Absci Corporation

NasdaqGS:ABSI Voorraadrapport

Marktkapitalisatie: US$721.8m

Absci Beheer

Beheer criteriumcontroles 4/4

De CEO Absci is Sean McClain, benoemd in Aug2011, heeft een ambtstermijn van 14.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 3.69M, bestaande uit 18.7% salaris en 81.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 5.67% van de aandelen van het bedrijf, ter waarde $ 40.90M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3 jaar en 3.1 jaar.

Belangrijke informatie

Sean McClain

Algemeen directeur

US$3.7m

Totale compensatie

Percentage CEO-salaris18.71%
Dienstverband CEO14.8yrs
Eigendom CEO5.7%
Management gemiddelde ambtstermijn3yrs
Gemiddelde ambtstermijn bestuur3.1yrs

Recente managementupdates

Recent updates

Analyseartikel • 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
Analyseartikel • 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
Analyseartikel • 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
Analyseartikel • 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 CEO-vergoeding

Hoe is Sean McClain's beloning veranderd ten opzichte van Absci's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 3.69M ) Sean } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.79M ).

Compensatie versus inkomsten: De vergoeding van Sean is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Sean McClain (35 yo)

14.8yrs
Tenure
US$3,686,615
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Sean McClain
Founder14.8yrsUS$3.69m5.67%
$ 40.9m
Zachariah Jonasson
Chief Business Officer & CFO2.8yrsUS$2.31m0.15%
$ 1.1m
Todd Bedrick
Senior VP & Chief Accounting Officer3.8yrsgeen gegevens0.053%
$ 379.6k
Alexander Khan
CVP of Finance & Head of Investor Relations3.2yrsgeen gegevensgeen gegevens
Shelby Walker
Chief Legal Officer1.9yrsgeen gegevens0.0064%
$ 46.1k
Jeanne Schreuder
Senior Vice President of People & Experienceless than a yeargeen gegevensgeen gegevens
Wen Sha
Chief of Staff4.3yrsgeen gegevensgeen gegevens
Christine Lemke
Senior Vice President of Portfolio & Growth Strategy3.3yrsgeen gegevensgeen gegevens
Amir Shanehsazzadeh
Chief AI Officerless than a yeargeen gegevensgeen gegevens
Ransi Somaratne
Chief Medical Officerless than a yeargeen gegevensgeen gegevens
Amer-Denis Akkad
Vice President of Researchno datageen gegevensgeen gegevens
3.0yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ABSI wordt beschouwd als ervaren (gemiddelde ambtstermijn 3 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Sean McClain
Founder5.6yrsUS$3.69m5.67%
$ 40.9m
Mary Szela
Independent Directorless than a yearUS$367.54kgeen gegevens
Karen McGinnis
Lead Independent Director5.8yrsUS$240.10k0.015%
$ 110.3k
François van Houten
Independent Director2.9yrsUS$269.03k0.031%
$ 226.0k
Daniel Rabinovitsj
Independent Director3.5yrsUS$237.60k0.0057%
$ 40.9k
Andreas Busch
Co-Chair of Scientific Advisory Board2.3yrsUS$1.56m0.20%
$ 1.5m
Iain McInnes
Member of Scientific Advisory Board1.5yrsgeen gegevensgeen gegevens
David Goldberg
Member Scientific Advisory Boardless than a yeargeen gegevensgeen gegevens
Menelas Nicolas Pangalos
Independent Director & Member of Scientific Advisory Board2.3yrsUS$245.60k0.11%
$ 814.9k
Joseph Sirosh
Independent Director4.3yrsUS$216.01k0.0057%
$ 40.9k
Victor Greiff
Member of Scientific Advisory Board3.3yrsgeen gegevensgeen gegevens
Hubert Truebel
Member of Scientific Advisory Board3.3yrsgeen gegevensgeen gegevens
3.1yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ABSI wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.1 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 18:43
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Absci Corporation wordt gevolgd door 13 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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