Adaptive Biotechnologies Corporation (ADPT) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

SA Transcripts 162.21K Followers Follow Adaptive Biotechnologies Corporation ( ADPT ) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 4:50 PM EDT Company Participants Chad Robins - Co-Founder, CEO & Chairman Kyle Piskel - VP, CFO & Principal Accounting Officer Conference Call Participants Kallum Titchmarsh - Morgan Stanley, Research Division Presentation Kallum Titchmarsh Morgan Stanley, Research Division Okay. It looks like we're running a couple of minutes behind, so we can quickly get started. Kallum Titchmarsh here from the life science tools and diagnostics team at Morgan Stanley. Really pleased to be joined by the team from Adaptive. We have Chad Robins, Co-Founder and CEO; and Kyle Piskel, CFO. Thank you both for being here. Just before we get started, research disclosures, morganstanley.com/researchdisclosures because someone will tell me off if I don't call that one out. Question-and-Answer Session Kallum Titchmarsh Morgan Stanley, Research Division Lots to discuss. Obviously, let's dive into. Maybe we can just start with the state of the union. I know there was also some updates today that you want to hit on out there in the market. So maybe just set the scene. What is exciting you the most right now, Chad? Chad Robins Co-Founder, CEO & Chairman Yes. Relevant today and kind of unexpected we had a major guideline update in multi myeloma. And I'm actually going to look at my notes because this came in from my team recently. But -- the NCCN multi myeloma guidelines were updated, but they now include a dedicated page for MRD testing. This is very kind of similar in parallel structure that they do in ALL guidelines, and it really -- what it does is it signals that the panel views MRD assessment is essential for management of patients of multi myeloma but kind of more specifically, the recommendations for MRD, said that MRD is recommended using an FDA-approved assay such as clonoSEQ or flow