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 $75 million for the full year 2025, comprising $27 million from partnered programs and $47 million from licensing and royalty payments. The company's research and development expenses were $187 million, resulting in a net loss of $146 million for the year. The actual EPS came out at -$0.02995, significantly better than the estimated -$0.18. The company's available liquidity stands at approximately $700 million, providing a solid foundation to execute on its strategy.
Publication Date: Mar -02
The company made significant progress in its pipeline in 2025, initiating Phase I trials for two programs, ABCL635 and ABCL575, and nominating two new development candidates, ABCL688 and ABCL386. The most anticipated data disclosure in 2026 will be the Phase II readout of ABCL635, which has the potential to be highly de-risking and support a product with blockbuster potential. As Dr. Carl Hansen noted, the company now has an integrated platform, a growing pipeline with multiple first-in-class programs, and the capital needed to continue executing on its strategy.
AbCellera's current valuation metrics indicate that the market is pricing in significant growth expectations. The company's Price-to-Sales Ratio stands at 14.38, while the EV/EBITDA ratio is -7.03. The Price-to-Book Ratio is 1.12, suggesting that the company's stock is trading slightly above its book value. These metrics suggest that the market is expecting significant revenue growth, with analysts estimating a 23.9% increase in revenues for the next year.
The company's key priorities for 2026 include delivering top-line readouts for ABCL635 Phase II and ABCL575 Phase I studies, advancing ABCL688 and ABCL386 through IND-enabling activities, and adding one new development candidate to the pipeline. With a strong pipeline and significant liquidity, AbCellera is well-positioned to achieve its goals and create value for shareholders. The expected decision in 2027 regarding the further development or out-licensing of molecule 575 will be crucial in determining the company's future trajectory.
What Sparked AbCellera Biologics To Soar Over 9% After Hours
Feb -25
AbCellera Biologics Inc. (ABCL) Reports Q4 Loss, Tops Revenue Estimates
Feb -25
AbCellera Biologics Inc. (ABCL) Q4 2025 Earnings Call Transcript
Feb -25
AbCellera Reports Full Year 2025 Business Results
Feb -24
AbCellera Biologics Inc. (NASDAQ:ABCL) Given Average Recommendation of “Hold” by Brokerages
Feb -18
AbCellera Biologics (ABCL) Projected to Post Earnings on Tuesday
Feb -17
AbCellera to Present at Upcoming Investor Conferences in March and April 2026
Feb -11
AbCellera to Report Full Year 2025 Financial Results on February 24, 2026
Jan -22
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: 7.1
Growth: 5.9
Quality: 3.1
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Momentum: 8.0
Volatility: 4.3
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