Q1 2026 Abcellera Biologics Inc Earnings Call Transcript

May 11, 2026 / 09:00 PM GMT

Release Date Price: $5.25 (+0.19%)

Transcript 10-Q8-K

Key Points

Positve

AbCellera Biologics Inc (ABCL) is in a strong financial position with approximately $530 million in cash and equivalents.
The company has successfully advanced its lead program, ABCL-635, into Phase II testing, showing promising interim Phase I data.
ABCL-635 has the potential to address a large market need in women's health, specifically for non-hormonal treatment of moderate to severe hot flashes associated with menopause.
The company anticipates a significant market opportunity, estimating the total addressable U.S. market for non-hormonal VMS treatments to be at least $6 billion annually.
ABCL-635 demonstrated a favorable tolerability profile and strong target engagement in Phase I, supporting monthly subcutaneous dosing.

Negative

AbCellera Biologics Inc (ABCL) reported a net loss of approximately $43 million for the first quarter of 2026.
Research and development expenses increased to approximately $47 million, reflecting a focus on internal programs.
Revenue for the quarter was around $8 million, primarily from research fees, and is expected to trend lower as the company focuses on its internal pipeline.
The company faces scientific risks in translating small molecule data to antibody efficacy, particularly in different parts of the brain.
There is uncertainty regarding the regulatory pathway and potential need for additional dose testing in Phase III for ABCL-635.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ABCL.OQ - Abcellera Biologics Inc
Q1 2026 Abcellera Biologics Inc Earnings Call
May 11, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, and welcome to Apecelera's Q1 2026 Business Update Conference Call. My name is Ben, and I will facilitate the audio portion of today's interactive broadcast. After today's prepared remarks, there will be a question-and-answer session. If you would like to ask a question, please press *1 to raise your hand. If you would like to withdraw your question, please press *1 again.

At this time, I would like to turn the call over to Trin Steinmart, Absellra's Chief Legal and Compliance Officer. You may proceed.

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Unidentified_2 [2]
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