Absci Salute del bilancio
Criteri Salute finanziaria verificati 6/6
Absci ha un patrimonio netto totale di $172.0M e un debito totale di $413.0K, che porta il suo rapporto debito/patrimonio netto a 0.2%. Le sue attività totali e le sue passività totali sono rispettivamente $195.6M e $23.6M.
Informazioni chiave
0.24%
Rapporto debito/patrimonio netto
US$413.00k
Debito
| Indice di copertura degli interessi | n/a |
| Contanti | US$125.71m |
| Patrimonio netto | US$171.97m |
| Totale passività | US$23.62m |
| Totale attività | US$195.59m |
Aggiornamenti recenti sulla salute finanziaria
Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Aggiornamento narrativa • Jul 24
ABSI: Hair Loss And Endometriosis Readouts Will Drive The Next Phase
Analysts have raised their blended Absci price target from about $10 to roughly $17, citing stronger views on the potential of lead asset ABS-201 after positive interim Phase 1 data, expanded modeled sales in endometriosis and androgenetic alopecia, and reduced near-term balance sheet risk following recent financing. Analyst Commentary Recent research coverage on Absci centers on how quickly ABS-201 has moved from a platform proof point to the key driver of valuation, with price targets and models now increasingly tied to the drug's potential in androgenetic alopecia and endometriosis.
Aggiornamento narrativa • Jul 10
ABSI: Interim Hair Loss Data And Funding Will Drive Repricing Ahead
The Absci analyst price target has moved higher, with fair value rising from $12.40 to about $13.78 as analysts factor in positive interim ABS-201 data, expanded sales assumptions in endometriosis, and reduced near term balance sheet risk following recent financing. Analyst Commentary Recent research on Absci highlights a mix of optimism around ABS-201 and its AI platform, alongside clear reminders of execution and clinical risk.Aggiornamento narrativa • Jun 26
ABSI: Interim Hair Loss Data And Financing Will Drive Repricing Ahead
Absci's updated analyst price target now reflects a move from $8.11 to $12.40, with analysts pointing to positive interim ABS-201 data, expanded indications such as endometriosis, and reduced near term balance sheet risk as key drivers of their revised valuation work. Analyst Commentary Analyst commentary on Absci centers on how far the ABS-201 program and the broader AI-driven platform can carry the valuation, with price targets across the Street now clustered well above prior levels.Seeking Alpha • Jun 24
Absci: Eli Lilly Backs Alopecia Data With Funding, But Risks Remain
Summary Absci Corporation stock surged over 30% after announcing a $100M equity offering with Eli Lilly as a key participant. ABSI's AI-designed antibody ABS-201 targets androgenetic alopecia and endometriosis, with promising Phase 1 safety and PK data but no human proof-of-concept yet. Despite ABSI management's $4.5B peak sales projection for ABS-201, I maintain a Hold rating due to early-stage risk and limited in-human efficacy data. Upcoming Phase II readouts for ABS-201 in AGA and endometriosis within 24 months present significant catalysts, but the investment remains speculative. Read the full article on Seeking AlphaArticolo di analisi • Jun 19
Absci (ABSI) Stock Could Be 63% Overvalued After Leerink Starts Coverage
Absci (ABSI) drew fresh attention after Leerink initiated coverage, highlighting the company’s AI native, clinical stage drug pipeline, including ABS-20 and ABS-201, and pointing to 2026 as a potentially important clinical data year. See our latest analysis for Absci. Absci’s recent coverage has coincided with strong momentum, with a 30 day share price return of 60.04% and a 90 day share price return of 150.34%. The 1 year total shareholder return of 169.45% points to strong longer term...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaArticolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaArticolo di analisi • 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 AlphaSeeking 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 AlphaAnalisi della posizione finanziaria
Passività a breve termine: Le attività a breve termine ( $132.0M ) di ABSI superano le sue passività a breve termine ( $20.0M ).
Passività a lungo termine: Le attività a breve termine di ABSI ( $132.0M ) superano le sue passività a lungo termine ( $3.6M ).
Storia e analisi del rapporto debito/patrimonio netto
Livello di debito: ABSI ha più liquidità del suo debito totale.
Riduzione del debito: Il rapporto debito/patrimonio netto di ABSI si è ridotto da 206.9% a 0.2% negli ultimi 5 anni.
Bilancio
Analisi della pista di contanti
Per le società che in passato sono state mediamente in perdita, valutiamo se hanno almeno un anno di liquidità.
Pista di liquidità stabile: ABSI ha una pista di cassa sufficiente per più di un anno in base al suo attuale flusso di cassa libero.
Previsione Cash Runway: Si prevede che ABSI disponga di liquidità sufficiente per 10 mesi in base al flusso di cassa libero estimates, ma da allora ha raccolto capitale aggiuntivo.
Scoprire le aziende sane
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 09:26 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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 delle guide su come utilizzare i nostri report e dei 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
Absci Corporation è coperta da 15 analisti. 10 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.
| Analista | Istituzione |
|---|---|
| Michael Ryskin | BofA Global Research |
| Kambiz Yazdi | BTIG |
| Vamil Divan | Guggenheim Securities, LLC |