Antonio Linares

"Abcellera is the Palantir of Biotech in the Making"

Name: "Abcellera is the Palantir of Biotech in the Making"
Uploaded: 2025-10-01T15:12:48Z
Description: In this conversation, Antonio Linares discusses the potential of Abcellera, a biotech company, focusing on its innovative drug development strategies and the importance of receptor specificity in clinical success. He explores the implications of their research on autoimmunity and the role of T cells

10/1/2025, 3:12:48 PM

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Economic Summary

Abcelera (ABCL) may be approaching an inflection point where proprietary molecules developed on its platform could be applied to multiple indications, enabling top-line growth with relatively low marginal cost and higher potential margins if clinical selectivity is confirmed.
Receptor specificity is framed as the primary predictor of clinical success: precise binding to desired receptors (e.g., NK3R for ABCL‑635) reduces off-target effects and could determine whether candidates clear trials and reach commercialization.
ABCL‑575, an OX40 ligand candidate, targets T‑cell modulation and could address a broad set of autoimmune and inflammatory diseases, implying exposure to a very large and growing autoimmunity market if efficacy and selectivity are demonstrated.
Off‑target binding (example: competitor hitting NK1R causing liver toxicity) exemplifies safety risks that could halt programs; hence regulatory and safety outcomes materially affect Abcelera's valuation and potential platform monetization.

Bullish

Abcelera's platform can multiply earnings at marginal cost by leveraging successful molecules across many indications.
ABCL‑635 receptor specificity could avoid liver toxicity and succeed in menopause and other indications.
ABCL‑575 (OX40 ligand) could address many autoimmune conditions, potentially opening a very large market.
Pipeline depth (including ABCL‑688) and platform approach create a multi‑asset upside if selectivity holds.

Bearish

Clinical trial failure risk — Abcelera's molecules may not demonstrate safety or efficacy in humans.
Off-target binding risk causing toxicity (e.g., NK1R liver toxicity) could derail candidate approvals.
Platform thesis may not materialize; selective binding may be harder to achieve at scale.

Bullish tickers

ABCLPLTRUBER

Bearish tickers

ABCL

Bullish

Platform can scale across many indications at low marginal cost; ABCL‑635 and ABCL‑575 could unlock large markets if receptor selectivity and efficacy hold.

Bearish

Trial and safety risk: molecules may fail to show selectivity or safety in humans; off‑target binding (e.g., NK1R) could cause liver toxicity and derail approvals.

PLTR

Bullish

Serves as a model of a foundational platform that captures widespread enterprise spend if Abcelera achieves similar ubiquity in healthcare.

Bearish

Used only as an analogy; platform comparisons may overstate analogous success in biotech.

UBER

Bullish

Example of a platform that monetized multiple verticals, illustrating potential for platform‑driven margin expansion.

Bearish

Analogy only; Uber's vertical expansion may not map directly to biotech commercialization challenges.

People mentioned

Carl Hansen