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Adicet Bio: Searching For Upside In Cell Therapeutics

Feb. 07, 2023 2:24 PM ETAdicet Bio, Inc. (ACET)3 Comments


  • Biotechs developing CAR-T cell therapies have seen their valuations plummet in 2022 - making them an intriguing speculative buy opportunity in 2023.
  • This is a complex field characterized by study failures, issues with durability, but the six CAR-T therapies approved to date will likely all achieve blockbuster (>$1bn per annum) sales.
  • Out of a pool of ~50 companies Adicet stands out as an intriguing opportunity.
  • Although its P1 study of lead candidate revealed issues with durability, a Complete Response rate of 33% after 6m may support progression to a pivotal study.
  • There will be more data to consider from that study in 2023 plus a new drug entering the clinic that may target solid tumors. Adicet is well funded and ~35% undervalued at present, I'd suggest.
  • Looking for more investing ideas like this one? Get them exclusively at Haggerston BioHealth. Learn More »
In search for truffle mushrooms.


Investment Overview - The Appeal Of Investing In CAR-T Cell Therapy Drug Developers

When the FDA approved Swiss pharma giant Novartis' (NVS) Kymriah for the treatment of patients with B-cell precursor acute lymphoblastic leukemia who haven't responded to standard

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This article was written by

Edmund Ingham profile picture

Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.

The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ACET over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

AtalantaPonos profile picture
Thank you for the excellent article. It was very educational. CAR-T therapies appear to have extreme challenges. For those with a long term horizon with modest expectations, ACET looks like a speculative buy.
javings profile picture
Thanks for bringing this to my attention, EI. Need to do more DD. However, am long the other name you mentioned ATRA. Tomorrow's EC should be interesting to say the least. I am looking forward for an update on their ongoing conversation with the FDA, and hopefully they will get the green light to file in the near future.
Has promise but at least a year or two from meaningful data
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