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    Alexander Xenakis

    Research Associate at Truist Securities

    Alexander Xenakis is a Research Associate at Truist Securities, specializing in equity research across the biotechnology and healthcare sectors. He actively covers companies such as Coherus BioSciences and Cytokinetics, participating in earnings calls and contributing analytical insights to the firm’s research output. Xenakis began his career at BMO Capital Markets before joining Truist Securities in 2021, where he continues to build expertise in life sciences industries. He is registered with FINRA, holding active securities licenses and maintaining compliance with industry standards.

    Alexander Xenakis's questions to Absci (ABSI) leadership

    Alexander Xenakis's questions to Absci (ABSI) leadership • Q2 2025

    Question

    Alexander Xenakis from Truist Securities asked about Absci's long-term value proposition and competitive strategy, considering that many large pharmaceutical companies are developing their own internal AI-based drug discovery systems.

    Answer

    CEO Sean McClain explained that Absci's key differentiator is its focus on de novo AI design for traditionally hard-to-drug targets, such as GPCRs and ion channels. He highlighted the recent success with partner Almirall on a difficult ion channel target, which led to the selection of a second bispecific target, as proof of their unique value proposition that attracts major pharma interest.

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    Alexander Xenakis's questions to Absci (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.

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    Alexander Xenakis's questions to Absci (ABSI) leadership • Q1 2025

    Question

    Alexander Xenakis of Truist Securities asked if Absci anticipates improved economics on future partnerships as its assets advance and inquired about the flexibility of its cost structure to adapt to market conditions.

    Answer

    CFO & CBO Zachariah Jonasson addressed both questions. He affirmed they expect enhanced deal terms, driven by clinical progress and the platform's ability to address challenging targets. Regarding costs, Jonasson explained they continually seek efficiencies through the AI platform, allowing for resource reallocation and cost reductions, a process they evaluate quarterly.

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