Core Insights - Absci (ABSI.US) announced a collaboration with Oracle (ORCL.US) and AMD (AMD.US) to accelerate AI-driven drug development [1] - The partnership will utilize Oracle's AI infrastructure and AMD's hardware in Absci's generative AI Drug Creation Platform [1] - The CEO of Absci emphasized that this collaboration will enhance the efficiency of delivering new therapies to patients and establish a technological foundation for next-generation AI-driven drug development processes [1] Company Developments - Absci is based in Vancouver, Washington, and focuses on biotechnology [1] - The announcement coincided with the Oracle Health and Life Sciences Summit held from September 9 to 11 in Orlando, Florida [1] - At the summit, Oracle showcased advancements in healthcare technology, including AI capabilities in its Oracle Fusion Cloud Application, aimed at streamlining supply chain operations in the healthcare industry [1]

Core Insights - Absci Inc. has partnered with Oracle Corporation and AMD to enhance its generative AI-driven drug discovery capabilities [1][2] - The collaboration aims to streamline infrastructure and accelerate biologics design cycles through advanced AI technologies [1][2] Group 1: Collaboration and Technology - Absci's generative AI Drug Creation Platform utilizes Oracle Cloud Infrastructure (OCI) and AMD's hardware to improve drug discovery processes [1] - The partnership allows for large-scale molecular-dynamics simulations and comprehensive antibody design, significantly speeding up development and operations [2] Group 2: Infrastructure and Performance - The integration of fifth-generation AMD EPYC processors and RDMA cluster networking in OCI's bare metal instances provides the necessary low-latency networking and throughput for extensive model training [3] - Direct access to AMD GPUs in a flat-network supercluster has minimized hypervisor overhead and reduced inter-GPU latency to as low as 2.5 microseconds, enhancing data streaming capabilities [4] Group 3: Market Reaction - Following the announcement, Absci's stock price increased by 10.50%, reaching $2.63 [5]

Core Viewpoint - Absci, an artificial intelligence drug developer, experienced a significant stock increase of over 21%, reaching a peak of $2.89, following the announcement of a collaboration with Oracle and AMD to enhance AI-driven drug discovery processes [1] Company Summary - Absci announced a partnership with Oracle and AMD to accelerate its generative AI-driven drug discovery platform [1] - The collaboration will leverage Oracle's AI infrastructure and AMD's latest hardware to improve the drug discovery process [1]

Core Insights - Absci announced a collaboration with Oracle Cloud Infrastructure and AMD to enhance its AI-driven drug discovery initiatives [2] Group 1: Collaboration Details - The partnership will leverage Oracle's AI infrastructure and AMD's technology to accelerate drug discovery processes [2]

Core Insights - Absci collaborates with Oracle Cloud Infrastructure (OCI) and AMD to enhance its generative AI-driven drug discovery platform, aiming to accelerate biologics design cycles and reduce costs [1][2][3] Company Overview - Absci is a clinical-stage biotech company focused on advancing novel therapeutics using generative AI, with a mission to create better biologics for patients more quickly [5] - The company utilizes an Integrated Drug Creation™ platform that combines advanced AI models with a synthetic biology data engine, facilitating rapid design and validation of therapeutics [5] Technology and Infrastructure - Absci has selected OCI as the technical foundation for developing AI models and scaling AI workflows, enabling large-scale molecular-dynamics simulations and end-to-end antibody design [2][3] - The collaboration leverages OCI's bare metal instances powered by 5th Generation AMD EPYC™ processors and ultrafast RDMA networking, providing low-latency networking and high throughput for model training and simulations [3][4] - The integration of AMD's next-generation Instinct™ MI355X GPUs further enhances the performance and scalability of Absci's AI Drug Creation Platform [2][4] Industry Impact - The partnership between Absci, OCI, and AMD exemplifies how AI can transform drug discovery processes, accelerating the development of novel therapeutics [4] - The collaboration aims to push the boundaries of biologics design by combining cutting-edge AI models with high-performance infrastructure [3][4]

Summary of the Conference Call Company Overview - The company discussed is Absci, which focuses on developing novel antibody therapeutics using AI-driven drug creation methods [1][2]. Industry and Market Context - Absci operates in the biotechnology sector, specifically in the development of biologics and antibody therapies, differentiating itself from companies focused on small molecules [2]. Key Points and Arguments Antibody Therapeutics Development - Absci aims to create differentiated antibody therapeutics targeting hard-to-drug biological targets, with its first clinical candidate, ABS101, expected to generate data in the second half of 2025 [1][2]. - The company emphasizes the importance of attributes such as affinity, developability, manufacturability, and immunogenicity in antibody design [2]. AI-Integrated Drug Creation Platform - The platform allows for rapid generation and validation of antibody candidates, enhancing the probability of success (POS) in clinical trials [2][4]. - The ability to target previously intractable biological targets is highlighted as a significant advantage of Absci's technology [3]. Strategic Shift in Business Model - Absci has shifted from a partnership-focused model to developing its internal pipeline, allowing it to reach value inflection points before partnering with larger pharmaceutical companies [10][11]. - The company plans to retain control over its flagship asset, ABS201, for androgenetic alopecia, aiming for commercialization without a partner [11][12]. ABS201 for Androgenetic Alopecia - ABS201 targets the prolactin receptor, which is implicated in hair follicle dormancy. Blocking this receptor may reactivate hair growth [13][14]. - The clinical program is in IND-enabling studies, with plans to enter the clinic in early 2026 [14]. - The U.S. market for androgenetic alopecia includes approximately 80 million individuals, indicating a substantial commercial opportunity [17]. Competitive Landscape - Absci's ABS201 is compared to a competitor's product from Hope Medicine, with Absci claiming superior stability, solubility, and dosing convenience [21][22]. - The company believes its product will require fewer doses, enhancing patient adherence and reducing costs [22]. Commercialization Strategy - The company anticipates a cash pay model for ABS201, as existing treatments have limitations that Absci aims to overcome [24][25]. - Dermatologists report a strong demand for new treatments, positioning Absci's product favorably in the market [24]. ABS101 for Inflammatory Bowel Disease (IBD) - ABS101 is designed to have higher affinity and potency compared to existing monoclonal antibodies for IBD, with a focus on convenient subcutaneous administration [28][29]. - Absci plans to partner for the development of ABS101, with ongoing discussions with multiple parties [31]. Financial Position - As of Q2, Absci reported a cash position of approximately $118 million, with additional gross proceeds of $64 million in July, providing a runway into the first half of 2028 [36]. - This financial stability supports upcoming clinical readouts and potential partnerships [36]. Additional Important Information - The company is planning an R&D day focused on the ABS201 program, indicating ongoing investor interest and potential updates on clinical progress [33]. - Absci expects to secure at least one new partnership with a large pharmaceutical company within the year [34].

Core Insights - The company is focused on generative design leveraging AI to tackle challenging problems in drug discovery, specifically targeting hard-to-drug areas like ion channels and GPCRs [1] - AI is seen as a tool to reduce timelines and costs while also enabling the exploration of novel biological targets that other technologies cannot address [1] Partnerships and Pipeline - The company has established partnerships with major pharmaceutical firms such as Merck, AstraZeneca, and Almirall, indicating strong industry collaboration [2] - The internal pipeline is focused on inflammation and immunology (I&I), with the first asset currently in clinical trials and a Phase Ia readout expected in the coming months [2]

Summary of Absci's Conference Call Company Overview - **Company**: Absci - **Industry**: Biotechnology, specifically focused on AI-driven drug discovery and development Key Points and Arguments 1. **Generative Design and AI Utilization**: Absci leverages AI to tackle challenging drug targets, such as ion channels and GPCRs, aiming to reduce timelines and costs in drug development [4][6][9] 2. **Pipeline Development**: Absci has a portfolio focused on INI, with the first asset in the clinic and a Phase 1A readout expected soon. Another asset targeting androgenetic alopecia (ABS-201) is anticipated to have a Phase 2 readout in the second half of next year [4][5][31] 3. **Competitive Landscape**: The rise of biotech innovation, particularly from China, has influenced Absci's strategy to focus on hard-to-drug targets and maintain differentiation in the market [6][7] 4. **AI's Impact on Drug Discovery**: AI is significantly shortening the drug discovery timeline and reducing costs. For example, the TL1A asset was brought to the clinic in approximately 24 months at a cost of around $15 million, compared to the traditional timeline of 5.5 years and costs of $30 to $100 million [9][10] 5. **Regulatory Environment**: Absci has not been significantly impacted by recent regulatory changes, as it conducts Phase 1 clinical work in Australia, which is more cost-effective [14] 6. **Proprietary AI Platform**: The company's AI platform features a "wet-lab-in-the-loop" approach, allowing for rapid iteration and model improvement, which is crucial for addressing complex drug targets [15][16] 7. **Challenges in Drug Design**: Designing antibodies for difficult targets like ion channels and GPCRs is challenging due to limited surface exposure. Absci's AI models can generate antibodies that effectively target these areas [19][20] 8. **Market Opportunity for ABS-201**: The market for treating androgenetic alopecia is estimated to be around $10 billion, with potential for significant growth if pigmentation restoration is achieved. The product aims to provide a more convenient and effective treatment compared to existing options [36][37] 9. **Partnership Strategy**: Absci is actively engaging with large pharma for partnerships, particularly for the TL1A program, with potential transactions expected after key readouts [25][46] 10. **Long-term Business Model**: Absci plans to validate molecules and potentially out-license them to large pharma, while retaining the ability to take certain programs, like ABS-201, deeper into clinical development [40][41] Additional Important Insights - **Data Sovereignty**: Absci retains ownership of data generated during partnerships, which helps improve their models and supports ongoing innovation [46][48] - **Resource Allocation**: The company is committed to advancing ABS-201 and ABS-101 while also investing in platform capabilities to create new assets [49][51] - **Future Outlook**: Absci has a financial runway into the first half of 2028, allowing it to navigate key clinical milestones and potential partnerships [54]

Core Insights - Absci is advancing ABS-201, an AI-designed therapeutic antibody for treating androgenetic alopecia, with guidance from renowned dermatologists [1][4][5] - Androgenetic alopecia affects approximately 80 million Americans, with current FDA-approved treatments showing limited efficacy [2] - ABS-201 targets prolactin receptors to stimulate hair follicle regeneration, demonstrating superior hair regrowth compared to minoxidil in preclinical studies [3] Company Overview - Absci is a clinical-stage biotech company utilizing generative AI for drug discovery, aiming to create better biologics faster [7][8] - The company’s Integrated Drug Creation™ platform combines AI models with synthetic biology to innovate therapeutics [7] - Absci is headquartered in Vancouver, WA, with additional facilities in New York City and Switzerland [8] Scientific Advisory Board - Dr. Rodney Sinclair and Dr. David Goldberg have joined the ABS-201 Scientific Advisory Board, bringing extensive expertise in dermatology and hair loss [1][4][6] - Dr. Sinclair has over three decades of experience and has authored over 1000 publications in dermatology [4][5] - Dr. Goldberg has nearly four decades of clinical experience and has conducted pivotal research studies in hair loss, including original Minoxidil trials [5][6] Clinical Development - Phase 1/2a clinical trials for ABS-201 are set to begin in early 2026, with initial proof-of-concept data expected in the second half of 2026 [3] - The novel mechanism of action of ABS-201 offers potential for a durable therapy, addressing the limitations of current treatments that require continuous usage [5][6]

Core Viewpoint - Absci Corporation (ABSI) reported a quarterly loss of $0.24 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.19, indicating a negative earnings surprise of -26.32% [1] Financial Performance - The company posted revenues of $0.59 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 74.44%, compared to revenues of $1.27 million in the same quarter last year [2] - Over the last four quarters, the company has only surpassed consensus EPS estimates once [2] Stock Performance - Absci Corporation shares have increased by approximately 8.8% since the beginning of the year, outperforming the S&P 500's gain of 8.4% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.13 on revenues of $9.2 million, and for the current fiscal year, it is -$0.68 on revenues of $15.19 million [7] - The estimate revisions trend for Absci Corporation was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Absci Corporation belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]