May. 22 at 3:40 AM
$ABCL
2)
Then on May 18, an insider made a fresh share purchase. Goldman sitting on 4.3M shares. Baker Bros increased from 9.1% to 10.8% the day before the readout. Cantor Fitzgerald initiated Overweight. Evan Seigerman reiterated Buy with
$7 price target citing strong Phase 1 data and platform strength. Analyst consensus sitting around
$9.00 against a current price that’s been recovering.
Revenue doubled year over year in Q1. Net loss narrowed.
$655M in liquidity. Four programs in clinical or IND enabling stage. ABCL575 Phase 1 data coming H2 2026. The pipeline isn’t #ABCL635 alone.
Q3 is still the moment. The setup going into it keeps getting cleaner. 😉