Recent chatter on X about Adaptimmune Therapeutics (ADAP) has been buzzing with reactions to the company's latest corporate moves, particularly the sale of a key T-cell therapy portfolio to US WorldMeds and a severance agreement with its former Chief Commercial Officer. Many users are highlighting the significant stock price surge following these announcements, with some noting a reported 50% jump as a sign of renewed investor confidence. The upfront payment and potential milestones from the deal are also generating excitement about the company's financial runway.
However, not all discussions are uniformly positive, as some posts point to sharp declines in stock price on certain days, reflecting volatility and bearish sentiment among a portion of the online community. There’s a mix of optimism about Adaptimmune’s focus on next-generation pipeline programs and caution over the biotech sector's inherent risks. This dynamic conversation underscores the polarizing nature of recent events surrounding the company.
Note: This discussion summary was generated from an AI condensation of post data.
Adaptimmune Therapeutics Insider Trading Activity
Adaptimmune Therapeutics insiders have traded $ADAP stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ADAP stock by insiders over the last 6 months:
- CAPITAL, LLC ECOR1 has made 0 purchases and 3 sales selling 64,052,538 shares for an estimated $6,890,235.
- ALI BEHBAHANI has made 0 purchases and 2 sales selling 19,500,000 shares for an estimated $229,171.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Adaptimmune Therapeutics Hedge Fund Activity
We have seen 20 institutional investors add shares of Adaptimmune Therapeutics stock to their portfolio, and 49 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 11,819,095 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $2,328,361
- PFM HEALTH SCIENCES, LP removed 4,871,969 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $959,777
- TWO SEAS CAPITAL LP added 2,051,016 shares (+10.0%) to their portfolio in Q2 2025, for an estimated $491,628
- MORGAN STANLEY added 1,516,321 shares (+55.8%) to their portfolio in Q2 2025, for an estimated $363,462
- FMR LLC removed 1,290,611 shares (-73.5%) from their portfolio in Q2 2025, for an estimated $309,359
- UBS GROUP AG removed 949,782 shares (-93.8%) from their portfolio in Q2 2025, for an estimated $227,662
- JPMORGAN CHASE & CO removed 859,549 shares (-97.4%) from their portfolio in Q2 2025, for an estimated $206,033
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Adaptimmune Therapeutics Analyst Ratings
Wall Street analysts have issued reports on $ADAP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 05/14/2025
- Guggenheim issued a "Buy" rating on 03/26/2025
- Scotiabank issued a "Sector Outperform" rating on 03/21/2025
To track analyst ratings and price targets for Adaptimmune Therapeutics, check out Quiver Quantitative's $ADAP forecast page.
Adaptimmune Therapeutics Price Targets
Multiple analysts have issued price targets for $ADAP recently. We have seen 6 analysts offer price targets for $ADAP in the last 6 months, with a median target of $1.2.
Here are some recent targets:
- Graig Suvannavejh from Mizuho set a target price of $0.5 on 06/26/2025
- Peter Lawson from Barclays set a target price of $0.46 on 05/14/2025
- Yanan Zhu from Wells Fargo set a target price of $1.0 on 05/14/2025
- Arthur He from HC Wainwright & Co. set a target price of $3.0 on 04/01/2025
- Michael Schmidt from Guggenheim set a target price of $1.75 on 03/26/2025
- George Farmer from Scotiabank set a target price of $1.4 on 03/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
