Ado Wald

Putting things into perspective - Not financial advice but life advice | Once you made it as a person - life becomes easy | sharing insights

[Ado Wald @AdoW4ld]

@AgenticSumer The breakout looks solid on the weekly.

As a long term investor focusing on the weekly timeframe, it really feels like the lows are already in.

[Ado Wald @AdoW4ld]

$ABCL

[Stoney @Algo_Stoney]

$ABCL

This may be the most significant weekly candle that the chart has printed since IPO.

After spending years below the 200SMA, we are now knocking on the door of a potential secular uptrend.

Very intrigued to see how we close out this weekly candle today and looking forward to whatever lies ahead. Long & Strong.🧘‍♂️

[Ado Wald @AdoW4ld]

I invested early in PLTR, and that’s how I came across ABCL. I’ve been shifting more into ABCL for a while now because it has more upside potential.
In the future, I’ll invest more in stocks again. I already have some interesting picks on my radar especially after the upcoming IPO boom.
I’m also currently invested in crypto, mainly RWA projects like algo, Hbar, and ondo, to name a few.

[Ado Wald @AdoW4ld]

Early $ABCL investors: Yeah, that tracks. We just vibed instantly.

[PsyPost.org @PsyPost]

A new study shows that individuals with similar levels of autistic traits are naturally drawn to one another. Brain scans reveal they use alternative, highly effective neural strategies to connect, challenging traditional deficit-based models of autism. https://t.co/6YgJpV6iHU

[Ado Wald @AdoW4ld]

@CryptusBtc I’ve DCA’d for years. My average is around $3.50

[Ado Wald @AdoW4ld]

@mchurchphoto On the larger timeframe, I think the bottom is already in. No one can say for sure if we’ll dip under $4 again, but what I can tell you is we’re going significantly higher. DCA is King.

[Ado Wald @AdoW4ld]

> be $ABCL investor
> buy at $3.52
> tell friends
> they laugh
> "bro it's a dead COVID stock"
> "down 94% from ATH"
> "21% short interest, market knows something"
> say nothing
> check the balance sheet
> $700M cash on $1.1B marketcap
> market literally paying $400M for the platform
> 104 partner programs
> 19 molecules in clinic
> Lilly, AbbVie, Biogen all on the cap table
> say nothing
> FDA kills 6-month primate tox studies
> saves $5-10 M per program
> multiply by 104
> nobody on CNBC mentions it
> say nothing
> Stephen Quake joins the board
> Stanford
> h-index 181
> ex-Chan Zuckerberg
> scientists like that don't switch for fun
> tell friend
> "who?"
> say nothing
> Hansen owns 20% of the company
> 58.99M shares
> files 13G as 10%+ beneficial owner
> buys $740K more at $2.61
> zero insider selling since 2021
> founder has more skin in the game than any biotech CEO I've ever seen
> $300M non-dilutive from Canadian government
> two Phase 1 readouts in H2 2026
> say nothing
> $700M campus opens
> GMP manufacturing operational
> capex peak passed
> cash flow inflection coming
> still $3.52
> still nobody talking
> buy more
> Truist initiates Buy
> Jones Research initiates Buy
> analyst PT $8.40
> friend texts: "what was that biotech you mentioned"
> smile
> say nothing

[Ado Wald @AdoW4ld]

@Algo_Stoney It’s just a matter of time

[Ado Wald @AdoW4ld]

Euro maxing while long $ABCL

[Ado Wald @AdoW4ld]

> be $ABCL investor
> buy at $3.52
> tell friends
> they laugh
> "bro it's a dead COVID stock"
> "down 94% from ATH"
> "21% short interest, market knows something"
> say nothing
> check the balance sheet
> $700M cash on $1.1B marketcap
> market literally paying $400M for the platform
> 104 partner programs
> 19 molecules in clinic
> Lilly, AbbVie, Biogen all on the cap table
> say nothing
> FDA kills 6-month primate tox studies
> saves $5-10 M per program
> multiply by 104
> nobody on CNBC mentions it
> say nothing
> Stephen Quake joins the board
> Stanford
> h-index 181
> ex-Chan Zuckerberg
> scientists like that don't switch for fun
> tell friend
> "who?"
> say nothing
> Hansen owns 20% of the company
> 58.99M shares
> files 13G as 10%+ beneficial owner
> buys $740K more at $2.61
> zero insider selling since 2021
> founder has more skin in the game than any biotech CEO I've ever seen
> $300M non-dilutive from Canadian government
> two Phase 1 readouts in H2 2026
> say nothing
> $700M campus opens
> GMP manufacturing operational
> capex peak passed
> cash flow inflection coming
> still $3.52
> still nobody talking
> buy more
> Truist initiates Buy
> Jones Research initiates Buy
> analyst PT $8.40
> friend texts: "what was that biotech you mentioned"
> smile
> say nothing

[Jack Prescott @JackPrescottX]

$ABCL Something interesting not discussed in this article: AbCellera could engineer multi-specific antibodies as well. See this example from one of their posters, with a tri-specific binding to CD3, CD28, and the tumor.

While we’re on the subject, it’s also worth noting that AbCellera has a diverse panel of nearly 500 CD28 binders in addition to the nearly 300 CD3 binders.

I like my AIP Agent’s description of how CD28 works with CD3:

“CD28 engagement provides "Signal 2": A costimulatory signal that enhances T cell activation, proliferation, and anti-tumor activities.

Think of it like this: Signal 1 (CD3) turns the ignition key, but Signal 2 (CD28) steps on the gas. Without Signal 2, the engine starts but may stall, especially in the harsh conditions of the tumor microenvironment.

The challenge is that CD28 costimulation must be conditional; it should only activate when the T cell is already engaged with a tumor cell through the CD3 × TAA bispecific. Unconditional CD28 activation (activating T cells everywhere, not just at the tumor) is what caused the catastrophic clinical trial of theralizumab (TGN1412) in 2006, where six healthy volunteers suffered life-threatening multi-organ failure from uncontrolled T cell activation.

This is why AbCellera specifically tested their CD28 antibodies for superagonist activity and confirmed that the majority show no activation independent of crosslinking, meaning they only costimulate when the T cell is already engaged through another signal.

This is the critical safety distinction; their CD28 binders enhance T cell activity at the tumor without causing the systemic, uncontrolled activation that made theralizumab so dangerous.”

————————————————

As outlined in the S-1, part of the suite of technology AbCellera has through the acquisition of the Trianni mouse platform is the HCO (heavy-chain-only) mouse. This avoids the heavy chain/light chain pairing problem discussed in the article… something which OrthoMab solves for bi-specific antibodies.

As you can see in the picture on the right hand side, the CD28 arm is attached to the tail of the CD3 x TAA bispecific. This must be where they use a heavy-chain-only CD28 antibody, which would make the tri-specific possible… avoiding additional chain-pairing problems that would occur if CD28 was heavy+light chain instead of heavy-chain-only.

So not only is OrthoMab required, but also the HCO mouse from the Trianni platform.

Another layer to the integration of AbCellera’s tech stack.

Tri-specifics aren’t new to the industry. But if the majority of the industry lacks diversity in CD28 like they do with CD3, this increases AbCellera’s edge in binder-diversity, which is important.

———————————————
Technically, the HCO mouse listed in the S-1 was still in development at the time of IPO. The poster below (from 2024) shows camelids being used for the HCO antibodies, not mice. And the poster below showing the tri-specific doesn’t directly say they built and used it; it may have been a schematic of a potential format.. but the overall point still stands. And even without the tri-specific, they can still co-administer two bispecifics, as shown below.

Again, I think the real strength here comes from their ability to generate diverse CD3 and CD28 antibody panels thanks to their integrated best-in-world capabilities within the discovery engine.

The idea is that AbCellera’s antibody discovery engine that generates a diverse panel of CD3 binders + HCO mouse from Trianni plugged into the engine for a diverse panel of heavy-chain-only CD28 binders + OrthoMab to pair the CD3 and TAA arm = superior tri-specific or co-administered bispecifics

Referenced poster linked below:

[Ado Wald @AdoW4ld]

@BCValueInvestor 🤝🏼

[Ado Wald @AdoW4ld]

@JackPrescottX

[Jack Prescott @JackPrescottX]

https://t.co/OHJn1oC82P

[✒️ @Literariium]

Dostoyevsky was right; every self-betrayal is a sin. Whenever you go against your nature, your body makes a point to remind you.

[Ado Wald @AdoW4ld]

Biotech sector is so undervalued atm $ABCL.

[Ado Wald @AdoW4ld]

@hypergrowth102 Bro, you should bump $ABCL to at least 25% of your port 👀

[Navalism @NavalismHQ]

"If you don’t care to be liked, they can’t touch you."

@naval

[Naval @naval]

Vibe coding is here. Vibe research is next.

[Ace @MrAcezzz]

Runners = cortisol junkies.
Sprinters = androgenic.
Walkers = anabolic.

Long distance running strips muscle, flattens hormones, ages faces.

Stop jogging for “health.” Move like a human, not a hamster.