Adaptive Biotechnologies Corporation · NASDAQ:ADPT
Adaptive Biotechnologies — Q2 2021 Earnings Presentation
11 slides from Adaptive Biotechnologies's earnings presentation, 2021
Slide 1: Second Quarter 2021 Earnings Conference Call
Second Quarter 2021 Earnings Conference Call
Slide 2: Safe Harbor
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 co
Slide 3: Q2 2021 Key Highlights
Q2 2021 Key Highlights T-Detect: T-Detect COVID orders increasing in light of new variants; Lyme on track (John ✓ . Hopkins data publication); IBD samples analysis in progress; early multiple sclerosis signal ✓ .clonoSEQ: key publications endorsing MRD in MM and clonoSEQ in DLBCL MRD pharma portfoli
Slide 4: Increasing monetization value from the same disease state data
Value creation opportunities stemming from core data Vaccibody deal in vaccine development Drug Discovery (Vaccines) ▪ Adaptive’s T-cell epitopes to be used by Vaccibody to inform the design and development of 2nd gen T-cell based SARS-CoV-2 vaccine Increasing monetization value from the same diseas
Slide 5: T-Detect: acceleration towards differential diagnosis & signal generation
T-Detect: acceleration towards differential diagnosis & signal generation 1 2 3 Improve SOC Dx Differential Diagnosis Population Immunomics Disease by disease Diseases with shared symptoms Any mapped disease T-Detect COVID T-Detect Lyme T-Detect IBD/Other Aspirational long-term vision ◼ >10,000 test
Slide 6: clonoSEQ brand: Increase in clinical adoption and pharma partnerships
clonoSEQ brand: Increase in clinical adoption and pharma partnerships clonoSEQ Clinical Testing MRD Pharma Partners ◼ Q2’21 test delivered volume +75% vs P/Y; +15% vs P/Q ◼ Strong sequencing revenue growth Q/Q ❑ ~250 ordering accounts; ~950 ordering HCPs in Q2 ◼ $1.5M in development milestones in Q2
Slide 7: Developing transformative T cell therapies in oncology
Developing transformative T cell therapies in oncology ◼ Focus on advancing shared product and scaling private product development continues ❑ Shared Product: on track to complete and deliver to GNE next shared product candidate data package by YE 2021 ❑ Private Product: on track to process blood fr
Slide 8: Q2 2021 Key Financial Highlights
Q2 2021 Key Financial Highlights Revenues ($M) Operating Expenses ($M) Sequencing $38.5 +83% Development $88.3 +53% +132% $21.0 18.6 $57.9 8.0 1 +53% 20.0 13.0 Q2 2020 Q2 2021 Q2 2020 Q2 2021 1 Includes $1.5M in MRD milestones Sequencing Volume Balance Sheet & 2021 Guidance Research sequencing ◼ $68
Slide 9: 2021 2H upcoming catalysts
2021 2H upcoming catalysts ◼ Embed T-MAP COVID into SARS-CoV-2 vaccine trials Life Science ◼ Expand immunoSEQ T-MAP data offering into other disease categories Research ◼ Expand distribution of immunoSEQ RUO kit ◼ ImmuneSense study completion and T-Detect Lyme launch through CLIA Clinical ◼ T-Detect
Slide 10: Thank You.
Thank You.
Slide 11: Clinical portfolio and pipeline
Clinical portfolio and pipeline Diagnostic Signal Clinical FDA FDA Product Plan Discovery Validation Submission Clearance Multiple Myeloma (bone marrow) Monitor MRD: Acute Lymphoblastic Leukemia (bone marrow) Chronic Lymphocytic Leukemia (blood, bone marrow) Non-Hodgkin’s Lymphoma (Subtypes)1 COVID-
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