Stocktradesmoon
Nov 2, 6:37 AM
$ABCL
$ABCL
AbCellera’s moat isn’t generic “AI drug discovery.” It’s proprietary high-throughput microfluidic single-cell screening of natural immune repertoires + deep expertise on hard targets (GPCRs/ion channels) + end-to-end infrastructure (including own clinical manufacturing). AI is layered on top of that stack—not the stack itself.
Anthropic’s wet lab + models are early and powerful on design/ops, but don’t replicate a decade of specialized wet-lab hardware, proprietary data, and clinical assets like ABCL635. The computational layer is what is probably getting commoditized with big players like Anthropic entering this space with a wetlab as well but they don’t have integrated biology platform. Well, unless they acquire Abcellera of course for
$100 a share 😀
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