Absci: When AI Meets Antibodies — and Insiders Can’t Resist Buying More!
💊 NASDAQ: ABSI — $4.18 (+11.76%) as of Oct 8, 2025, 4:00 PM ET
🤖 “Where molecules meet machine learning, and Wall Street meets caffeine.”
🧬 Insiders Recently Purchased Shares, FMR Still Owns 12%, and Partners Are Lining Up. Should You Buy?
Absci Corporation (ABSI) is on a mission to do something bold — use generative AI to design drugs faster than human scientists can say “clinical hold.” Founded in 2011 and based in Vancouver, Washington, this AI-meets-biology company builds data-first drug creation pipelines that merge artificial intelligence with scalable wet lab tech to design antibody therapeutics. Think ChatGPT, but instead of writing essays, it’s inventing medicine.
The company’s preclinical lineup sounds like a biotech action series:
🎯 ABS-101 (Inflammatory Bowel Disease)
💇 ABS-201 (Androgenic Alopecia — yes, baldness!)
🔥 ABS-301 (Immuno-Oncology)
💀 ABS-501 (HER2-Targeted Oncology)
🧾 Trigger #1: Insiders Are Buying — Big
Insiders have been busy shopping, and not just for lab coats:
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Menelas Pangalos, Director — bought 95,785 shares @ $2.66 (+527%)
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Todd Bedrick, SVP & CAO — picked up 10,000 shares @ $2.70
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Andreas Busch, Chief Innovation Officer — snagged 50,000 shares @ $3.04
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Even Redmile Group, a powerhouse biotech investor, bought 222,222 shares @ $4.50
👀 Translation? The folks inside the lab are confident enough to put their wallets where their pipettes are.
💰 Institutional Interest: Respectable, With Room to Grow
Major holders include:
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FMR LLC (Fidelity) – 12% ownership
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ARK Invest (Cathie Wood) – 10 million shares
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BlackRock – 8.3 million shares
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Redmile Group – 8.25 million shares
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Vanguard – 6.45 million shares
- Total Shares Outstanding: 150 million
📈 Together, institutions hold over 60% of the stock — not bad for a speculative AI biotech.
For Absci Corporation (ABSI)'s Institutional Ownership breakdown, 🔍 see here.
But there’s a twist — short sellers are circling, with short interest at 24.5%. The bull-bear tension is strong here. 🐂🐻
🏦 Trigger #2: Wall Street Wakes Up
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J.P. Morgan just upgraded Absci from Underperform → Outperform
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Morgan Stanley still rates it Overweight with a $5.89 target
Apparently, someone on Wall Street just discovered that “AI drug creation” isn’t science fiction anymore.
🧫 Business & Financial Highlights (Q2 2025)
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💵 Cash runway: Extended to 1H 2028 after raising $64M in July
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🤝 Expanded collaboration with Almirall for dermatology drugs
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🧠 Strategic partnership with AMD — yes, that AMD — to power Absci’s AI platform
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⚙️ Oracle Cloud Infrastructure — providing the digital horsepower
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💊 ABS-101: Phase 1 in progress, data due later this year
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💇 ABS-201: Hair loss drug heading to clinic in early 2026 (follicular finance, anyone?)
📉 Revenue: $0.6M (down from $1.3M YOY)
💸 Net loss: $30.6M (because R&D isn’t cheap)
📊 R&D spend: $20.5M
📊 SG&A: $8.5M
Absci’s business model today? Burn cash to print antibodies — hopefully golden ones later.
🔬 Pipeline Highlights
| Program | Focus | Stage | Comments |
|---|---|---|---|
| ABS-101 | Inflammatory Bowel Disease | Phase 1 | TL1A target. Interim data 2H 2025 |
| ABS-201 | Hair Loss | Preclinical | Phase 1/2a in early 2026 |
| ABS-301 | Immuno-Oncology | Preclinical | AI-designed, tumor-targeting |
| ABS-501 | HER2 Oncology | Preclinical | AI-designed, trastuzumab-resistant efficacy |
💡 Why It’s Interesting
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Next-Gen AI Drug Design: Absci’s platform could slash drug development timelines — turning 10-year R&D marathons into 2-year sprints.
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Deep Partnerships: With Almirall, AMD, Oracle, and Merck, the validation is real. In early 2025, AMD made a $20 million strategic equity investment in Absci to help scale its AI platform.
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Massive Market Potential: Targeting multi-billion-dollar therapeutic categories.
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Promising Deals: In addition to product royalties, Absci is eligible to receive up to approx. $650 million in upfront fees, R&D, and post-approval milestone payments across its two programs with Almirall if all milestones are successfully completed. A similar deal is in place with Merck; announced in 2022, the collaboration could provide over $610 million in fees and milestone payments.
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Cash Runway Until 2028: A rare luxury in biotech land.
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Wall Street Confidence Rising: Big banks are turning bullish.
👉 Want the full picture? Dive into Absci Corporation (ABSI)'s financials here.
⚠️ Risks & Red Flags
Let’s not sugarcoat the serum:
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Pre-revenue: All science, hardly any sales (yet).
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Heavy losses: $30M quarterly net loss.
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Clinical risk: All lead candidates are early-stage.
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Volatility: 25% short interest makes this stock a rollercoaster.
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Competition: Other AI-drug players like Recursion and Insilico are ahead in some areas.
💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.
🧩 Funanc1al Verdict
🧬 Speculative but tempting.
If you like AI, biotech, and living dangerously, ABSI checks all three boxes.
Start small, follow the science, and maybe — just maybe — this will be the next NVIDIA of antibodies.
💬 Insiders are buying. Wall Street’s warming up. Shorts are sweating. And AI might just be smarter than our immune systems.
⚡️ Quick Take / TL;DR
Absci is using generative AI to design drugs faster than traditional labs.
✅ Insiders & funds (FMR, ARK, BlackRock) are bullish.
❌ Still pre-revenue and loss-making.
🚀 Cash runway to 2028 means breathing room.
💥 Speculative, but high-upside potential if the pipeline delivers.
❓ FAQs
Q: Is Absci profitable?
Nope. Think of it as investing in the idea of future profits — not the present.
Q: Why are insiders buying?
They likely see long-term potential in their AI platform and pipeline.
Q: What’s the main risk?
Early-stage clinical development — success is uncertain, and timeframes are long.
Q: Why is there so much short interest?
Skeptics think the company burns too much cash, may ultimately fail, and is overvalued.
🧾⚠️📢 Fun Disclaimer: 🧾⚠️📢
🧫 Disclosure: Investing in Absci is a bit like dating a scientist: fascinating, complex, and definitely not cheap. 🧪💸
Still, AI-powered biotech could be the romance of the decade — or at least a fun fling for your speculative portfolio. Proceed with curiosity (and a budget).
Always DYOR, hold the FOMO, and don’t invest what you can’t afford to lose. Also, keep your humor cells alive, and remember: even the best stock charts mutate.
We laugh, we analyze, we meme. We sell jokes and opinions — and yes, we’re billing your sense of humor. 🎪💸
We’re not financial advisors. We’re FUNancial advisors.
Invest at your own risk. 💸💧
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