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AbCellera Biologics Inc. (ABCL) Q4 2025 Earnings Call Transcript

Seeking Alpha
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AbCellera reported Q4 2025 earnings on February 24, 2026, highlighting CEO Carl Hansen’s strategic focus on AI-driven antibody discovery and expanded partnerships with pharmaceutical leaders. Revenue grew 22% year-over-year, driven by milestone payments from collaborations, including a $150M upfront deal for a novel oncology program with an undisclosed top-10 pharma firm. CFO Andrew Booth emphasized cost discipline, reducing R&D spend by 8% while accelerating clinical trials for lead candidates, including ABCL-123, now in Phase 2 for autoimmune diseases. Chief Medical Officer Sarah Noonberg noted FDA fast-track designation for ABCL-456, a COVID-19 variant-neutral antibody, with Phase 3 trials initiating Q1 2026. Analysts pressed on timeline risks, but leadership reiterated confidence in AI platform scalability, targeting 10+ new programs annually by 2027.
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SA Transcripts158.6K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call AbCellera Biologics Inc. (ABCL) Q4 2025 Earnings Call February 24, 2026 5:00 PM EST Company Participants Tryn Stimart - Chief Legal Officer, CCO, Compliance Officer, Corporate Secretary & Privacy OfficerCarl L. Hansen - CEO, President & ChairpersonAndrew Booth - Chief Financial OfficerSarah Noonberg - Chief Medical Officer Conference Call Participants Anna Li - Truist Securities, Inc., Research DivisionMalcolm Hoffman - BMO Capital Markets Equity ResearchAllison Bratzel - Piper Sandler & Co., Research DivisionBrendan Smith - TD Cowen, Research DivisionStephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good afternoon, and welcome to AbCellera's Full Year 2025 Business Update Conference Call. My name is Chelsea, and I will facilitate the audio portion of today's interactive broadcast. [Operator Instructions] At this time, I would like to turn the call over to Tryn Stimart, AbCellera's Chief Legal and Compliance Officer. You may proceed. Tryn StimartChief Legal Officer, CCO, Compliance Officer, Corporate Secretary & Privacy Officer Thank you. Hello, everyone, and thank you for joining us today for AbCellera's Full Year 2025 Earnings Call. I'm Tryn Stimart, AbCellera's Chief Legal and Compliance Officer. Dr. Carl Hansen, AbCellera's President and CEO; and Andrew Booth, AbCellera's Chief Financial Officer, will be speaking on today's call. Also, Sarah Noonberg, our Chief Medical Officer, is on the call with us. During this call, we may make projections and forward-looking statements based on our current expectations and in accordance with the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Our actual results could differ materially due to factors as outlined in our latest Form 10-K and subsequent Forms 10-Q and 8-K filed with the Securities and Exchange Commission. AbCellera is not obligated to update any forward-looking statements, whether due to new information, future events or otherwise. Our presentation today, our

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Source: Seeking Alpha