Who mentions $ABCL most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $ABCL most — 64 mentions in the past 12 months.

When was $ABCL first mentioned on Surfaced?

The earliest tracked mention of $ABCL in the Surfaced archive was on Jul 17, 2025.

How many voices track $ABCL?

6 FinTwit voices have mentioned $ABCL 74 times in the past 12 months.

What kind of voices mention $ABCL most?

$ABCL is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

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$ABCL

Abcellera Biologics Inc

$ABCL

Abcellera Biologics Inc

Past 12mo:74mentions6voices

All voices3 calls since Jan 2026show all

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About this stock

$ABCL was mentioned 74 times over a 12-month period from July 2025 through July 2026 by 6 distinct FinTwit voices, with @investmentguru_ dominating the conversation at 64 mentions. The remaining discussion came from @moninvestor (4 mentions), @midascabal (3 mentions), @mrmikeinvesting (1 mention), and @stocksavvyshay (1 mention). Long research constituted the primary category of posts discussing the biotech name. The ticker first appeared in the archive on July 17, 2025, with the most recent mention occurring on July 7, 2026.

AI-generated from tracked posts · updated Jul 8, 2026

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@investmentguru_Apr 18, 2026 · 10:35 PM

$ABCL AbCellera Biologics — The Antibody Engine Nobody Is Talking About Most biotech investors chase companies with one shot at a blockbuster drug. AbCellera is building something different — a platform that discovers, develops, and manufactures antibody medicines across multiple disease areas simultaneously. And 2026 is shaping up to be the most important year in the company’s history. What They’ve Built AbCellera started as a drug discovery platform — helping partners like AbbVie find antibody candidates faster using AI, microfluidics, and single-cell screening. That partnership engine now has 104 cumulative program starts with downstream economics. 19 molecules have reached the clinic — up from just 14 two years ago. But the company has quietly made a major pivot: from platform partner to clinical-stage biotech with its own pipeline of first-in-class medicines. The Pipeline — Where It Gets Interesting ABCL635 — Women’s Health / Menopause → Potential first-in-class non-hormonal treatment for hot flashes (vasomotor symptoms) → Targets NK3R — a clinically validated receptor on neurons that regulate body temperature → Phase 1 safety data showed encouraging results + strong target engagement → fast-tracked into Phase 2 → Phase 2 is a randomized, double-blind, placebo-controlled study in 80 postmenopausal women → Top-line results from both Phase 1 and Phase 2 expected Q3 2026 This is a massive addressable market. ~30% of menopausal women experience moderate-to-severe symptoms. Most existing non-hormonal options have significant side effect profiles. A long-acting antibody approach could be a genuine category creator. ABCL575 — Immunology / Atopic Dermatitis → Phase 1 underway for moderate-to-severe atopic dermatitis → Targets OX40L — a regulator of inflammatory pathways → Engineered for every-6-month dosing convenience → Potential expansion into broader autoimmune conditions ABCL688 + ABCL386 — Both advancing into IND/CTA-enabling studies. 20+ programs in discovery. 1–3 new INDs per year planned going forward. Financial Foundation → FY2025 revenue: $75.1M (vs. $28.8M in FY2024 — massive jump) → Net loss narrowing: $146.4M in 2025 vs. $162.9M in 2024 → ~$500M plus in available liquidity — runway well beyond 3 years → Clinical manufacturing facility now operational The cash position is the key. AbCellera isn’t going to be diluted into oblivion chasing its pipeline. They have the runway to let the science play out. Why 2026 Is the Inflection Year The company entered 2025 as a platform business. It enters 2026 as a clinical-stage biotech with: → Two programs in active clinical trials → Top-line data from both expected this year → Two more candidates moving toward the clinic → A fully built manufacturing platform Q3 2026 ABCL635 readout is the single biggest near-term catalyst. Positive data in a large, underserved women’s health market could reprice this stock significantly. The Honest Risks → Still burning ~$150M/year — profitability is years away → Clinical-stage biotech = binary data risk (Phase 2 can fail) → Partnering revenue is lumpy and hard to model (Q4 2025 was inflated by a one-time patent settlement) → Stock has been under significant pressure — down sharply from its 2021 peak This is not a safe, steady compounder. It’s a high-conviction bet on the science. The Bigger Picture AbCellera has spent years and hundreds of millions building an antibody discovery and development engine that most companies can only dream of. The platform is complete. The clinical manufacturing facility is live. The pipeline is moving. Now they have to deliver data. If ABCL635 works — non-hormonal, long-acting, antibody-based relief for millions of women — this company looks very different by 2027. Watching closely.

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@midascabalJan 14, 2026 · 10:09 PM

Like if $ABCL is going to explode after the JPM presentation today.

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@investmentguru_Jan 9, 2026 · 1:32 AM

$ABCL one of my high conviction stock.

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