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PresentationGood afternoon, ladies and gentlemen. Welcome to the 2026 JPMorgan Healthcare Conference. My name is Varun, and it is my absolute pleasure to introduce on stage AbCellera Biologics, joined by the CEO, Carl Hansen, who will talk about the company and their growth for the year. So please give a huge round of applause for Carl Hansen.Carl L. HansenCEO, President & Chairperson All right. Thank you very much, and thank you to the organizers of JPMorgan for the opportunity to speak. So today, in my pr ...

AbCellera Biologics FY Conference Summary Company Overview - **Company Name**: AbCellera Biologics - **Ticker**: NasdaqGS:ABCL - **Founded**: 2012, from the University of British Columbia - **Headquarters**: Vancouver, Canada, with additional facilities in Sydney, Australia, and Montreal, Canada - **Employees**: Approximately 500 in Vancouver and 50 in Sydney - **Public Offering**: Went public in 2020, raising over $600 million Financial Highlights - **Total Liquidity**: Approximately $680 million as of Q3 2023 - **Funding**: Secured about $1.5 billion in non-dilutive funding, including $1 billion from a partnership with Eli Lilly for COVID-19 antibody development and $400 million from Canadian government support Business Model Transition - Shifted from a partnership-focused model to internal development of clinical assets - Over 100 therapeutic antibody programs worked on since 2014, with 16 molecules moving into clinical stages - New strategy emphasizes building a pipeline of first-in-class and differentiated molecules Pipeline Development - **Lead Asset**: AbCell 635, an antibody for treating vasomotor symptoms associated with menopause, currently in Phase 2 trials - **Additional Candidates**: - AbCell 575: A half-life extended OX40 ligand in Phase 1 - AbCell 386: New oncology candidate - AbCell 688: Targets GPCRs and ion channels for autoimmune conditions - **Clinical Readouts**: Anticipated data readout for AbCell 635 in Q3 2026 and for AbCell 575 at the end of 2026 Market Opportunity - Significant market for menopause treatments, with approximately 6 million women in the U.S. experiencing moderate to severe hot flashes - Differentiation from existing therapies includes a more convenient dosing regimen (once-monthly injection) and a potentially better safety profile compared to oral therapies Competitive Landscape - Current competitors include small molecules like fezolinetant and elinzanetant, which have safety concerns such as liver toxicity - AbCell 635 aims to avoid these issues by not metabolizing in the liver and not antagonizing NK1R, potentially leading to a better safety profile Clinical Development Strategy - Focus on high unmet medical needs and strong scientific rationale for selecting targets - Emphasis on indication-agnostic development, seeking to leverage technology for various therapeutic areas - Plans to initiate late-stage studies for AbCell 635 and other candidates based on positive clinical data Operational Insights - Established a GMP manufacturing facility to enhance bioresilience and reduce reliance on external CDMOs - Recruitment of skilled labor for manufacturing has been a challenge but has been successfully addressed Future Outlook - Anticipated continued investment in the pipeline with a focus on advancing clinical candidates - Expected cash burn of approximately $120 million annually, with sufficient liquidity to support operations for the next three years Key Takeaways - AbCellera is transitioning to a clinical-stage company with a robust pipeline and significant financial backing - The company is well-positioned to capitalize on unmet medical needs in women's health, particularly in menopause treatment - Upcoming clinical readouts are critical for the company's future trajectory and potential market impact

Core Insights - AbCellera will present at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026 [1] - A live audio webcast of the presentation will be available on AbCellera's Investor Relations website, with a replay accessible afterward [1] Company Overview - AbCellera is a clinical-stage biotechnology company focused on discovering and developing antibody-based medicines [2] - The company's areas of focus include endocrinology, women's health, immunology, and oncology [2] - More information about the company can be found on their website [2]

Group 1 - The company, AbCellera, is at an exciting phase in its history, leveraging a strong technological advantage in antibody discovery from natural immune systems [2][3] - AbCellera has developed a platform over the last decade that focuses on identifying antibodies that can serve as effective therapeutics [2] - The company is currently engaged in both partnered and pre-partnered programs, indicating a diverse pipeline of opportunities [1]

Core Insights - AbCellera Biologics Inc. (NASDAQ:ABCL) is experiencing a decline of over 23% since its fiscal Q3 2025 business update, yet analysts maintain a bullish outlook with a 12-month average price target of $8.5, indicating a potential upside of 144.96% from current levels [1]. Financial Performance - The company reported a year-over-year revenue growth of 37.62%, reaching $8.96 million, which exceeded estimates by $2.62 million. However, the earnings per share (EPS) of negative $0.19 fell short of expectations by $0.03 [3]. Strategic Direction - AbCellera is shifting its strategy from partnerships to developing its own clinical assets while still valuing existing partnerships with major pharmaceutical companies like Lilly and AbVie. This strategic pivot aims to leverage its capabilities and technologies for internal development [4]. Product Development - The company is focused on discovering and developing antibody-based medicines targeting cancer, metabolic/endocrine conditions, and autoimmune disorders, utilizing an AI-powered platform for rapid single-cell screening [5]. Analyst Ratings - On November 19, David Martin, PhD, from Bloom Burton reiterated a Buy rating with a price target of $9. Earlier, Srikripa Devarakonda from Truist Financial also maintained a Buy rating without specifying a price target [2].

AbCellera Biologics FY Conference Summary Company Overview - **Company**: AbCellera Biologics (NasdaqGS:ABCL) - **Event**: FY Conference on December 03, 2025 - **Key Speaker**: Martin Hogan, Senior Director of Strategic Finance and IR Core Company Insights - AbCellera has a strong technological advantage in discovering antibodies from natural immune systems, developed from research at the University of British Columbia [2][3] - The company has engaged in over 100 programs with various pharma and biotech partners, refining its capabilities in antibody discovery, particularly for difficult targets [3][4] - Transitioned from a platform-focused company to a clinical-stage biotech, establishing downstream capabilities in translational biology, biophysical assessments, and clinical manufacturing [5][6] Internal Programs and Pipeline - **ABCL 635**: A non-hormonal treatment for moderate to severe hot flashes associated with menopause, identified as the most advanced program with a clear development path and significant unmet medical need [12][13] - Approximately 40 million menopausal women in the U.S., with one-third suffering from severe symptoms [14] - Current standard of care is menopause hormone therapy, but many women cannot tolerate it, creating a market opportunity for non-hormonal treatments [15] - **ABCL 575**: A treatment for moderate to severe atopic dermatitis, with potential applications in other inflammatory and autoimmune conditions [19][20] - Differentiates by targeting the OX40 ligand, with expectations of a favorable safety profile and longer half-life compared to competitors [21][22] Clinical Trials - **ABCL 635 Phase 1 Trial**: Designed to evaluate pharmacokinetics (PK), pharmacodynamics (PD), safety, and efficacy signals in both menopausal women and healthy male volunteers [16][17] - **ABCL 575 Phase 1 Trial**: Focuses on confirming the molecule's behavior in terms of PK, PD, and safety, with potential for partnerships based on trial outcomes [23][24] Future Pipeline and Development - **ABCL 688**: Expected to enter the clinic in 2026, targeting autoimmune conditions, with further details to be disclosed upon IND submission [25][26] - The company has over 20 internal programs, with a focus on complex membrane proteins and novel mechanisms, selected based on scientific understanding, unmet medical need, differentiation potential, and clear development paths [27] Financial Position and Capital Allocation - AbCellera is well-capitalized with approximately $680 million in available liquidity, sufficient to support its internal pipeline for over three years [28][29] - The capital will primarily be used for advancing internal programs and making selective additions to the pipeline [29] Partnership Strategy - The company has shifted focus from actively seeking new partnerships to prioritizing internal drug development, while still committed to existing partnerships [9][10] - Selective acceptance of new programs may occur if they align with internal criteria and capabilities [10] Conclusion - AbCellera is positioned for growth with a robust internal pipeline and a strong financial foundation, focusing on innovative treatments for significant medical needs while maintaining strategic partnerships where beneficial [30][31]

Core Insights - Several biotech and life sciences companies experienced significant gains in after-hours trading on November 26, indicating strong investor interest despite a quiet news cycle [1] Company Summaries - Modular Medical, Inc. (MODD) shares increased by 11.51% to $0.4380 after a previous decline of 1.80% at the close, following the IRB approval for its Pivot insulin delivery system study announced on November 17 [2] - Standard BioTools Inc. (LAB) saw a 4.90% rise to $1.50 after a 0.70% gain during regular trading, following a strategic collaboration with Molecular Instruments announced on November 19 [3] - Werewolf Therapeutics, Inc. (HOWL) rose 4.39% to $1.0199 after a strong 7.33% gain during regular trading, reflecting continued investor optimism despite no new updates [4] - Cogent Biosciences, Inc. (COGT) climbed 6.09% to $42.85 in after-hours trading, building on a 1.69% rise during regular trading, indicating strong investor confidence in its pipeline [5] - Longeveron Inc. (LGVN) shares increased by 4.59% to $0.6772, extending gains from a 7.02% rise during regular trading, with upcoming presentation of Alzheimer's study results at CTAD 2025 highlighting ongoing research [6] - AbCellera Biologics Inc. (ABCL) gained 3.85% to $3.78 after a 0.55% increase during regular trading, reflecting renewed investor interest in its antibody discovery platform [7]

Core Viewpoint - AbCellera Biologics Inc. is recommended as a Buy by Stifel Nicolaus despite reporting a wider-than-expected net loss in Q3 2024, with a price target set at $7 [1][2]. Financial Performance - The company reported a net loss of $57.1 million in Q3 2024, compared to a net loss of $51.1 million in the same quarter last year, indicating a deterioration in financial performance [2]. - Research and development (R&D) expenses increased significantly to $55 million from $41 million year-over-year [2]. - Revenue for the quarter was $9 million, up from $6.5 million in the same quarter last year, showing growth in sales [3]. Operational Highlights - AbCellera achieved key milestones, including the commencement of operations at its new clinical manufacturing facility [3]. - The company is advancing its pipeline with two lead programs, ABCL635 and ABCL575, currently in Phase 1 clinical trials [3][4]. Liquidity Position - The company ended the quarter with approximately $680 million in available liquidity, which will be utilized to execute its strategic plans and advance its clinical studies [4]. Company Overview - AbCellera Biologics Inc. is a clinical-stage biotechnology company focused on discovering and developing antibody-based medicines using an integrated technology platform [5].

Core Insights - The company is undergoing a transformation and is committed to continuous improvement in its operations and financial results [1][2] - The focus is on enhancing client performance, which is central to the company's mission [2] Section Summaries Transformation and Performance - The company has been in a state of transformation, building and changing its operational foundation to improve results [1] - A new chapter is being initiated, emphasizing a team built for performance [1] Client Engagement - The sessions are structured around two core sections, starting with announcements and strategic focus [2] - A client customer fireside chat is included to enhance engagement and showcase the company's commitment to its clients [2]