GENERATIVE AI DRUG CREATION ABS-201 KOL SEMINAR ABSCI CORPORATION 2025 ALL RIGHTS RESERVED Disclaimers Forward-Looking Statements Certain statements in this presentation that are not historical facts are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements containing the words "will," "may," "anticipates," "plans," "believes," "forecast," "estimates," "expects," "predic ...

Summary of AbSci (ABSI) Conference Call Company Overview - AbSci is a generative AI drug creation company focused on tackling complex biological problems using advanced AI models and a unique integrated data flywheel [2][3] Key Points Industry and Market Position - AbSci operates in the biotechnology sector, specifically in drug development using AI technology [2] - The company has established a world-class pipeline targeting indications in immunology and oncology [4] Pipeline and Assets - Lead asset ABS 101 is focused on inflammatory bowel disease (IBD) and has recently initiated a Phase 1 trial, with interim readout expected in the second half of the year [4][18] - ABS 201 targets androgenic alopecia (common baldness) and is anticipated to enter the clinic early next year [4][19] - Early-stage pipeline includes ABS 301 and ABS 501, both oncology assets [5] Technological Advancements - AbSci utilizes a "wet lab in the loop" approach, allowing rapid iteration from data collection to model training and validation within six weeks [3][6] - The company has developed proprietary AI models for de novo antibody design and lead optimization, enabling the creation of novel therapeutics [8][32] Case Studies and Collaborations - Successful partnership with the Gates Foundation and Caltech led to the design of an antibody targeting the caldera region of the HIV virus, a previously undruggable target [9][11] - Collaborations with large pharmaceutical companies like Almirall and Merck to co-develop drugs for difficult targets [12][39] Market Opportunity - The hair regrowth market, particularly for ABS 201, is estimated to be over $14 billion annually, with significant unmet medical needs [28] - The company believes that ABS 201 could provide superior efficacy and durability compared to existing treatments like minoxidil and finasteride [19][25] Clinical Development and Future Plans - ABS 101's Phase 1 trial is set to provide interim results by the end of Q3 or beginning of Q4 [18][29] - Plans to pursue ABS 201 through to approval, indicating confidence in its market potential [40] Financial and Strategic Outlook - Anticipation of a new large pharma partnership that could provide significant upfront capital, extending the company's runway [29] - The company is positioned for a catalyst-rich year ahead, driven by its generative AI design platform [29] Additional Insights - The company emphasizes the importance of interdisciplinary collaboration, combining expertise in AI and clinical trial design to enhance drug development [13][14] - AbSci's approach to drug development is characterized by a focus on hard-to-drug targets, leveraging advanced screening technologies [36] This summary encapsulates the key points discussed during the conference call, highlighting AbSci's innovative approach, pipeline assets, market opportunities, and strategic direction.