$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could value 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. AbCellera could grow into a monster company, and its recent move and news has removed some of the risk. Right now the focus is on phase 1 topline data for ABCL575 expected in Q4 2026, which is the imminent catalyst.
Long ABCL.
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