Adaptimmune Therapeutics plc — Cyborg Score 3/10

Strategic Profile

Adaptimmune is working to redefine the treatment of solid tumor cancers with cell therapies, using a proprietary platform to identify cancer targets, find and genetically engineer T-cell receptors, and produce TCR therapeutic candidates. The company has achieved commercial traction with TECELRA and strategic partnerships including a collaboration with Galápagos and alliance with MD Anderson Cancer Center.

Cyborg Score Rationale

In 2025, Adaptimmune's market capitalization declined from $137.85M in January to $6.90M in December, a -95% change. Despite strong 2024 revenue growth and TECELRA commercialization progress, the company faces severe financial distress and sharply diminished market confidence.

Top Insights

• 2024 revenue reached $178.03 million, a 195% increase from prior year's $60.28 million.
• Q2 2025 TECELRA sales of $11.1 million with 16 patients invoiced represented >150% growth versus Q1 2025.
• Market capitalization collapsed 95% during 2025, from $137.85M to $6.90M.
• Company entered definitive agreement to sell TECELRA and other cell therapies to US WorldMeds (October 2025 announcement).

Named Competitors

• TCR T-cell therapy platform — Developing personalized cell therapy candidates for oncology
• CAR-T and cellular immunotherapy — Commercial-stage cell therapy for hematologic malignancies
• TCR-based solid tumor therapy — Personalized neoantigen-based immunotherapy

Recent Developments

• (October 2025) Announced definitive agreement for sale of TECELRA, lete-cel, afami-cel, and uza-cel therapies to US WorldMeds
• (May 2025) Q1 2025 results showed TECELRA momentum with 10 patients apheresed and $4.0 million net sales
• (March 2025) Q4 2024 results showed 195% revenue growth to $178 million and narrowing losses to -$70.81 million

Open the full interactive Adaptimmune Therapeutics plc report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.