDE7A (the latter increases the ability to induce apoptosis in target cells, confers (partial) resistance to the inhibitory effects of forskolin, PGE2 and adenosine, as well as (partially) resistance to the inhibition of cytokine release by mediators that increase intracellular cAMP). Also, inducible IL-7 and inducible IL-15

https://www.biospace.com/article/releases/adaptimmune-selects-adp-600-as-clinical-candidate-for-best-in-class-prame-strategy/

They should have taken a next-gen version* into the clinic instead. This is based on where IMTX is and the data generated to date https://investors.immatics.com/static-files/138d7b76-d252-4c61-a824-e17307c4f537

* I think it should include a CD8a co-receptor and dominant-negative TGF-B receptor https://journals.aai.org/jimmunol/article/208/1/169/234163/Engineering-Cancer-Antigen-Specific-T-Cells-to

ADAP new 52 week low