Adaptimmune reported a very successful launch of TECELRA with strong initial sales and effective patient access. The early activation of treatment centers and manufacturing success further support their positive outlook. However, financial challenges remain with doubts about their ability to continue as a going concern.

Company Guidance

In the first quarter of 2025, Adaptimmune reported significant progress in the launch of TECELRA, with 21 patients apheresed to date, including 13 in Q1 and 8 in early Q2. The company provided revenue guidance for the full year, anticipating TECELRA sales of $35 million to $45 million. Adaptimmune reported invoicing 14 TECELRA treatments in 2025, including 6 in Q1, resulting in $4 million in net sales, and 8 additional invoiced treatments early in Q2. The company achieved 100% manufacturing success, with an average turnaround from apheresis to lot release of 27 days, surpassing the 30-day target. Adaptimmune's network includes 28 active treatment centers, with expectations to reach 30 by year-end, a year ahead of schedule. No patient access issues have been reported, with no denials to date. Adaptimmune foresees peak sales of $400 million from its TECELRA and lete-cel sarcoma franchise, with lete-cel launch activities underway, targeting a 2026 approval.

Strong TECELRA Launch with Revenue Guidance

Adaptimmune reported a successful launch of TECELRA with 21 patients apheresed in 2025, 13 in Q1 and 8 in early Q2. They provided revenue guidance for the full year of $35 million to $45 million in TECELRA sales.

Early Activation of Treatment Centers

Adaptimmune has 28 treatment centers accepting referrals and expects to have a full network of 30 centers by the end of 2025, a year earlier than expected.

100% Manufacturing Success

The TECELRA manufacturing center in Philadelphia reported 100% success with all doses released meeting specifications, and an average turnaround time of 27 days, beating the target of 30 days.

No Patient Denials

Effective patient access to TECELRA with no patient denials reported to date.

Future Growth with lete-cel

Anticipation of lete-cel approval in 2026, which could more than double the addressable patient market within the sarcoma franchise.

Adaptimmune Therapeutics (ADAP) Earnings, Revenues Date & History

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ADAP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.05 / -	-0.01	―	―	―
Aug 13, 2025	2025 (Q2)	-0.04 / -0.02	0.04	-150.00% (-0.06)	―	―
May 13, 2025	2025 (Q1)	-0.09 / -0.03	-0.03	0.00% (0.00)	―
Mar 20, 2025	2024 (Q4)	-0.03 / -0.05	-0.04	-25.00% (-0.01)	―
Nov 13, 2024	2024 (Q3)	>-0.01 / -0.01	-0.03	66.67% (+0.02)	―
Aug 12, 2024	2024 (Q2)	-0.04 / 0.04	-0.02	300.00% (+0.06)	―
May 15, 2024	2024 (Q1)	-0.15 / -0.03	0	―	―
Mar 06, 2024	2023 (Q4)	-0.17 / -0.04	-0.03	-33.33% (-0.01)	―
Nov 08, 2023	2023 (Q3)	-0.19 / -0.03	-0.25	88.00% (+0.22)	―
Aug 09, 2023	2023 (Q2)	-0.14 / -0.02	-0.05	60.00% (+0.03)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADAP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$0.08	$0.08	0.00%
May 13, 2025	$0.30	$0.25	-16.67%
Mar 20, 2025	$0.45	$0.28	-37.78%
Nov 13, 2024	$0.77	$0.59	-23.38%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.