$AbCellera Biologics(ABCL)$ $M

$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Eli Lilly(LLY)$ $AbCellera Biologics(ABCL)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could start valuing the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from.

Category expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills.

GLP-1 grew a market well beyond what analysts first thought, and this could follow a similar pattern.

In my view, AbCellera could grow into a monster company, and its recent move and news have removed some of the risk. Right now the focus is on phase 1 topline data for ABCL575, expected in Q4 2026. That is the imminent catalyst.

I am long ABCL.

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If ABCL635 works, the market could start valuing the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from.\nCategory expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills.\nGLP-1 grew a market well beyond what analysts first thought, and this could follow a similar pattern.\nIn my view, AbCellera could grow into a monster company, and its recent move and news have removed some of the risk. Right now the focus is on phase 1 topline data for ABCL575, expected in Q4 2026. That is the imminent catalyst.\nI am long ABCL.\n<img src=\"https://community-static.tradeup.com/news/04175c9b854749658fc39ec99dd67326\" tg-width=\"900\" tg-height=\"900\">\n<img src=\"https://community-static.tradeup.com/news/342c3c62f1194b51a310aceb6065f13d\" tg-width=\"1320\" tg-height=\"1091\">\n<img src=\"https://community-static.tradeup.com/news/2240daddc1114e60a9aee3dcfac2a4dd\" tg-width=\"1320\" tg-height=\"516\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/ABCL\">$AbCellera Biologics(ABCL)$&nbsp;</a><a href=\"https://ttm.financial/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a><a href=\"https://ttm.financial/S/SLS\">$SELLAS Life Sciences Group Inc.(SLS)$&nbsp;</a><a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$&nbsp;</a><a href=\"https://ttm.financial/S/ABCL\">$AbCellera Biologics(ABCL)$&nbsp;</a>AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could start valuing the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from.\nCategory expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills.\nGLP-1 grew a market well beyond what analysts first thought, and this could follow a similar pattern.\nIn my view, AbCellera could grow into a monster company, and its recent move and news have removed some of the risk. Right now the focus is on phase 1 topline data for ABCL575, expected in Q4 2026. That is the imminent catalyst.\nI am long ABCL.\n<img src=\"https://community-static.tradeup.com/news/04175c9b854749658fc39ec99dd67326\" tg-width=\"900\" tg-height=\"900\">\n<img src=\"https://community-static.tradeup.com/news/342c3c62f1194b51a310aceb6065f13d\" tg-width=\"1320\" tg-height=\"1091\">\n<img src=\"https://community-static.tradeup.com/news/2240daddc1114e60a9aee3dcfac2a4dd\" tg-width=\"1320\" tg-height=\"516\"></body></html>","text":"$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Eli Lilly(LLY)$ $AbCellera Biologics(ABCL)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could start valuing the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from. Category expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills. GLP-1 grew a market well beyond what analysts first thought, and this could follow a similar pattern. In my view, AbCellera could grow into a monster company, and its recent move and news have removed some of the risk. Right now the focus is on phase 1 topline data for ABCL575, expected in Q4 2026. That is the imminent catalyst. 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