BLDGHD

[BLDGHD @Bldghd1]

@Sam60826815 @NeOnOdE Big dip is when I buy pills to sleep.

[BLDGHD @Bldghd1]

@Sam60826815 @NeOnOdE

[BLDGHD @Bldghd1]

Thumbled upon this again. How many degree u got? I got one master and working on two more (very similar so should count as onemore) open for pHD but salary will never match my R&D position at pharma company after QC/QA roles in pharma. Managed RnD many years. Now prod. Man. You?

[BLDGHD @Bldghd1]

@Sam60826815 @NeOnOdE No worries mate:) Got all pills I need
Also sold 75% of my neon bet today. But your argument is literally 6 y o. Sleep well

[Felix Lindberg @F_Lindberg]

$Neon
🍾

[AbCellera @AbCelleraBio]

AbCellera Doses First Participants in a Phase 1 Clinical Trial of ABCL575
https://t.co/B4quE7ftuk

[BLDGHD @Bldghd1]

@hypergrowth102 $ABCL

[Inquisitive Investor | Sumit @10xValueMind]

ABD-147 ( first-in-human trials) came out of $ABCL ‘s antibody discovery engine.

If the data at IASLC 2025 is positive, it will raise confidence among investors that $abcl ‘s drug engine model is real and scalable.

P.S : $ABCL helped found Abdera and owns equity.

[Jack Prescott @JackPrescottX]

$ABCL Abdera will be sharing initial phase 1 data readouts on their @AbCelleraBio-partnered molecule, ABD-147 on September 9th.

“ABD-147 represents a potential best-in-class treatment for small cell lung cancer and other aggressive neuroendocrine tumors”

[Linden @iHooghvorst]

Some people wonder if it is too late to start a position in $ABCL since the stock ran 150% over the last 3 months. I don’t think it’s late at all.

Making it ~1–5% of your portfolio if you don’t want too much risk, or more if you have the appetite, might bring substantial gains if you have the strength to hold through volatility and for the long term. My conviction is big, therefore it is my only position, @ $2.7 average. I’m up 50%. It is too much risk for some people, but it works for me because it keeps me fully focused and forces me to think through every aspect of the company as hard as I can. I don’t care about patronizing advice; it doesn’t work on me. I’m too autistic when it comes to conviction, some might call it delusion.

The argument to make this Canadian biotech 1–5% of your portfolio is: AbCellera’s end goal is to become a drug engine. This means it aims to generate new antibody drugs on a yearly basis. Few biotechs have succeeded at this, because it’s risky. But if it works, the payoff in 5 years could be enormous. Usually small-cap biotechs bet on 1–2 lead drugs and wait for a quick exit through a buyout. The market doesn’t seem to understand that AbCellera is trying to become a true drug engine thanks to its microfluidic + AI technology which could open a new paradigm in generating molecules at scale. That’s why I’m bullish at a $1.3B market cap. It’s a big vision, but worth the risk.

Financial health is critical for this goal. Right now, it’s tricky, not great, but clearly not a disaster like most small-cap biotechs. They are burning cash at a high rate but still have 3 years of runway (~$750M). I expect major revenues, not priced in, that could arrive by late 2025 or H1 2026: upfront payments from the AbbVie T-cell engager collaboration (undisclosed sum) and a likely favorable settlement with Bruker on the microfluidics patent litigation. If by 2026 they achieve financial stabilization, their drug engine vision comes closer. But they’ll still need to deliver good drugs, and we’ll start to see that in 2026 with Phase I readouts from ABCL575, ABCL535, and ABD147.

In 2026, AbCellera will either tank or take off. Right now, the market assumes it will tank.

Do your own research and reach your own conclusions. I’m not a financial advisor, just a brokie scientist trying to reach financial freedom. This company is about patience and conviction. You can find DD material from @JackPrescottX and me to better understand this biotech. I’m also happy to discuss this company anytime in comments or DMs 🫶

[BLDGHD @Bldghd1]

@HenrikKumblad @Thewiseone888 Dude.. Samsung settlement..

[BLDGHD @Bldghd1]

That Neonode $NEON don't have more traction now is strange imo. Expected tons of posts from both bulls n bears:/

[Dr. Tomislav Marinovic @DrTomsLens]

Last month, pharma giant AbbVie made headlines:
They signed a $700M licensing deal with IGI Therapeutics to co-develop ISB 2001, a promising T-cell engager for multiple myeloma, a type of blood cancer.
IGI could earn up to $1.925B in milestones and royalties.

Big upfronts aren’t unusual in biotech.
But the size—and timing—of this deal raised eyebrows: ISB 2001 is still in Phase 1 (out of effectively four phases).

Now guess who else has a major partnership with AbbVie?

If you follow me, you might have guessed it:
$ABCL.

But this partneship isn’t about one molecule.
AbbVie has been granted full access to AbCellera’s discovery engine to co-develop a range of antibodies, including next-gen T-cell engagers for oncology.

Here’s how it works:
• AbbVie advances a candidate → $ABCL gets paid
• Drug hits the market → $ABCL collects royalties

AbCellera basically rented AbbVie an antibody factory… and earns a cut of everything it produces.

Apple doesn’t build every app, and ASML doesn’t make chips, but both platforms are essential to those who do. AbCellera's platform could play a similar role in biotech.

If you’re into this kind of insight, feel free to follow along. I post insights on $ABCL and my other high-conviction investments reshaping their industries.

[BLDGHD @Bldghd1]

@ScrooogeUncle I realize it was badly written but I was agreeing with you regarding AI ceo beeing a clown.
Got masters degree in chemistry and studying economics and organization on side of my job. So got one degree and work on my second.

[BLDGHD @Bldghd1]

Like this. High conviction. Place bet. Be aware of downside. Loose the bet or win big. I generally keep my stock account at 40% 40% 20% were I only Place the 80 in what I actually DO understand and know or just a high risk short time bet for laughs or gains. Go Vancouver;)

[SandemanStocks @Sandeman52]

This is very risky but if it hits, it will have the outcome he is looking for. I know nothing about this stock but I do know if you have a small amount of money your ability to go all in is higher. This is how I became a millionaire. I yolo’d ARIA to ARRY to a few others and then $TGTX. It was a mixture of luck skill and stupidity but it worked. Now I’m wayyy more diversified. Again, this method is not advised for older people, people with families, or the faint of heart. Ultimate risk/ultimate reward.

[BLDGHD @Bldghd1]

I think this one guy hits ath hubris..

[Dan Gabriel @dan_dangabriel]

Which stock will grow the most in the next 4 years?

$ASTS or $OSCR

[BLDGHD @Bldghd1]

@BCValueInvestor @dan_dangabriel Please now name your 100x companies to invest in since you have a list of 12x?

[BLDGHD @Bldghd1]

@BCValueInvestor @dan_dangabriel I agree on many plains here. But.
It is better to have one high conviction case than 20 that you know 1% of what they are actually doing.

A broad index found is a good choice of course. For me when I say I have x percent in stock x it means my stock account. Not inc
Funds

[BLDGHD @Bldghd1]

@BCValueInvestor I agree. I am small as %##* but still the 100$ bets in start looks now small. Used to be a two day salary for me:/