2025 Q3 -tulosraportti
67 päivää sitten22 min
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0
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Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
4,51VWAP
Alin
4,17VaihtoMäärä
28,3 6 462 837
VWAP
Ylin
4,51Alin
4,17VaihtoMäärä
28,3 6 462 837
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Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 4.11.2024 |
Datan lähde: FactSet, Quartr
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·1 päivä sitten · Muokattuhttps://www.cnbc.com/2026/01/07/big-pharma-race-to-snap-up-biotech-assets-as-170-billion-patent-cliff-looms.html AbCellera in focus as Big Pharma hunts biotech – what CNBC's article from January 7, 2026 means for us shareholders Hello all ABCL owners! I want to highlight a really interesting article from CNBC (Jan 7, 2026) that illuminates how pharmaceutical giants are now rushing into the biotech sector in search of new assets. The background? An impending "patent cliff" where drugs worth over 170 billion dollars will lose their patent protection by 2032. This creates enormous pressure on Big Pharma to fill their pipelines – and this is where AbCellera comes into play. What does that mean for AbCellera? -Increased demand for our platform: AbCellera's AI-driven antibody discovery is precisely the type of innovation Big Pharma needs to quickly find new drug candidates. - More partnerships and licensing deals: GSK and other companies state outright that they prefer licensing agreements over buying entire companies. AbCellera already has over 90 partnerships and 102 initiated projects – we are a natural partner for more. - Possible acquisition candidate in the long run: Even if the focus right now is on late-stage clinical projects, AbCellera's own candidates (ABCL635 and ABCL575) could become very attractive if they show good data in Phase II. Then we could end up in the same category as Seagen, which Pfizer bought for 43 billion dollars. -Financial strength: With over 750 million dollars in cash, AbCellera can afford to continue developing its pipeline without needing to raise new capital. This gives us negotiating power and long-term sustainability. - Rightly positioned: Our projects are in hot areas like metabolism, immunology, and oncology – exactly where Big Pharma is now looking for the next blockbuster. My conclusion : CNBC's article confirms that we are in the right place at the right time. AbCellera is not just a platform – we are an innovation engine for future medicines. With the right clinical progress, we could see a strong revaluation of the stock, especially if more partnerships or licensing deals are announced during 2026. What do others think? Do you also see this as a game changer for ABCL? I am long and strong in AbCellera!
·15 t sittenFantastic summary. Thanks. This could turn out well, but no guarantees.
·21.12.2025Are you ready for 2026? Only weeks left until the year where everything is really to be proven. If it goes well, we're talking about a tremendous re-rating. If it goes less well, we'll probably drop down to a couple of USD and still have a good cash position, many partnerships etcetera. Still believe this is the best R/R available. So, I am ready anyway.- ·19.12.2025Carl Hansen on what really counts in biotech – insights from the BIV article Dec 17, 2025 In a recent article in Business in Vancouver (BIV), AbCellera's CEO Carl Hansen shares sharp insights about the biotech industry's true benchmarks – and why companies like AbCellera must focus on delivering molecules, not just scientific publications. Background: Carl Hansen, former professor at UBC, founded AbCellera in 2012 with the vision of translating advanced microfluidics and single-cell technology into a platform for faster and more accurate antibody development. During the pandemic, the company became a household name through its collaboration with Eli Lilly and the development of COVID-19 therapies such as Bamlanivimab and Bebtelovimab. From hype to reality: After a rocket start on the stock market in 2020, where the stock tripled upon listing, AbCellera – like many others in life science – has seen its share price fall back. Hansen is clear, however, that this is a natural part of the biotech cycle. He points out that the pandemic's rapid regulatory processes no longer apply, which means the company has consciously shifted focus away from COVID-19 and towards its own pipeline. The quote that says it all: “You don't get credit for academic papers... You get credit for molecules.” This is the core of Hansen's message. In academia, success is measured in publications – but in biotech, it's the molecules, the actual drug candidates, that count. It is these that provide patient benefit, revenue, and long-term relevance. Forward-looking strategy: AbCellera has now transitioned from being a technology platform to becoming a clinical company. With several candidates in Phase I, including ABCL635 (for menopausal symptoms) and ABCL575 (for atopic eczema), they are now building a pipeline with the potential to deliver exactly what Hansen talks about – molecules that make a difference. Conclusion: Hansen once again shows why he is one of the most respected voices in biotech. His clear focus on translation, product development, and long-term impact is a reminder that AbCellera is not a company chasing short-term headlines – but building for the future. Read the full article here: https://www.bowenislandundercurrent.com/technology/could-zymeworks-blockbuster-drug-success-revive-vancouver-biotech-scene-11612768
5.1.5.1.Thank you for sharing the article and hoping for all the success for the company! - ·18.12.2025AbCellera announced today that they have entered into a settlement and a patent license agreement with Bruker Corporation, which resolves the patent dispute between the two companies globally. The settlement with Bruker is very favorable for AbCellera. It provides significant capital directly and establishes a new passive revenue stream, while eliminating a factor of uncertainty. Strategically, AbCellera has shown that its technology has high market value, which both strengthens the company's position against competitors and potentially makes it more attractive for partnerships or investments. In the short term, the agreement has improved the market's view of the company, and in the long term, the royalty-based revenues can contribute to financing AbCellera's continued development in antibody-based drugs. In short, the agreement represents a double win for AbCellera: it resolves a risky dispute and transforms it into future revenues. AbCellera stands stronger financially and strategically after this as the company moves forward with its core business. In fact, the one-time payment is roughly equivalent to the company's total revenue for an entire year, which underscores its significance. Furthermore, a new ongoing revenue stream is established through royalties on Bruker's product sales. Although the royalty percentage has not been disclosed, this provides AbCellera with a potentially growing recurring revenue going forward, linked to the global sales of the Beacon platform. In total, these payments improve AbCellera's future cash flow and can contribute to financing the company's research and development without needing to raise capital. Strategic opportunities (licensing and technology): The agreement opens up strategic advantages. Firstly, AbCellera monetizes its patent portfolio – it has shown that proprietary technology can generate revenue through licensing, not just through its own products. This can encourage AbCellera to continue investing in new technology that can be licensed out or used in partnerships. Furthermore, the license means that Bruker can use AbCellera's technology in its Beacon platform, which practically transforms a former competitor into a source of revenue (this is awesome/very good). AbCellera does not need to manufacture or sell hardware platforms itself, but benefits from Bruker's commercial reach in that area. It is also possible that the averted dispute improves the relationship between the companies; although no formal technology partnership has been announced, future collaboration in related areas could be facilitated now that the conflict is resolved. In short, AbCellera can focus on its core business (the antibody platform) while reaping the benefits of its microfluidics technology via license revenues. Impact on market position and competition: In terms of market position, the agreement strengthens AbCellera's standing. By pursuing the patent dispute to a successful resolution, AbCellera has demonstrated the strength of its intellectual property (IP). Their patent in microfluidic cell handling was confirmed valid in court, and Bruker's choice to settle and pay license fees suggests that AbCellera's technology is unique and valuable. This can deter other potential competitors from infringing on AbCellera's patents, as the company has shown that it actively defends its IP and can win. At the same time, the license agreement means that Bruker's Beacon system can continue to be on the market, but now with AbCellera as an indirect beneficiary. AbCellera thus gains a share of the market for optofluidic cell handling instruments without having to compete directly for sales itself. This can also raise AbCellera's reputation in the industry – the fact that an established company like Bruker pays for AbCellera's technology provides signal value about AbCellera's level of innovation. Overall, AbCellera stands stronger in competition: it has secured both a technological lead (via protected patents) and a new income stream from a former rival. 2026 will be a very exciting year for us shareholders.
- ·15.12.2025AbCellera secures a spot at J.P. Morgan Healthcare Conference 2026 – a clear recognition That AbCellera Biologics has been invited to present at the 44th edition of the J.P. Morgan Healthcare Conference in January 2026 is a clear sign of the company's increased status within the biotech sector. The conference in San Francisco is the world's most prestigious investor meeting in health and life science – a forum where only invited companies get to present to an audience of global investors, pharmaceutical giants, and analysts. For AbCellera, this means they are now mentioned in the same context as significantly larger players. The invitation can be seen as a result of the company's intensive investor relations work during autumn 2025, where they participated in several major conferences and clearly communicated their strategic shift: from research partner to developer of their own drug candidates. At the JPM conference, CEO Carl Hansen is expected to highlight the company's pipeline, scientific reinforcements, and financial strength. It is also a platform for forging new business contacts and potential partnerships. The fact that AbCellera has participated in four major international investor conferences during autumn 2025 – and now has also been invited to the J.P. Morgan Healthcare Conference 2026 – signals a clear strategic escalation in the company's investor relations and external positioning. My analysis is that this reflects three important things: 1. ◆ Strategic maturity and shift AbCellera has clearly communicated its transition during 2025 from being a technology platform and partner to also becoming a developer of its own drug candidates. By consistently presenting this message at several major conferences, they have shown that they are ready to play a larger role in the industry. 2. ◆ Increased visibility and trust Being invited to present at the J.P. Morgan conference – which is “invite only” and gathers the world's most influential players in health and biotech – is a testament that AbCellera is now regarded as a relevant and interesting player by both investors and industry colleagues. It is a quality certificate that is not easily given. 3. ◆ Timing and momentum Conference participation has been well-timed. By building presence and trust during the autumn, AbCellera has created momentum culminating in the JPM participation. This gives them a unique opportunity to summarize their progress, strengthen their position, and potentially attract new partnerships or investments in early 2026. In summary: AbCellera has conducted a well-planned and effective capital markets campaign. The invitation to the J.P. Morgan Healthcare Conference is not just a symbolic success – it is concrete proof that the company is now playing in a higher league. For investors, this is a strong signal that AbCellera is a company with growing credibility, strategic acumen, and potentially significant upside. AbCellera is a company to follow closely in 2026.
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 Q3 -tulosraportti
67 päivää sitten22 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.
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- ·1 päivä sitten · Muokattuhttps://www.cnbc.com/2026/01/07/big-pharma-race-to-snap-up-biotech-assets-as-170-billion-patent-cliff-looms.html AbCellera in focus as Big Pharma hunts biotech – what CNBC's article from January 7, 2026 means for us shareholders Hello all ABCL owners! I want to highlight a really interesting article from CNBC (Jan 7, 2026) that illuminates how pharmaceutical giants are now rushing into the biotech sector in search of new assets. The background? An impending "patent cliff" where drugs worth over 170 billion dollars will lose their patent protection by 2032. This creates enormous pressure on Big Pharma to fill their pipelines – and this is where AbCellera comes into play. What does that mean for AbCellera? -Increased demand for our platform: AbCellera's AI-driven antibody discovery is precisely the type of innovation Big Pharma needs to quickly find new drug candidates. - More partnerships and licensing deals: GSK and other companies state outright that they prefer licensing agreements over buying entire companies. AbCellera already has over 90 partnerships and 102 initiated projects – we are a natural partner for more. - Possible acquisition candidate in the long run: Even if the focus right now is on late-stage clinical projects, AbCellera's own candidates (ABCL635 and ABCL575) could become very attractive if they show good data in Phase II. Then we could end up in the same category as Seagen, which Pfizer bought for 43 billion dollars. -Financial strength: With over 750 million dollars in cash, AbCellera can afford to continue developing its pipeline without needing to raise new capital. This gives us negotiating power and long-term sustainability. - Rightly positioned: Our projects are in hot areas like metabolism, immunology, and oncology – exactly where Big Pharma is now looking for the next blockbuster. My conclusion : CNBC's article confirms that we are in the right place at the right time. AbCellera is not just a platform – we are an innovation engine for future medicines. With the right clinical progress, we could see a strong revaluation of the stock, especially if more partnerships or licensing deals are announced during 2026. What do others think? Do you also see this as a game changer for ABCL? I am long and strong in AbCellera!·15 t sittenFantastic summary. Thanks. This could turn out well, but no guarantees.
- ·21.12.2025Are you ready for 2026? Only weeks left until the year where everything is really to be proven. If it goes well, we're talking about a tremendous re-rating. If it goes less well, we'll probably drop down to a couple of USD and still have a good cash position, many partnerships etcetera. Still believe this is the best R/R available. So, I am ready anyway.
- ·19.12.2025Carl Hansen on what really counts in biotech – insights from the BIV article Dec 17, 2025 In a recent article in Business in Vancouver (BIV), AbCellera's CEO Carl Hansen shares sharp insights about the biotech industry's true benchmarks – and why companies like AbCellera must focus on delivering molecules, not just scientific publications. Background: Carl Hansen, former professor at UBC, founded AbCellera in 2012 with the vision of translating advanced microfluidics and single-cell technology into a platform for faster and more accurate antibody development. During the pandemic, the company became a household name through its collaboration with Eli Lilly and the development of COVID-19 therapies such as Bamlanivimab and Bebtelovimab. From hype to reality: After a rocket start on the stock market in 2020, where the stock tripled upon listing, AbCellera – like many others in life science – has seen its share price fall back. Hansen is clear, however, that this is a natural part of the biotech cycle. He points out that the pandemic's rapid regulatory processes no longer apply, which means the company has consciously shifted focus away from COVID-19 and towards its own pipeline. The quote that says it all: “You don't get credit for academic papers... You get credit for molecules.” This is the core of Hansen's message. In academia, success is measured in publications – but in biotech, it's the molecules, the actual drug candidates, that count. It is these that provide patient benefit, revenue, and long-term relevance. Forward-looking strategy: AbCellera has now transitioned from being a technology platform to becoming a clinical company. With several candidates in Phase I, including ABCL635 (for menopausal symptoms) and ABCL575 (for atopic eczema), they are now building a pipeline with the potential to deliver exactly what Hansen talks about – molecules that make a difference. Conclusion: Hansen once again shows why he is one of the most respected voices in biotech. His clear focus on translation, product development, and long-term impact is a reminder that AbCellera is not a company chasing short-term headlines – but building for the future. Read the full article here: https://www.bowenislandundercurrent.com/technology/could-zymeworks-blockbuster-drug-success-revive-vancouver-biotech-scene-116127685.1.5.1.Thank you for sharing the article and hoping for all the success for the company!
- ·18.12.2025AbCellera announced today that they have entered into a settlement and a patent license agreement with Bruker Corporation, which resolves the patent dispute between the two companies globally. The settlement with Bruker is very favorable for AbCellera. It provides significant capital directly and establishes a new passive revenue stream, while eliminating a factor of uncertainty. Strategically, AbCellera has shown that its technology has high market value, which both strengthens the company's position against competitors and potentially makes it more attractive for partnerships or investments. In the short term, the agreement has improved the market's view of the company, and in the long term, the royalty-based revenues can contribute to financing AbCellera's continued development in antibody-based drugs. In short, the agreement represents a double win for AbCellera: it resolves a risky dispute and transforms it into future revenues. AbCellera stands stronger financially and strategically after this as the company moves forward with its core business. In fact, the one-time payment is roughly equivalent to the company's total revenue for an entire year, which underscores its significance. Furthermore, a new ongoing revenue stream is established through royalties on Bruker's product sales. Although the royalty percentage has not been disclosed, this provides AbCellera with a potentially growing recurring revenue going forward, linked to the global sales of the Beacon platform. In total, these payments improve AbCellera's future cash flow and can contribute to financing the company's research and development without needing to raise capital. Strategic opportunities (licensing and technology): The agreement opens up strategic advantages. Firstly, AbCellera monetizes its patent portfolio – it has shown that proprietary technology can generate revenue through licensing, not just through its own products. This can encourage AbCellera to continue investing in new technology that can be licensed out or used in partnerships. Furthermore, the license means that Bruker can use AbCellera's technology in its Beacon platform, which practically transforms a former competitor into a source of revenue (this is awesome/very good). AbCellera does not need to manufacture or sell hardware platforms itself, but benefits from Bruker's commercial reach in that area. It is also possible that the averted dispute improves the relationship between the companies; although no formal technology partnership has been announced, future collaboration in related areas could be facilitated now that the conflict is resolved. In short, AbCellera can focus on its core business (the antibody platform) while reaping the benefits of its microfluidics technology via license revenues. Impact on market position and competition: In terms of market position, the agreement strengthens AbCellera's standing. By pursuing the patent dispute to a successful resolution, AbCellera has demonstrated the strength of its intellectual property (IP). Their patent in microfluidic cell handling was confirmed valid in court, and Bruker's choice to settle and pay license fees suggests that AbCellera's technology is unique and valuable. This can deter other potential competitors from infringing on AbCellera's patents, as the company has shown that it actively defends its IP and can win. At the same time, the license agreement means that Bruker's Beacon system can continue to be on the market, but now with AbCellera as an indirect beneficiary. AbCellera thus gains a share of the market for optofluidic cell handling instruments without having to compete directly for sales itself. This can also raise AbCellera's reputation in the industry – the fact that an established company like Bruker pays for AbCellera's technology provides signal value about AbCellera's level of innovation. Overall, AbCellera stands stronger in competition: it has secured both a technological lead (via protected patents) and a new income stream from a former rival. 2026 will be a very exciting year for us shareholders.
- ·15.12.2025AbCellera secures a spot at J.P. Morgan Healthcare Conference 2026 – a clear recognition That AbCellera Biologics has been invited to present at the 44th edition of the J.P. Morgan Healthcare Conference in January 2026 is a clear sign of the company's increased status within the biotech sector. The conference in San Francisco is the world's most prestigious investor meeting in health and life science – a forum where only invited companies get to present to an audience of global investors, pharmaceutical giants, and analysts. For AbCellera, this means they are now mentioned in the same context as significantly larger players. The invitation can be seen as a result of the company's intensive investor relations work during autumn 2025, where they participated in several major conferences and clearly communicated their strategic shift: from research partner to developer of their own drug candidates. At the JPM conference, CEO Carl Hansen is expected to highlight the company's pipeline, scientific reinforcements, and financial strength. It is also a platform for forging new business contacts and potential partnerships. The fact that AbCellera has participated in four major international investor conferences during autumn 2025 – and now has also been invited to the J.P. Morgan Healthcare Conference 2026 – signals a clear strategic escalation in the company's investor relations and external positioning. My analysis is that this reflects three important things: 1. ◆ Strategic maturity and shift AbCellera has clearly communicated its transition during 2025 from being a technology platform and partner to also becoming a developer of its own drug candidates. By consistently presenting this message at several major conferences, they have shown that they are ready to play a larger role in the industry. 2. ◆ Increased visibility and trust Being invited to present at the J.P. Morgan conference – which is “invite only” and gathers the world's most influential players in health and biotech – is a testament that AbCellera is now regarded as a relevant and interesting player by both investors and industry colleagues. It is a quality certificate that is not easily given. 3. ◆ Timing and momentum Conference participation has been well-timed. By building presence and trust during the autumn, AbCellera has created momentum culminating in the JPM participation. This gives them a unique opportunity to summarize their progress, strengthen their position, and potentially attract new partnerships or investments in early 2026. In summary: AbCellera has conducted a well-planned and effective capital markets campaign. The invitation to the J.P. Morgan Healthcare Conference is not just a symbolic success – it is concrete proof that the company is now playing in a higher league. For investors, this is a strong signal that AbCellera is a company with growing credibility, strategic acumen, and potentially significant upside. AbCellera is a company to follow closely in 2026.
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
4,51VWAP
Alin
4,17VaihtoMäärä
28,3 6 462 837
VWAP
Ylin
4,51Alin
4,17VaihtoMäärä
28,3 6 462 837
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 4.11.2024 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
67 päivää sitten22 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
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 24.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 6.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 8.5.2025 | |
| 2024 Q4 -tulosraportti | 27.2.2025 | |
| 2024 Q3 -tulosraportti | 4.11.2024 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 päivä sitten · Muokattuhttps://www.cnbc.com/2026/01/07/big-pharma-race-to-snap-up-biotech-assets-as-170-billion-patent-cliff-looms.html AbCellera in focus as Big Pharma hunts biotech – what CNBC's article from January 7, 2026 means for us shareholders Hello all ABCL owners! I want to highlight a really interesting article from CNBC (Jan 7, 2026) that illuminates how pharmaceutical giants are now rushing into the biotech sector in search of new assets. The background? An impending "patent cliff" where drugs worth over 170 billion dollars will lose their patent protection by 2032. This creates enormous pressure on Big Pharma to fill their pipelines – and this is where AbCellera comes into play. What does that mean for AbCellera? -Increased demand for our platform: AbCellera's AI-driven antibody discovery is precisely the type of innovation Big Pharma needs to quickly find new drug candidates. - More partnerships and licensing deals: GSK and other companies state outright that they prefer licensing agreements over buying entire companies. AbCellera already has over 90 partnerships and 102 initiated projects – we are a natural partner for more. - Possible acquisition candidate in the long run: Even if the focus right now is on late-stage clinical projects, AbCellera's own candidates (ABCL635 and ABCL575) could become very attractive if they show good data in Phase II. Then we could end up in the same category as Seagen, which Pfizer bought for 43 billion dollars. -Financial strength: With over 750 million dollars in cash, AbCellera can afford to continue developing its pipeline without needing to raise new capital. This gives us negotiating power and long-term sustainability. - Rightly positioned: Our projects are in hot areas like metabolism, immunology, and oncology – exactly where Big Pharma is now looking for the next blockbuster. My conclusion : CNBC's article confirms that we are in the right place at the right time. AbCellera is not just a platform – we are an innovation engine for future medicines. With the right clinical progress, we could see a strong revaluation of the stock, especially if more partnerships or licensing deals are announced during 2026. What do others think? Do you also see this as a game changer for ABCL? I am long and strong in AbCellera!·15 t sittenFantastic summary. Thanks. This could turn out well, but no guarantees.
- ·21.12.2025Are you ready for 2026? Only weeks left until the year where everything is really to be proven. If it goes well, we're talking about a tremendous re-rating. If it goes less well, we'll probably drop down to a couple of USD and still have a good cash position, many partnerships etcetera. Still believe this is the best R/R available. So, I am ready anyway.
- ·19.12.2025Carl Hansen on what really counts in biotech – insights from the BIV article Dec 17, 2025 In a recent article in Business in Vancouver (BIV), AbCellera's CEO Carl Hansen shares sharp insights about the biotech industry's true benchmarks – and why companies like AbCellera must focus on delivering molecules, not just scientific publications. Background: Carl Hansen, former professor at UBC, founded AbCellera in 2012 with the vision of translating advanced microfluidics and single-cell technology into a platform for faster and more accurate antibody development. During the pandemic, the company became a household name through its collaboration with Eli Lilly and the development of COVID-19 therapies such as Bamlanivimab and Bebtelovimab. From hype to reality: After a rocket start on the stock market in 2020, where the stock tripled upon listing, AbCellera – like many others in life science – has seen its share price fall back. Hansen is clear, however, that this is a natural part of the biotech cycle. He points out that the pandemic's rapid regulatory processes no longer apply, which means the company has consciously shifted focus away from COVID-19 and towards its own pipeline. The quote that says it all: “You don't get credit for academic papers... You get credit for molecules.” This is the core of Hansen's message. In academia, success is measured in publications – but in biotech, it's the molecules, the actual drug candidates, that count. It is these that provide patient benefit, revenue, and long-term relevance. Forward-looking strategy: AbCellera has now transitioned from being a technology platform to becoming a clinical company. With several candidates in Phase I, including ABCL635 (for menopausal symptoms) and ABCL575 (for atopic eczema), they are now building a pipeline with the potential to deliver exactly what Hansen talks about – molecules that make a difference. Conclusion: Hansen once again shows why he is one of the most respected voices in biotech. His clear focus on translation, product development, and long-term impact is a reminder that AbCellera is not a company chasing short-term headlines – but building for the future. Read the full article here: https://www.bowenislandundercurrent.com/technology/could-zymeworks-blockbuster-drug-success-revive-vancouver-biotech-scene-116127685.1.5.1.Thank you for sharing the article and hoping for all the success for the company!
- ·18.12.2025AbCellera announced today that they have entered into a settlement and a patent license agreement with Bruker Corporation, which resolves the patent dispute between the two companies globally. The settlement with Bruker is very favorable for AbCellera. It provides significant capital directly and establishes a new passive revenue stream, while eliminating a factor of uncertainty. Strategically, AbCellera has shown that its technology has high market value, which both strengthens the company's position against competitors and potentially makes it more attractive for partnerships or investments. In the short term, the agreement has improved the market's view of the company, and in the long term, the royalty-based revenues can contribute to financing AbCellera's continued development in antibody-based drugs. In short, the agreement represents a double win for AbCellera: it resolves a risky dispute and transforms it into future revenues. AbCellera stands stronger financially and strategically after this as the company moves forward with its core business. In fact, the one-time payment is roughly equivalent to the company's total revenue for an entire year, which underscores its significance. Furthermore, a new ongoing revenue stream is established through royalties on Bruker's product sales. Although the royalty percentage has not been disclosed, this provides AbCellera with a potentially growing recurring revenue going forward, linked to the global sales of the Beacon platform. In total, these payments improve AbCellera's future cash flow and can contribute to financing the company's research and development without needing to raise capital. Strategic opportunities (licensing and technology): The agreement opens up strategic advantages. Firstly, AbCellera monetizes its patent portfolio – it has shown that proprietary technology can generate revenue through licensing, not just through its own products. This can encourage AbCellera to continue investing in new technology that can be licensed out or used in partnerships. Furthermore, the license means that Bruker can use AbCellera's technology in its Beacon platform, which practically transforms a former competitor into a source of revenue (this is awesome/very good). AbCellera does not need to manufacture or sell hardware platforms itself, but benefits from Bruker's commercial reach in that area. It is also possible that the averted dispute improves the relationship between the companies; although no formal technology partnership has been announced, future collaboration in related areas could be facilitated now that the conflict is resolved. In short, AbCellera can focus on its core business (the antibody platform) while reaping the benefits of its microfluidics technology via license revenues. Impact on market position and competition: In terms of market position, the agreement strengthens AbCellera's standing. By pursuing the patent dispute to a successful resolution, AbCellera has demonstrated the strength of its intellectual property (IP). Their patent in microfluidic cell handling was confirmed valid in court, and Bruker's choice to settle and pay license fees suggests that AbCellera's technology is unique and valuable. This can deter other potential competitors from infringing on AbCellera's patents, as the company has shown that it actively defends its IP and can win. At the same time, the license agreement means that Bruker's Beacon system can continue to be on the market, but now with AbCellera as an indirect beneficiary. AbCellera thus gains a share of the market for optofluidic cell handling instruments without having to compete directly for sales itself. This can also raise AbCellera's reputation in the industry – the fact that an established company like Bruker pays for AbCellera's technology provides signal value about AbCellera's level of innovation. Overall, AbCellera stands stronger in competition: it has secured both a technological lead (via protected patents) and a new income stream from a former rival. 2026 will be a very exciting year for us shareholders.
- ·15.12.2025AbCellera secures a spot at J.P. Morgan Healthcare Conference 2026 – a clear recognition That AbCellera Biologics has been invited to present at the 44th edition of the J.P. Morgan Healthcare Conference in January 2026 is a clear sign of the company's increased status within the biotech sector. The conference in San Francisco is the world's most prestigious investor meeting in health and life science – a forum where only invited companies get to present to an audience of global investors, pharmaceutical giants, and analysts. For AbCellera, this means they are now mentioned in the same context as significantly larger players. The invitation can be seen as a result of the company's intensive investor relations work during autumn 2025, where they participated in several major conferences and clearly communicated their strategic shift: from research partner to developer of their own drug candidates. At the JPM conference, CEO Carl Hansen is expected to highlight the company's pipeline, scientific reinforcements, and financial strength. It is also a platform for forging new business contacts and potential partnerships. The fact that AbCellera has participated in four major international investor conferences during autumn 2025 – and now has also been invited to the J.P. Morgan Healthcare Conference 2026 – signals a clear strategic escalation in the company's investor relations and external positioning. My analysis is that this reflects three important things: 1. ◆ Strategic maturity and shift AbCellera has clearly communicated its transition during 2025 from being a technology platform and partner to also becoming a developer of its own drug candidates. By consistently presenting this message at several major conferences, they have shown that they are ready to play a larger role in the industry. 2. ◆ Increased visibility and trust Being invited to present at the J.P. Morgan conference – which is “invite only” and gathers the world's most influential players in health and biotech – is a testament that AbCellera is now regarded as a relevant and interesting player by both investors and industry colleagues. It is a quality certificate that is not easily given. 3. ◆ Timing and momentum Conference participation has been well-timed. By building presence and trust during the autumn, AbCellera has created momentum culminating in the JPM participation. This gives them a unique opportunity to summarize their progress, strengthen their position, and potentially attract new partnerships or investments in early 2026. In summary: AbCellera has conducted a well-planned and effective capital markets campaign. The invitation to the J.P. Morgan Healthcare Conference is not just a symbolic success – it is concrete proof that the company is now playing in a higher league. For investors, this is a strong signal that AbCellera is a company with growing credibility, strategic acumen, and potentially significant upside. AbCellera is a company to follow closely in 2026.
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