Critical Analysis: Adaptimmune Therapeutics (ADAP) and Cellectis (CLLS)

Adaptimmune Therapeutics (NASDAQ: CLLS) and Cellectis (NASDAQ:CLLS) are both small-cap medical companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, dividends, risk, institutional ownership and valuation.

Volatility & Risk

Adaptimmune Therapeutics has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500. Comparatively, Cellectis has a beta of 1.83, indicating that its stock price is 83% more volatile than the S&P 500.

Profitability

This table compares Adaptimmune Therapeutics and Cellectis’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Adaptimmune Therapeutics -191.14% -47.22% -35.76%
Cellectis -281.38% -25.46% -22.34%

Institutional & Insider Ownership

59.3% of Adaptimmune Therapeutics shares are held by institutional investors. Comparatively, 27.1% of Cellectis shares are held by institutional investors. 26.5% of Adaptimmune Therapeutics shares are held by insiders. Comparatively, 16.4% of Cellectis shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Adaptimmune Therapeutics and Cellectis, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adaptimmune Therapeutics 0 0 5 0 3.00
Cellectis 0 2 4 0 2.67

Adaptimmune Therapeutics currently has a consensus price target of $19.33, suggesting a potential upside of 61.51%. Cellectis has a consensus price target of $46.80, suggesting a potential upside of 60.55%. Given Adaptimmune Therapeutics’ stronger consensus rating and higher probable upside, equities research analysts clearly believe Adaptimmune Therapeutics is more favorable than Cellectis.

Earnings and Valuation

This table compares Adaptimmune Therapeutics and Cellectis’ revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adaptimmune Therapeutics $37.83 million 29.88 -$70.13 million ($0.80) -14.96
Cellectis $33.72 million 35.99 -$99.36 million ($2.78) -10.49

Adaptimmune Therapeutics has higher revenue and earnings than Cellectis. Adaptimmune Therapeutics is trading at a lower price-to-earnings ratio than Cellectis, indicating that it is currently the more affordable of the two stocks.

Summary

Adaptimmune Therapeutics beats Cellectis on 9 of the 14 factors compared between the two stocks.

About Adaptimmune Therapeutics

Adaptimmune Therapeutics plc, a clinical-stage biopharmaceutical company, focuses on the provision of cancer immunotherapy products based on its proprietary Specific Peptide Enhanced Affinity Receptor (SPEAR) T-cell platform. Its platform enables in identifying cancer targets; finding and genetically engineering T-cell receptors (TCR); and producing TCR therapeutic candidates for administration to patients. It is developing MAGE A-10 peptide that is in Phase I/II clinical trials for the treatment of urothelial, melanoma, and head and neck cancers, as well as non-small cell lung cancer (NSCLC); MAGE-A4 to treat urothelial, melanoma, head and neck, ovarian, NSCLC, esophageal, and gastric cancers; and AFP SPEAR T-cell therapeutic candidate that is in Phase I/II clinical trials for targeting a peptide associated with hepatocellular carcinoma. Adaptimmune Therapeutics plc has a strategic collaboration and licensing agreement with GlaxoSmithKline for the development and commercialization of the NY-ESO SPEAR T-cell program; and strategic alliance with The University of Texas MD Anderson Cancer Center for the development of T-cell therapies for various cancers. The company also has a clinical trial collaboration agreement with Merck & Co., Inc. for the assessment of NY-ESO SPEAR T-cell therapy in combination with anti-programmed death-1 inhibitor in patients with multiple myeloma; and a research, collaboration, and license agreement with Universal Cells, Inc. to gene editing and HLA-engineering technology, as well as a co-development and co-commercialization agreement with Bellicum Pharmaceutical Inc. to evaluate, develop, and commercialize next generation T-cell therapies. Adaptimmune Therapeutics plc was founded in 2014 and is headquartered in Abingdon, the United Kingdom.

About Cellectis

Cellectis S.A., a clinical stage biotechnological company, develops and sells immuno-oncology products based on gene-edited T-cells that express chimeric antigen receptors to target and eradicate cancer in France. The company operates through two segments, Therapeutics and Plants. Its lead product candidate is UCART19, an allogeneic T-cell product candidate for the treatment of CD19 expressing hematologic malignancies, which develop in acute lymphoblastic leukemia (ALL). The company's products also comprise UCART123 for acute myeloid leukemia indications and blastic plasmacytoid dendritic cell neoplasm; UCARTCS1 for multiple myeloma (MM) indications; UCART22 for ALL; and UCART38 for T-ALL. In addition, it focuses on applying its gene-editing technologies to develop new generation plant products in the field of agricultural biotechnology. The company has strategic alliances with Pfizer Inc; Les Laboratoires Servier SAS; The University of Texas MD Anderson Cancer Center to research and develop novel cellular immunotherapies for patients suffering from various liquid tumors; and Cornell University to accelerate the development of a targeted immunotherapy for patients with acute myeloid leukemia, as well as a partnership agreement with the Wyss Institute for Biologically Inspired Engineering at Harvard University. Cellectis S.A. was founded in 1999 and is headquartered in Paris, France.

Receive News & Ratings for Adaptimmune Therapeutics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Adaptimmune Therapeutics and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply