Critical Analysis: Adaptimmune Therapeutics (ADAP) & arGEN-X BV (ARGX)

Adaptimmune Therapeutics (NASDAQ: ADAP) and arGEN-X BV (NASDAQ:ARGX) are both medical companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, valuation, risk, institutional ownership, analyst recommendations, earnings and profitability.

Analyst Ratings

This is a breakdown of recent ratings for Adaptimmune Therapeutics and arGEN-X BV, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adaptimmune Therapeutics 0 0 4 0 3.00
arGEN-X BV 0 0 5 0 3.00

Adaptimmune Therapeutics currently has a consensus price target of $19.33, suggesting a potential upside of 52.35%. arGEN-X BV has a consensus price target of $108.50, suggesting a potential upside of 8.89%. Given Adaptimmune Therapeutics’ higher possible upside, analysts clearly believe Adaptimmune Therapeutics is more favorable than arGEN-X BV.

Earnings and Valuation

This table compares Adaptimmune Therapeutics and arGEN-X BV’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adaptimmune Therapeutics $37.83 million 31.58 -$70.13 million ($0.80) -15.86
arGEN-X BV $44.74 million 71.65 -$31.73 million ($1.40) -71.17

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

Profitability

This table compares Adaptimmune Therapeutics and arGEN-X BV’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Adaptimmune Therapeutics -160.83% -32.57% -24.93%
arGEN-X BV N/A N/A N/A

Institutional and Insider Ownership

59.7% of Adaptimmune Therapeutics shares are owned by institutional investors. Comparatively, 52.8% of arGEN-X BV shares are owned by institutional investors. 26.5% of Adaptimmune Therapeutics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

arGEN-X BV beats Adaptimmune Therapeutics on 7 of the 12 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 arGEN-X BV

argenx SE, a clinical-stage biopharmaceutical company, focuses on developing antibody-based therapies for the treatment of autoimmune diseases and cancer. The company's lead product candidates include ARGX-113 that completed Phase 2 clinical trials for the treatment of autoimmune diseases, including myasthenia gravis, immune thrombocytopenia, and pemphigus vulgaris; and ARGX-110, which is in Phase 1/2 clinical trials for the treatment of T-cell lymphoma, acute myeloid leukemia, and myelodysplastic syndrome. It is also developing ARGX-111 to treat solid tumors; ARGX-109 for the treatment of rheumatoid arthritis; ARGX-112 to treat skin inflammation; ARGX-115, a cancer immunotherapy-focused product candidate; and ARGX-116 for the treatment of dyslipidemia. The company has license and collaboration agreements with AbbVie S.Á.R.L.; Bird Rock Bio, Inc.; LEO Pharma A/S; Staten Biotechnology B.V.; and Shire International GmbH. argenx SE was founded in 2008 and is based in Breda, the Netherlands.

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