Alexander Xenakis's questions to Absci Corp (ABSI) leadership • Q2 2025
Question
Alexander Xenakis from Truist Securities asked about Absci's long-term competitive value proposition, considering that large pharma companies have their own internal AI drug discovery platforms.
Answer
CEO Sean McClain highlighted Absci's key differentiator as its focus on de novo AI design for difficult-to-drug targets like GPCRs and ion channels. He pointed to the successful Almirall partnership, which validated their approach on a difficult ion channel target and led to a second program election, as evidence of their unique value proposition.