Absci Corporation

NasdaqGS:ABSI Rapport sur les actions

Capitalisation boursière : US$793.6m

Absci Bilan de santé

Santé financière contrôle des critères 5/6

Absci possède un total de capitaux propres de $172.0M et une dette totale de $413.0K, ce qui porte son ratio d'endettement à 0.2%. Son actif total et son passif total sont $195.6M et de $23.6M.

Informations clés

0.24%

Ratio d'endettement

US$413.00k

Dette

Ratio de couverture des intérêtsn/a
Argent liquideUS$125.71m
Fonds propresUS$171.97m
Total du passifUS$23.62m
Total des actifsUS$195.59m

Mises à jour récentes de la santé financière

Article d’analyse • Apr 04

We Think Absci (NASDAQ:ABSI) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Article d’analyse • Jul 19

Does Absci (NASDAQ:ABSI) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse • Nov 13

Is Absci (NASDAQ:ABSI) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse • Jun 17

Is Absci (NASDAQ:ABSI) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Recent updates

Article d’analyse • Apr 04

We Think Absci (NASDAQ:ABSI) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha • Jan 29

Absci Corporation: Drawing Potential Insights On ABS-101 And ABS-201

Summary Absci Corporation leverages AI for drug development, with clinical data already produced by ABS-101 and ahead for ABS-201 in 2026. ABS-101, an anti-TL1A antibody, might have fallen a little short of next-generation competitors in terms of half-life but might have advantages in other indications. ABS-201 has a competitor, HMI-115, that has performed in endometriosis and perhaps androgenetic alopecia. Read the full article on Seeking Alpha
Article d’analyse • Jul 19

Does Absci (NASDAQ:ABSI) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Jan 13

Absci Looks Cheap And Positioned For Growth With AMD's AI Backing

Summary Absci recently received a $20 million PIPE investment from AMD that improves its runway and R&D platform with AI. ABS-101 appears to be ABSI’s main drug candidate for IBD. However, ABS-201 for hair loss and ABS-301 for solid tumors offer additional sizeable TAMs if successful. ABSI’s AI models and wet lab data seem quite promising for discovering further antibodies that could be highly differentiated from other competitors. ABSI trades at a cheap P/B of 1.5, so I don’t think the shares have priced in the potential of its partnership with AMD yet. My main concern is that ABSI operates with highly speculative technologies, and its candidates remain in the early R&D stages. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Absci Corporation: Struggling To Live Up To Its AI Promise

Summary Absci Corporation's stock has rebounded due to new collaborations, but skepticism about AI's impact on drug discovery keeps it heavily underwater from its IPO price. Absci uses AI and wet lab technologies to speed up drug discovery, aiming to reduce preclinical periods to under two years. Despite partnerships with Merck, AstraZeneca, and others, Absci's revenue remains minimal, and it has no advanced pipeline assets yet. With a market cap just over $300 million and cash runway into 1H27, Absci is a speculative play in the AI drug discovery space. An analysis around Absci Corporation follows in the paragraphs below. Read the full article on Seeking Alpha
Article d’analyse • Nov 13

Is Absci (NASDAQ:ABSI) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Oct 29

Absci: Embryonic Pipeline Looks Expensive Relative To Peers

Summary Absci's differentiated drug discovery platform could create significant shareholder value long term. The company has a long and expensive path to traverse before it can prove the merits of its approach though. While cash burn is currently limited, Absci's operations are ramping, meaning increased costs could begin to pressure the share price in the future. Absci has largely avoided the growing pessimism towards AI-enabled drug discovery companies and is beginning to look expensive relative to peers as a result. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Absci: AI-Driven Platform Could Establish Best-In-Class TL1A Drug Targeting Profile

Summary Absci Corporation's initiation of a phase 1 study using ABS-101 for the treatment of patients with IBD expected early 2025, with interim data to be released in the 2nd half of 2025. ABS-101 aims to differentiate itself with unique features like de novo antibody creation, multiparameter lead optimization, and reverse immunology, potentially offering superior potency and dosing flexibility. The global Crohn's Disease treatment market is expected to reach $17.80 billion by 2033. The ulcerative colitis treatment market is expected to reach $14.77 billion by 2033. Read the full article on Seeking Alpha
Seeking Alpha • Jul 28

Absci Corporation Leverages AI For Rapid Drug Discovery And Promising Partnerships

Summary Absci Corporation uses IDCP technology to quickly produce high-quality drug candidates in as little as six weeks, reducing costs and improving research success rates. The company has promising candidates in inflammatory bowel disease, dermatology, and immuno-oncology, attracting major partnerships with over $900 million in deal value and royalties. ABSI focuses on three therapeutic areas: inflammatory bowel disease, dermatology, and immuno-oncology. Investors should be aware of the high risks due to the speculative nature of AI-driven drug discovery and potential funding needs. Still, ABSI trades at a reasonable valuation, making it a sound speculative "buy" for investors aware of biotech's inherent risks. Read the full article on Seeking Alpha
Article d’analyse • Jun 17

Is Absci (NASDAQ:ABSI) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • May 16

Absci: 'AI' Tag Keeping Company Afloat While Searching For Right Formula

Summary Absci Corporation, an AI-driven drug discovery company, has seen its share price plummet after its IPO in July 2021. Nearly all AI-driven drug discovery companies have struggled with overall share price performance since IPO. Absci's stock has been picking up - +250% across the past six months - thanks to investment in the sector, and a recently agreed partnership with AstraZeneca. Merck is another Big Pharma partner, but these deals don't guarantee revenues and with development programs preclinical, it's difficult to assign much value. Without its "AI" tag, Absci would likely be a $100m - $200m market cap valuation company. The company may show its mettle in time, but the prospect of near term revenues, or further upside, seems remote in 2024. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Absci: Differentiated Antibody Discovery Play

Summary Absci combines generative AI with scalable wet lab technologies to improve antibody discovery, with the eventual goal of in silico drug design. While Absci's stock has benefitted from AI hype in recent months, the company has substance. Its approach to antibody drug development is unique and could have advantages. Absci's valuation is still reasonable given the company's long-term potential, but the stock price is likely to be tied to AI sentiment in the near term, creating downside risk. Read the full article on Seeking Alpha

Analyse de la situation financière

Passif à court terme: Les actifs à court terme de ABSI ( $132.0M ) dépassent ses passifs à court terme ( $20.0M ).

Passif à long terme: Les actifs à court terme de ABSI ( $132.0M ) dépassent ses passifs à long terme ( $3.6M ).

Historique et analyse du ratio d'endettement

Niveau d'endettement: ABSI dispose de plus de liquidités que de sa dette totale.

Réduire la dette: Le ratio d'endettement de ABSI a été réduit de 206.9% à 0.2% au cours des 5 dernières années.

Bilan

Analyse des pistes de trésorerie

Pour les entreprises qui ont été en moyenne déficitaires dans le passé, nous évaluons si elles disposent d'au moins un an de trésorerie.

Piste de trésorerie stable: ABSI dispose d'une piste de trésorerie suffisante pour plus d'un an sur la base de son flux de trésorerie disponible actuel.

Prévisions de trésorerie: ABSI dispose de moins d'un an de marge de trésorerie si le flux de trésorerie disponible continue de diminuer à un taux historique de 5.9 % chaque année

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 00:20
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Absci Corporation est couverte par 13 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Michael RyskinBofA Global Research
Vamil DivanGuggenheim Securities, LLC
null nullGuggenheim Securities, LLC