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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.12Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive clinical and financial picture: compelling interim Phase I data for ABCL635 (favorable tolerability, strong PK/PD and sustained target engagement) with a clear near-term Phase II catalyst (Q3 2026), expanding pipeline progress, and a robust liquidity position (~$655M available including government funding). Headwinds include continued quarterly losses (~$43M), modest current revenue (~$8M) with expected declines in partner-derived research fees, a small potential tolerability signal at the highest dose (900 mg), blinded MAD data limiting full visibility, and remaining scientific/efficacy risk until Phase II readout. Overall, positives (clinical momentum, liquidity, and pipeline cadence) outweigh the negatives, but the company remains dependent on upcoming Phase II and other near-term milestones.Company Guidance
Promising ABCL635 Phase I Interim Data
Unblinded single-ascending-dose data show ABCL635 was generally well tolerated with no serious adverse events, no severe adverse events, no discontinuations and no liver toxicity; overall incidence of any adverse event was 50% in both treatment and pooled placebo groups with the vast majority grade 1.
Strong Pharmacokinetics and Pharmacodynamics for ABCL635
ABCL635 exhibited linear, approximately dose-proportional PK with low variability and an estimated half-life of ~24 days supporting monthly subcutaneous dosing; dose-dependent testosterone suppression in men was sustained (≈50% to >75% reductions for several weeks at 300, 600 and 900 mg), plus dose-dependent suppression of LH and FSH, demonstrating robust target engagement.
Advancement to Phase II with Clear Near-Term Catalyst
ABCL635 was advanced to Phase II in January; randomized double-blind placebo-controlled study (~80 patients, 1:1, single 600 mg SC dose) is enrolling well with a topline efficacy and safety readout expected in Q3 2026 (primary endpoint at 4 weeks).
Pipeline Progress and Upcoming Milestones
Second clinical program ABCL575 top-line Phase I readout expected in Q4 2026; ABCL688 and ABCL386 are in IND-enabling activities aiming for clinical starts in 2027; company targets adding at least one new development candidate in H1 2026 and up to three additional clinical-stage programs by end of 2027.
Strong Liquidity Position
Approximately $531M in cash, cash equivalents and marketable securities and roughly $125M of available committed government funding (total available liquidity ≈ $655M including unused secured government funds); $428M is invested in short-term marketable securities.
Improving and Managed Expense Profile
Revenue for Q1 2026 was ~$8M versus ~$4M in Q1 2025 (≈100% increase, both periods mostly research fees); R&D spend was ~$47M (≈$4M increase year-over-year, ≈9%); SG&A decreased to ~$12M from ~$19M (greater than 35% reduction), driven by conclusion of IP litigation and organizational changes.
Controlled Cash Burn from Operations
Operating cash used ~$34M in Q1 2026 but excluding marketable securities and other investments operating cash use was only ~$3M; management expects sufficient liquidity to fund at least the next three years of pipeline investments.
ABCL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ABCL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $5.25 | $4.95 | -5.71% |
Feb 24, 2026 | $3.22 | $3.19 | -0.93% |
Nov 06, 2025 | $4.53 | $3.91 | -13.69% |
Aug 07, 2025 | $4.24 | $4.25 | +0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Abcellera Biologics, Inc. (ABCL) report earnings?
Abcellera Biologics, Inc. (ABCL) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Abcellera Biologics, Inc. (ABCL) earnings time?
Abcellera Biologics, Inc. (ABCL) earnings time is at Aug 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ABCL EPS forecast?
ABCL EPS forecast for the fiscal quarter 2026 (Q2) is -0.14.