Adaptimmune Therapeutics (ADAP)

• Market cap: $73.3M
• 1 day: 4.99%
• 5 days: -7.37%
• 1 month: 15.79%
• 3 months: -52.28%
• 6 months: -53.29%
• Year to date: -55.43%
• 1 year: -76.84%
• 5 years: -94.70%
• 10 years: -98.33%
• Sector: Healthcare
• Industry: Biotechnology

About: Adaptimmune Therapeutics PLC is a commercial-stage biopharmaceutical company working to redefine the treatment of solid tumor cancers with cell therapies. It has developed a comprehensive proprietary platform that enables it to identify cancer targets, find and genetically engineer T-cell receptors, and produce TCR therapeutic candidates for administration to patients. Its programs include MAGE-A4 SPEAR T-cell therapy, NY-ESO SPEAR T-cell, CD70, and others for multiple cancer types.

Employees: 506

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

167% more call options, than puts

Call options by funds: $24K | Put options by funds: $9K

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1.78% less ownership

Funds ownership: 9.89% [Q3] → 8.1% (-1.78%) [Q4]

3% less funds holding

Funds holding: 80 [Q3] → 78 (-2) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]

54% less capital invested

Capital invested by funds: $144M [Q3] → $67M (-$77.1M) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $0.46 66% upside
• Avg. target: $1.52 448% upside
• High target: $3 980% upside

5 analyst ratings

• positive: 3 60%
• neutral: 1 20%
• negative: 1 20%

Barclays Peter Lawson 15% 1-year accuracy 4 / 27 met price target	66% upside $0.46	Underweight Maintained	14 May 2025
Wells Fargo Yanan Zhu 11% 1-year accuracy 1 / 9 met price target	260% upside $1	Equal-Weight Maintained	14 May 2025
HC Wainwright & Co. Arthur He 9% 1-year accuracy 3 / 32 met price target	980% upside $3	Buy Maintained	1 Apr 2025
Guggenheim Michael Schmidt 38% 1-year accuracy 17 / 45 met price target	530% upside $1.75	Buy Maintained	26 Mar 2025
Scotiabank George Farmer 9% 1-year accuracy 2 / 22 met price target	404% upside $1.40	Sector Outperform Maintained	21 Mar 2025