2026 Q2 -tulosraportti
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·29.7. · MuokattuVertex chooses AbCellera (ABCL) – a strong seal of quality Today (29/7) AbCellera announced a new collaboration with pharmaceutical giant Vertex. This concerns so-called TCEs – a type of antibodies that cause the body's own T-cells (the immune system's "soldiers") to attack diseased cells. Here, they will be directed against autoimmune diseases. How the agreement works, simply: AbCellera performs the discovery and research work on its own platform. Vertex pays the entire research bill and gains the right to develop and sell the drugs that emerge. AbCellera receives 28 million USD directly, plus additional payments later if the projects reach certain milestones, as well as a share of future sales. This is the core point: Vertex is one of the world's richest and most skilled biotech companies. They could easily have built their own such platform. Yet they choose to use AbCellera's. Think of it as a star chef with an unlimited budget choosing to buy someone else's raw materials – then those raw materials are really good. When such a discerning buyer makes that choice, it says more about the quality than AbCellera themselves could ever say in a press release. An extra advantage: since Vertex covers all costs, AbCellera earns money without having to invest its own. Low risk, pure upside. Conclusion – two top customers in just six weeks: If you include the Jazz agreement from 17/6 (cancer, 56 MUSD directly + large potential additional payments), the pattern becomes clear: AbCellera has, in six weeks, secured two completely new major customers within two different disease areas. None of them were previous customers. And it is precisely who the customers are that matters. Jazz and Vertex are no small players – these are companies that set the highest possible demands and only settle for absolutely top-tier technology. When two such companies, independently of each other, choose the same platform, it is strong external proof that AbCellera has something others want. What it means: money in without diluting the stock, a broader and more stable revenue base, and proven demand. The company's underlying security is strengthened. The big share price question still lies in its own pipeline (ABCL635, results in Q3), but the platform leg stands firmer than in a long time.I try to focus on what is positive about Abceller, as I think very highly of the management and what the business wants to achieve.- ·17.7.Phase 2 – can management know the outcome? There are rumors that management already “knows” the outcome. That's not how it normally works. Briefly: Phase 2 (Part C, ~80 women) tests IF ABCL635 alleviates hot flashes. The study is placebo-controlled and triple-blind: neither patient, doctor, nor those assessing the results know who received medicine or sugar water. The link is sealed with an independent party and is “opened” only upon database lock. Management is outside that wall. Should a CEO possess unblinded results in advance, it would constitute significant insider information – the firewall protects both the study and the market. Furthermore, the entire design argues against early “peeks” at efficacy: triple-blind, placebo-controlled, single dose, small number of patients, and ONE consolidated readout in Q3 2026, which the company itself calls the de-risking event. The only confirmed early peek (Phase 1) concerned safety in healthy volunteers – not efficacy in patients. Caveat: management sees ongoing recruitment rate, dropouts, and pooled, blinded safety data. This can provide indirect clues, but does not reveal who belongs to the medicine or placebo group, respectively. Two details (formal safety committee and possible interim analysis) are not publicly confirmed – but the structure appears strict. Conclusion: very low probability that management knows the direction before the first main results are reported (expected Q3 2026).
- ·16.7.AbCellera in July: the next layer is being added. Short follow-up on the June post. What we are seeing is workforce planning in practice – expertise is being added in a planned sequence according to the factory's and clinic's needs, not haphazardly. Since the end of June, ~5–6 new positions have been added: • Principal Scientist, Non-Clinical Safety – ensures that a drug candidate is safe in animal studies before being tested on humans • Senior Research Scientist, Pharmacokinetics – measures how the body absorbs, distributes, and breaks down the drug; determines the correct dose. • Systems Administrator – keeps IT and data systems running for all teams. • Mechatronics Design Engineer (co-op) – builds and automates lab and production equipment • Warehouse Operator – receives and handles materials and supplies for manufacturing. • Utilities Systems Operator – operates the factory's basic utilities (clean air, water, power) as required by GMP. Two tracks: facility operations (keeping the GMP factory running) and translational science (feeding the preclinical programs ABCL688/386). The strength signal: older advertisements disappear because they are filled – the team is falling into place, layer by layer. The fact that the roles are coming in this order reveals what management believes it will need in the coming quarters. The bride is being further dressed for the Phase 2 readout for ABCL635 in Q3.
·16.7.What do we think about the ABCL635 readout which is coming any moment now in Q3. The biggest thing that has happened to the company since IPO. Hold on tight! 🙏🏼- ·10.7.Dr Lynn Seely to AbCellera's board – a heavyweight AbCellera appointed Dr Lynn Seely as an independent board member on 2026-07-06. No routine recruitment. Seely is a board-certified endocrinologist with 20+ years of experience – an unusual combination of scientific rigor and operational execution power. Merits: • Medivation (CMO): led Xtandi from first-in-human to global approval, one of history's best oncology launches. Acquired by Pfizer for 14 billion USD. • Myovant (founder, first employee): built the company from scratch, developed Orgovyx (prostate cancer) and Myfembree (women's health). Later acquired by Sumitomo (~1.7 billion USD). • Blueprint: lead independent director until Sanofi's acquisition (9.1 billion USD). Top-tier network: big pharma (Pfizer, Astellas, Takeda), Roivant/Ramaswamy and several boards. The driving force is to build companies and advance women's health – not to manage. Why does it matter for ABCL? Her core area – women's health/endocrinology – is exactly ABCL635 (menopausal VMS). She brings what a discovery-driven company needs on its way to late-stage: clinical-regulatory strategy, commercial launch, BD/M&A. That someone of her caliber does her due diligence and accepts is a seal of quality. Signal of quality and direction – not a guarantee for the Phase 2 outcome in Q3. But the board is clearly being built for late-stage.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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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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.
2026 Q2 -tulosraportti
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Tänään
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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.
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Kirjaudu
- ·29.7. · MuokattuVertex chooses AbCellera (ABCL) – a strong seal of quality Today (29/7) AbCellera announced a new collaboration with pharmaceutical giant Vertex. This concerns so-called TCEs – a type of antibodies that cause the body's own T-cells (the immune system's "soldiers") to attack diseased cells. Here, they will be directed against autoimmune diseases. How the agreement works, simply: AbCellera performs the discovery and research work on its own platform. Vertex pays the entire research bill and gains the right to develop and sell the drugs that emerge. AbCellera receives 28 million USD directly, plus additional payments later if the projects reach certain milestones, as well as a share of future sales. This is the core point: Vertex is one of the world's richest and most skilled biotech companies. They could easily have built their own such platform. Yet they choose to use AbCellera's. Think of it as a star chef with an unlimited budget choosing to buy someone else's raw materials – then those raw materials are really good. When such a discerning buyer makes that choice, it says more about the quality than AbCellera themselves could ever say in a press release. An extra advantage: since Vertex covers all costs, AbCellera earns money without having to invest its own. Low risk, pure upside. Conclusion – two top customers in just six weeks: If you include the Jazz agreement from 17/6 (cancer, 56 MUSD directly + large potential additional payments), the pattern becomes clear: AbCellera has, in six weeks, secured two completely new major customers within two different disease areas. None of them were previous customers. And it is precisely who the customers are that matters. Jazz and Vertex are no small players – these are companies that set the highest possible demands and only settle for absolutely top-tier technology. When two such companies, independently of each other, choose the same platform, it is strong external proof that AbCellera has something others want. What it means: money in without diluting the stock, a broader and more stable revenue base, and proven demand. The company's underlying security is strengthened. The big share price question still lies in its own pipeline (ABCL635, results in Q3), but the platform leg stands firmer than in a long time.I try to focus on what is positive about Abceller, as I think very highly of the management and what the business wants to achieve.
- ·17.7.Phase 2 – can management know the outcome? There are rumors that management already “knows” the outcome. That's not how it normally works. Briefly: Phase 2 (Part C, ~80 women) tests IF ABCL635 alleviates hot flashes. The study is placebo-controlled and triple-blind: neither patient, doctor, nor those assessing the results know who received medicine or sugar water. The link is sealed with an independent party and is “opened” only upon database lock. Management is outside that wall. Should a CEO possess unblinded results in advance, it would constitute significant insider information – the firewall protects both the study and the market. Furthermore, the entire design argues against early “peeks” at efficacy: triple-blind, placebo-controlled, single dose, small number of patients, and ONE consolidated readout in Q3 2026, which the company itself calls the de-risking event. The only confirmed early peek (Phase 1) concerned safety in healthy volunteers – not efficacy in patients. Caveat: management sees ongoing recruitment rate, dropouts, and pooled, blinded safety data. This can provide indirect clues, but does not reveal who belongs to the medicine or placebo group, respectively. Two details (formal safety committee and possible interim analysis) are not publicly confirmed – but the structure appears strict. Conclusion: very low probability that management knows the direction before the first main results are reported (expected Q3 2026).
- ·16.7.AbCellera in July: the next layer is being added. Short follow-up on the June post. What we are seeing is workforce planning in practice – expertise is being added in a planned sequence according to the factory's and clinic's needs, not haphazardly. Since the end of June, ~5–6 new positions have been added: • Principal Scientist, Non-Clinical Safety – ensures that a drug candidate is safe in animal studies before being tested on humans • Senior Research Scientist, Pharmacokinetics – measures how the body absorbs, distributes, and breaks down the drug; determines the correct dose. • Systems Administrator – keeps IT and data systems running for all teams. • Mechatronics Design Engineer (co-op) – builds and automates lab and production equipment • Warehouse Operator – receives and handles materials and supplies for manufacturing. • Utilities Systems Operator – operates the factory's basic utilities (clean air, water, power) as required by GMP. Two tracks: facility operations (keeping the GMP factory running) and translational science (feeding the preclinical programs ABCL688/386). The strength signal: older advertisements disappear because they are filled – the team is falling into place, layer by layer. The fact that the roles are coming in this order reveals what management believes it will need in the coming quarters. The bride is being further dressed for the Phase 2 readout for ABCL635 in Q3.
- ·16.7.What do we think about the ABCL635 readout which is coming any moment now in Q3. The biggest thing that has happened to the company since IPO. Hold on tight! 🙏🏼
- ·10.7.Dr Lynn Seely to AbCellera's board – a heavyweight AbCellera appointed Dr Lynn Seely as an independent board member on 2026-07-06. No routine recruitment. Seely is a board-certified endocrinologist with 20+ years of experience – an unusual combination of scientific rigor and operational execution power. Merits: • Medivation (CMO): led Xtandi from first-in-human to global approval, one of history's best oncology launches. Acquired by Pfizer for 14 billion USD. • Myovant (founder, first employee): built the company from scratch, developed Orgovyx (prostate cancer) and Myfembree (women's health). Later acquired by Sumitomo (~1.7 billion USD). • Blueprint: lead independent director until Sanofi's acquisition (9.1 billion USD). Top-tier network: big pharma (Pfizer, Astellas, Takeda), Roivant/Ramaswamy and several boards. The driving force is to build companies and advance women's health – not to manage. Why does it matter for ABCL? Her core area – women's health/endocrinology – is exactly ABCL635 (menopausal VMS). She brings what a discovery-driven company needs on its way to late-stage: clinical-regulatory strategy, commercial launch, BD/M&A. That someone of her caliber does her due diligence and accepts is a seal of quality. Signal of quality and direction – not a guarantee for the Phase 2 outcome in Q3. But the board is clearly being built for late-stage.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
2026 Q2 -tulosraportti
Äänite tulossa
Tänään
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 5.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 11.5. | ||
2025 Q4 -tulosraportti 24.2. | ||
2025 Q3 -tulosraportti 6.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·29.7. · MuokattuVertex chooses AbCellera (ABCL) – a strong seal of quality Today (29/7) AbCellera announced a new collaboration with pharmaceutical giant Vertex. This concerns so-called TCEs – a type of antibodies that cause the body's own T-cells (the immune system's "soldiers") to attack diseased cells. Here, they will be directed against autoimmune diseases. How the agreement works, simply: AbCellera performs the discovery and research work on its own platform. Vertex pays the entire research bill and gains the right to develop and sell the drugs that emerge. AbCellera receives 28 million USD directly, plus additional payments later if the projects reach certain milestones, as well as a share of future sales. This is the core point: Vertex is one of the world's richest and most skilled biotech companies. They could easily have built their own such platform. Yet they choose to use AbCellera's. Think of it as a star chef with an unlimited budget choosing to buy someone else's raw materials – then those raw materials are really good. When such a discerning buyer makes that choice, it says more about the quality than AbCellera themselves could ever say in a press release. An extra advantage: since Vertex covers all costs, AbCellera earns money without having to invest its own. Low risk, pure upside. Conclusion – two top customers in just six weeks: If you include the Jazz agreement from 17/6 (cancer, 56 MUSD directly + large potential additional payments), the pattern becomes clear: AbCellera has, in six weeks, secured two completely new major customers within two different disease areas. None of them were previous customers. And it is precisely who the customers are that matters. Jazz and Vertex are no small players – these are companies that set the highest possible demands and only settle for absolutely top-tier technology. When two such companies, independently of each other, choose the same platform, it is strong external proof that AbCellera has something others want. What it means: money in without diluting the stock, a broader and more stable revenue base, and proven demand. The company's underlying security is strengthened. The big share price question still lies in its own pipeline (ABCL635, results in Q3), but the platform leg stands firmer than in a long time.I try to focus on what is positive about Abceller, as I think very highly of the management and what the business wants to achieve.
- ·17.7.Phase 2 – can management know the outcome? There are rumors that management already “knows” the outcome. That's not how it normally works. Briefly: Phase 2 (Part C, ~80 women) tests IF ABCL635 alleviates hot flashes. The study is placebo-controlled and triple-blind: neither patient, doctor, nor those assessing the results know who received medicine or sugar water. The link is sealed with an independent party and is “opened” only upon database lock. Management is outside that wall. Should a CEO possess unblinded results in advance, it would constitute significant insider information – the firewall protects both the study and the market. Furthermore, the entire design argues against early “peeks” at efficacy: triple-blind, placebo-controlled, single dose, small number of patients, and ONE consolidated readout in Q3 2026, which the company itself calls the de-risking event. The only confirmed early peek (Phase 1) concerned safety in healthy volunteers – not efficacy in patients. Caveat: management sees ongoing recruitment rate, dropouts, and pooled, blinded safety data. This can provide indirect clues, but does not reveal who belongs to the medicine or placebo group, respectively. Two details (formal safety committee and possible interim analysis) are not publicly confirmed – but the structure appears strict. Conclusion: very low probability that management knows the direction before the first main results are reported (expected Q3 2026).
- ·16.7.AbCellera in July: the next layer is being added. Short follow-up on the June post. What we are seeing is workforce planning in practice – expertise is being added in a planned sequence according to the factory's and clinic's needs, not haphazardly. Since the end of June, ~5–6 new positions have been added: • Principal Scientist, Non-Clinical Safety – ensures that a drug candidate is safe in animal studies before being tested on humans • Senior Research Scientist, Pharmacokinetics – measures how the body absorbs, distributes, and breaks down the drug; determines the correct dose. • Systems Administrator – keeps IT and data systems running for all teams. • Mechatronics Design Engineer (co-op) – builds and automates lab and production equipment • Warehouse Operator – receives and handles materials and supplies for manufacturing. • Utilities Systems Operator – operates the factory's basic utilities (clean air, water, power) as required by GMP. Two tracks: facility operations (keeping the GMP factory running) and translational science (feeding the preclinical programs ABCL688/386). The strength signal: older advertisements disappear because they are filled – the team is falling into place, layer by layer. The fact that the roles are coming in this order reveals what management believes it will need in the coming quarters. The bride is being further dressed for the Phase 2 readout for ABCL635 in Q3.
- ·16.7.What do we think about the ABCL635 readout which is coming any moment now in Q3. The biggest thing that has happened to the company since IPO. Hold on tight! 🙏🏼
- ·10.7.Dr Lynn Seely to AbCellera's board – a heavyweight AbCellera appointed Dr Lynn Seely as an independent board member on 2026-07-06. No routine recruitment. Seely is a board-certified endocrinologist with 20+ years of experience – an unusual combination of scientific rigor and operational execution power. Merits: • Medivation (CMO): led Xtandi from first-in-human to global approval, one of history's best oncology launches. Acquired by Pfizer for 14 billion USD. • Myovant (founder, first employee): built the company from scratch, developed Orgovyx (prostate cancer) and Myfembree (women's health). Later acquired by Sumitomo (~1.7 billion USD). • Blueprint: lead independent director until Sanofi's acquisition (9.1 billion USD). Top-tier network: big pharma (Pfizer, Astellas, Takeda), Roivant/Ramaswamy and several boards. The driving force is to build companies and advance women's health – not to manage. Why does it matter for ABCL? Her core area – women's health/endocrinology – is exactly ABCL635 (menopausal VMS). She brings what a discovery-driven company needs on its way to late-stage: clinical-regulatory strategy, commercial launch, BD/M&A. That someone of her caliber does her due diligence and accepts is a seal of quality. Signal of quality and direction – not a guarantee for the Phase 2 outcome in Q3. But the board is clearly being built for late-stage.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt