An AI-powered antibody discovery service that sifts through natural immune systems to find drug candidates for pharma partners, like a high-tech matchmaker for molecules.
Money comes from partnerships and licensing deals, mainly with Eli Lilly; revenue was USD 0.08B in 2025, but net losses of USD 0.15B show no real profit engine yet.
AI platform plus deep data from 156 programs creates switching costs for partners, but heavy reliance on Lilly and tiny revenue leave little to block competitors like Genmab or Icosavax; moat_level is weak.
Hold (sector percentile 45) — value D, growth D, profitability D, momentum A, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Insider purchase signals confidence
Q2 EPS loss of $0.18 vs. $0.17 expected, revenue misses estimates
Based on Jazz Pharma deal with $56M upfront
Q1 revenue of $8.3M beat estimates, EPS loss smaller than expected, but shares fell 9.1% after hours
ABCL635 Phase II top line efficacy and safety data anticipated in Q3 2026, with study enrolling approximately 80 patients with moderate to severe vasomotor symptoms
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The core thesis for AbCellera Biologics Inc. ($ABCL) is its long-term accumulation of antibody biology knowledge, driven by accelerating antibody therapy development. This is a fundamental thesis based on the company's platform and CEO statements.
Main discussion
Different voices
5 Early-Stage Names With the Cash to Back Up the Story $ONDS $ABCL $SMR $JOBY $QS $ONDS — The defense and autonomous systems story here has been one of the fastest-scaling in the space, and the balance sheet backs it up. Ondas ended Q2 with roughly $1.4 billion in cash, cash equi
My thesis for $ABCL is that, five or ten years from now, the company will have accumulated so much knowledge of antibody biology that it will feel strange for an antibody drug developer to pursue a difficult target or format without at least considering AbCellera’s antibody Found
Carl Hansen, CEO of $ABCL, Fierce Pharma interview, 2023: “I think antibody therapies have a tremendous future… What we see is that that is not slowing down, it's accelerating… We are getting a better understanding of the fundamental science, which is providing new target opportu
Portfolio Update — August 23, 2026 $PLTR +984.89% $NBIS +475.11% $CLS +435.80% $ONDS +347.94% $HIMS +341.83% $ABCL +296.84% $SOFI +180.32% $MU +172.59% $IONQ +134.60% $RKLB +149.57% $NVDA +81.33% $OKLO +81.31% $TSLA +61.35% $RDW +65.07% $AAOI +25.34% $AMZN +44.44% $QS +22.00% $GL
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