ADPT – Jeff Brown’s America’s Last Digital Leap Teaser StockWhat tipped me off was his mention of the database of 58 billion cell receptors this company has.
There is also a quote that he showed – “has the potential to change the way cancer is treated and bring us one step closer to truly personalized healthcare.”
Google these 2 items above and you are lead to Adaptive’s investor page.
https://investors.adaptivebiotech.com/news-releases/news-release-details/adaptive-biotechnologies-collaborate-astrazeneca-mapping-immune
https://investors.adaptivebiotech.com/news-releases/news-release-details/adaptive-biotechnologies-enter-worldwide-collaboration-and
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I want to thank you for sharing this info. I did my own investigation during and after his pitch and found other data that confirms your finding. I’m sure he’s talking about ADPT.
Personally, I am offended by the idea that he expects subscribers *who have already paid him significant amounts* to shell out another $2K for one more idea, especially when his previous leads have not yet proved to be worth anything. The entire format of his business model, with new pitches like this every couple weeks, is disturbing, and does not inspire trust.
So you are performing a worthwhile service here.
Without going into details, I have an interest in ADPT. What Jeff Brown doesn’t understand in his pump is how long it takes for ADPT to find “signals” and the years necessary to build an income stream large enough to show increasing earnings. The company has to run trillions of DNA sequences to find the sequences common to everyone, and that takes a lot of time. ADPT partnered with Microsoft specifically to speed up its work with MSFT’s cloud computing and AI.
The stock sold off after Genentech (Roche) scuttled the first shared product for unknown reasons. There are other therapeutics in the works. Each new therapeutic takes time, perhaps years. Regardless, there is unlikely to be any revenue surprise this year and I suppose it is possible the Genentech deal doesn’t pan out. I think it will, but you never know until after the fact.
I think the floor is now around $40. The Illumina for Canaccord suggested it could consider ADPT as a buyout candidate, and that is about when the stock bottomed. It is difficult to value unique companies that won’t make money anytime soon, but I believe ADPT is selling well below any takeover price. I seriously doubt it would think of selling because of its cash pile and potential.
Hopefully, the company will someday have a singular blood test for as many pathogens that you can think of. The science is there to find thousands of cancers, infectious diseases, allergies, etc. more accurately and sooner than any other type of test. The problem is the time it takes to put it all together. The first panel will likely have GI tests (celiac, Crohn’s, etc.), Lyme, and some cancers in a few years. Think of it as an intermediate product. In the long term, it is possible to have 100’s of tests run every time you get an annual checkup from your doctor from a single blood draw. Take a few hundred million tests and multiply it by $ ___ per test, and the stock is worth a lot of money… someday, that is.
The potential for this company is in the “the sky’s the limit” category. The bad news is that potential is not always realized, and the therapeutic side of things is temporarily worrisome. Also, Viking has a boatload of pre-IPO shares, its third-largest holding according to the 13F. Matrix also has a lot. If or when they sell off some shares the stock may be under pressure. The good news is that the science is 1oo% real and proven, the FDA approvals are moving as expected, and the company patents what they discover. What they found has great value not reflected in the books. The company has zero debt and lots of cash, so a capital raise anytime soon is not necessary. ADPT should have a nice growth in its MRD testing over the next five years (see investor presentation) and I expect it to eventually get significant revenue from drug development. The potential for a singular blood test for many pathogens more accurate than any other test on Earth makes the bulls salivate.
Don’t buy this because Brown is pumping it. Based on his ad, I’m not certain he really understands the businesses (I think of the company as having three businesses based on one science) and how long it will take for the income stream bulls are hoping for to occur. I am betting it will happen, but I am also willing to take huge swings in the stock price. Just read the call transcripts to get an idea of what is happening.
Gregor Samsa I too did a little sleuthing on my own and came to the same conclusion I do habe the near future report bit can not afford the 2K… Thanks for your input.
I was willing to invest another 100 on his work but 2k is 2 much. Rather risk 2k worth of stocks on my own .
“58 billion cell receptors ” matches ADPT. My concerns is that there are many insider sales recently.
The hints he gave that made me research were Microsoft & Roche joined the biotech and the result was adaptive biotechnologies.
I was willing to give Jeff another 100 even 200 for the subscription but when he said 2k I was like thats all I have to invest
I get you.
I bought one premium subscription this year only because I didn’t understand the investment vehicle (crypto) and the different options to choose from, but for the most part I stay away from such upgrades.
There is actually some good value in some of those starter subscriptions (i.e. $199 annually) to get a pulse on upcoming trends, but one has to tolerate all the teasers that come almost on a daily basis.
I really object to Jeff Brown’s business model, which is obviously intended to work on people’s emotions. I’m sure everyone else who registered for that presentation last week is still receiving final appeals, as I am, as he tries to wring out the sponge and get the last possible subscriber–even though he said last week Friday would be the cutoff.
I tried writing to him a while back to discuss my misgivings but got no response. Therefore, I say we should all continue what we’re doing here–as long as there’s any reason to believe his recommendations could be worth anything.