Earnings summaries and quarterly performance for Absci.
Executive leadership at Absci.
Board of directors at Absci.
Research analysts who have asked questions during Absci earnings calls.
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
4 questions for ABSI
Debanjana Chatterjee
JonesTrading Institutional Services
4 questions for ABSI
Gil Blum
Needham & Company
4 questions for ABSI
Alexander Xenakis
Truist Securities
3 questions for ABSI
Arseniy Shabashvili
Guggenheim Securities
3 questions for ABSI
Morgan Gryga
Morgan Stanley
3 questions for ABSI
Swayampakula Ramakanth
H.C. Wainwright & Co.
3 questions for ABSI
George Farmer
Scotiabank
2 questions for ABSI
Steve Dechert
KeyBanc Capital Markets
2 questions for ABSI
Srikripa Devarakonda
Truist Financial Corporation
1 question for ABSI
Vamil Divan
Guggenheim Securities
1 question for ABSI
Vikram Purohit
Morgan Stanley
1 question for ABSI
Recent press releases and 8-K filings for ABSI.
- Absci announced the release of its new generative AI model, Origin-1, designed for the de novo creation of antibodies targeting novel, hard-to-drug epitopes.
- The company anticipates two Phase II readouts within the next 24 months for its AI-designed molecules, ABS-101 and ABS-201, targeting androgenic alopecia and endometriosis.
- For ABS-201 in androgenic alopecia, a Phase I/II-A study is underway, with a safety readout expected in the first half of 2026 and a 13-week efficacy readout in the second half of 2026. The U.S. total addressable market for this program is estimated at over $25 billion annually.
- Absci plans to initiate a Phase II trial for ABS-201 in endometriosis in Q4 2026, with a proof-of-concept readout expected a year later.
- As of the end of 2025, Absci's balance sheet held $143 million, providing a cash runway into the first half of 2028.
- Absci released its new Origin One AI model for de novo antibody design, enabling targeting of hard-to-drug epitopes and application to its early-stage pipeline.
- The company anticipates a safety readout in H1 2026 and a 13-week efficacy readout in H2 2026 for its ABS-201 androgenic alopecia program, with a Phase 2 proof-of-concept readout for endometriosis expected in Q4 2027.
- As of the end of 2025, Absci's balance sheet stood at $143 million, providing a cash runway into the first half of 2028.
- The estimated total addressable market for ABS-201 in androgenic alopecia is projected to exceed $25 billion annually in the U.S. and $40 billion worldwide.
- Absci reported a balance sheet of over $143 million as of December 31, 2025, providing a runway into the first half of 2028.
- The company is advancing three clinical-stage programs, including ABS-201 for Androgenetic Alopecia (AGA) and Endometriosis, and ABS-101 for Inflammatory Bowel Disease (IBD).
- Key catalysts for ABS-201 in AGA include PK and interim safety readouts expected in 1H 2026, with an interim Proof-of-Concept (PoC) readout anticipated in 2H 2026. Phase 2 initiation for ABS-201 in Endometriosis is also expected in 2H 2026.
- ABS-201 for Endometriosis has the potential to generate over $4.5 billion in peak sales.
- Absci Corporation presented a business update at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026.
- The company has three clinical-stage programs: ABS-201 for Androgenetic Alopecia (AGA) and Endometriosis (both Phase 1/2a), and ABS-101 for Inflammatory Bowel Disease (IBD) (Phase 1 and partnering ready).
- For ABS-201 in AGA, the Phase 1/2a study began in December 2025, with PK and interim safety data expected in 1H 2026 and an interim Proof-of-Concept readout anticipated in 2H 2026. The estimated U.S. Total Addressable Market (TAM) for AGA is >$25 billion.
- ABS-201 in Endometriosis, also initiated Phase 1/2a in December 2025, has a potential for >$4.5 billion in peak sales, with Phase 2 initiation expected in 2H 2026.
- As of December 31, 2025, Absci reported >$143 million in cash, cash equivalents, and marketable securities, providing a cash runway into 1H 2028.
- ABSI is developing ABS-201, a drug candidate for androgenetic alopecia (AGA) in both men and women, which aims to address the root cause of hair loss by blocking PRLR signaling.
- Preclinical studies for ABS-201 demonstrated superior efficacy compared to 5% topical minoxidil in a 21-day hair regrowth model and showed significant increases in thick hairs in bald areas in a primate model. Human ex vivo scalp skin data also indicates ABS-201 prolongs the anagen phase, inhibits catagen, and promotes hair follicle stem cells and key hair growth factors.
- A Phase 1/2a clinical trial for ABS-201 was initiated in December 2025 in Australia, designed to assess safety, tolerability, and proof-of-concept in AGA subjects.
- Key readouts from the clinical trial are anticipated in 1H 2026 for PK and interim safety from the Single Ascending Dose (SAD) cohorts, 2H 2026 for the 13-week interim Proof-of-Concept (PoC) from Multiple Ascending Dose (MAD) cohorts, and early 2027 for the 26-week topline PoC readout.
- The company estimates a U.S. total addressable market (TAM) of 80 million patients and a potential global TAM of >$40 billion for AGA, with market research indicating high interest in ABS-201's target product profile.
- Absci has developed ABS-201, an optimized prolactin receptor antibody for hair loss, leveraging its AI platform, which demonstrated compelling preclinical efficacy and a favorable safety profile.
- A Phase 1/2a clinical trial for ABS-201 has commenced, with the first participant dosed this month, and an interim efficacy readout is anticipated in the second half of 2026.
- The company projects a significant market opportunity for ABS-201, with an estimated total available market of greater than $25 billion in the U.S. and greater than $40 billion globally, targeting potential FDA approval by 2029 or 2030.
- ABS-201 is designed for convenient subcutaneous application, potentially every two to three months, aiming to address the high unmet need for effective and durable hair loss treatments.
- Absci has initiated a Phase 1/2a clinical trial for ABS-201, a generative AI-designed biologic aimed at treating androgenetic alopecia (hair loss) by targeting the prolactin receptor pathway.
- The company has dosed its first participant in the trial, which will assess safety, tolerability, and efficacy.
- An interim efficacy readout from the Phase 1/2a trial is expected in the second half of 2026, with a 26-week readout anticipated in early 2027.
- Absci estimates a total available market in the U.S. of greater than $25 billion and a potential global market of greater than $40 billion for ABS-201, based on an estimated 15-18 million patients with high interest and willingness to pay premium pricing.
- Absci has initiated its Phase 1/2a clinical trial for ABS-201, a generative AI-designed prolactin receptor antibody intended to treat androgenetic alopecia, with the first participant already dosed this month.
- The double-blinded, placebo-controlled trial aims to enroll up to 227 participants to assess safety, tolerability, and hair growth efficacy over 26 weeks.
- An interim efficacy readout is anticipated in Q3, Q4 2026, with the full 26-week readout expected in early 2027.
- Market research indicates a significant unmet medical need, with 80% of men and 81% of women reporting strong negative psychological impacts from hair loss.
- The estimated total available market for ABS-201 in the U.S. is greater than $25 billion, with a global potential exceeding $40 billion, and potential FDA approval projected for 2029 or 2030.
- Absci, an AI-driven generative design company, is advancing its lead asset, ABS-201, an anti-prolactin receptor antibody, for androgenic alopecia (AGA) and endometriosis.
- The company expects two phase two readouts for ABS-201 in AGA and endometriosis within the next 24 months. The phase one two-way study for AGA will begin in December 2025, with the first efficacy interim readout anticipated in the second half of 2026.
- As of Q3, Absci reported $150 million on its balance sheet, providing a cash runway into the first part of 2028.
- Absci has strategic partnerships with companies like AstraZeneca, Merck, NVIDIA, and AMD, with AMD recently investing $20 million and becoming a top shareholder.
- The company projects potential peak sales greater than $5 billion for ABS-201 in endometriosis, citing a large unmet medical need and poor standard of care.
- Absci expects two phase two readouts for its lead asset, ABS-201, in androgenic alopecia (AGA) and endometriosis within the next 24 months. The phase one two-way study for ABS-201 in AGA is set to begin in December 2025, with the first efficacy interim readout anticipated in the second half of 2026.
- The company reported $150 million on its balance sheet as of Q3, providing a cash runway into the first part of 2028.
- Absci has strategic partnerships, including a $20 million investment from AMD, which is also a top shareholder, and collaborations with AstraZeneca, Merck, and NVIDIA.
- The potential market for ABS-201 in endometriosis is significant, with estimated peak sales of greater than $5 billion for a disease-modifying treatment.
Quarterly earnings call transcripts for Absci.
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