BTIG reiterates Buy rating on Adeptus Biotechnologies stock after Genentech deal termination

Published 19/08/2025, 10:42
BTIG reiterates Buy rating on Adeptus Biotechnologies stock after Genentech deal termination

Investing.com - BTIG has reiterated its Buy rating and $14.00 price target on Adeptus Biotechnologies Corp. (NASDAQ:ADPT) following the company’s announcement that it will terminate its collaboration and license agreement with Genentech. According to InvestingPro data, analyst targets range from $11 to $15, with 4 analysts recently revising their earnings estimates upward.

The termination, effective February 9, 2026, will release Adeptus from exclusivity with Genentech regarding cell therapies in oncology, according to BTIG. This change will enable Adeptus to pursue data-type licensing deals with other biopharmaceutical companies.

Adeptus has confirmed it does not intend to become a fully integrated therapeutics company, but will continue operating its core minimal residual disease (MRD) hematology testing business while making modest investments in its Immune Medicine business.

The company remains committed to reducing and eventually eliminating cash burn in its Immune Medicine segment while continuing to expand positive adjusted EBITDA in its core MRD business.

Shares of Adeptus Biotechnologies have risen 107% year-to-date, outperforming most companies in its sector, according to BTIG’s analysis. The stock is currently trading near its 52-week high of $13.37, though InvestingPro analysis suggests the stock may be slightly overvalued at current levels. Get comprehensive insights and 12 additional ProTips for ADPT with an InvestingPro subscription.

In other recent news, Adaptive Biotechnologies reported its second-quarter 2025 earnings, exceeding expectations with a revenue of $58.9 million, marking a 36% increase compared to the previous year. The company also posted an earnings per share of -$0.17, outperforming the forecasted -$0.24. Additionally, Adaptive Biotechnologies announced the termination of its Strategic Collaboration and License Agreement with Genentech, which will take effect in February 2026. This agreement, initially established in December 2018, focused on developing cancer cell therapy products.

Meanwhile, Piper Sandler has raised its price target for Adeptus Biotechnologies to $15.00, maintaining an Overweight rating, citing significant growth in the company’s MRD business. Morgan Stanley (NYSE:MS) also increased its price target for the company to $11.00, highlighting continued momentum in clonoSEQ volume and average selling price. BTIG followed suit, raising its price target to $14.00, noting Adeptus Biotechnologies’ strong second-quarter performance and achievement of adjusted EBITDA positivity in its MRD business. These developments reflect a positive outlook from analysts regarding Adeptus Biotechnologies’ growth trajectory.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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