With the recent volume on $ABCL, it feels like it’s just a matter of time…

I’ve increased my $ABCL position by 33%

ABCL575 was inherited from a prior partner (EQRx) pursuing OX40L in AD, not selected under current $ABCL's strategic criteria. It was cheap enough to run Phase 1, so they advanced it. Stopping after Phase 1 reflects discipline, not platform or management failure.

If $ABCL retests $3.79 again, I will increase my position another 33%. I have not felt this level of conviction since $PLTR. Remember, your average cost does not matter. Your share count does. Long and strong. Happy Friday ☀️🍀

$ABCL $1.25B mkt cap, ~$700M cash, $0 debt So the market assigns ~$550M EV to ALL operating assets, including: • GMP facility + PPE • 100+ drug programs • Big Pharma partnerships • Discovery platform • Royalties • Pipeline Yeah, I'll take that bet every single time.

$ABCL "If done right, and if you can pick the right opportunities, the success rate can be well higher than an order of magnitude better...Regeneron's success rate is 10 times the industry bringing programs forward and getting them approved" - Carl Hansen

By targeting GPCRs & Ion Channels with precision antibodies, $ABCL is unlocking a $600B+ TAM, representing approximately 40% of all drug targets. With higher success and lower toxicity, $ABCL effectively becomes the gatekeeper to the next decade of blockbusters.

$ABCL ABCL635 WILL BE the first fully owned, commercialized asset for the company. 🍀

$ABCL "The proof of concept will be at 4 weeks. And we believe that's more than sufficient to be able to see the pharmacology and degree of efficacy and safety in a placebo-controlled cohort" - Sarah Noonberg First dose announced 1.12.26 Insider buying 2.27.26 >4 weeks 👀

$ABCL "Behind these first 4 programs, we have more than 20 programs in discovery, and we anticipate advancing a fifth program into IND-enabling activities in the first half of 2026" - Carl Hansen Are we getting a new molecule May 11? 🤔

Absolutely insane $PLTR

$ABCL Cantor Fitzgerald initiates coverage with an Overweight rating and $7 price target

$ABCL Wasn’t planning on it, but a small DCA for my AbCellera family. Long and strong. We know what we hold.🍀

$ABCL AbCellera T - 5 days.

$ABCL Another small DCA on irrational movement. Looking forward to May 11 🍀

$ABCL ABCL635 is in Phase 2, so the Phase 1 data was obviously good enough. May 11 is about how good: 1) HOW clean was safety? 2) HOW strong was target engagement? 3) HOW strong is the PK/PD? This would confirm the ability to build antibodies against difficult GPCR targets

$ABCL Real view of $ABCL fighting for the $5 weekly close ⚔️

$ABCL community, you should be proud. $5 weekly close cleared. Extremely happy to be part of this journey with all of you. Long and strong. 💎🦧 Happy Friday, and have a great weekend. See ya'll on Monday for our quarterly Super Bowl 🚀🍀

$ABCL Bro just casually dropped fire on a Friday afternoon. If you haven’t had a chance to check it out, it would go well with a cup of coffee on an early Saturday morning ☕️ credit: Jack Prescott

Was chatting with Jack Prescott just now, and I think this is an incredibly important concept. Of course, as humans, we always want more. But, the goal should be freedom and independence from others. That is ultimately defined on a per individual basis. Happy Sunday! 🍀