Daniel- Korean Male voice

$TSLA $ABCL $BDTX

[TheInvestmentABC @InvestmentAbc]

$ABCL just imagine for one minute if ABCL635 is really approved and generates more than $ 1billion per annum in revenue soon! Now imagine Abcellera is laying every year a new golden egg drug in the most difficult and lucrative indications. Now imagine it can cut the time to market by 2-3 years on every new drug. Now imagine not only getting revenue from their own drugs but additionaly forging deals like the Jazz one for many more customers.

Once the phase 2 readout shows ABCL635 is effective, the market will put a high value on all the above points I have mentioned and Abcellera will probably be a $4-5 billion market cap company instantly and on its way to a $100 billion plus company. NFA, just dreaming

[Jack Prescott @JackPrescottX]

Perhaps I’m biased, but I truly believe Carl will become famous one day. Not just because AbCellera will change the world (I hope), but also because of how he has a way with words and is extremely intelligent. I consider his UATX lecture, letter to shareholders, and posts like this, and conclude that he will emerge as an influential figure in science and technology.

[돈에미친너구리 @CrazyMoneyCoon]

30대 서울 사는 과장이 생각하는 어른의 무게

다큐 3일, 인터뷰 속 여성은
서울에 살고 일하는 30대 여자 과장이다.

주식이 오르면서
포모가 오고
나는 왜 그렇게 투자하지 못했지란
자책도 있고 아쉬움도 든다고 한다

특히, 서울은 대한민국에서도 경쟁이
가장 ��한 곳임

모든 사람들이 런닝머신 위에서
열심히 달려서 쉬고싶은 생각이 들어도
쉴 수 없음

그래도 어른이니까 해내야만 함…

뭔가 슬픈 인터뷰랄까
내 삶과 다른게 하나도 없어서

[Tyler Bosserm🅰️n @tyler_bosserman]

As an investor, you want to know that the company you’re investing in is in good hands. Particularly the senior leadership team.

That brings me to Carl Hansen, the CEO of @AbCelleraBio.

First things first, he got his PhD in Applied Physics with a focus in biotechnology at Caltech. Caltech is notoriously hard to get into.

Stephan Quake, his professor at CalTech has a lot of really great things to say about Carl Hansen.

Per Gemini:
Stephen Quake noted that microfluidic technology enabled Carl Hansen to conduct roughly 10,000 protein crystallization experiments in a single afternoon, whereas a traditional student using manual methods typically managed only 100 in a year. This breakthrough, which shifted manual laboratory work to automated nanoliter-scale processing, allowed Hansen to compress generations of labor into a few hours.

Why do we care what Stephen Quake has to say? Well, he’s arguably one of the most influential bioengineers of the 21st century. A pioneer in microfluidics, he’s won nearly every major prize in his field. He’s also the Head of Science for the Chan Zuckerberg Initiative (6th richest person on the planet) and is in charge of their Biohub. He’s about as prestigious as it gets.

Quake was recently interviewed in 2023 about his work at Caltech. He spoke highly of Carl Hansen a couple of times. Here’s the full interview: https://t.co/stRPFVtJi8. Two excepts:

“Then I sent him off to James's lab, for a week, and in a week, he did more experiments than James's best graduate student did in a year.”

And

“I would say the thing I'm most proud about, during that period, is not what my group did, but what my former student did��Carl Hansen, who was a student of mine at Caltech, and became a professor at the University of British Columbia, and then started a company called AbCellera, based on the work originally we had done together on microfluidics for single-call analysis. He refined that and built a company to do antibody discovery based on that. Part of what their business was, they had grants from the Department of Defense and NIH to practice for the next pandemic, so they were very well positioned when COVID happened. So, they got one of the very first North American blood samples, and over the course of a weekend, discovered hundreds of antibodies against COVID, and partnered with Lilly, and the very first approved COVID drugs in this country were AbCellera's, were Carl's. An amazing story! Millions of people took the drugs. Tens of thousands of lives saved. It's just incredible. It's an amazing story, and it's a Caltech story.”

Immediately after getting is PhD, he completed a postdoctoral fellowship under Dr. Leroy Hood, the legendary scientist who invented the automated DNA sequencer that made the Human Genome Project possible. Hansen chose Hood for his postdoctoral fellowship specifically to learn how to apply his microfluidic physics background to massive, complex immune system datasets under Hood’s guidance. This cross-disciplinary approach directly inspired the data-heavy structure at AbCellera (Celium).

Clearly Carl has surrounded himself with the bio elite.

He applied his learnings by founding our beloved $ABCL. Starting from nothing, he’s built a billion dollar business in arguably the hardest industry to be successful in. Something tells me he’s got a lot more to accomplish.

When you see his background above you realize that he thinks about doing things at scale. Not just one-offs. He wants to do 10,000 experiments in an afternoon, not 100 over a year. He’s thinking about many trials. Not just abcl635 but abcl688, abcl386, and 20+ more in the pipeline. He’s not thinking about one drug but a factory that consistently creates the hardest antibodies in the world.

He’s co-authored more than 90 peer-reviewed publications and holds more than 75 patents and patent applications to his name.

All so he can build the golden goose.

We are in good hands and I feel lucky to be on the ride.

[ZrowGz @zrowgz]

“Best in world capabilities” - $ABCL
It’s like buying $LLY at $5. Is this a 100x this year? Absolutely not. 10x by 2030? I think. My bags think so. If you understand the biology of what they’ve done, you recognize how potent their platform is.

Phase 1 proved it can target as expected - we now know for sure that it is doing what it was designed to do.

Phase 2 will tell us if this specific, first, drug from their pipeline actually treats the targeted symptoms. A win here would be huge, but an inconclusive doesn’t mean a lot either - it means, like they discussed in the earnings call, that science doesn’t actually understand the cause of the symptoms attempting to be treated. That other, more hazardous meds, just got lucky and somehow treated.

But I feel like it is safe to presume that the science is reasonably well understood. And therefore that their first fully in-house molecule will be successful.

Then it’s just open field for churning out anything wide array of treatments. This is one of those moments where you see tech catching up to sci-fi.

[Jack Prescott @JackPrescottX]

$ABCL Just now @ BoA - @AbCelleraBio CEO Carl Hansen on the company outlook for 2027:

“By the end of 2027, if we get the right data readout we could have ABCL635 in late stage studies, 688 disclosed and moving into patient populations, 386 there… maybe even another one. And when you look at those programs, my belief is that you will say

‘yes, I understand there is real differentiation in that platform.
Management has done a great job of picking opportunities that make a lot of sense and we’re excited about all those programs’

…But that is going to take some time to play out”

[Rocketmen 로켓맨 @iamrocketmen]

$ABCL
3년 전 캐나다 정부가 브리티시컬럼비아주를 ���명과학 및 바이오제조 분야 핵심 중심지로 만들겠다는 국가전략적 프로젝트 보고서를 보면, 이 프로젝트에서 가장 큰 축을 담당할 기업이 엡셀레라가 될 것이라는 그림이 보인다. (실제 엡셀레라를 중심으로 이 지역에 바이오 클러스터를 만드는중)

캐나다가 투자한 대로 프로젝트가 제대로 진행되고 성공한다면 엡셀레라는 국가권력급 회사가 되어 있을 듯하다.

[Jack Prescott @JackPrescottX]

Congrats to all $ABCL shareholders! Just got done listening to the call. Stock went from jumping 9% after hours to dumping 14% and now at -10%. None of that matters.

What matters right now is that 635 Phase 1 data was clean and management is confident going into phase 2. The company has $655M and Booth reiterates his classic line of “we have sufficient liquidity to fund at least the next three years of pipeline investments”.

Key priorities for the year include delivering top line data readouts for ABCL635 and ABCL575 (which we don’t care about anymore),advancing ABCL688 and ABCL386 through IND enabling activities, and adding at least one new development candidate to the pipeline.

Pretty much in line with what we were all expecting. It’s a long road but management is executing. This is good. Phase 2 readouts in Q3 are the big item on my calendar now…

Long and strong 💪

[Jack Prescott @JackPrescottX]

This is my updated thesis on $ABCL. The first one I wrote was back in ‘24.

My goal was to lay out the complete vision as I see it: The ingredients of a Zero to One biotech giant in the making.

From the founder lineage and Stephen Quake’s influence, to the work with DARPA, business model evolution, tech stack, AI philosophy, pipeline, government ties, GMP facility, pricing scenarios, the Thiel connection, risks etc, tying in all the things I’ve learned over the years to form the complete picture.

The road to becoming a giant will be long and nothing is guaranteed, as even CEO of AbCellera, Carl Hansen, acknowledges. But I’ve never been more optimistic about the future of this company, and this article will help you understand why. I hope you enjoy.

[CryptoCondom @crypto_condom]

This is genuinely one of the best and most complete $ABCL summaries I’ve seen. Genuinely love the company and love the fact they’re near book value even more.
Be mindful, Monday’s data reporting should be a major catalyst for the company. 🫡

[Mr. Jin @jinseongeo83473]

$ABCL
엡셀레라의 주주들 톡방에서 우연히 듣게 되었네요.👀
이 방송을 듣는 순간,.
소름이 끼칠정도로..
내가 투자를 잘했다는 생각이 듭니다.😅

엡셀레라는 항체산업의 풀스텍 인프라입니다..💯

항체산업의 TSMC 라고 할수도 있읍니다.

투자자라면,

반드시..

잠시, 여기서 $RKLB 를 생각하게 만듭니다.

꼭 들어보시길...
https://t.co/2wzqB5UJrB

[주단테 @btsKIM87]

테슬라 100주는 2050년에 800억이 될 수도 있다.
일단 보유하고 엉덩이를 무겁게 하라.🔥

[거인의어깨 @soxx_i]

전인구는 신이다.
약 374달라 10,000주 매도했다고 함
주가는? 당연히 올랐지
근데 이사람 10,000주 있었는지는 의문임.
전반꿀이다. 버티다 버티다 나가면 주가는 간다. 이제 출발

[Jack Prescott @JackPrescottX]

Let’s do a pricing exercise for where $ABCL could be sitting at in ~2030. I see a scenario where we could realistically 10x from here.

Currently, AbCellera has 4 molecules in their internal pipeline. ABCL635, ABCL575, ABCL688, and ABCL386

The main focus on this exercise will be on ABCL635.

ABCL635 is a GPCR-targeting antibody that is currently in phase 2 of clinical trials. Management has indicated that phase 1 results were strong, which is why they quickly moved into phase 2. Phase 1 readouts will be released on May 11, and phase 2 readouts will be released in Q3.

Hansen said “The most important data disclosure in 2026 will be the Phase 2 readout of ABCL635, which is anticipated for Q3. This readout has potential to be highly derisking and to tell us whether or not we are likely to have our first winner.”

If phase 2 results are strong, I believe they’ll move the molecule into phase 3. Perhaps there’s potential where they could seek to partner on the molecule instead for a significant up-front payment and royalties stake, but my anticipation is that they’d seek to take it to the market on their own due to the following statement Carl Hansen made in Q4 ‘23:

“Considering the potential development across multiple indications, we believe it is likely that maximizing the value of [ABCL575] will require engagement with a large partner for later-stage trials and commercialization. This stands in contrast to ABCL635, where pending positive clinical data, we believe it may be better for us to advance it independently."

Therefore, I believe AbCellera would seek to take 635 all the way to the market on their own, meaning they’d capture 100% of the revenue generated by the drug.

If the alternative scenario happens and they choose to partner in exchange for an up-front payment & royalties, that could be excellent as well, but for the sake of this exercise, we will assume they take it to the market on their own.
__________________________________________

Andrew Booth recently noted that the company views the TAM of non-hormonal options for the treatment of hot flashes is ~$6 Billion.

However, the company notes that “~NOVEL~ non-hormonal treatments for VMS are estimated to become a $2 B+ market opportunity”. Carl Hansen has said “we can easily make either a bottoms-up or top-down case for a market opportunity of over $2 billion in peak sales; total, I should say, TAM of $2 billion.”

Based on this, my interpretation is that the NK3R class (which 635 is part of) represents $2 B out of the entire $6 B non-hormonal treatment market for hot flashes that Booth cited.

$2 B for 635 would be the peak sales right now if they took the whole market of NK3R for hot flashes. It would compete with some small molecule treatments still. But the goal is 635 as an antibody therapy would be superior, turning a significant portion of the $2 B NK3R market for hot flashes into AbCellera’s sales. I believe that’s the bull case. The ultra-bull case would be that 635 eats into some of the broader $6 B market of other non-hormonal treatments as well.

Back to clinical trials, assuming phase 2 results are strong in Q3 of this year and the molecule moves into phase 3, I think it’s reasonable to assume it could take around 4 years or so for phase 3 to be completed. Under the premise that ABCL635 gets approved, that puts us on a timeline for around 2030-31.

Let’s assume AbCellera only captures half of the peak $2 B sales/year they believe is possible for 635. That’s $1 B in revenue a year.

Eli Lily is nearly a $1 T market cap company and trades at 14.75x sales currently. I think it would be reasonable to assume AbCellera, a platform antibody discovery biotech that’s ~100x smaller, could trade at 14x sales if 635 is approved.

That would place the company at a $14 Billion market cap.

Remember, that’s ONLY from running numbers on 635 getting approved. The company noted that they’d also be running separate clinical trials for 635 in oncology patients, which I’m not sure is taken into consideration with the peak $2 B sales estimates.

Not only that, but if 635 gets approved, it’s a very significant validation of their platform’s capabilities. Especially since 635 is a GPCR-targeting antibody and it’s historically been virtually impossible to target GPCRs with antibodies. They have another GPCR targeting molecule, ABCL688, ready to go on the pipeline. They're seeking to unlock a whole new class of antibodies. That's a big deal IMO.

We’ve only been discussing the company’s internal pipeline so far. It’s also important to note that management has said on many occasions that they believe the market is assigning $0 to the partnership programs. I believe that if we start seeing positive movement on the internal pipeline, that will make the market reconsider how it values the partnership pipeline as well.

All of these additional aspects serve as compensating factors that were not taken into consideration for how we arrived to 14x sales on $1 B in revenue and a $14 B market cap by 2030. Maybe 14x sales is aggressive to some. But with these compensating factors included, I don't believe its irrational.

Hence, I believe the $14 B market cap scenario is possible. That would put the stock at around $46 assuming zero dilution. Thats an 11x from today’s price. Assuming minimal dilution, which we’ve had so far, and we’d still be in that 10x ballpark. The company is sitting on ~700M in cash. I believe minimal dilution from here is possible. And again, that’s without the market pricing in any of the other compensating factors we discussed.

In addition, this doesn't take into consideration the potential for other up-front payments in the meantime. AbCellera entered into an expanded partnership with AbbVie in early 2025 for T Cell engagers. Last year, AbbVie paid Ichnos Glenmark Innovation (IGI) approximately $700 M up front for a partnership on a tri-specific antibody, with up to $1.225B in milestone payments and double-digit royalties.
_________________________________________________

All of this is to say that I believe it's very possible the stock could increase 10x from here within the next 4 or so years assuming ABCL635 gets approved.

This is not a forecast or promise. I'm just running the numbers here. Everyone must draw their own conclusion. A lot can go wrong in biotech. We saw what happened with the recent readouts in the OX40 space, and how AbCellera noted they're not going to move 575 into phase 2. Things can go wrong. If there's a hiccup in clinical trials with 635 or it flat-out fails along the way, that would probably derail the hopes of a $14 B market cap by 2030. There's areas where I believe its fair to pushback.. Will 635 actually be that differentiated? What if other competition comes on the scene in the meantime and eats at potential market-share? What if phase 3 is more expensive than anticipated and there's more dilution than expected? And of course, ~statistically~ the overall odds of approval for antibodies are something like 30% best-case (although I'm biased to believe that AbCellera will have a much higher chance with 635).

But overall, I remain very optimistic about the future of this company; especially after reviewing every aspect of their tech stack and how intentional they've been in integrating best-in-world capabilities for their antibody discovery platform.
_________________________________________________

As a parting note, I want to reiterate that none of this is a ~price target~. I don't really believe in putting out price targets. I cant time the market or predict what will happen. I can only run numbers based on different scenarios that I believe are possible.

And on that note, running the different scenarios doesn't stop with 635 getting approved. When you look out far into the future... 10 - 15 years from now, it can get really crazy. See for yourself.

While acknowledging the unknown unknowns and risk that comes along with biotech, I also believe there is enormous upside in this company and stock if they execute. One can allocate capital very lightly here and still be exposed to huge long-term upside while minimizing risk. I personally have the stock making up approx 18% of my portfolio, which is aggressive by normal standards.

I believe these next 6-12 months will be very telling for what we can expect to see in the next few years... and these next few years will be very telling for what we can expect to see in the coming decades.

Anyway, this is just my opinion. Run the numbers under your own scenarios. Do the math.

[테슬람271호 @Teslam271st]

$TSLA 의 가장 현실적인 년도별 종가

2026 : $733
2027 : $1,269
2028 : $1,830
2029 : $2,733
2030 : $4,755
~
2035 : $13,834

알겠습니까? 이것이 희망회로를 극한으로 올린 단가입니다.
반드시 명심하세요

우리는 이렇게 될 것 입니다.

믿으시면 테멘 외치세요

테멘🙏

[Hyun @yb__mm__]

군입대 전 더 많은 한국 $ABCL 투자자들이 @iHooghvorst 와 @JackPrescottX 의 아티클을 읽었으면 하는 마음에 한국어 번역판 아티클을 만들게 되었습니다. 투자에 도움이 되셨으면 좋겠고 더 작성하고 싶은 글들도 많았는데 아쉬움이 좀 남네요... 그동안 감사했고 조심히 다녀오겠습니다! 🫡🙇‍♂️

AbCellera: 초보자를 위한 가이드
https://t.co/YeyRvhMN8T

Part I: 마이크로유체 기술의 우위
https://t.co/WxomPQuInl

항체, AI 그리고 잠재 변수 [특허]
https://t.co/lXtiNWb95J

Part II: AI와 미세유체의 이중성
https://t.co/HchyOUHbfp

[뮤 @rar2028]

테슬라를 평생 투자 시

현 테슬라 500주 투자 기준

로보택시로 10T 달성 -> 19억
옵티머스로 100T 달성 -> 190억
우주로 1,000T 달성 -> 1,900억

일론 : "우주를 이해하려면 우주를 탐험해야 한다. 바로 이것이 인류가 우주에 대한 이해를 가속화하고, 의식의 빛을 별들까지 뻗어나가게 하는 동기이다."

[Howard @howard9829]

■유튜브 &X에 유명한 Pejjy씨
동영상 요약
●테슬라 대모님과 장시간 인터뷰
후 또 한번 스페이스X와 테슬라
합병 오고 있다고 주장하는 동영상

1.서론: TSLA 티커의 종말 예고
일론 머스크가 테슬라와 스페이스X의 합병에 대해 역대급 힌트를 남겼다고 주장함.
2027년경에는 테슬라가 스페이스X에 흡수되어 더 이상 TSLA 티커를 볼 수 없을 것이라고 예측.
알렉산드라 대모님과의 팟캐스트에서 이미 이 가능성에 대해 점들을 연결해 보았으며, 매우 논리적이라고 언급.

2.합병 주장 힌트
1)힌트 1: 일론 머스크의 순자산과 GDP 비중
머스크의 자산이 전 세계 GDP의 0.7%에 달하며, 8~10년 내에 3~5%까지 성장할 것이라는 트윗에 머스크가 직접 답변함.
이 시나리오가 실현되면 테슬라 투자자들은 엄청난 부자가 될 것이라고 강조.
2)힌트 2: Market Cap 영어 단수 표현의 비밀
머스크의 답변: 내 순자산은 SpaceX + Tesla Market Cap(시가총액)을 추종할 뿐이다.
분석: 보통 두 회사라면 Market Caps라고 복수형을 써야 하지만, 머스크는 단수를 사용함. 이는 두 회사를 이미 하나의 시가총액을 가진 하나의 기업체로 보고 있다는 결정
3)힌트 3: AI 전쟁에서의 승리 선언
몇 년 뒤에는 스페이스X가 다른 모든 곳을 합친 것보다 AI에서 앞설 것이라는 머스크의 발언 분석.
스페이스X는 원래 AI 기업이 아니지만, 테슬라(FSD, 휴머노이드 로봇)와 xAI가 스페이스X라는 우산 아래로 ���어온다면 이 발언이 완벽히 설명됨.
즉, 테슬라의 실세계 AI 데이터가 스페이스X에 통합되는 과정이 곧 일어날 것임을 시사.

3.투자자 보상 시나리오 (예측)
● 단지 Pejjy씨 의견임
스페이스X가 먼저 IPO(기업공개)를 한 뒤 테슬라를 인수하는 방식.
기존 테슬라 주주들에게는 1:1이 아닌, 1:1.5와 같은 유리한 비율로 스페이스X/xAI 통합 법인의 주식을 배정할 가능성 제기.
이 경우 테슬라 주주는 상장 전 스페이스X 주식을 보유하는 것과 같은 엄청난 혜택을 보게 됨.

4.결론: 새로운 티커의 탄생
2027년경에는 TSLA 대신 X,
SPACE, MARS와 같은 새로운 티커로 거래될 확률을 80%로 봄.
분기 실적 발표 때 AI, 로켓, 전기차, 로봇 실적이 통합되어 발표되는 거대 기업의 탄생.

https://t.co/LvV0Tvh1cY

[The Alt. @AltcoinLtd]

공부할수록 흥미로운 $ABCL
집중 분석해서 인사이트 공유해보겠습니다