AbCellera Biologics Inc.

Report azionario NasdaqGS:ABCL

Capitalizzazione di mercato: US$1.6b

AbCellera Biologics Gestione

Criteri Gestione verificati 4/4

AbCellera Biologics Il CEO è Carl Hansen, nominato in Nov2012, e ha un mandato di 13.5 anni. la retribuzione annua totale è $ 6.29M, composta da 8.7% di stipendio e 91.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 18.68% delle azioni della società, per un valore di $ 296.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 6.7 anni.

Informazioni chiave

Carl Hansen

Amministratore delegato

US$6.3m

Compenso totale

Percentuale dello stipendio del CEO8.74%
Mandato del CEO13.5yrs
Proprietà del CEO18.7%
Durata media del management5.3yrs
Durata media del Consiglio di amministrazione6.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Seeking Alpha Mar 26

AbCellera: Dart-Board Approach Reflects Trading Premium (Upgrade)

Summary AbCellera has shifted to a clinical-stage company with two molecules in trials. Increasing cash burn eats into the existing $700M liquidity pool that has been a boon to investors. Canadian government backing could prove vital as the pipeline expands and more research facilities are needed. Antibody treatments are targeting large markets, which may offset execution risk in unproven antibody pipeline. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Nuova narrazione 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.
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Carl Hansen rispetto agli utili di AbCellera Biologics?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Carl ($USD 6.29M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.47M ).

Compensazione vs guadagni: La retribuzione di Carl è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Carl Hansen (50 yo)

13.5yrs
Mandato
US$6,293,086
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Carl Hansen
CEO, President & Chairperson13.5yrsUS$6.29m18.68%
$ 296.6m
Andrew Booth
Chief Financial Officer6.8yrsUS$3.38m0.11%
$ 1.7m
Veronique Lecault
CTO & Director1.3yrsUS$2.32m3.15%
$ 50.0m
Tryn Stimart
Chief Legal Officer6.8yrsUS$2.34m0.00016%
$ 2.5k
Andrew Knowles
Vice President of Operationsno dataNessun datoNessun dato
Marcie Thiessen
Senior Director of Finance & Accountingno dataNessun datoNessun dato
Martin Hogan
Senior Director of Strategic Finance & IRno dataNessun datoNessun dato
Tiffany Chiu
Vice President of Communicationsno dataNessun datoNessun dato
Caitlin Webster
Director of Talent Development5.3yrsNessun datoNessun dato
Murray McCutcheon
Senior Vice President of Partnering3.3yrsNessun datoNessun dato
Adam Clarke
Senior Vice President of Discoveryno dataNessun datoNessun dato
Paul Colussi
Site Head & Vice President of Australia3.3yrsNessun datoNessun dato
5.3yrs
Durata media
50.5yo
Età media

Gestione esperta: Il team dirigenziale di ABCL è esperto e expertise (durata media dell'incarico 5.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Carl Hansen
CEO, President & Chairperson13.5yrsUS$6.29m18.68%
$ 296.6m
Veronique Lecault
CTO & Director7.8yrsUS$2.32m3.15%
$ 50.0m
Stephen Quake
Independent Directorless than a yearUS$437.49k0.36%
$ 5.7m
Michael Hayden
Independent Lead Director6.7yrsUS$586.36k0.47%
$ 7.5m
John Montalbano
Independent Non-Employee Director5.5yrsUS$558.86k0.081%
$ 1.3m
6.7yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ABCL sono considerati esperti (durata media dell'incarico 6.7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 19:36
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AbCellera Biologics Inc. è coperta da 16 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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