)
Adaptive Biotechnologies (ADPT) investor relations material
Adaptive Biotechnologies Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Gross margin improvements and operational leverage
Achieved a 2% gross margin improvement in Q3, moving from 63% to 65% following the X transition.
Expecting a 5%-8% margin lift over the next 12 months post-launch, with further increases into the first half of 2026 as volume grows.
Operational leverage will be driven by increased volume and extra capacity from the X transition.
OpEx investments will focus on EMR integration, reimbursement workflow improvements, and commercial growth, with only modest additional investments anticipated.
Key growth drivers and EMR integration
EMR integration ranked as the largest contributor to growth, enhancing both volume and customer retention.
Blood-based testing is the second largest driver, increasing test frequency and adoption in community settings.
Community penetration and improved clinical guidelines also significantly support growth.
Over 165 sites integrated with EMR by end of Q3, with 40% of volume now processed through integrated flows.
Six of the top 10 accounts are now EMR integrated, leading to substantial volume increases post-integration.
Blood-based testing and clinical adoption
Blood-based testing enables more frequent monitoring compared to bone marrow, especially valuable in myeloma and DLBCL.
In myeloma, blood testing complements bone marrow and can reduce the need for invasive procedures.
Academic clinicians require data to shift to blood-based MRD, while community clinicians are more readily adopting it.
Data shows clonoSEQ in blood is more predictive than traditional M protein tests.
Next Adaptive Biotechnologies earnings date
Next Adaptive Biotechnologies earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage