Lordcoin

For the $ABCL degens out there. Why did Abcellera went all in antibodies? Because they believes antibodies are one of the most powerful and scalable information systems in biology. They did not accidentally end up focused on antibodies. They made a very deliberate strategic bet that antibodies are the best layer of biology to industrialize. Here’s the deeper logic. 1. Antibodies are programmable biology An antibody is basically a biological targeting missile. It can: • bind to cancer cells • block disease pathways • recruit immune systems • deliver toxic payloads • crosslink receptors • become diagnostics • become therapeutics • become multi specific logic machines The space of possible antibodies is astronomically large. AbCellera realized early that the bottleneck was not biology itself. The bottleneck was: • searching massive immune repertoires • identifying rare high quality binders • optimizing them fast • scaling discovery systematically So they built infrastructure for that search problem. This is why the company feels more like: • semiconductor infrastructure • cloud infrastructure • search infrastructure than traditional biotech 2. Antibodies have insane economics Small molecule drugs are crowded and chemically constrained. Antibodies: • have longer exclusivity • higher pricing power • often better specificity • lower off target toxicity • dominate blockbuster biologics Some of the largest drugs in history are antibodies: • Keytruda • Humira • Opdivo • Stelara The antibody therapeutics market became a multi hundred billion dollar ecosystem. AbCellera saw this and basically asked: What if antibody discovery itself becomes an industrial scale engineering discipline?” That is the core thesis. 3. Their founders came from microfluidics and single cell analysis The founders were not classic pharma executives. They came from: • microfluidics • computational biology • single cell screening Their original breakthrough was realizing you could screen immune cells at enormous scale using engineered systems. That naturally maps to antibodies because antibodies originate from B cells. So the company’s entire technological DNA evolved around: • mining immune systems • isolating rare antibodies • computational analysis of immune repertoires Once you build that engine, antibodies become the obvious focus 4. Antibodies create a compounding data flywheel This is the part many investors miss. Every antibody discovery campaign generates: • binding data • sequence data • structural data • manufacturability data • functional outcome data Over time: more campaigns → more proprietary data → better ML models → better antibodies → more partners → more data. This is why many bulls see AbCellera less as a biotech and more as a biological data infrastructure company. The moat is potentially: • datasets • workflows • automation • integrated wet lab + AI systems • feedback loops between biology and computation Initially they did not want to become a normal biotech. They wanted to become the infrastructure layer for antibody drug creation. That is why they partnered with 100+ programs instead of betting on one molecule. The original vision was: • help many companies discover antibodies • collect milestones and royalties • build data • scale the platform Almost like AWS for antibody discovery. But then something changed 5. They realized the platform itself was too valuable to only rent out Around 2023 they decided instead of only helping others create drugs, they would increasingly create their own pipeline. Why? Because if your platform is genuinely superior, the highest ROI is owning the assets yourself. That is why they: • built manufacturing • expanded clinical capabilities • moved toward vertically integrated drug creation I’m bullish.

𝕏 is the mind of humanity

He actually did the meme 🤣🤣