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Adicet (ACET) Stock Rallies 130% in a Month: Here's Why

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Adicet Bio (ACET - Free Report) , a clinical-stage company, develops “off-the-shelf” gamma delta T cell therapies with novel mechanisms of action for patients with cancer and autoimmune diseases.

The company’s lead product candidate, ADI-001, is an investigational allogeneic gamma delta CAR T cell therapy targeting CD20. It is currently being evaluated in a phase I study for the treatment of relapsed or refractory aggressive B-cell non-Hodgkin’s lymphoma.

Over the past month, shares of Adicet have skyrocketed 130.4% compared with the industry’s 4.9% rise. The massive uptick in the stock price was fueled by the corporate update provided by the company earlier this month, discussing strategic priorities for 2024. The press release also reiterated several important upcoming milestones for the company in 2024.

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The ongoing phase I GLEAN study of ADI-001 is evaluating the candidate in adult patients diagnosed with B-cell malignancies who have either relapsed or are refractory to at least two prior treatment regimens. The primary objectives of the study are to evaluate the safety, tolerability, pharmacokinetics and pharmacodynamics of ADI-001. It also includes determining the optimal dose of the candidate as a monotherapy.

Based on positive clinical response and safety data reported by Adicet from the GLEAN study in June 2023, the company believes in ADI-001’s potential as a treatment for mantle cell lymphoma (MCL).

Per the press release, ACET is currently focusing on enrolling MCL patients in the early-stage study of ADI-001 at dose level 4. The company is gearing up with the intent to advance ADI-001 to a potentially pivotal study in MCL patients under an accelerated approval pathway.

Adicet expects to provide a clinical update from the treatment of additional MCL patients who are being enrolled in the GLEAN study with ADI-001 in the second half of 2024. 

In December 2023, the company’s investigational new drug application (IND) for ADI-001 in lupus nephritis was cleared by the FDA. Following the IND clearance, the company is planning to initiate an early-stage study to assess the safety and efficacy of ADI-001 in lupus nephritis.

A clinical update from the phase I study evaluating ADI-001 for lupus nephritis is expected in the second half of 2024. Furthermore, Adicet also expressed its intentions to expand into additional autoimmune indications soon.

The company also reported that it has received positive feedback from a pre-IND meeting with the FDA for another candidate, ADI-270, which is currently in the pre-clinical stage. ADI-270 isan investigational allogeneic gamma delta CAR T cell therapy targeting CD70.

Adicet expects to file an IND application for ADI-270 in the second quarter of 2024, seeking clearance to begin a clinical study of ADI-270 in patients with renal cell carcinoma.

In the same press release, the company also stated that it expects its cash and cash equivalents in hand as of Dec 31, 2023, to fund current and planned operations into the second half of 2025.

Adicet Bio, Inc. Price and Consensus

 

Adicet Bio, Inc. Price and Consensus

Adicet Bio, Inc. price-consensus-chart | Adicet Bio, Inc. Quote

 

Zacks Rank and Other Stocks to Consider

Adicet currently carries a Zacks Rank #2 (Buy).

Some other top-ranked drug/biotech stocks worth mentioning are Puma Biotechnology, Inc. (PBYI - Free Report) , ADMA Biologics (ADMA - Free Report) and Acadia Pharmaceuticals (ACAD - Free Report) . While PBYI sports a Zacks Rank #1 (Strong Buy), ADMA and ACAD carry a Zacks Rank #2 each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

In the past 30 days, the Zacks Consensus Estimate for Puma Biotech’s 2023 earnings per share (EPS) has increased from 72 cents to 73 cents. During the same time frame, the consensus estimate for Puma Biotech’s 2024 EPS has increased from 64 cents to 69 cents. Over the past month, shares of PBYI have gained 25.2%.

PBYI beat estimates in three of the last four quarters while missing on one occasion, delivering a four-quarter average earnings surprise of 76.55%.

In the past 30 days, the Zacks Consensus Estimate for ADMA Biologics’ 2023 loss per share has narrowed from 3 cents to 2 cents. The consensus estimate for ADMA Biologics’ 2024 EPS is pegged at 22 cents. Over the past month, shares of ADMA have gained 20.5%.

ADMA beat estimates in three of the trailing four quarters and matched in one, delivering an average earnings surprise of 63.57%. 

In the past 30 days, the Zacks Consensus Estimate for Acadia’s 2023 loss per share has remained constant at 33 cents. During the same time frame, the consensus estimate for Acadia’s 2024 EPS is pegged at $1.04. Over the past month, shares of ACAD have lost 1%.

ACAD beat estimates in two of the trailing four quarters and missed the mark on the other two occasions, delivering an average earnings surprise of 20.69%. 

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