AbSci (ABSI)
NASDAQ:ABSI
Earnings Data
Report Date
May 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.21Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed substantial progress and multiple near-term catalysts: first-in-human dosing for ABS-201 with favorable emerging safety/PK, an expanded indication into endometriosis with a planned Phase 2, published platform validation for de novo antibody design, strong survey-based commercial interest, and a stated cash runway into 2028. Counterbalancing these positives are modest current revenue, increased R&D spend (+37.5% YoY for the quarter), a sequential cash decline (-5.4%), early-stage clinical evidence with limited exposure, and competitive/regulatory uncertainties. On balance, the momentum on clinical advancement, platform differentiation, and market interest outweigh the present financial burn and early-stage risks.Company Guidance
Clinical Progress — ABS-201 Dosing and Early Safety/PK
Dosed first three SAD cohorts (roughly ~24 participants estimated) in ongoing Phase 1/2a headline trial; ABS-201 reported as well tolerated with favorable emerging safety data and emerging PK that supports the modeled dosing regimen. Planned milestones: preliminary safety/tolerability/PK data in H1 2026, interim 13-week proof-of-concept (POC) in H2 2026, and full 26-week POC in early 2027. Trial design enrolls up to 227 participants and includes SAD and MAD portions with MAD powered for AGA POC.
Expanded Indication Strategy — Endometriosis Into Clinic
Expanded ABS-201 into endometriosis as a second large indication; plan to use Phase 1/2a safety, tolerability, and PK to support initiation of a Phase 2 endometriosis trial in Q4 2026 with an interim POC readout anticipated in 2027. Endometriosis estimated to affect ~10% of reproductive-age women and has no FDA-approved disease-modifying therapy.
Platform Validation — OriginOne and De Novo Design Milestone
Published what company describes as the first demonstration of de novo, full-length antibody design to zero prior epitopes using the OriginOne generative AI platform integrated with lab-in-the-loop validation. Platform reportedly generates leads by screening <100 designs per target with atomically accurate predictive structures and confirmed functional activity.
Faster, Lower-Cost Program Advancement
Company advanced its first two programs from AI design to IND in approximately two years at roughly $15M investment per program versus typical industry timelines of four to six years and $50M+—representing significantly faster and lower-cost progression (company cites ~$15M vs $50M+ per program).
Commercial Interest and Market Research
Consumer survey (610 participants) shows strong interest: 87% of men and 69% of women would be extremely/very likely to ask an HCP about ABS-201; interest rises to 92% (men) and 89% (women) among those using oral minoxidil. Estimated U.S. addressable AGA population of ~15–18M with annual treatable volume of ~5–9M; company cites potential U.S. TAM exceeding $25B for ABS-201 profile.
Differentiated Preclinical Profile — Half-Life and Mechanism
ABS-201 engineered with extended half-life (reported 3–4x longer than a competitor antibody in preclinical studies), designed to support infrequent dosing (company projects ~2–3 administrations for durable, multiyear regrowth). Preclinical human ex vivo and nonhuman primate data support follicle target engagement and mechanism (prolactin receptor inhibition, stem cell niche regeneration).
Balance Sheet and Runway
Cash, cash equivalents, and marketable securities of $144.3M as of December 31, 2025. Company states existing cash balance is expected to fund operations into 2028. Additionally recorded a $5.1M gain on settlement of contingent consideration resulting in $8.7M of unrestricted cash proceeds.
Partnering Pipeline and Capital Strategy
Active discussions with multiple strategic partners and pharma for platform and asset partnerships; company expects to prioritize ABS-201 while exploring nondilutive opportunities and early-stage asset transactions to generate additional cash inflows.
ABSI 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
ABSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $3.01 | $2.92 | -2.99% |
Nov 12, 2025 | $3.40 | $2.64 | -22.35% |
Aug 12, 2025 | $2.97 | $3.12 | +5.05% |
May 13, 2025 | $2.96 | $2.91 | -1.69% |
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 AbSci (ABSI) report earnings?
AbSci (ABSI) is schdueled to report earning on May 19, 2026, Before Open (Confirmed).
What is AbSci (ABSI) earnings time?
AbSci (ABSI) earnings time is at May 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ABSI EPS forecast?
ABSI EPS forecast for the fiscal quarter 2026 (Q1) is -0.19.