Jan. 27 at 7:35 PM
$ABCL AbCellera reports FY 2025 results Feb 24 (2pm PT)
✅ ABCL635 now in Phase 2—faster than expected progression
✅ Potential 4th pipeline candidate announcement (ABCL386 oncology?)
✅ ABCL688 IND filing on track for mid-2026
✅ GMP manufacturing facility now operational
✅ Beat EPS estimates last 2 quarters
✅ ~
$680M liquidity = 3+ year runway secured
What to watch:
Phase 2 enrollment update for ABCL635 (hot flashes)
ABCL575 Phase 1 progress (atopic dermatitis)
Partner milestone revenue surprises
Top-line data coming Q3 2026—this call sets the narrative
The real story isn't the numbers—it's the clinical readouts coming mid-year. First-in-class non-hormonal menopause treatment in a
$2B+ market could be a game changer if data hits.
Added more shares here. Shorts can have them back at
$15+ 🎯
