Adaptive Biotechnologies Corporation · NASDAQ:ADPT
Adaptive Biotechnologies — Q3 2021 Earnings Presentation
10 slides from Adaptive Biotechnologies's earnings presentation, 2021
Slide 1: Third Quarter 2021 Earnings Conference Call
Third 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: Q3 2021 Key Highlights
Q3 2021 Key Highlights ✓ .ClonoSEQ / MRD Pharma: ◼ Launched IGHV status for CLL patients ◼ Recognized regulatory milestone in MRD from pharma partner ✓ . T-Detect / immunoSEQ T-MAP: ◼ Obtained Medicare coverage for T-Detect COVID for immunocompromised patients ◼ Correlate of protection studies using
Slide 4: clonoSEQ brand: Increase in clinical adoption and pharma partnerships
clonoSEQ brand: Increase in clinical adoption and pharma partnerships clonoSEQ Clinical Testing MRD Pharma Portfolio ◼ Q3’21 test delivered volume +47% vs P/Y; +8% vs P/Q ◼ Significant value driver to the overall MRD franchise ❑ ~260 ordering accounts; ~1,020 ordering HCPs in Q3 ◼ Structured to cont
Slide 5: T-Detect COVID focus; leveraging Coverage and T-MAP pharma partnerships
T-Detect COVID focus; leveraging Coverage and T-MAP pharma partnerships T-Detect update: Infectious Disease Leveraging Partnerships Widening adoption of immunoSEQ T-MAP COVID / T-Detect COVID COVID with Pharma, Biotech and Research ◼ Medicare coverage for immuno-compromised patients Published data s
Slide 6: Progress on our open-ended growth story in Drug Discovery
Progress on our open-ended growth story in Drug Discovery Cell Therapy: identify TCRs as Therapeutics ✓ Shared Product: on track to assess efficacy and safety data with GNE to enable a decision by YE to move our lead product into early development ✓ Private Product: on track to process blood from ~6
Slide 7: Q3 2021 Key Financial Highlights
Q3 2021 Key Financial Highlights 3 Revenues ($M) Operating Expenses ($M) Sequencing $39.5 +50% Development $95.4 +52% $26.3 +96% 22.1 $62.9 11.3 1 2 +16% 15.0 17.4 Q3 2020 Q3 2021 Q3 2020 Q3 2021 1 Includes $2.5M in MRD milestones 3 Excludes amortization of intangible assets 2 Includes $1.5M in MRD
Slide 8: 2021 remaining milestones
2021 remaining milestones ◼ Embed T-MAP COVID into SARS-CoV-2 vaccine studies ◼ T-Detect IBD: analysis of >5,000 IBD samples ◼ Confirm additional T-Detect signal(s) ◼ FDA decision for clonoSEQ ALL in blood ◼ Shared product: decision to move lead candidate into early development ◼ Private product: pr
Slide 9: Thank You.
Thank You.
Slide 10: 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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