Micheal Almisry Sonntag's questions to Abcellera Biologics Inc (ABCL) leadership • Q4 2024
Question
Micheal Almisry Sonntag from Leerink Partners inquired about the drivers behind initiating new internal programs, particularly the focus on ion channels and GPCRs, and whether program initiation activity in 2025 would be similar to 2024.
Answer
CEO Carl L. Hansen outlined their program selection framework, which prioritizes high conviction in the science, large unmet need, differentiation, and a clear, efficient development path. He explained the focus on ion channels and GPCRs is due to many validated targets in these classes where an antibody can offer differentiation. He noted this is an area of competitive strength for AbCellera, representing about 50% of the pipeline, a proportion he expects to remain roughly constant.