Alva - Your AI Investing Agent

Rich Peter

Investor, Crypto, US Stocks & High-Dividend ETFs

3 Jul, 05:55Latest

AbCellera is being re-rated from a contract research vendor into a co-development asset owner. Its Jazz Pharmaceuticals deal to co-develop T-cell engagers for GI and solid tumors lifts fair value over 20%, per several analysts. Interim Phase 1 data for ABCL635, for menopausal hot flashes, showed strong safety, no liver toxicity and monthly dosing potential. It has 14 clinical molecules and 40 partner programs, and $655M of liquidity, including government funding, all but removes bankruptcy risk. x.com

ABCL

27 Jun, 07:14

AbCellera offers nearly free exposure to its AI antibody platform and pipeline, since its market cap recently traded near parity with its roughly $655M of cash. The Jazz Pharmaceuticals deal, with $56M upfront and up to $792M in milestones per asset plus royalties, eases worries about cash burn after COVID royalties faded and shows the platform still generates cash. If ABCL635's Q3 2026 Phase 2 data match Phase 1 efficacy signals, it could be rerated as a clinical-stage biotech. x.com

ABCL

Colin Talks Crypto

Creator of CBBI & Bitcoin Analytics Tools

12 Oct

ABCL

AbCellera remains considerably undervalued even at UBS's $18 target because that figure accounts for ABCL635 alone, not the rest of the pipeline. UBS initiated coverage with a Buy rating, but one price increase at a time. x.com x.com

Dr J Rould

Full-Time Tech Investor, Quantum/Cybersecurity, Philosophy Background

29 Sep

ABCL

AbCellera would deserve a $20-30 share price if it clears Phase 3 trials. Reaching the high end of that range before data arrives would suggest hype getting ahead of reality. x.com

Gublo

Small/Mid-Cap Trader, Multibagger/Penny Stocks, Earnings Analysis & Signals

3 May

ABCL

AbCellera's premium valuation looks risky given its slow revenue growth and a 24% short float. x.com

Arny Trezzi

Independent Investor, Former Equity Analyst, Asymmetric Opportunities

10 Aug

ABCL

AbCellera is an elite generator of drug call options, and ABCL635 just delivered. The company reported positive top-line Phase 2 results showing significant reductions in the frequency and severity of vasomotor symptoms with a favorable tolerability profile. The stock has gone up and down, but the core idea of proven antibody drug discovery with asymmetric upside remains. x.com x.com

Ashton Invests

Long-Term Equity Investor, Fundamental Stock Research

17 Apr

ABCL

AbCellera Biologics is a high-risk moonshot with an interesting setup as its pipeline moves into the clinic. 2025 revenue rose to $75.1M from $28.8M, the net loss narrowed, and it ended the year with about $561M in cash and securities plus roughly $135M of non-dilutive government funding. It advanced two programs into clinical trials, two more into IND/CTA-enabling work, and has 19 partner molecules in the clinic. x.com

Antonio Linares

Long-Term Technology & Biotech Investor, Early AMD/TSLA/PLTR/SPOT Positions

18 Mar

ABCL

AbCellera may be totally disrupted by LigandForge, which first looked like it could be the catalyst for the company. x.com x.com

Tomislav Marinovic

Engineer, AI Value-Chain Research

8 Oct

ABCL

AbCellera looks deeply undervalued against private AI drug-discovery valuations. It is worth about $4B in public markets, while DeepMind spinout Isomorphic Labs is reportedly seeking a valuation of $40B or more in private markets. x.com

CryptoCondom

Crypto Market Commentary

10 Aug

ABCL

AbCellera's excellent Phase 2 data validates AI-augmented antibody discovery and commercialization as the future of medicine. Any large pullback would be a chance to add. x.com x.com

Brett Krieger

Retail Investor, Space, AI & Emerging Technology

11 Aug

ABCL

AbCellera's $200M offering looks bullish, because dilution is not always negative when it pulls revenue forward or is accretive long term. As @JackPrescottX notes, the company already had $675M of available liquidity, and the raise suggests it plans to take ABCL635 all the way to market rather than partner it. Any extended dip is a buying opportunity. x.com

Christian Fromhertz

CEO of Tribeca Trade Group, Momentum Trader, Ex-BAML ETF Director

17 Sep

ABCL

AbCellera Biologics is breaking through its September value area as call flow picks up, putting the upside volume point of control in view as a target. x.com

Ask Alva about this thesis

Ask Alva about this thesis