Absci Corporation

NasdaqGS:ABSI 주식 리포트

시가총액: US$795.1m

Absci 경영진

경영진 기준 점검 4/4

Absci CEO는 Sean McClain, Aug2011 에 임명되었습니다 의 임기는 14.75 년입니다. 총 연간 보상은 $3.69M, 18.7% 급여 및 81.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $45.05M 가치에 해당하는 회사 주식의 5.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 3.1 년입니다.

핵심 정보

Sean McClain

최고경영자

US$3.7m

총 보수

CEO 급여 비율18.71%
CEO 재임 기간14.8yrs
CEO 지분 보유율5.7%
경영진 평균 재임 기간3yrs
이사회 평균 재임 기간3.1yrs

최근 경영진 업데이트

Recent updates

분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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

CEO 보수 분석

Sean McClain의 보수는 Absci의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$118m

Dec 31 2025US$4mUS$690k

-US$115m

Sep 30 2025n/an/a

-US$115m

Jun 30 2025n/an/a

-US$113m

Mar 31 2025n/an/a

-US$107m

Dec 31 2024US$10mUS$660k

-US$103m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$92m

Mar 31 2024n/an/a

-US$109m

Dec 31 2023US$3mUS$620k

-US$111m

Sep 30 2023n/an/a

-US$106m

Jun 30 2023n/an/a

-US$112m

Mar 31 2023n/an/a

-US$99m

Dec 31 2022US$4mUS$600k

-US$105m

Sep 30 2022n/an/a

-US$111m

Jun 30 2022n/an/a

-US$107m

Mar 31 2022n/an/a

-US$121m

Dec 31 2021US$4mUS$505k

-US$103m

Sep 30 2021n/an/a

-US$84m

Jun 30 2021n/an/a

-US$73m

Mar 31 2021n/an/a

-US$48m

Dec 31 2020US$1mUS$260k

-US$49m

보상 대 시장: Sean의 총 보수(USD3.69M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M) 수준입니다.

보상과 수익: Sean의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Sean McClain (35 yo)

14.8yrs
재임 기간
US$3,686,615
보수

Mr. Sean Mcclain is the Founder of Absci Corporation (formerly known as AbSci, LLC) and serves as its Chief Executive Officer since August 2011 and Director since its formation in October 2020. Mr. Mcclain...

리더십 팀

이름직위재임 기간보수지분
Sean McClain
Founder14.8yrsUS$3.69m5.67%
$ 45.1m
Zachariah Jonasson
Chief Business Officer & CFO2.8yrsUS$2.31m0.15%
$ 1.2m
Todd Bedrick
Senior VP & Chief Accounting Officer3.8yrs데이터 없음0.053%
$ 418.2k
Alexander Khan
CVP of Finance & Head of Investor Relations3.2yrs데이터 없음데이터 없음
Shelby Walker
Chief Legal Officer1.9yrs데이터 없음0.0064%
$ 50.7k
Jeanne Schreuder
Senior Vice President of People & Experienceless than a year데이터 없음데이터 없음
Wen Sha
Chief of Staff4.3yrs데이터 없음데이터 없음
Christine Lemke
Senior Vice President of Portfolio & Growth Strategy3.3yrs데이터 없음데이터 없음
Amir Shanehsazzadeh
Chief AI Officerless than a year데이터 없음데이터 없음
Ransi Somaratne
Chief Medical Officerless than a year데이터 없음데이터 없음
Amer-Denis Akkad
Vice President of Researchno data데이터 없음데이터 없음
3.0yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: ABSI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).

이사회 구성원

이름직위재임 기간보수지분
Sean McClain
Founder5.6yrsUS$3.69m5.67%
$ 45.1m
Mary Szela
Independent Directorless than a yearUS$367.54k데이터 없음
Karen McGinnis
Lead Independent Director5.8yrsUS$240.10k0.015%
$ 121.5k
François van Houten
Independent Director2.9yrsUS$269.03k0.031%
$ 249.0k
Daniel Rabinovitsj
Independent Director3.5yrsUS$237.60k0.0057%
$ 45.0k
Andreas Busch
Co-Chair of Scientific Advisory Board2.3yrsUS$1.56m0.20%
$ 1.6m
Iain McInnes
Member of Scientific Advisory Board1.5yrs데이터 없음데이터 없음
David Goldberg
Member Scientific Advisory Boardless than a year데이터 없음데이터 없음
Menelas Nicolas Pangalos
Independent Director & Member of Scientific Advisory Board2.3yrsUS$245.60k0.11%
$ 897.6k
Joseph Sirosh
Independent Director4.3yrsUS$216.01k0.0057%
$ 45.0k
Victor Greiff
Member of Scientific Advisory Board3.3yrs데이터 없음데이터 없음
Hubert Truebel
Member of Scientific Advisory Board3.3yrs데이터 없음데이터 없음
3.1yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: ABSI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 11:10
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Absci Corporation는 13명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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