Alexander Coman

@BreakoutBiotech Thank you for the constant writing on ABCL. Absolutely love these.

$ABCL While AbCellera's GPCR and multi-specific/TCE platforms are exciting on their own, I'm even more excited about the asymmetric value they can create by combining them. Some of the hardest (and most lucrative) GPCR targets fall into categories where multi-specific modalities (like T-cell Engagers or ADCs) are required, for example: • GPRC5D (G-protein coupled receptor class C group 5 member D) - Massively overexpressed in Multiple Myeloma. It’s the target behind J&J’s Talquetamab. Unlocking it opens the floodgates for high-value T-cell engagers (GPRC5D x CD3). • LGR5 (Leucine-Rich Repeat Containing G Protein-Coupled Receptor 5) - The definitive marker for colorectal cancer stem cells. Hitting this with a selective ADC or bispecific (LGR5 x EGFR) would not only shrink tumors, but also eliminate the self-renewing engine of chemoresistance. • SSTR2 (Somatostatin Receptor 2) - Heavily overexpressed in neuroendocrine tumors and small cell lung cancer. By transitioning this target from traditional radiopharmaceuticals to a bispecific T-cell engager (SSTR2 x CD3), platforms can unlock a massive, highly selective solid tumor market with superior drug-like half-lives. AbCellera isn't just building one platform in a notoriously difficult space, they're tackling multiple bottlenecks at once and compounding them to create one of the deepest, most vertically integrated moats in biotech.

@cyberprince_rwo 98.8% ABCL

When someone posts a position, and it's like now up to 5% of portfolio, it makes me want to fucking kill them.

@AlAlphaResearch I am all in on $ABCL. My EOY price target is $14 after positive ABCL635 data in Q3.

$ABCL AbCellera is one of those companies where the more you dig, the more interesting it gets. Most people still haven't connected all the pieces. #AbCellera built a fully integrated antibody discovery platform that takes a drug from concept to clinical candidate faster than traditional pharma can. During COVID, they developed bamlanivimab in under 90 days. That speed isn't a one time thing. It's the platform. 203 active clinical programs. 14 molecules in clinical stage. All running on the same discovery engine. The platform is now getting externally validated in a way that's hard to ignore. June 17, Jazz Pharmaceuticals announced a multi-program TCE collaboration with AbCellera for next-generation T-cell engaging multispecific antibodies targeting gastrointestinal cancers and solid tumors. $56M in upfront payments. Up to $792M per program in option fees and milestones. Five programs total, potential value up to ~$4B. Plus tiered royalties on net sales ranging from mid-single to low double digits. Jazz has already committed to starting a third program within 12 months, before any data from the first two programs exists. That's not a company testing a relationship. That's a company building a pipeline inside someone else's platform. This is also not AbCellera's first major TCE deal. AbbVie expanded their TCE collaboration in January 2025. Jazz just validated the same platform from a completely different angle in oncology. Then there's ABCL635, their internal NK3R antibody for menopausal hot flashes. Phase 1 data in May showed zero liver toxicity across all doses from 30mg to 900mg. Half life of approximately 24 days supporting once monthly dosing. Target engagement confirmed. Phase 2 is already enrolling. Q3 topline efficacy data is the next catalyst. For context, Veozah, the only approved oral NK3R drug, carries a Black Box Warning for liver toxicity and still generated $234M in its first nine months on market. ABCL635 showed zero liver enzyme elevations at doses more than 20 times higher than Veozah's approved dose. The dosing headroom Astellas never had is sitting right there. The balance sheet is what makes all of this genuinely interesting as a risk reward. $655M in total liquidity. Current ratio of 14.05. Zero long term debt. The Jazz $56M upfront is non-dilutive cash that lands on top of that. For a clinical stage biotech, this is an unusually strong position to be in. CEO Carl Hansen owns 20.9% of the company. Goldman accumulated 4.3M shares. Baker Bros increased from 9.1% to 10.8% the day before the Phase 1 readout. Simply Wall St fair value estimate $10.43 against a current price of $5.74, flagging 45% potential undervaluation.Two independent shots at value creation running simultaneously. ABCL635 Phase 2 in Q3. Jazz TCE platform deal generating near-term cash and long term royalty optionality. Neither depends on the other. The market is still pricing this like a company with one drug in the pipeline. The actual story is a platform company that keeps getting paid to let large pharma use its engine, while also running its own most promising asset toward the most important data readout of the year.

@NotA_Bull $ABCL

What is the single biggest position in your entire portfolio? No ETFs, stocks only.

@JacquesGariepy @adamhrndz Il se fout de nos geules.

@adamhrndz What's funny about that?

JUST IN: Anthropic has allowed usage for Fable 5 to Select Users.

@Sofia_u7 @FabrizioRomano Source?

@FabrizioRomano People keep asking when Rob Edwards got sacked, but he actually left by mutual agreement after months of pressure and poor results.

🚨🐺 EXCL: Wolves agree deal in principle to appoint Cesar Peixoto as new head coach. Interest reported by O Jogo, now verbal agremeent in place with Peixoto to take over at #WWFC. Excellent job at Gil Vicente with record results and seen among top talented young managers.

@alc2022 You are describing $ABCL

I think in the coming 5 years I'm going to catch a winner in biotech that's going to eclipse $AMD, $PLTR and my other giga picks

@DrTomsLens It does not have to be one or the other. To say that $ABCL is biology first is a massive oversimplification because they use AI in their screening process and in other stages. Super bullish long-term

Lately I’ve been thinking a lot about $ABCL. The entire biology seems to be going crazy over diffusion models and AI-driven design of new molecules, while $ABCL, a company sitting on a decade of proprietary experimental data that could give it a near-instant competitive advantage after fine-tuning those models, literally doesn’t give a damn. Instead, in their last 10-K, the company doubled down on biology-first drug discovery rather than AI-first design of new antibodies. So one has to wonder... what does $ABCL know, or have, that the rest of the bio startup world doesn’t, including Google’s Isomorphic Labs and Nobel-winning Demis Hassabis, who could very well be first in line to succeed Sundar if Google ever changes leadership? The confidence management has in their platform is really something else. I’m currently conflicted on whether biology-first or AI-first is more future-proof going into 2030s, so feel free to share your thoughts.

@Sathos__voice @kalomaze What's an example of over-censorships on widely available models like GPT and Opus?

@kalomaze Bonus: The uncensored versions. Working with an uncensored model isn’t always about seeking out edgy or explicit content. It’s about escaping the frustrating over-censorship of perfectly harmless queries.

gemma4 26b is very possibly a serious threat to the "college student with a 16gb macbook using the rate-limited mini version of chatgpt" demographic that openai currently has in droves. just depends entirely on word of mouth viral marketing same ~83ish GPQA as 5 mini, no ads...

@GadSaad Hilarious how you ignore why his identity has been revealed 😂

It is terrible that Mohamed's identity has been revealed. He will now face a lifelong battle with Islamophobia.

@francoislegault He does not speak French but he is competent at his job. You speak broken English AND are incompetent at your job. Will you step down?

Je salue la décision du PDG d’Air Canada, Michael Rousseau, de quitter son poste. Le conseil d’administration d’Air Canada devra s’assurer que le prochain PDG parle français. C’est une question de respect pour les employés, les clients francophones et l’ensemble des Québécois.

@olekstepanenko @onmikro Insanely cool! Can't wait to keep up.

Thank you to everyone who supported me along the way. Over the past few months, many of you have been following videos of my precision robotic arm and asking whether this technology would become an industrial product. That is exactly why I founded @onmikro #robotics #robotarm

@yanndine CLAUDE

SHOCKING: 99% of GTM engineers using Claude are barely scratching the surface. Right now, the entire internet is screaming "Claude, Claude, Claude"... But here's the truth: just prompting it won't build GTM infrastructure. To unlock its real power, you need to master: - Claude Code deployment with the WAT framework and CLAUDE. md self-improvement loop - MCP connections, sub-agents, and automations running 24/7 without you - Pre-built prompt systems covering every GTM function you actually run I spent 100+ hours building and documenting the most complete Claude GTM Engineering Bible and compiled every prompt, workflow, build sequence, and deployment guide into one resource. I'll give it to only 500 people. To get it: 1. Follow me MUST (so I can DM) 2. Comment "CLAUDE" 3. I'll DM you the bible If you don't follow or comment, you won't receive it.

@alc2022 You MUST look into $ABCL.

Biology is going to deliver most of the returns in the stock market over the next 5-10-20 years. If you understand nothing about this, just copy paste the below image into Grok and ask it to explain every bullet point. By the end of the session you'll be up to speed. Enjoy.

@sebivir @StockSavvyShay What do you think the most must successful examples will look like?

@StockSavvyShay The real alpha now shifts to apps that deliver measurable ROI on that compute, though many will struggle to move beyond demos into sustainable revenue. Interesting inflection point for the sector.

$NVDA CEO Jensen Huang says the next phase of AI will be driven by applications. Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.

@dimitarangg just did

@ccbtrjnts follow to send dms

claude code can automate your ENTIRE cold outreach system & book you 30-40+ calls MONTHLY but most of you don't even know how to set it up properly so i'm giving away a detailed 54-page doc on EXACTLY this like + comment “CLAUDE” and i'll send it over asap (must follow + RT for priority access)

@alc2022 Look into $ABCL . The thesis is unbelievable on the context of AI-led biotech.

It’s simply unbeilable how much AI is going to accelerate biotech. We’re just years away from curing everything.

@ironman20054 Are you buying $ABCL at these prices?

Good morning! My word, it is savage out there. I predict $ETH will be at $1,700.00 by Monday, putting $BMNR in the $14.00–$16.00 range. Some people bought this at $160.00 $ABCL $NIO $PRME $TSLA $ONDS $HIMS $PLTR under $130.00 today. If people said buy this at $200.00, unfollow

@Algo_Stoney What price point do you think is good to average down? It seems to be falling quite abruptly. What do you recommend?