ABCL
AbCellera Biologics Inc.3.4600
-0.0500-1.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A eyes 635 oncology, 575 combos
Q&A surfaced AbCellera's interest in expanding ABCL635 to oncology VMS like breast and prostate cancer hot flashes, stressing safety differentiation—no liver monitoring needed—over rivals. Management doubled down on ABCL575's OX40L promise despite Kaposi sarcoma noise, highlighting combo potential and external partnering talks. Phase II readout details emerged: Phase I target engagement plus 4-week placebo-controlled efficacy in Q3. Capacity builds for multi-program trials. Kaposi? Overblown for the class. Tone stays bullish; watch 635 data for pipeline pivot.
Key Stats
Market Cap
1.04BP/E (TTM)
-Basic EPS (TTM)
-0.57Dividend Yield
0%Recent Filings
8-K
AbCellera's 2025 results: clinic advances
AbCellera reported FY 2025 revenue of $75.1M, up from $28.8M, driven by a $44.9M Q4 patent settlement, yet posted a $146.4M net loss versus $162.9M prior year. Two internal programs advanced to clinic—ABCL635 into Phase 2, ABCL575 through Phase 1—while partner programs hit 104 starts and 19 molecules in clinic. Cash runway extends beyond three years. Pipeline readouts loom in 2026.
10-K
FY2025 results
AbCellera narrowed FY2025 net losses to $146M from $163M in FY2024, driven by $47M revenue jump to $75M—mostly a $36M Bruker patent settlement—while R&D rose 12% to $187M funding clinical advances for ABCL635 (Phase 1/2 VMS data Q3 2026) and ABCL575 (Phase 1 I&I data Q4 2026). Q4 momentum built with first Phase 2 VMS patients dosed and GMP facility online, accelerating internal pipeline execution after platform buildout. Cash burned $131M operationally but $534M liquidity funds ops beyond three years. No debt; capex tapered post-headquarters completion. Partner portfolio hit 104 programs, 19 molecules in clinic. Clinical failures could derail quarterly progress.
8-K
ABCL635 Phase 2 dosing starts
AbCellera dosed first patients in the Phase 2 portion of its ABCL635 trial for menopause hot flashes on January 12, 2026, after positive Phase 1 safety and pharmacodynamic data. The double-blind study enrolls 80 women to test efficacy vs placebo. Phase 2 readout expected Q3 2026. Forward-looking statements carry risks.
8-K
AbCellera settles Bruker litigation
AbCellera settled its global patent litigation with Bruker on December 18, 2025, securing $36 million upfront plus future royalties on Bruker's Beacon Optofluidic platform sales worldwide through patent life. The deal ends the dispute cleanly. Risks persist from forward-looking uncertainties in commercialization and operations.
8-K
AbCellera switches auditors to EY
AbCellera Biologics dismissed KPMG as its auditor effective after the 2025 10-K filing, with no disagreements on accounting or audits—KPMG's prior reports were clean. The Audit Committee, after a formal tender, tapped EY as replacement for 2026, pending standard checks. Smooth switch. No business disruptions disclosed.
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