Adaptive Biotechnologies(ADPT)
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Adaptive Biotechnologies(ADPT) - 2021 Q1 - Earnings Call Transcript
2021-05-06 10:12
财务数据和关键指标变化 - 2021年第一季度总收入为3840万美元,同比增长84%,环比增长27% [7][30] - 2021年第一季度净亏损为4060万美元,较2020年第一季度的3140万美元亏损有所增加 [35] - 调整后的EBITDA为3010万美元的亏损,较去年同期的2800万美元亏损略有增加 [35] 各条业务线数据和关键指标变化 - 临床测序量在2021年第一季度达到4757个测试,同比增长35% [21][31] - Sequencing收入为1520万美元,同比增长60% [30] - 开发收入为2330万美元,同比增长103% [31] 各个市场数据和关键指标变化 - T-Detect COVID测试自推出以来,已有超过3000名消费者下单 [13] - clonoSEQ测试在第一季度的测试量为4757个,同比增长35% [20][21] 公司战略和发展方向和行业竞争 - 公司致力于通过其免疫医学平台改变疾病的诊断和药物发现 [6] - T-Detect的战略目标是成为一种血液测试,能够提供多种结果,推动从特定疾病诊断向差异化诊断的转变 [15] - 公司与Pfizer的合作将用于测量临床试验中的微小残留病(MRD) [10][59] 管理层对经营环境和未来前景的评论 - 管理层对2021年的开局表示乐观,认为公司能够实现全年目标 [12][36] - 管理层提到COVID-19的影响仍在持续,但预计在2021年下半年会有所改善 [31] 其他重要信息 - 公司在第一季度实现了700万美元的FDA监管里程碑收入 [10][31] - 公司在新南旧金山的实验室空间已正式开放,增加了超过10,000平方英尺的空间 [28] 问答环节所有提问和回答 问题: 关于克罗恩病的研究进展 - 管理层表示,克罗恩病的数据证明了T细胞的特异性,能够消除假阳性 [40] 问题: 关于clonoSEQ的投资回报 - 管理层提到,clonoSEQ的投资正在按计划进行,预计2021年将实现测试量翻倍 [44] 问题: 关于MRD在固体肿瘤中的应用 - 管理层表示,MRD的监测在社区设置中逐渐受到关注,未来可能会有更多的应用 [86]
Adaptive Biotechnologies(ADPT) - 2020 Q4 - Earnings Call Transcript
2021-02-25 13:23
Adaptive Biotechnologies Corporation (NASDAQ:ADPT) Q4 2020 Earnings Conference Call February 24, 2021 4:30 PM ET Company Participants Chad Robins – Chief Executive Officer and Co-Founder Karina Calzadilla – Vice President-Investor Relations Chad Cohen – Chief Financial Officer Julie Rubinstein – President Conference Call Participants Doug Schenkel – Cowen Brian Weinstein – William Blair Tejas Savant – Morgan Stanley Tycho Peterson – JPMorgan David Westenberg – Guggenheim Securities Mark Massaro – BTIG Opera ...
Adaptive Biotechnologies(ADPT) - 2020 Q3 - Earnings Call Transcript
2020-11-11 11:56
Adaptive Biotechnologies Corporation (NASDAQ:ADPT) Q3 2020 Earnings Conference Call November 10, 2020 4:30 PM ET Company Participants Karina Calzadilla – Investor Relations Chad Robins – Chief Executive Officer and Co-Founder Julie Rubinstein – President Chad Cohen – Chief Financial Officer Harlan Robins – Chief Scientific Officer and Co-Founder Conference Call Participants Tycho Peterson – J.P. Morgan Derik de Bruin – Bank of America Doug Schenkel – Cowen Salveen Richter – Goldman Sachs Brian Weinstein – W ...
Adaptive Biotechnologies(ADPT) - 2020 Q3 - Quarterly Report
2020-11-11 05:32
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number: 001-38957 ADAPTIVE BIOTECHNOLOGIES COR ...
Adaptive Biotechnologies(ADPT) - 2020 Q2 - Earnings Call Transcript
2020-08-11 11:13
Adaptive Biotechnologies Corporation (NASDAQ:ADPT) Q2 2020 Results Earnings Conference Call August 11, 2020 4:30 PM ET Company Participants Karina Calzadilla - Vice President, Investor Relations Chad Robins - Co-founder and Chief Executive Officer Julie Rubinstein - President Chad Cohen - Chief Financial Officer Harlan Robins – Chief Scientific Officer and Co-Founder Conference Call Participants Derik de Bruin - Bank of America Merrill Lynch Tycho Peterson - J.P. Morgan Doug Schenkel - Cowen and Company Sal ...
Adaptive Biotechnologies(ADPT) - 2020 Q2 - Quarterly Report
2020-08-11 04:31
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to _____ Commission File Number: 001-38957 ADAPTIVE BIOTECHNOLOGIES CORPORAT ...