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Absci(ABSI) - 2024 Q1 - Earnings Call Transcript
2024-05-15 01:30
财务数据和关键指标变化 - 2024年第一季度收入为900,000美元,与上年同期相比有所下降 [49] - 2024年第一季度研发费用为12.2百万美元,较上年同期12.7百万美元有所下降,主要由于人员成本降低抵消了股份支付费用的增加 [49] - 2024年第一季度销售、一般及管理费用为8.7百万美元,较上年同期9.6百万美元有所下降,主要由于人员成本和管理费用的降低抵消了股份支付费用的增加 [49] - 公司于2024年第一季度完成了约86.4百万美元的公开发行,进一步增强了资产负债表和资金实力 [31][32] 各条业务线数据和关键指标变化 - 公司正在推进内部管线项目ABS-101、ABS-201和ABS-301的开发 [36][41][43] - ABS-101是一款潜在的最佳在类抗TL1A抗体,已于2月进入IND研究阶段,预计2025年初开始I期临床试验 [36][37][40] - ABS-201是一款针对某种皮肤科适应症的潜在最佳在类抗体,预计2024年下半年选定开发候选药物 [41] - ABS-301是一款针对某种肿瘤免疫靶点的潜在首创抗体,正在进行作用机制验证研究,预计2024年下半年完成 [43] - 公司还计划在2024年推进至少一个新的内部管线项目 [46] - 公司现有的合作伙伴项目进展顺利,并计划在2024年新增至少4个合作伙伴,包括1个或更多的多项目合作 [47][48] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司采取了混合业务模式,既开发内部管线项目,也与外部合作伙伴合作 [32][33] - 内部管线项目公司计划推进到一定价值节点(如I期或II期临床试验)后再寻求合作、出售或授权 [32][33] - 公司认为其平台能够以高效的方式生成差异化的抗体候选药物,有望改善生物技术行业的经济学 [23][35] - 公司正在持续优化组织、扩充团队,尤其是在疾病生物学和临床转化方面 [89] - 公司正在投资于反向免疫学平台,以发现新的抗体靶点 [100][101] - 公司认为其基于特定表位的抗体设计能力是一大差异化优势 [91][92][93] 管理层对经营环境和未来前景的评论 - 公司对2023年取得的成就感到自豪和鼓舞,并对2024年及以后的发展前景充满信心 [54][55] - 公司认为其平台能够持续提高效率、缩短开发周期和降低成本 [65][66][67] - 公司看好与行业领先企业的合作前景,认为可以帮助他们加快发现和开发新药 [24][25] 问答环节重要的提问和回答 问题1 **Kripa Devarakonda 提问** 询问ABS-101是否真的具有差异化优势,特别是针对靶点单体和三聚体的结合能力 [59][60] **Christian Stegmann 回答** 公司的AI引导抗体设计策略针对TL1A的特定表位,能够同等结合单体和三聚体,这可能在临床试验中产生差异化疗效 [62][63][64] 问题2 **George Farmer 提问** 询问ABS-101的非人灵长类动物试验预计会有什么结果 [72][73] **Christian Stegmann 回答** 预计这些试验将证明抗体的半衰期延长,并展示药效学标志物的持续作用,进一步证实其差异化特性 [74][75][76] 问题3 **Jacqueline Kisa 提问** 询问公司是否使用中国CRO进行IND研究,是否存在相关风险 [85][86] **Sean McClain 回答** 公司目前使用的是WuXi,并有备用策略应对可能出现的监管变化,不认为这会对当前项目产生风险 [86]
Absci(ABSI) - 2024 Q1 - Quarterly Report
2024-05-14 19:35
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 001-40646 ABSCI CORPORATION (Exact name of registrant as specified in its charter) Delaware 8 ...
Absci(ABSI) - 2024 Q1 - Quarterly Results
2024-05-14 19:32
营收情况 - Absci Corporation在2024年第一季度的营收为0.9百万美元,较去年同期的1.3百万美元有所下降[12] 研发支出 - 研发支出为2024年第一季度的12.2百万美元,较去年同期的12.7百万美元有所下降,主要是由于人员成本降低,但股票补偿费用增加[13] 销售和管理费用 - 销售、一般和管理费用为2024年第一季度的8.7百万美元,较去年同期的9.6百万美元有所下降,主要是由于人员成本降低和行政成本持续减少,但股票补偿费用增加[14] 净亏损 - 净亏损为2024年第一季度的22.0百万美元,较去年同期的23.4百万美元有所下降[15] 现金及投资情况 - 截至2024年3月31日,现金、现金等价物和短期投资为1.615亿美元,较去年12月31日的9770万美元有所增加[16]
Absci (ABSI) to Report Q1 Earnings: Here's What to Expect
Zacks Investment Research· 2024-05-07 22:16
Absci Corporation (ABSI) is scheduled to report first-quarter 2024 results on May 14. Let's see how things might have shaped up prior to the announcement. Factors to Consider Absci is a data-first generative AI drug creation company that combines AI with scalable wet lab technologies to create better biologics for patients. The company primarily generates revenues from drug-creation activities. ABSI is still early in the adoption phase of its drug creation model. Hence, investors will mostly focus on pipeli ...
Absci Corporation (ABSI) Moves 16.8% Higher: Will This Strength Last?
Zacks Investment Research· 2024-04-11 00:11
Absci Corporation (ABSI) shares rallied 16.8% in the last trading session to close at $6.59. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 20% gain over the past four weeks. The sudden rise in the share price can be attributed to the positive investor mindset regarding the potential of Absci's preclinical pipeline. Notably, in February 2024, the company initiated IND-enabling studies for ABS- 101, an anti-T ...
Absci(ABSI) - 2023 Q4 - Annual Report
2024-03-21 19:33
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to __________ Commission file number 001-40646 ABSCI CORPORATION (Exact name of registrant as specified in its charter) Delaware 85-3383487 (State or oth ...
Absci(ABSI) - 2023 Q4 - Annual Results
2024-03-21 19:31
Exhibit 99.1 Absci Reports Business Updates and Fourth Quarter and Full Year 2023 Financial and Operating Results Initiated IND-enabling studies for ABS-101, a potential best-in-class anti-TL1A antibody Entered into collaboration with AstraZeneca for up to $247M in deal value, plus royalties Strengthened balance sheet raising approximately $86M in gross proceeds through underwritten common stock offering VANCOUVER, Wash. and NEW YORK, March 21, 2024 – Absci Corporation (Nasdaq: ABSI), a data-first generativ ...
Latest Updates of Viva Biotech's Portfolio Companies
Prnewswire· 2024-03-06 19:34
Viva Biotech的投资组合公司AceLink Therapeutics - AL01211在健康志愿者中的Phase 1临床试验数据发布[2] Basking Biosciences - 完成了5500万美元融资,用于加速BB-031的临床开发[5] Technoderma Medicines - 成功完成了多百万美元的Pre-B轮融资[7] - TDM-105795的临床试验取得了成功[7] - TDM-180935的临床试验取得了成功[7]
Absci Announces Closing of Public Offering of Common Stock Including Full Exercise of the Underwriters' Option to Purchase Additional Shares
Newsfilter· 2024-03-02 05:01
VANCOUVER, Wash., March 01, 2024 (GLOBE NEWSWIRE) -- Absci Corporation (NASDAQ:ABSI) ("Absci"), a data-first generative AI drug creation company, today announced the closing of its underwritten public offering of 19,205,000 shares of its common stock at a public offering price of $4.50 per share, before deducting underwriting discounts and commissions. The shares of common stock include 2,505,000 shares pursuant to the option granted by Absci to the underwriters, which was exercised in full. The gross proce ...
Absci Corporation (ABSI) Surges 10.0%: Is This an Indication of Further Gains?
Zacks Investment Research· 2024-03-01 20:51
Absci Corporation (ABSI) shares rallied 10% in the last trading session to close at $5.16. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 18.4% gain over the past four weeks. Last month, the company initiated IND-enabling studies for ABS-101, an anti-TL1A antibody developed using its de novo generative AI foundation model. This might have been driving the share price rally. This company is expected to post q ...