GICS Sector : Healthcare
AbCellera Biologics Inc.develops antibody discovery platform.Its full-stack, artificial intelligence-powered antibody discovery platform searches and analyzes the database of natural immune systems to find antibodies that could be developed as drugs.
AbCellera reported revenue of $9 million for the quarter, primarily driven by research fees related to partnered programs. The company's research and development expenses were $55 million, a significant increase of approximately $14 million compared to the same period last year, reflecting the focus on investment in internal and co-development programs. This resulted in a net loss of roughly $57 million, or $0.19 per share on a basic and diluted basis, which was slightly worse than the estimated loss of $0.17 per share.
Publication Date: Nov -23
The company's available liquidity stands at approximately $680 million, comprising $520 million in cash and cash equivalents and $160 million in available committed government funding. As Carl L. Hansen mentioned, "We're confident in achieving our corporate priorities, including advancing at least one more development candidate into IND-enabling studies." This strong liquidity position is expected to support AbCellera's continued investment in its pipeline.
AbCellera is making progress in its pipeline, with Phase I clinical trials for ABCL635 and ABCL575 progressing as planned and on track for readouts next year. The company is also working on bringing an additional development candidate forward by the end of the year. Key catalysts will come from outside of AbCellera, particularly from readouts on amlitelimab or the OX40/OX40 ligand class in other indications being evaluated by Sanofi and others.
Analysts estimate revenue growth of 1.7% for next year. AbCellera's current valuation metrics, including a P/S Ratio of 29.74 and an EV/EBITDA of -6.29, indicate that the market is pricing in significant growth expectations. With an ROE of -16.95% and an ROIC of -42.98%, the company's return on equity and invested capital are negative, highlighting the challenges faced by biotech companies in generating returns before successful commercialization.
AbCellera Biologics Inc. (ABCL) Presents at Jefferies London Healthcare Conference 2025 Transcript
Nov -22
AbCellera Appoints Dr. Stephen Quake to its Board of Directors
Nov -10
AbCellera Biologics Inc. (ABCL) Q3 2025 Earnings Call Transcript
Nov -08
AbCellera Biologics Inc. (ABCL) Reports Q3 Loss, Tops Revenue Estimates
Nov -06
AbCellera Reports Q3 2025 Business Results
Nov -06
AbCellera to Participate at Upcoming Investor Conferences in November and December 2025
Oct -07
AbCellera Biologics: Entering Growth Phase After A Pause
Oct -06
Is ABCELLERA BIOLG (ABCL) Stock Outpacing Its Medical Peers This Year?
Sep -30
AbCellera Biologics Inc.'s antibodies exhibit strong growth driven by increasing demand for targeted therapies, advancements in antibody discovery platforms, and strategic partnerships. The company's proprietary technology enables rapid identification and development of high-quality antibodies, fueling growth. Additionally, expanding applications in oncology, immunology, and infectious diseases contribute to the 10.27% growth rate.
AbCellera's antibody discovery platform uses advanced genomics, machine learning, and high-throughput screening to identify and develop novel antibodies against specific targets.
AbCellera's antibody optimization services use advanced engineering and computational tools to improve the affinity, stability, and manufacturability of antibodies.
AbCellera's cell-free display technology enables the rapid and efficient screening of large antibody libraries against specific targets.
AbCellera's single B cell screening technology enables the isolation and characterization of individual B cells producing antibodies with specific properties.
AbCellera's antibody sequencing services use advanced genomics and bioinformatics tools to analyze and characterize antibody sequences.
AbCellera's computational antibody design platform uses machine learning and structural biology tools to design and optimize antibodies.
AbCellera Biologics Inc. has a moderate threat of substitutes due to the presence of alternative antibody discovery platforms and technologies.
AbCellera Biologics Inc. has a low bargaining power of customers due to its strong partnerships with pharmaceutical companies and its unique antibody discovery capabilities.
AbCellera Biologics Inc. has a moderate bargaining power of suppliers due to its reliance on a few key suppliers for its antibody discovery platform.
AbCellera Biologics Inc. has a high threat of new entrants due to the growing interest in antibody discovery and the potential for new companies to enter the market.
AbCellera Biologics Inc. operates in a moderately competitive market with several established players, but its unique technology and partnerships give it a competitive advantage.
| Value | |
|---|---|
| Debt Weight | 6.29% |
| Debt Cost | 3.95% |
| Equity Weight | 93.71% |
| Equity Cost | 6.50% |
| WACC | 6.34% |
| Leverage | 6.72% |
Value: 8.0
Growth: 4.2
Quality: 4.6
Yield: 0.0
Momentum: 6.5
Volatility: 3.7
1-Year Total Return ->
Value: 7.0
Growth: 1.1
Quality: 4.1
Yield: 0.0
Momentum: 10.0
Volatility: 1.7
1-Year Total Return ->
Value: 7.6
Growth: 4.4
Quality: 4.4
Yield: 0.0
Momentum: 5.0
Volatility: 0.7
1-Year Total Return ->
Value: 7.0
Growth: 6.0
Quality: 3.2
Yield: 0.0
Momentum: 4.0
Volatility: 1.7
1-Year Total Return ->
Value: 7.6
Growth: 3.6
Quality: 5.0
Yield: 0.0
Momentum: 2.0
Volatility: 1.7
1-Year Total Return ->
Value: 7.8
Growth: 3.2
Quality: 3.5
Yield: 0.0
Momentum: 0.0
Volatility: 1.0
1-Year Total Return ->