AbCellera Biologics Inc.

Informe acción NasdaqGS:ABCL

Capitalización de mercado: US$2.1b

AbCellera Biologics Dirección

Dirección controles de criterios 4/4

El CEO de AbCellera Biologics es Carl Hansen , nombrado en Nov 2012, tiene una permanencia de 13.67 años. compensación anual total es $6.29M, compuesta por 8.7% salario y 91.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 18.68% de las acciones de la empresa, por valor de $387.82M. La antigüedad media del equipo directivo y de la junta directiva es de 5.4 años y 5.7 años, respectivamente.

Información clave

Carl Hansen

Chief Executive Officer (CEO)

US$6.3m

Compensación total

Porcentaje del salario del CEO8.74%
Permanencia del CEO13.7yrs
Participación del CEO18.7%
Permanencia media de la dirección5.4yrs
Promedio de permanencia en la Junta Directiva5.7yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 09

ABCL: Jazz Deal And Menopause Program Will Support A Stronger Outlook

The analyst fair value estimate for AbCellera Biologics has been raised from $12.00 to $13.00 as analysts point to the new Jazz Pharmaceuticals agreement, recent rating upgrades, and a more constructive view on the company's long term earnings potential, despite lower modeled revenue growth and a higher future P/E assumption. Analyst Commentary Bullish analysts covering AbCellera Biologics are highlighting the recent agreement with Jazz Pharmaceuticals as an important proof point for the company’s partnership model and revenue opportunity.
Actualización de narrativa Jun 25

ABCL: Menopause Phase 2 Progress Will Shape Future Upside Potential

Analysts have lifted their price target on AbCellera Biologics by $1, citing recent bullish coverage and views that the company’s profile compares favorably with certain peers as key reasons for the change. Analyst Commentary Recent research on AbCellera Biologics points to a generally positive tone, with several bullish initiations and a modest price target increase that together shape how analysts are thinking about the stock’s valuation, growth potential, and execution risks.
Seeking Alpha Jun 17

AbCellera: An AI-Era Antibody Platform Trading For Little More Than Its Cash

Summary AbCellera, an antibody platform behind two authorized COVID-19 therapies, has rebuilt itself into a clinical-stage biotech and is one quarter away from pivotal Phase 2 data on its first wholly-owned. The deeper story is the platform: an integrated, AI-driven discovery engine that mines millions of immune cells rather than designing molecules from scratch, backed by a decade of proprietary wet lab. With more than $650M in liquidity against a roughly $1.6B market cap, investors are paying little more than cash and effectively getting the platform, the pipeline, and ~100 royalty positions. I initiate my coverage of AbCellera with a “Buy” rating, viewing it as an asymmetric, catalyst-driven bet for investors who can tolerate binary risk. Read the full article on Seeking Alpha
Actualización de narrativa Jun 10

ABCL: Menopause Phase 2 Progress Will Support Future Margin Expansion

The analyst price target on AbCellera Biologics has been raised by $1. Analysts cite updated fair value estimates, a slightly lower discount rate, revised revenue growth expectations, and a very large projected future P/E multiple as key drivers of the change.
Actualización de narrativa May 26

ABCL: GPCR Platform Progress And Upcoming Women’s Health Data Will Drive Upside

Analysts lifted their price target on AbCellera Biologics by $1, citing recent bullish initiations and research that view the company’s profile as increasingly attractive relative to selected peers. Analyst Commentary Recent Street research on AbCellera Biologics highlights a mix of optimism and caution, with several firms updating their views and price targets in light of the company’s current positioning and peer comparisons.
Artículo de análisis May 14

Earnings Update: Here's Why Analysts Just Lifted Their AbCellera Biologics Inc. (NASDAQ:ABCL) Price Target To US$10.14

AbCellera Biologics Inc. ( NASDAQ:ABCL ) investors will be delighted, with the company turning in some strong numbers...
Actualización de narrativa May 06

ABCL: Platform And Partnerships Will Support Future Upside From GPCR Pipeline Progress

The analyst price target for AbCellera Biologics has shifted to $7.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margins, and a very large future P/E multiple. This view is supported by recent bullish Street coverage that frames the company as increasingly attractive relative to certain peers.
Actualización de narrativa Apr 20

ABCL: Platform And Partnerships Will Support Future Upside Potential

Analysts have adjusted their price target on AbCellera Biologics to $7.00. The change reflects updated assumptions around revenue trends, profit margins, discount rates, and future P/E, supported by recent research that takes a bullish view on the stock.
Actualización de narrativa Apr 06

ABCL: Menopause Phase 2 Progress Will Support Future Upside Potential

Analysts maintained their $7.00 price target for AbCellera Biologics, citing only very small adjustments to assumptions around discount rate, revenue trends, profit margin, and future P/E as the basis for keeping their overall valuation view steady. What's in the News AbCellera Biologics has started dosing patients in the Phase 2 portion of its ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
Actualización de narrativa Mar 22

ABCL: Menopause Trial Progress Will Drive Future Share Price Upside

Analysts have trimmed their price targets on AbCellera Biologics to $7.00, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple that together point to a more cautious outlook on how quickly the business may scale. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
Actualización de narrativa Mar 08

ABCL: Patent Settlement And Menopause Trial Will Support A Stronger Outlook

Analysts have lowered their price target on AbCellera Biologics from $15.88 to $12.00, reflecting updated views on fair value, revenue growth expectations, and future P/E assumptions. What's in the News The first patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause (Key Developments).
Actualización de narrativa Feb 22

ABCL: Menopause Phase 2 Progress And Bruker Settlement Will Support Future Margins

Analysts have maintained their $9.83 price target on AbCellera Biologics, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they view as collectively balanced at this stage. What's in the News AbCellera began dosing patients in the Phase 2 portion of its ongoing Phase 1/2 trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
Actualización de narrativa Feb 08

ABCL: Clinical Progress And Royalty Deal Will Drive Future Share Price Upside

Analysts have reduced their price target on AbCellera Biologics, citing updated assumptions that incorporate higher expected revenue growth and profit margins, partially offset by a lower projected future P/E multiple. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
Actualización de narrativa Jan 24

ABCL: Phase 2 Menopause Trial Progress Will Support Future Profit Margins

Analysts have trimmed their price target on AbCellera Biologics to US$9.83, reflecting slightly lower discount rate assumptions, a modestly higher long term profit margin outlook, and a small adjustment to future P/E expectations. What's in the News First patients have been dosed in the Phase 2 portion of AbCellera's ongoing Phase 1/2 clinical trial for ABCL635, a potential first in class non hormonal treatment for moderate to severe vasomotor symptoms associated with menopause.
Actualización de narrativa Jan 08

ABCL: Patent Settlement Cash Flows Will Support A Stronger Future Outlook

Analysts have trimmed their implied fair value estimate for AbCellera Biologics from about US$17.00 to roughly US$15.88, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News AbCellera reached a global settlement and patent license agreement with Bruker Corporation, resolving ongoing patent litigation between the two companies (Key Developments).
Actualización de narrativa Dec 14

ABCL: Higher Future Earnings Multiple Will Drive Strong Share Price Upside

Analysts have raised their price target on AbCellera Biologics by approximately 40 percent to reflect a higher fair value estimate of around 7 dollars per share. They cite expectations for modestly slower revenue growth, offset by improved profit margins and a richer future earnings multiple.
Actualización de narrativa Nov 29

ABCL: Upcoming Clinical Trial Results Will Drive Future Profit Margins Higher

Analysts have adjusted their price target for AbCellera Biologics slightly downward from $10.20 to $9.83 per share. This change reflects more conservative expectations around future revenue growth and profit margins.
Actualización de narrativa Nov 15

ABCL: Upcoming Clinical Trial Results Are Expected To Drive Profit Margins Higher

Analysts have raised their price target for AbCellera Biologics from $9.33 to $10.20 per share, citing improved profit margin forecasts even though revenue growth expectations have slightly moderated. What's in the News AbCellera Biologics has begun dosing the first participants in a Phase 1 clinical trial for ABCL575, an investigational antibody therapy aimed at treating moderate to severe atopic dermatitis with potential applications in other inflammatory and autoimmune conditions (Key Developments).
User avatar
Nueva narrativa May 18

Phase I Trials And Manufacturing Will Unlock Pipeline Potential

Transition to a clinical-stage biotech and internal programs could drive revenue through milestone fees and royalty payments from new molecules.
Artículo de análisis May 15

Some Analysts Just Cut Their AbCellera Biologics Inc. (NASDAQ:ABCL) Estimates

The latest analyst coverage could presage a bad day for AbCellera Biologics Inc. ( NASDAQ:ABCL ), with the analysts...
Seeking Alpha Apr 17

AbCellera: Attractively Priced But A Catalyst Is Needed

Summary AbCellera's stock remains under pressure due to a shift towards internal development, which has reduced revenue and increased cash burn. AbCellera retains a large cash position, though, giving it a multi-year runway in which to demonstrate the merits of its platform. AbCellera's low enterprise value suggests that investors are either skeptical of the company's platform or ignoring its cash position. A more favorable macro environment and clinical success will likely be needed before AbCellera's stock moves meaningfully higher. Read the full article on Seeking Alpha
Seeking Alpha Mar 15

AbCellera: Burning Cash, Searching For 'Blockbusters'

Summary AbCellera's revenues plummeted post-COVID antiviral sales, leading to a significant net loss and an 85% drop in share price, now at ~$2.5. The company is pivoting to develop its own drug pipeline, with ABCL635 and ABCL575 in late-preclinical stages, targeting metabolic and inflammatory conditions. Financially, AbCellera has ~$840 million in liquidity, but its market cap is lower than its cash reserves, reflecting skepticism about its assets. The company's future hinges on successfully developing a blockbuster drug, with key catalysts not expected until 2026, making its current valuation a gamble. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

AbCellera Biologics: Still A Concept Stock

Summary Today, we revisit a somewhat unique developmental company called AbCellera Biologics Inc. The company is moving towards focusing more on its wholly owned candidates off its platform rather than partnerships. The company has myriad very early-stage assets in development, and ABCL stock trades near the net cash on its balance sheet. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis Nov 07

AbCellera Biologics Inc. (NASDAQ:ABCL) Just Reported And Analysts Have Been Cutting Their Estimates

It's shaping up to be a tough period for AbCellera Biologics Inc. ( NASDAQ:ABCL ), which a week ago released some...
Seeking Alpha Oct 14

AbCellera: A Platform To Pipeline Transition

Summary AbCellera is shifting its focus from a platform biotech company to its internal drug pipeline. The company's lead asset, ABCL575, comes with a variety of risks, but in our opinion, has a value of a little over $1B and is derisked based on comparable therapeutics. AbCellera is on track to submit ABCL575 for clinical trials in Q22025, helping the market reset its valuation on the company closer to the value of the lead asset. Read the full article on Seeking Alpha
Seeking Alpha Aug 23

AbCellera: A Waiting Game With High Uncertainty

Summary AbCellera’s Q2 2024 revenue declined by 27% year-over-year to $7.3 million. The company’s net loss widened to $36.9 million due to increased R&D expenses. AbCellera’s cash and marketable securities totaled $697.6 million, with total liquidity exceeding $900 million. The number of molecules in clinical trials increased from nine to 14 within a year. A "hold" recommendation is maintained due to the speculative and high-risk nature of AbCellera’s business. Read the full article on Seeking Alpha
Artículo de análisis May 29

Companies Like AbCellera Biologics (NASDAQ:ABCL) Are In A Position To Invest In Growth

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha May 16

AbCellera: Cash Providing Shelter From Market Weakness

Summary AbCellera Biologics is a drug discovery company focused on developing antibody therapies. While the company has developed a technology platform that is open to customers, the current market environment has accelerated its shift towards advancing internal programs. This move should allow the company to capture more value in the long run, but it is depressing revenue and increasing cash burn at the moment. AbCellera's large cash balance will safely see it through this current period, but financial conditions will likely need to ease for the stock to rebound. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

AbCellera: Victim Of Its Own Success

Summary AbCellera Biologics has faced declining royalty revenues, along with decreased demand for R&D services due to the current financing environment. As a result, AbCellera is shifting focus towards advancing internal programs and partner programs with more potential downstream value. The combination of declining revenue and rising costs is pressuring the stock, even as the underlying business appears to be steadily progressing. This situation appears to have been exacerbated by the company's success during the pandemic leading to over-inflated investor expectations, and subsequently, disappointment. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

AbCellera Biologics: Continuing To Expand Partnerships

Summary AbCellera Biologics Inc. saw a significant decline in revenue due to the end of the COVID-19 pandemic, but has a large cash hoard and continues to expand partnerships. Analyst firms continue to Buy/Outperform ratings on the stock, but the company's partner pipeline is primarily very early-stage candidates. An updated analysis around AbCellera Biologics follows in the paragraphs below. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Carl Hansen en comparación con los beneficios de AbCellera Biologics?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$144m

Dec 31 2025US$6mUS$550k

-US$146m

Sep 30 2025n/an/a

-US$172m

Jun 30 2025n/an/a

-US$166m

Mar 31 2025n/an/a

-US$168m

Dec 31 2024US$8mUS$460k

-US$163m

Sep 30 2024n/an/a

-US$176m

Jun 30 2024n/an/a

-US$153m

Mar 31 2024n/an/a

-US$147m

Dec 31 2023US$715kUS$460k

-US$146m

Sep 30 2023n/an/a

-US$129m

Jun 30 2023n/an/a

-US$74m

Mar 31 2023n/an/a

-US$50m

Dec 31 2022US$9mUS$450k

US$159m

Sep 30 2022n/an/a

US$248m

Jun 30 2022n/an/a

US$200m

Mar 31 2022n/an/a

US$205m

Dec 31 2021US$9mUS$400k

US$153m

Sep 30 2021n/an/a

US$177m

Jun 30 2021n/an/a

US$197m

Mar 31 2021n/an/a

US$203m

Dec 31 2020US$17mUS$296k

US$85m

Sep 30 2020n/an/a

-US$285k

Jun 30 2020n/an/a

US$2m

Mar 31 2020n/an/a

-US$3m

Dec 31 2019US$250kUS$177k

-US$2m

Compensación vs. Mercado: La compensación total ($USD6.29M) de Carl está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.18M).

Compensación vs. Ingresos: La compensación de Carl ha sido consistente con los resultados de la empresa en el último año.


CEO

Carl Hansen (51 yo)

13.7yrs
Permanencia
US$6,293,086
Compensación

Dr. Carl L. G. Hansen, Ph.D. is a Co-Founder of AbCellera Biologics Inc. and has been its Chief Executive Officer and Director since November 2012 and serves as its Chairperson. Dr. Hansen serves as a Memb...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Carl Hansen
CEO, President & Chairperson13.7yrsUS$6.29m18.68%
$ 387.8m
Andrew Booth
Chief Financial Officer6.9yrsUS$3.38m0.19%
$ 3.9m
Veronique Lecault
CTO & Director1.4yrsUS$2.32m3.15%
$ 65.4m
Tryn Stimart
Chief Legal Officer6.9yrsUS$2.34m0.00016%
$ 3.3k
Andrew Knowles
Vice President of Operationsno datasin datossin datos
Marcie Thiessen
Senior Director of Finance & Accountingno datasin datossin datos
Martin Hogan
Senior Director of Strategic Finance & IRno datasin datossin datos
Tiffany Chiu
Vice President of Communicationsno datasin datossin datos
Caitlin Webster
Director of Talent Development5.4yrssin datossin datos
Murray McCutcheon
Senior Vice President of Partnering3.5yrssin datossin datos
Adam Clarke
Senior Vice President of Discoveryno datasin datossin datos
Paul Colussi
Site Head & Vice President of Australia3.5yrssin datossin datos
5.4yrs
Permanencia media
51.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ABCL es experimentado (5.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Carl Hansen
CEO, President & Chairperson13.7yrsUS$6.29m18.68%
$ 387.8m
Veronique Lecault
CTO & Director7.9yrsUS$2.32m3.15%
$ 65.4m
Stephen Quake
Independent Directorless than a yearUS$437.49k0.36%
$ 7.5m
Michael Hayden
Independent Lead Director6.8yrsUS$586.36k0.47%
$ 9.8m
Lynn Seely
Independent Directorless than a yearsin datossin datos
John Montalbano
Independent Non-Employee Director5.7yrsUS$558.86k0.081%
$ 1.7m
Victor Sandor
Independent Directorless than a yearsin datossin datos
5.7yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de ABCL se considera experimentada (5.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/13 14:12
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AbCellera Biologics Inc. está cubierta por 13 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Robert WassermanBenchmark Company
Guyn KimBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research