2025 Q4 -tulosraportti
62 päivää sitten
‧27 min
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 päivä sittenThought experiment: What could AbCellera be worth if the molecules succeed? Big pinch of salt first! This is a purely hypothetical reasoning which assumes that clinical studies succeed (which most do not), that the drugs are approved and that the market develops as expected. No forecasts – just a possible scenario upon commercial launch. AbCellera's pipeline consists of five antibodies – protein-based drugs that are some of the world's best-selling medicines (cf. Humira, Dupixent). At the forefront is ABCL635 for menopausal symptoms (Phase 2 data expected Q3 2026), followed by ABCL575 for eczema and three earlier programs in autoimmunity and cancer. The rule of thumb: A successful antibody that reaches the market is typically worth ~50 billion kr in commercial total value over the patent's lifetime. The calculation example: 50 000 000 000 kr ÷ 303 000 000 shares ≈ 165 kr per share per successful molecule. In a so-called bear-scenario where everything fails, the value lands at approximately 35–55 kr per share (basically only the cash and the platform remaining). If a single molecule succeeds, we are talking about approximately 165 kr per share. If two molecules succeed, we end up around 330 kr. Probability-weighted across the entire pipeline, based on which clinical phase each molecule is in, we land in the range of 100–130 kr per share. The stock closed at $4.15 (~38 kr) on April 24, 2026. Just ONE successful molecule would thus correspond to ~4× today's price. Two successful ones yield ~9×. And here is the point that many miss: AbCellera aims to produce 1–2 new candidate molecules per year from its 20+ discovery programs. The pipeline we see today is thus not the end – it is a future egg-hatching machine for new drugs. Every successful molecule also confirms the platform and increases the value of all future programs. It is precisely this recurring "production line" that distinguishes AbCellera from a typical single-asset biotech – it is a discovery and development company, not a lottery ticket on a single molecule. This is classic biotech asymmetry: the downside is limited (the company has ~7.4 billion kr in cash), the upside potentially enormous – and it grows every year as the platform delivers new candidates. Q3 2026 is the first real moment of truth.- ·23.4. · MuokattuThoughts from yesterday's (20260421) Bloom Burton: Why CFO Andrew Booth's "straight shooter" style builds long-term value for us I wanted to share some reflections from yesterday's presentation at the Bloom Burton & Co. Healthcare Investor Conference. As you know, our CFO, Andrew Booth, represented the company, and his appearance provided some very interesting insights into where we stand right now. Here are my "takeaways" and why I think yesterday was a demonstration of strength: The contrast adds weight It's always interesting when a CFO, who normally focuses on cash flows and burn rate, talks science. The fact that Booth was very positive about ABCL635 (our program against endocrine diseases) provides extra reassurance. Why? Because he controls the money. When he stands behind the scientific advancements with such conviction, it gives a completely different weight to the narrative. ABCL635 is "The Big Story" The reason he focused so heavily on this particular program is that it is the core of AbCellera's transformation right now. From previously being seen as a pure "partner-only" model, ABCL635 is proof that we can actually take our own complex discoveries all the way through the preclinical phase. We are building our own pipeline with enormous upside. 100 % consistent delivery In the biotech sector, the market hates surprises between quarters. You want to see the plan followed to the letter. Booth was 100 % consistent yesterday with what was communicated in the latest quarterly report. This shows immense stability and internal discipline. A "Straight Shooter" creates trust capital Booth is demonstrably highly competent, but what really stands out is his intellectual honesty. He was positive, but he did not shy away from carefully highlighting the remaining scientific risks. This direct style is a strategic asset for two reasons: 1. Risk management: By proactively talking about the risks, he vaccinates the stock against future setbacks. He helps the market to "price in" that the path forward is not always straight. 2. Trust: A CFO who avoids platitudes and does not try to hide uncertainty builds massive trust capital. This will be invaluable the day the company might need to raise more capital or sign large strategic agreements. Conclusion: We continue to "dress the bride" Yesterday's performance reinforces the image that AbCellera has gone from being a "promising technology platform" to a disciplined drug developer. The fact that Booth did not get carried away but stuck strictly to the established line is precisely the leadership we need in today's market. If we also connect this to what is happening internally in the company right now, the picture becomes even clearer. Although March was the month with the largest volume of new advertisements related to pure operations (like warehouse workers and technicians), April has complemented this with about 10 heavier specialist and management roles. The fact that they are now recruiting QC managers and in vivo specialists shows that they are building layer upon layer in their new identity as a full-scale, independent pharmaceutical company. In short: AbCellera continues purposefully to "dress the bride" for the future. There is no luck here, only preparation – and he who prepares well becomes a winner!
·11.4.The company will present at the Bloom Burton & Co. Healthcare Investor Conference (April 21–22), and this is a good opportunity for management to provide more substance regarding their internal pipeline. What the market is primarily waiting for are updates regarding: ABCL575 & ABCL635: How is the recruitment and progress in these Phase 1 studies? Pipeline momentum: Any new details regarding their oncology program. Commercial strategy: How they plan to capitalize on their tech platform going forward. Jones Trading recently initiated coverage with a buy recommendation and a price target of $11 (significant upside from current levels), which provides a good boost ahead of the presentation. Could be an interesting trigger ahead of the report on May 11!- ·1.4.AbCellera – What does the intensive recruitment in March 2026 mean? In March 2026, AbCellera has announced an unusually large number of new positions. Several of the positions that AbCellera announced in early 2026 are clearly focused on manufacturing, operations, and quality control, rather than research. These include roles such as: • Senior Utilities Technician • Utilities Systems Specialist (Chief Power Engineer) • Warehouse Operator • QC Microbiology Analyst • Associate Director, CMC Regulatory Affairs These roles are typical for an organization preparing to produce pharmaceuticals in-house, especially in a GMP-regulated environment. This is also confirmed by AbCellera completing its own GMP facility in Vancouver at the end of 2025, which is now operational and used to produce material for the company's internal pipeline. Management has explicitly stated that the team is now in place and the facility is ready to be used for clinical manufacturing. This means that AbCellera is no longer dependent on external contract manufacturers (CDMOs) to the same extent, but can control its own manufacturing chain, which is particularly important when entering Phase 2 and Phase 3 studies – and ultimately also for commercial production if the drugs are approved. Here are some key insights: 1. Pipeline programs are moving forward AbCellera has four internal drug candidates within its core areas: endocrinology, women's health, immunology, and oncology. All four have advanced according to plan during 2025–2026: - ABCL635 (for hot flashes in menopause) is in Phase 2 – with top-line results expected Q3 2026. - ABCL575 (atopic dermatitis) is in Phase 1 – data expected by the end of the year. - ABCL688 (autoimmunity) and ABCL386 (oncology) are in IND-enabling phase. There are no reported setbacks – on the contrary, the company has communicated strong safety and pharmacodynamic data for ABCL635. It is clear that positive results are expected. 2. The company is building for the next phase The recruitments show that AbCellera is preparing to: • Scale up clinical trials (Phase 2/3) • Manage regulatory processes • Manufacture drugs in-house They have recently completed a GMP facility in Vancouver and are now recruiting technicians, quality analysts, and CMC specialists. At the same time, a new clinical team is being built in Montréal – with bilingual Clinical Study Managers and coordinators – ready to drive global studies. 3. Strategic shift AbCellera has transitioned from being a platform provider to becoming a clinical pharmaceutical company with its own candidates. Management has explicitly stated that internal programs are now prioritized over partner projects. This recruitment wave is a clear sign that the company is gearing up to take its drugs all the way to market. Conclusion: The intensive recruitment in March 2026 is not random. It is a strategic signal that AbCellera expects success in its clinical programs – and that it wants to be ready to scale up quickly. For long-term investors, this is a strong indicator that the company is entering a new phase of growth and value creation. There is no luck, only preparation, and those who prepare well become winners!
- ·14.3.Why AbCellera's presence at TD Cowen is a ”Game Changer” for 2026 Many of us have surely waited patiently for the market to revalue AbCellera (ABCL). After following their participation at the TD Cowen Health Care Conference on March 4, and looking ahead to the spring schedule, there are several strong arguments that we are now entering a very exciting phase. Here is an overview of the situation and the critical dates ahead: 1. The Seal of Quality: TD Cowen (March 4) That AbCellera took the stage at TD Cowen on March 4 is a clear signal. This is one of the world's most prestigious arenas for healthcare. The fact that Carl Hansen is being questioned here confirms that institutional capital still sees AbCellera as a key player. Companies that are no longer believed in are not invited to this level of scrutiny. 2. The Questions Give Us the Answer The most interesting aspect on March 4 was the tough questions from analysts regarding their enormous cash reserves (approx. 7 billion SEK) and the strategic shift towards owning their own programs. Hansen's response was solid – he communicated extreme discipline. This gives us an indication that the management is building a pharmaceutical company with high precision, which analysts are now beginning to incorporate into their future valuation models. 3. Bright Spots: Your Calendar for Spring 2026 AbCellera is not resting on its laurels. Here is the "staircase" of triggers that can begin to close the gap between share price and actual value: • March 10–12: Barclays 28th Annual Global Healthcare Conference * Status: Just concluded. Here, major institutional managers were engaged to secure long-term ownership. • March 17: KeyBanc Capital Markets Healthcare Forum • An important stop to reach American niche investors and further solidify confidence. • April 17–22: AACR (American Association for Cancer Research) Annual Meeting • Scientific highlight: Here, the technology is to prove itself in San Diego. If AbCellera presents strong preclinical data for its cancer cell engagers, the entire platform will be re-validated. • April 21–22: Bloom Burton & Co. Healthcare Investor Conference • Another chance for the company to present its investment case to specialist investors. • May 18–20: Bank of America Securities Health Care Conference (Preliminary dates) • One of the last major stops before summer. Here, the market seriously begins to position itself ahead of the crucial Phase 2 results for ABCL635, which are expected after the summer. • May 29 – June 2: ASCO Annual Meeting • The world's largest cancer conference in Chicago. Look out for abstracts (as early as May 21) from AbCellera or its partners. My Conclusion AbCellera is currently acting like a company that knows it holds a winning hand. Their prioritization of these major conferences shows that they are actively engaging the investors who will drive the next big price increase. With world-class cash reserves and a pipeline approaching clinical milestones in Q3, spring looks like an excellent opportunity for accumulation. The foundation for the next big step is now being laid during the spring conference marathon; it will be very exciting.
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.
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2025 Q4 -tulosraportti
62 päivää sitten
‧27 min
Uutiset
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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
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Kirjaudu
- ·1 päivä sittenThought experiment: What could AbCellera be worth if the molecules succeed? Big pinch of salt first! This is a purely hypothetical reasoning which assumes that clinical studies succeed (which most do not), that the drugs are approved and that the market develops as expected. No forecasts – just a possible scenario upon commercial launch. AbCellera's pipeline consists of five antibodies – protein-based drugs that are some of the world's best-selling medicines (cf. Humira, Dupixent). At the forefront is ABCL635 for menopausal symptoms (Phase 2 data expected Q3 2026), followed by ABCL575 for eczema and three earlier programs in autoimmunity and cancer. The rule of thumb: A successful antibody that reaches the market is typically worth ~50 billion kr in commercial total value over the patent's lifetime. The calculation example: 50 000 000 000 kr ÷ 303 000 000 shares ≈ 165 kr per share per successful molecule. In a so-called bear-scenario where everything fails, the value lands at approximately 35–55 kr per share (basically only the cash and the platform remaining). If a single molecule succeeds, we are talking about approximately 165 kr per share. If two molecules succeed, we end up around 330 kr. Probability-weighted across the entire pipeline, based on which clinical phase each molecule is in, we land in the range of 100–130 kr per share. The stock closed at $4.15 (~38 kr) on April 24, 2026. Just ONE successful molecule would thus correspond to ~4× today's price. Two successful ones yield ~9×. And here is the point that many miss: AbCellera aims to produce 1–2 new candidate molecules per year from its 20+ discovery programs. The pipeline we see today is thus not the end – it is a future egg-hatching machine for new drugs. Every successful molecule also confirms the platform and increases the value of all future programs. It is precisely this recurring "production line" that distinguishes AbCellera from a typical single-asset biotech – it is a discovery and development company, not a lottery ticket on a single molecule. This is classic biotech asymmetry: the downside is limited (the company has ~7.4 billion kr in cash), the upside potentially enormous – and it grows every year as the platform delivers new candidates. Q3 2026 is the first real moment of truth.
- ·23.4. · MuokattuThoughts from yesterday's (20260421) Bloom Burton: Why CFO Andrew Booth's "straight shooter" style builds long-term value for us I wanted to share some reflections from yesterday's presentation at the Bloom Burton & Co. Healthcare Investor Conference. As you know, our CFO, Andrew Booth, represented the company, and his appearance provided some very interesting insights into where we stand right now. Here are my "takeaways" and why I think yesterday was a demonstration of strength: The contrast adds weight It's always interesting when a CFO, who normally focuses on cash flows and burn rate, talks science. The fact that Booth was very positive about ABCL635 (our program against endocrine diseases) provides extra reassurance. Why? Because he controls the money. When he stands behind the scientific advancements with such conviction, it gives a completely different weight to the narrative. ABCL635 is "The Big Story" The reason he focused so heavily on this particular program is that it is the core of AbCellera's transformation right now. From previously being seen as a pure "partner-only" model, ABCL635 is proof that we can actually take our own complex discoveries all the way through the preclinical phase. We are building our own pipeline with enormous upside. 100 % consistent delivery In the biotech sector, the market hates surprises between quarters. You want to see the plan followed to the letter. Booth was 100 % consistent yesterday with what was communicated in the latest quarterly report. This shows immense stability and internal discipline. A "Straight Shooter" creates trust capital Booth is demonstrably highly competent, but what really stands out is his intellectual honesty. He was positive, but he did not shy away from carefully highlighting the remaining scientific risks. This direct style is a strategic asset for two reasons: 1. Risk management: By proactively talking about the risks, he vaccinates the stock against future setbacks. He helps the market to "price in" that the path forward is not always straight. 2. Trust: A CFO who avoids platitudes and does not try to hide uncertainty builds massive trust capital. This will be invaluable the day the company might need to raise more capital or sign large strategic agreements. Conclusion: We continue to "dress the bride" Yesterday's performance reinforces the image that AbCellera has gone from being a "promising technology platform" to a disciplined drug developer. The fact that Booth did not get carried away but stuck strictly to the established line is precisely the leadership we need in today's market. If we also connect this to what is happening internally in the company right now, the picture becomes even clearer. Although March was the month with the largest volume of new advertisements related to pure operations (like warehouse workers and technicians), April has complemented this with about 10 heavier specialist and management roles. The fact that they are now recruiting QC managers and in vivo specialists shows that they are building layer upon layer in their new identity as a full-scale, independent pharmaceutical company. In short: AbCellera continues purposefully to "dress the bride" for the future. There is no luck here, only preparation – and he who prepares well becomes a winner!
- ·11.4.The company will present at the Bloom Burton & Co. Healthcare Investor Conference (April 21–22), and this is a good opportunity for management to provide more substance regarding their internal pipeline. What the market is primarily waiting for are updates regarding: ABCL575 & ABCL635: How is the recruitment and progress in these Phase 1 studies? Pipeline momentum: Any new details regarding their oncology program. Commercial strategy: How they plan to capitalize on their tech platform going forward. Jones Trading recently initiated coverage with a buy recommendation and a price target of $11 (significant upside from current levels), which provides a good boost ahead of the presentation. Could be an interesting trigger ahead of the report on May 11!
- ·1.4.AbCellera – What does the intensive recruitment in March 2026 mean? In March 2026, AbCellera has announced an unusually large number of new positions. Several of the positions that AbCellera announced in early 2026 are clearly focused on manufacturing, operations, and quality control, rather than research. These include roles such as: • Senior Utilities Technician • Utilities Systems Specialist (Chief Power Engineer) • Warehouse Operator • QC Microbiology Analyst • Associate Director, CMC Regulatory Affairs These roles are typical for an organization preparing to produce pharmaceuticals in-house, especially in a GMP-regulated environment. This is also confirmed by AbCellera completing its own GMP facility in Vancouver at the end of 2025, which is now operational and used to produce material for the company's internal pipeline. Management has explicitly stated that the team is now in place and the facility is ready to be used for clinical manufacturing. This means that AbCellera is no longer dependent on external contract manufacturers (CDMOs) to the same extent, but can control its own manufacturing chain, which is particularly important when entering Phase 2 and Phase 3 studies – and ultimately also for commercial production if the drugs are approved. Here are some key insights: 1. Pipeline programs are moving forward AbCellera has four internal drug candidates within its core areas: endocrinology, women's health, immunology, and oncology. All four have advanced according to plan during 2025–2026: - ABCL635 (for hot flashes in menopause) is in Phase 2 – with top-line results expected Q3 2026. - ABCL575 (atopic dermatitis) is in Phase 1 – data expected by the end of the year. - ABCL688 (autoimmunity) and ABCL386 (oncology) are in IND-enabling phase. There are no reported setbacks – on the contrary, the company has communicated strong safety and pharmacodynamic data for ABCL635. It is clear that positive results are expected. 2. The company is building for the next phase The recruitments show that AbCellera is preparing to: • Scale up clinical trials (Phase 2/3) • Manage regulatory processes • Manufacture drugs in-house They have recently completed a GMP facility in Vancouver and are now recruiting technicians, quality analysts, and CMC specialists. At the same time, a new clinical team is being built in Montréal – with bilingual Clinical Study Managers and coordinators – ready to drive global studies. 3. Strategic shift AbCellera has transitioned from being a platform provider to becoming a clinical pharmaceutical company with its own candidates. Management has explicitly stated that internal programs are now prioritized over partner projects. This recruitment wave is a clear sign that the company is gearing up to take its drugs all the way to market. Conclusion: The intensive recruitment in March 2026 is not random. It is a strategic signal that AbCellera expects success in its clinical programs – and that it wants to be ready to scale up quickly. For long-term investors, this is a strong indicator that the company is entering a new phase of growth and value creation. There is no luck, only preparation, and those who prepare well become winners!
- ·14.3.Why AbCellera's presence at TD Cowen is a ”Game Changer” for 2026 Many of us have surely waited patiently for the market to revalue AbCellera (ABCL). After following their participation at the TD Cowen Health Care Conference on March 4, and looking ahead to the spring schedule, there are several strong arguments that we are now entering a very exciting phase. Here is an overview of the situation and the critical dates ahead: 1. The Seal of Quality: TD Cowen (March 4) That AbCellera took the stage at TD Cowen on March 4 is a clear signal. This is one of the world's most prestigious arenas for healthcare. The fact that Carl Hansen is being questioned here confirms that institutional capital still sees AbCellera as a key player. Companies that are no longer believed in are not invited to this level of scrutiny. 2. The Questions Give Us the Answer The most interesting aspect on March 4 was the tough questions from analysts regarding their enormous cash reserves (approx. 7 billion SEK) and the strategic shift towards owning their own programs. Hansen's response was solid – he communicated extreme discipline. This gives us an indication that the management is building a pharmaceutical company with high precision, which analysts are now beginning to incorporate into their future valuation models. 3. Bright Spots: Your Calendar for Spring 2026 AbCellera is not resting on its laurels. Here is the "staircase" of triggers that can begin to close the gap between share price and actual value: • March 10–12: Barclays 28th Annual Global Healthcare Conference * Status: Just concluded. Here, major institutional managers were engaged to secure long-term ownership. • March 17: KeyBanc Capital Markets Healthcare Forum • An important stop to reach American niche investors and further solidify confidence. • April 17–22: AACR (American Association for Cancer Research) Annual Meeting • Scientific highlight: Here, the technology is to prove itself in San Diego. If AbCellera presents strong preclinical data for its cancer cell engagers, the entire platform will be re-validated. • April 21–22: Bloom Burton & Co. Healthcare Investor Conference • Another chance for the company to present its investment case to specialist investors. • May 18–20: Bank of America Securities Health Care Conference (Preliminary dates) • One of the last major stops before summer. Here, the market seriously begins to position itself ahead of the crucial Phase 2 results for ABCL635, which are expected after the summer. • May 29 – June 2: ASCO Annual Meeting • The world's largest cancer conference in Chicago. Look out for abstracts (as early as May 21) from AbCellera or its partners. My Conclusion AbCellera is currently acting like a company that knows it holds a winning hand. Their prioritization of these major conferences shows that they are actively engaging the investors who will drive the next big price increase. With world-class cash reserves and a pipeline approaching clinical milestones in Q3, spring looks like an excellent opportunity for accumulation. The foundation for the next big step is now being laid during the spring conference marathon; it will be very exciting.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
2025 Q4 -tulosraportti
62 päivää sitten
‧27 min
Uutiset
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
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 11.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 27.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sittenThought experiment: What could AbCellera be worth if the molecules succeed? Big pinch of salt first! This is a purely hypothetical reasoning which assumes that clinical studies succeed (which most do not), that the drugs are approved and that the market develops as expected. No forecasts – just a possible scenario upon commercial launch. AbCellera's pipeline consists of five antibodies – protein-based drugs that are some of the world's best-selling medicines (cf. Humira, Dupixent). At the forefront is ABCL635 for menopausal symptoms (Phase 2 data expected Q3 2026), followed by ABCL575 for eczema and three earlier programs in autoimmunity and cancer. The rule of thumb: A successful antibody that reaches the market is typically worth ~50 billion kr in commercial total value over the patent's lifetime. The calculation example: 50 000 000 000 kr ÷ 303 000 000 shares ≈ 165 kr per share per successful molecule. In a so-called bear-scenario where everything fails, the value lands at approximately 35–55 kr per share (basically only the cash and the platform remaining). If a single molecule succeeds, we are talking about approximately 165 kr per share. If two molecules succeed, we end up around 330 kr. Probability-weighted across the entire pipeline, based on which clinical phase each molecule is in, we land in the range of 100–130 kr per share. The stock closed at $4.15 (~38 kr) on April 24, 2026. Just ONE successful molecule would thus correspond to ~4× today's price. Two successful ones yield ~9×. And here is the point that many miss: AbCellera aims to produce 1–2 new candidate molecules per year from its 20+ discovery programs. The pipeline we see today is thus not the end – it is a future egg-hatching machine for new drugs. Every successful molecule also confirms the platform and increases the value of all future programs. It is precisely this recurring "production line" that distinguishes AbCellera from a typical single-asset biotech – it is a discovery and development company, not a lottery ticket on a single molecule. This is classic biotech asymmetry: the downside is limited (the company has ~7.4 billion kr in cash), the upside potentially enormous – and it grows every year as the platform delivers new candidates. Q3 2026 is the first real moment of truth.
- ·23.4. · MuokattuThoughts from yesterday's (20260421) Bloom Burton: Why CFO Andrew Booth's "straight shooter" style builds long-term value for us I wanted to share some reflections from yesterday's presentation at the Bloom Burton & Co. Healthcare Investor Conference. As you know, our CFO, Andrew Booth, represented the company, and his appearance provided some very interesting insights into where we stand right now. Here are my "takeaways" and why I think yesterday was a demonstration of strength: The contrast adds weight It's always interesting when a CFO, who normally focuses on cash flows and burn rate, talks science. The fact that Booth was very positive about ABCL635 (our program against endocrine diseases) provides extra reassurance. Why? Because he controls the money. When he stands behind the scientific advancements with such conviction, it gives a completely different weight to the narrative. ABCL635 is "The Big Story" The reason he focused so heavily on this particular program is that it is the core of AbCellera's transformation right now. From previously being seen as a pure "partner-only" model, ABCL635 is proof that we can actually take our own complex discoveries all the way through the preclinical phase. We are building our own pipeline with enormous upside. 100 % consistent delivery In the biotech sector, the market hates surprises between quarters. You want to see the plan followed to the letter. Booth was 100 % consistent yesterday with what was communicated in the latest quarterly report. This shows immense stability and internal discipline. A "Straight Shooter" creates trust capital Booth is demonstrably highly competent, but what really stands out is his intellectual honesty. He was positive, but he did not shy away from carefully highlighting the remaining scientific risks. This direct style is a strategic asset for two reasons: 1. Risk management: By proactively talking about the risks, he vaccinates the stock against future setbacks. He helps the market to "price in" that the path forward is not always straight. 2. Trust: A CFO who avoids platitudes and does not try to hide uncertainty builds massive trust capital. This will be invaluable the day the company might need to raise more capital or sign large strategic agreements. Conclusion: We continue to "dress the bride" Yesterday's performance reinforces the image that AbCellera has gone from being a "promising technology platform" to a disciplined drug developer. The fact that Booth did not get carried away but stuck strictly to the established line is precisely the leadership we need in today's market. If we also connect this to what is happening internally in the company right now, the picture becomes even clearer. Although March was the month with the largest volume of new advertisements related to pure operations (like warehouse workers and technicians), April has complemented this with about 10 heavier specialist and management roles. The fact that they are now recruiting QC managers and in vivo specialists shows that they are building layer upon layer in their new identity as a full-scale, independent pharmaceutical company. In short: AbCellera continues purposefully to "dress the bride" for the future. There is no luck here, only preparation – and he who prepares well becomes a winner!
- ·11.4.The company will present at the Bloom Burton & Co. Healthcare Investor Conference (April 21–22), and this is a good opportunity for management to provide more substance regarding their internal pipeline. What the market is primarily waiting for are updates regarding: ABCL575 & ABCL635: How is the recruitment and progress in these Phase 1 studies? Pipeline momentum: Any new details regarding their oncology program. Commercial strategy: How they plan to capitalize on their tech platform going forward. Jones Trading recently initiated coverage with a buy recommendation and a price target of $11 (significant upside from current levels), which provides a good boost ahead of the presentation. Could be an interesting trigger ahead of the report on May 11!
- ·1.4.AbCellera – What does the intensive recruitment in March 2026 mean? In March 2026, AbCellera has announced an unusually large number of new positions. Several of the positions that AbCellera announced in early 2026 are clearly focused on manufacturing, operations, and quality control, rather than research. These include roles such as: • Senior Utilities Technician • Utilities Systems Specialist (Chief Power Engineer) • Warehouse Operator • QC Microbiology Analyst • Associate Director, CMC Regulatory Affairs These roles are typical for an organization preparing to produce pharmaceuticals in-house, especially in a GMP-regulated environment. This is also confirmed by AbCellera completing its own GMP facility in Vancouver at the end of 2025, which is now operational and used to produce material for the company's internal pipeline. Management has explicitly stated that the team is now in place and the facility is ready to be used for clinical manufacturing. This means that AbCellera is no longer dependent on external contract manufacturers (CDMOs) to the same extent, but can control its own manufacturing chain, which is particularly important when entering Phase 2 and Phase 3 studies – and ultimately also for commercial production if the drugs are approved. Here are some key insights: 1. Pipeline programs are moving forward AbCellera has four internal drug candidates within its core areas: endocrinology, women's health, immunology, and oncology. All four have advanced according to plan during 2025–2026: - ABCL635 (for hot flashes in menopause) is in Phase 2 – with top-line results expected Q3 2026. - ABCL575 (atopic dermatitis) is in Phase 1 – data expected by the end of the year. - ABCL688 (autoimmunity) and ABCL386 (oncology) are in IND-enabling phase. There are no reported setbacks – on the contrary, the company has communicated strong safety and pharmacodynamic data for ABCL635. It is clear that positive results are expected. 2. The company is building for the next phase The recruitments show that AbCellera is preparing to: • Scale up clinical trials (Phase 2/3) • Manage regulatory processes • Manufacture drugs in-house They have recently completed a GMP facility in Vancouver and are now recruiting technicians, quality analysts, and CMC specialists. At the same time, a new clinical team is being built in Montréal – with bilingual Clinical Study Managers and coordinators – ready to drive global studies. 3. Strategic shift AbCellera has transitioned from being a platform provider to becoming a clinical pharmaceutical company with its own candidates. Management has explicitly stated that internal programs are now prioritized over partner projects. This recruitment wave is a clear sign that the company is gearing up to take its drugs all the way to market. Conclusion: The intensive recruitment in March 2026 is not random. It is a strategic signal that AbCellera expects success in its clinical programs – and that it wants to be ready to scale up quickly. For long-term investors, this is a strong indicator that the company is entering a new phase of growth and value creation. There is no luck, only preparation, and those who prepare well become winners!
- ·14.3.Why AbCellera's presence at TD Cowen is a ”Game Changer” for 2026 Many of us have surely waited patiently for the market to revalue AbCellera (ABCL). After following their participation at the TD Cowen Health Care Conference on March 4, and looking ahead to the spring schedule, there are several strong arguments that we are now entering a very exciting phase. Here is an overview of the situation and the critical dates ahead: 1. The Seal of Quality: TD Cowen (March 4) That AbCellera took the stage at TD Cowen on March 4 is a clear signal. This is one of the world's most prestigious arenas for healthcare. The fact that Carl Hansen is being questioned here confirms that institutional capital still sees AbCellera as a key player. Companies that are no longer believed in are not invited to this level of scrutiny. 2. The Questions Give Us the Answer The most interesting aspect on March 4 was the tough questions from analysts regarding their enormous cash reserves (approx. 7 billion SEK) and the strategic shift towards owning their own programs. Hansen's response was solid – he communicated extreme discipline. This gives us an indication that the management is building a pharmaceutical company with high precision, which analysts are now beginning to incorporate into their future valuation models. 3. Bright Spots: Your Calendar for Spring 2026 AbCellera is not resting on its laurels. Here is the "staircase" of triggers that can begin to close the gap between share price and actual value: • March 10–12: Barclays 28th Annual Global Healthcare Conference * Status: Just concluded. Here, major institutional managers were engaged to secure long-term ownership. • March 17: KeyBanc Capital Markets Healthcare Forum • An important stop to reach American niche investors and further solidify confidence. • April 17–22: AACR (American Association for Cancer Research) Annual Meeting • Scientific highlight: Here, the technology is to prove itself in San Diego. If AbCellera presents strong preclinical data for its cancer cell engagers, the entire platform will be re-validated. • April 21–22: Bloom Burton & Co. Healthcare Investor Conference • Another chance for the company to present its investment case to specialist investors. • May 18–20: Bank of America Securities Health Care Conference (Preliminary dates) • One of the last major stops before summer. Here, the market seriously begins to position itself ahead of the crucial Phase 2 results for ABCL635, which are expected after the summer. • May 29 – June 2: ASCO Annual Meeting • The world's largest cancer conference in Chicago. Look out for abstracts (as early as May 21) from AbCellera or its partners. My Conclusion AbCellera is currently acting like a company that knows it holds a winning hand. Their prioritization of these major conferences shows that they are actively engaging the investors who will drive the next big price increase. With world-class cash reserves and a pipeline approaching clinical milestones in Q3, spring looks like an excellent opportunity for accumulation. The foundation for the next big step is now being laid during the spring conference marathon; it will be very exciting.
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