Q3-osavuosiraportti
11 päivää sitten‧22 min
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0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
3,76VWAP
Alin
3,47VaihtoMäärä
15,6 4 265 145
VWAP
Ylin
3,76Alin
3,47VaihtoMäärä
15,6 4 265 145
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
11.11.11.11.FDA‘s second approval is for a non-hormonal treatment for moderate to severe vasomotor symptoms, such as hot flashes, associated with menopause. This option provides relief for women who cannot or choose not to use hormone therapy. https://www.fda.gov/news-events/press-announcements/hhs-advances-womens-health-removes-misleading-fda-warnings-hormone-replacement-therapy
·11.11.Do you see this as a good investment opportunity now that it has gone down significantly? Or will it go down further? Thoughts?11.11.11.11.Thank you and let's share more. In fact, I'm not a comprehensive and professional investor either, but I'm also striving to learn. At present, there is no problem with the fundamentals of ABCL. Personally, I chose to buy the dip. I think the FDA-approved non-hormonal treatment medicine is potentially a positive for ABCL 635. Let's wait and see if this stock will bring any surprises next year.- 10.11.10.11.AbCellera Appoints Dr. Stephen Quake to its Board of Directors https://investors.abcellera.com/news/news-releases/2025/AbCellera-Appoints-Dr--Stephen-Quake-to-its-Board-of-Directors/default.aspx11.11.11.11.Dr. Quake is such a legendary scientist. ABCL leader team is such fantastic. https://med.stanford.edu/profiles/stephen-quake
·7.11.I have personally bought heavily into AbCellera since October 17th. Here is a review of AbCellera's Q3 report and a strategic analysis of the company's risks and opportunities. Here is a summary of my assessment: 1. Highlights from Q3 2025 • Revenue: $9.0 MUSD (+38 % compared to Q3 2024), but a decrease from Q2's $17.1 M. • Net loss: –$57.1 MUSD, an increase from –$51.1 M in the same quarter last year. • R&D costs: $55 MUSD (+34 % YoY), reflecting increased investments in internal projects. • Cash position: ~$680 MUSD in cash and cash equivalents and grants – strong financial endurance. • Pipeline: Two internal drug candidates (ABCL635 and ABCL575) are now in Phase 1 studies. • Partner portfolio: 103 active projects, of which 18 are in clinical trials – continued growth and breadth. • Key recruitment: Dr. Sarah Noonberg joined as Chief Medical Officer. • Market reaction: The stock fell ~3.7 % in after-hours trading, primarily due to the increased loss. 2. Strategic delivery during the quarter AbCellera has continued to execute its long-term strategy. They have taken important steps towards becoming a clinical-stage pharmaceutical company, while the partner business continues to grow. The platform is largely fully invested, which provides room to focus on pipeline and business development. The strong cash position gives the company flexibility to drive projects without needing to raise new capital in the short term. 3. Investment analysis AbCellera is a high-risk, high-potential case. The company has a unique technological platform, a broad partner portfolio, and a growing internal pipeline. If any of the internal projects show clinical success, there is potential for licensing deals or own product launches with significant revenue opportunities. The stock trades close to its net cash, which limits the downside. At the same time, it is a company that requires patience – the value lies in future milestones rather than current cash flow. Conclusion AbCellera is at a crucial stage. During Q3, the company has shown that it can deliver on its strategy: two own drug candidates are now in clinical trials, the partner portfolio is growing, and the platform is fully built. At the same time, the company is not yet profitable, and revenues are volatile – which requires patience from investors. Looking ahead, it is clear that the company's value will be determined by how well they succeed with their clinical projects and how quickly they can convert the pipeline into revenue. The next 12–24 months will therefore be critical: if AbCellera can show promising data from its internal programs, sign licensing agreements, or receive milestone payments from partner projects, it will fundamentally change the company's revenue profile and investment case. With a strong cash position, technological lead, and a broad portfolio, AbCellera has created good conditions for success. It is a high-risk company – but also with the potential to become a leading player in antibody-based drug development.·8.11.Conclusions that can be drawn about AbCellera's management based on their responses to financial stakeholders 1. Transparency and realism in communication Management shows a clear willingness to be transparent with both progress and challenges. They acknowledge that partner projects are taking longer than expected to reach the royalty phase, but explain that this does not necessarily reduce the long-term value. This indicates that they have a realistic view of development cycles and are willing to communicate this openly – which strengthens trust. 2. Strategic focus and patience Responses such as “completely according to plan” and that the fourth project will be presented in December show that management is disciplined and adheres to its roadmap. They do not seem to rush news to satisfy the market, but prioritize building long-term value. This is a sign of strategic maturity. 3. Technological conviction – but with a nuanced tone To the question of the platform's validation, the answer is balanced: it is seen that the hypotheses hold, but that more projects are needed to fully confirm this. This shows that management has confidence in its technology, but also understands that credibility is built over time and through repeated successes. 4. Market position – pragmatic view on use and application Management emphasizes that both proprietary and partner-based uses of the same substance strengthen the market position. This shows a pragmatic view where it is not seen as an either/or, but as a combination that can maximize value. Summary assessment Management appears strategically focused, communicatively mature, and with a clear long-term perspective. They are not defensive in their responses, but acknowledge challenges while explaining why these are not necessarily negative. This indicates that the company is led by people who understand biotech dynamics and have the ability to navigate complex development processes.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q3-osavuosiraportti
11 päivää sitten‧22 min
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 11.11.11.11.FDA‘s second approval is for a non-hormonal treatment for moderate to severe vasomotor symptoms, such as hot flashes, associated with menopause. This option provides relief for women who cannot or choose not to use hormone therapy. https://www.fda.gov/news-events/press-announcements/hhs-advances-womens-health-removes-misleading-fda-warnings-hormone-replacement-therapy·11.11.Do you see this as a good investment opportunity now that it has gone down significantly? Or will it go down further? Thoughts?11.11.11.11.Thank you and let's share more. In fact, I'm not a comprehensive and professional investor either, but I'm also striving to learn. At present, there is no problem with the fundamentals of ABCL. Personally, I chose to buy the dip. I think the FDA-approved non-hormonal treatment medicine is potentially a positive for ABCL 635. Let's wait and see if this stock will bring any surprises next year.
- 10.11.10.11.AbCellera Appoints Dr. Stephen Quake to its Board of Directors https://investors.abcellera.com/news/news-releases/2025/AbCellera-Appoints-Dr--Stephen-Quake-to-its-Board-of-Directors/default.aspx11.11.11.11.Dr. Quake is such a legendary scientist. ABCL leader team is such fantastic. https://med.stanford.edu/profiles/stephen-quake
- ·7.11.I have personally bought heavily into AbCellera since October 17th. Here is a review of AbCellera's Q3 report and a strategic analysis of the company's risks and opportunities. Here is a summary of my assessment: 1. Highlights from Q3 2025 • Revenue: $9.0 MUSD (+38 % compared to Q3 2024), but a decrease from Q2's $17.1 M. • Net loss: –$57.1 MUSD, an increase from –$51.1 M in the same quarter last year. • R&D costs: $55 MUSD (+34 % YoY), reflecting increased investments in internal projects. • Cash position: ~$680 MUSD in cash and cash equivalents and grants – strong financial endurance. • Pipeline: Two internal drug candidates (ABCL635 and ABCL575) are now in Phase 1 studies. • Partner portfolio: 103 active projects, of which 18 are in clinical trials – continued growth and breadth. • Key recruitment: Dr. Sarah Noonberg joined as Chief Medical Officer. • Market reaction: The stock fell ~3.7 % in after-hours trading, primarily due to the increased loss. 2. Strategic delivery during the quarter AbCellera has continued to execute its long-term strategy. They have taken important steps towards becoming a clinical-stage pharmaceutical company, while the partner business continues to grow. The platform is largely fully invested, which provides room to focus on pipeline and business development. The strong cash position gives the company flexibility to drive projects without needing to raise new capital in the short term. 3. Investment analysis AbCellera is a high-risk, high-potential case. The company has a unique technological platform, a broad partner portfolio, and a growing internal pipeline. If any of the internal projects show clinical success, there is potential for licensing deals or own product launches with significant revenue opportunities. The stock trades close to its net cash, which limits the downside. At the same time, it is a company that requires patience – the value lies in future milestones rather than current cash flow. Conclusion AbCellera is at a crucial stage. During Q3, the company has shown that it can deliver on its strategy: two own drug candidates are now in clinical trials, the partner portfolio is growing, and the platform is fully built. At the same time, the company is not yet profitable, and revenues are volatile – which requires patience from investors. Looking ahead, it is clear that the company's value will be determined by how well they succeed with their clinical projects and how quickly they can convert the pipeline into revenue. The next 12–24 months will therefore be critical: if AbCellera can show promising data from its internal programs, sign licensing agreements, or receive milestone payments from partner projects, it will fundamentally change the company's revenue profile and investment case. With a strong cash position, technological lead, and a broad portfolio, AbCellera has created good conditions for success. It is a high-risk company – but also with the potential to become a leading player in antibody-based drug development.·8.11.Conclusions that can be drawn about AbCellera's management based on their responses to financial stakeholders 1. Transparency and realism in communication Management shows a clear willingness to be transparent with both progress and challenges. They acknowledge that partner projects are taking longer than expected to reach the royalty phase, but explain that this does not necessarily reduce the long-term value. This indicates that they have a realistic view of development cycles and are willing to communicate this openly – which strengthens trust. 2. Strategic focus and patience Responses such as “completely according to plan” and that the fourth project will be presented in December show that management is disciplined and adheres to its roadmap. They do not seem to rush news to satisfy the market, but prioritize building long-term value. This is a sign of strategic maturity. 3. Technological conviction – but with a nuanced tone To the question of the platform's validation, the answer is balanced: it is seen that the hypotheses hold, but that more projects are needed to fully confirm this. This shows that management has confidence in its technology, but also understands that credibility is built over time and through repeated successes. 4. Market position – pragmatic view on use and application Management emphasizes that both proprietary and partner-based uses of the same substance strengthen the market position. This shows a pragmatic view where it is not seen as an either/or, but as a combination that can maximize value. Summary assessment Management appears strategically focused, communicatively mature, and with a clear long-term perspective. They are not defensive in their responses, but acknowledge challenges while explaining why these are not necessarily negative. This indicates that the company is led by people who understand biotech dynamics and have the ability to navigate complex development processes.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
3,76VWAP
Alin
3,47VaihtoMäärä
15,6 4 265 145
VWAP
Ylin
3,76Alin
3,47VaihtoMäärä
15,6 4 265 145
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Morningstar, Quartr
Q3-osavuosiraportti
11 päivää sitten‧22 min
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 6.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 8.5. | |
| 2024 Q4-osavuosiraportti | 27.2. |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 11.11.11.11.FDA‘s second approval is for a non-hormonal treatment for moderate to severe vasomotor symptoms, such as hot flashes, associated with menopause. This option provides relief for women who cannot or choose not to use hormone therapy. https://www.fda.gov/news-events/press-announcements/hhs-advances-womens-health-removes-misleading-fda-warnings-hormone-replacement-therapy·11.11.Do you see this as a good investment opportunity now that it has gone down significantly? Or will it go down further? Thoughts?11.11.11.11.Thank you and let's share more. In fact, I'm not a comprehensive and professional investor either, but I'm also striving to learn. At present, there is no problem with the fundamentals of ABCL. Personally, I chose to buy the dip. I think the FDA-approved non-hormonal treatment medicine is potentially a positive for ABCL 635. Let's wait and see if this stock will bring any surprises next year.
- 10.11.10.11.AbCellera Appoints Dr. Stephen Quake to its Board of Directors https://investors.abcellera.com/news/news-releases/2025/AbCellera-Appoints-Dr--Stephen-Quake-to-its-Board-of-Directors/default.aspx11.11.11.11.Dr. Quake is such a legendary scientist. ABCL leader team is such fantastic. https://med.stanford.edu/profiles/stephen-quake
- ·7.11.I have personally bought heavily into AbCellera since October 17th. Here is a review of AbCellera's Q3 report and a strategic analysis of the company's risks and opportunities. Here is a summary of my assessment: 1. Highlights from Q3 2025 • Revenue: $9.0 MUSD (+38 % compared to Q3 2024), but a decrease from Q2's $17.1 M. • Net loss: –$57.1 MUSD, an increase from –$51.1 M in the same quarter last year. • R&D costs: $55 MUSD (+34 % YoY), reflecting increased investments in internal projects. • Cash position: ~$680 MUSD in cash and cash equivalents and grants – strong financial endurance. • Pipeline: Two internal drug candidates (ABCL635 and ABCL575) are now in Phase 1 studies. • Partner portfolio: 103 active projects, of which 18 are in clinical trials – continued growth and breadth. • Key recruitment: Dr. Sarah Noonberg joined as Chief Medical Officer. • Market reaction: The stock fell ~3.7 % in after-hours trading, primarily due to the increased loss. 2. Strategic delivery during the quarter AbCellera has continued to execute its long-term strategy. They have taken important steps towards becoming a clinical-stage pharmaceutical company, while the partner business continues to grow. The platform is largely fully invested, which provides room to focus on pipeline and business development. The strong cash position gives the company flexibility to drive projects without needing to raise new capital in the short term. 3. Investment analysis AbCellera is a high-risk, high-potential case. The company has a unique technological platform, a broad partner portfolio, and a growing internal pipeline. If any of the internal projects show clinical success, there is potential for licensing deals or own product launches with significant revenue opportunities. The stock trades close to its net cash, which limits the downside. At the same time, it is a company that requires patience – the value lies in future milestones rather than current cash flow. Conclusion AbCellera is at a crucial stage. During Q3, the company has shown that it can deliver on its strategy: two own drug candidates are now in clinical trials, the partner portfolio is growing, and the platform is fully built. At the same time, the company is not yet profitable, and revenues are volatile – which requires patience from investors. Looking ahead, it is clear that the company's value will be determined by how well they succeed with their clinical projects and how quickly they can convert the pipeline into revenue. The next 12–24 months will therefore be critical: if AbCellera can show promising data from its internal programs, sign licensing agreements, or receive milestone payments from partner projects, it will fundamentally change the company's revenue profile and investment case. With a strong cash position, technological lead, and a broad portfolio, AbCellera has created good conditions for success. It is a high-risk company – but also with the potential to become a leading player in antibody-based drug development.·8.11.Conclusions that can be drawn about AbCellera's management based on their responses to financial stakeholders 1. Transparency and realism in communication Management shows a clear willingness to be transparent with both progress and challenges. They acknowledge that partner projects are taking longer than expected to reach the royalty phase, but explain that this does not necessarily reduce the long-term value. This indicates that they have a realistic view of development cycles and are willing to communicate this openly – which strengthens trust. 2. Strategic focus and patience Responses such as “completely according to plan” and that the fourth project will be presented in December show that management is disciplined and adheres to its roadmap. They do not seem to rush news to satisfy the market, but prioritize building long-term value. This is a sign of strategic maturity. 3. Technological conviction – but with a nuanced tone To the question of the platform's validation, the answer is balanced: it is seen that the hypotheses hold, but that more projects are needed to fully confirm this. This shows that management has confidence in its technology, but also understands that credibility is built over time and through repeated successes. 4. Market position – pragmatic view on use and application Management emphasizes that both proprietary and partner-based uses of the same substance strengthen the market position. This shows a pragmatic view where it is not seen as an either/or, but as a combination that can maximize value. Summary assessment Management appears strategically focused, communicatively mature, and with a clear long-term perspective. They are not defensive in their responses, but acknowledge challenges while explaining why these are not necessarily negative. This indicates that the company is led by people who understand biotech dynamics and have the ability to navigate complex development processes.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
3,76VWAP
Alin
3,47VaihtoMäärä
15,6 4 265 145
VWAP
Ylin
3,76Alin
3,47VaihtoMäärä
15,6 4 265 145
Välittäjätilasto
Dataa ei löytynyt