@10xValueMind Avatar @10xValueMind Inquisitive Investor | Sumit

Inquisitive Investor | Sumit posts on X about $abcl, $hims, ai, $duol the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 99.14% stocks 97.41% technology brands 7.76% automotive brands 6.9% countries 1.72% cryptocurrencies 0.86%

Social topic influence $abcl #7, $hims #127, ai 9.48%, $duol #73, $tsla 6.9%, future 6.9%, $pltr 6.03%, investment 5.17%, $rklb #221, build 5.17%

Top accounts mentioned or mentioned by @andrewdudum @lconsiglio86 @aldyland @alc2022 @stocksbyjulian @geek_of_nature_ @jare92365776 @arbitool @ooskomodo @techbullx

Top assets mentioned AbCellera Biologics Inc. (ABCL) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Rocket Lab USA, Inc. Common Stock (RKLB) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Nebius Group N.V. Class A Ordinary Shares (NBIS) AbbVie Inc (ABBV) Eli Lilly and Company (LLY) Gilead Sciences, Inc. (GILD) MercadoLibre Inc (MELI) Novo-Nordisk (NVO) Intuitive Machines, Inc. (LUNR) Redwire Corporation (RDW) Intuitive Surgical, Inc. (ISRG) Taysha Gene Therapies, Inc. (TSHA) Bumble Inc. (BMBL) Peloton Interactive, Inc. Class A Common Stock (PTON) Grab Holdings Limited Class A Ordinary Shares (GRAB) Prime Medicine, Inc. (PRME)

Top Social Posts

Top posts by engagements in the last [--] hours

"Strategically this was immensely important for $ABCL transitioning to a clinical-stage biotech required leadership with clinical trial regulatory and commercialization expertise. This truly makes me believe $abcl is extremely serious about advancing drugs through trials"
X Link 2025-09-10T14:53Z [----] followers, [----] engagements

"looks like most of the bulls liquidated their positions but i bought more. will my net worth be zero in [--] years may be. time will tell. but i would rather be wrong with conviction than right with the crowd. $hims $duol $abcl even though everyone is pessimistic about these names these are the ones i would keep accumulating irrespective of the narratives. $ABCL $DUOL $HIMS it always gets tempting to switch yourself to different zones based on narratives but always stick to your conviction :) even though everyone is pessimistic about these names these are the ones i would keep accumulating"
X Link 2026-02-06T19:16Z [----] followers, [----] engagements

"even though everyone is pessimistic about these names these are the ones i would keep accumulating irrespective of the narratives. $ABCL $DUOL $HIMS it always gets tempting to switch yourself to different zones based on narratives but always stick to your conviction :)"
X Link 2025-12-26T20:40Z [----] followers, [----] engagements

"biology has a near infinite problem space (targets pathways diseases). most biotechs take one shot at one molecule at a time and that is risky because a failure often sinks the whole company. a great company does not think that way but it attacks the problem as a scalable engine. $abcl is that scalable engine. a platform that can repeatedly generate new molecules with: a) speed b) accuracy c) manufacturability d) de-risked chemistry is fundamentally different from a one drug biotech. what makes $abcl amazing is that the tech stack directly attacks three historically slow choke points in"
X Link 2026-01-09T05:40Z [----] followers, 10K engagements

"$HIMS CPO Deb autor spent [--] years at the FDA overseeing regulatory enforcement and compliance. she would not risk her entire career letting a company operate outside legal guidelines. $hims knows exactly where the lines are and is compliant under current FDA rules"
X Link 2026-02-06T20:15Z [----] followers, 33.1K engagements

"$NVO sues $HIMS 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl"
X Link 2026-02-09T12:57Z [----] followers, [---] engagements

"finally all [--] are moving in the right direction $ABCL $DUOL $HIMS even though everyone is pessimistic about these names these are the ones i would keep accumulating irrespective of the narratives. $ABCL $DUOL $HIMS it always gets tempting to switch yourself to different zones based on narratives but always stick to your conviction :) even though everyone is pessimistic about these names these are the ones i would keep accumulating irrespective of the narratives. $ABCL $DUOL $HIMS it always gets tempting to switch yourself to different zones based on narratives but always stick to your"
X Link 2026-01-22T19:22Z [----] followers, [----] engagements

"i admit it that i am down 40% because of below [--] names still portfolio is 2x because of other investments ( $tsla $rklb $amzn $amd etc). $hims $duol $abcl will have [--] to [--] more crashes of 30-50% over the next [--] years. if you cant stomach this you should not own them. finally all [--] are moving in the right direction $ABCL $DUOL $HIMS finally all [--] are moving in the right direction $ABCL $DUOL $HIMS"
X Link 2026-02-05T13:45Z [----] followers, [----] engagements

"$HIMS is up 13% in pre-market. $HIMS https://t.co/IV9mmgyqYY $HIMS https://t.co/IV9mmgyqYY"
X Link 2026-02-05T13:58Z [----] followers, [---] engagements

"fortunate to buy $abcl below $3 yesterday ( [--] billion market cap). wanted to keep accumulating it today as well but ran out of cash. 😅 did you buy :) NFA. biology has a near infinite problem space (targets pathways diseases). most biotechs take one shot at one molecule at a time and that is risky because a failure often sinks the whole company. a great company does not think that way but it attacks the problem as a scalable https://t.co/g1AoovqGdF biology has a near infinite problem space (targets pathways diseases). most biotechs take one shot at one molecule at a time and that is risky"
X Link 2026-02-06T20:31Z [----] followers, [----] engagements

"I specifically called this out earlier but $hims continues to create negative optics. the pill should not have been launched in the first place if they had to back off and it is unclear whether this was fully vetted with Deb. I hope management takes this as a lesson and becomes more disciplined in future. $HIMS Being a shareholder it is hard to ignore the timing here. @AndrewDudum knew about his pre-scheduled 10b5-1 sales yet he chose to launch the menopause/Hers vertical right before that - fully aware it could drive a positive price reaction. then as the stock squeezed he"
X Link 2026-02-09T15:02Z [----] followers, [----] engagements

"these are the names i am currently researching (space infra). i have started with a small position and will continue building conviction as I dig deeper. based on initial research both companies look good. $LUNR $RDW i am waiting to do further DCA on $RKLB and $ASTS. NFA. moonshot investment filters for early bets/high risk-high reward [--]. Massive TAM [--]. Negative OCF due to initial high CapEx [--]. Tech/science optionality [--]. Mission driven and focused founder [--]. Big-name backers/partners [--]. Platform potential Examples - $ABCL $RKLB $ASTS $NBIS moonshot investment filters for early bets/high"
X Link 2026-02-10T14:35Z [----] followers, [----] engagements

"this essay is one of the most important pieces of AI writing i have read. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T09:20Z [----] followers, [----] engagements

"$ABCL to present at : a. TD Cowen 46th Annual Health Care Conference March [--] [----] b. KeyBanc Capital Markets Healthcare Forum March [--] [----] c. Bloom Burton & Co. Healthcare Investor Conference April 21-22 [----] AbCellera to Present at Upcoming Investor Conferences in March and April [----] https://t.co/uwK88d5NLC https://t.co/5AFwVXURJx AbCellera to Present at Upcoming Investor Conferences in March and April [----] https://t.co/uwK88d5NLC https://t.co/5AFwVXURJx"
X Link 2026-02-12T05:13Z [----] followers, [----] engagements

"@alc2022 $HIMS $ABCL and $ISRG will be a perfect trio"
X Link 2025-08-10T16:53Z [----] followers, [----] engagements

"Q3 [----] is immensely important for ABCL635 and Abcellera. if everything goes as planned we will soon know whether we truly have a drug on our hands. - Carl Hansen. $ABCL"
X Link 2025-11-21T14:37Z [----] followers, 16.8K engagements

"we just need patience with $ABCL. i strongly believe this will turn out to be one of the most underrated investment opportunities of the future. i love the culture the management the problems they are trying to solve the TAM it is operating in the MOAT it has built over time and the way they are moving from [--] to [--] - from a discovery platform to a clinical stage biotech with its own assets. they are continuously improving as they progress and i believe if the continue to do what they are doing currently it will eventually show up in clinical milestones and eventually financials over time"
X Link 2025-12-18T21:18Z [----] followers, [----] engagements

"@lconsiglio86 i am still a buyer (till it is 2B MC)"
X Link 2026-02-07T09:02Z [----] followers, [--] engagements

"$HIMS steps back from its weight loss pill offering $HIMS CPO Deb autor spent [--] years at the FDA overseeing regulatory enforcement and compliance. she would not risk her entire career letting a company operate outside legal guidelines. $hims knows exactly where the lines are and is compliant under current FDA rules. $HIMS CPO Deb autor spent [--] years at the FDA overseeing regulatory enforcement and compliance. she would not risk her entire career letting a company operate outside legal guidelines. $hims knows exactly where the lines are and is compliant under current FDA rules"
X Link 2026-02-07T20:13Z [----] followers, [----] engagements

"@Aldyland they typically reiterate their strategy pipeline progress long term outlook etc. with institutional investors also present it enhances visibility and can potentially attract more capital. management provides answers to investors questions (via q&a sessions) etc"
X Link 2026-02-12T07:11Z [----] followers, [--] engagements

"Top under $10 small-cap stocks that I am analyzing currently: $CNDT - Conduent $TSHA - Taysha Gene $GTN - Gray Media $BMBL - Bumble $LILA - Liberty Latin America $PTON - Peloton $GRAB - Grab holdings Whats your conviction pick #smallcap #Multibaggers"
X Link 2025-02-21T20:56Z [----] followers, [----] engagements

"$ABCL vs $PRME (Biotech) $ABCL is a platform play with a $500M+ cash has partnerships with Eli Lilly GSK & Moderna and has optionality in over [---] discovery programs. $PRME is a moonshot play (CRISPR [---] (just vision as of now) with $120M (high cash burn) and debt equity"
X Link 2025-07-17T13:14Z [----] followers, [----] engagements

"$TSLA Q2 earnings Top line : $22.5b Bottom line : $1.2b FCF : $146M [--]. Energy gross profit hits $846M all-time high [--]. Robotaxi launched [--]. Scaling affordable EVs & autonomy 4.Expanding energy & AI platforms [--]. Maintaining a strong balance sheet through macro uncertainty"
X Link 2025-07-23T20:15Z [----] followers, [---] engagements

"$ABCL Q2 [----] Revenue: $17.1M (est. $6.98M) 234% YoY EPS: -$0.12 (est.-$0.17) Highlights: [--]. First [--] internal drugs (ABCL635 ABCL575) in human trials [--]. 20+ programs across GPCRs autoimmunity womens health [--]. $750M liquidity no dilution +12%"
X Link 2025-08-07T20:54Z [----] followers, [----] engagements

"Imagine a future : a person have early signs of inflammation that could lead to a chronic condition (arthritis/diabetes/cancer etc) in [--] years $HIMS detects it $ABCL designs a molecule to switch off the inflammation pathway you never get that chronic condition"
X Link 2025-08-07T22:59Z [----] followers, [---] engagements

"why $ABCL could be a disruptive biotech: [--]. Founder-led w/ skin in the game (Carl Hansen) [--]. Massive TAM : from autoimmune to Cancer [--]. Tech moat + optionality -Trianni OrthoMab Tetragenetics [--]. AI+Biotech tailwind [--]. Smart capital allocation $750m+ liquidity no dilution"
X Link 2025-08-08T13:45Z [----] followers, [----] engagements

"$ABCL Platform Flywheel It takes multiple programs at once & each one teaches their AI to make the next shot better. Every project leads to more proprietary data which leads to faster cheaper better next project. The flywheel compounds forever. This is how moats are born"
X Link 2025-08-08T21:52Z [----] followers, [----] engagements

"To make you understand better I will take an analogy of $AMZN s AWS $AMZN built AWS for itself. Then sold that infra to the world. $ABCL is doing the same for drug discovery. Built for their own drugs now powering Big Pharmas pipelines"
X Link 2025-08-08T21:54Z [----] followers, [----] engagements

"Now lets move to $ABCL s data edge : $ABCL would be full of failures. But failure data is gold. It tells you what not to do - and is rare expensive and usually kept secret. $ABCL gets failure data from partners for free. Competitors pay to understand them"
X Link 2025-08-08T21:57Z [----] followers, [----] engagements

"$ABCL s clinical progress and pipeline (Optionality) First AbCellera-led programs in human trials: a. ABCL635 Phase [--] initiated b. ABCL575 Phase [--] initiated Pipeline spans autoimmunity GPCR targets womens health oncology"
X Link 2025-08-08T22:09Z [----] followers, [----] engagements

"$ABCL smart capital allocation (compounding machine) At the end of [----] company had 780m in cash and now in Q2 [----] they still have [---] m in cash . their ability to fund R&D and seize opportunities without dilution is OUTSTANDING"
X Link 2025-08-08T22:17Z [----] followers, [----] engagements

"$ABCL (Network effect) [--]. Built with top-tier biotech & pharma partnerships [--]. Validated on 100+ programs over 10+ years [--]. Expert at hard-to-crack targets and bispecific antibodies - a real competitive moat [--]. Broad diversification: [--] partner-initiated programs spread"
X Link 2025-08-08T22:25Z [----] followers, [----] engagements

"$ABCL - Vertical Integration The movement from a platform provider to a clinical-stage company with its own drug candidates feels strategic to me reducing dependence on partner programs & capturing more value downstream. Way to go for $ABCL but so far they are doing great"
X Link 2025-08-08T22:33Z [----] followers, [----] engagements

"$ABCL s business in simple terms : [--]. Input : data about human biology and disease targets. [--]. Processing : AI + lab work to design the perfect molecule shape [--]. Output : A precision drug that fits exactly where it needs to in the body Explanation with example 🧵👇"
X Link 2025-08-09T03:43Z [----] followers, [----] engagements

"How the entire $ABCL platform works (detailed) Input: [--]. Abcellera picks a target the lock in the body they want to open or block. [--]. It screens natural immune systems (human/animal) to find antibodies that already fit that lock. Processing: [--]. Microfluidics Runs [--] chips in parallel 512K tiny chambers in [--] hours. [--]. High-speed imaging [---] images/sec 5M+ images per run. [--]. AI-powered analysis Identifies single B-cells that are making antibodies with the desired properties. [--]. Lab validation Tests those antibodies against the target for binding strength stability and function. And now the last"
X Link 2025-08-09T03:59Z [----] followers, [----] engagements

"I believe $ABCL will eventually become the Operating System for drug discovery"
X Link 2025-08-09T14:24Z [----] followers, [----] engagements

"$ABCL s platform combines microfluidics proprietary humanized mice GPCR/TetraGenetics AI (Celium) OrthoMab and GMP facilities. This full stack antibody platform is immensely unique and sets AbCellera apart from other biotech players This is why I am extremely bullish. How the entire $ABCL platform works (detailed) Input: [--]. Abcellera picks a target the lock in the body they want to open or block. [--]. It screens natural immune systems (human/animal) to find antibodies that already fit that lock. Processing: [--]. Microfluidics Runs [--] https://t.co/eEDZSB78Ol How the entire $ABCL platform works"
X Link 2025-08-10T15:27Z [----] followers, [----] engagements

"what if discovering a new antibody and producing it at clinical scale was as fast & reliable as deploying a software $ABCL upcoming GMP facility (Q4 2025) is exactly that future - from microfluidics to massive bioreactors all connected. let me illustrate why it matters 🧵"
X Link 2025-08-10T17:18Z [----] followers, [----] engagements

"Below companies operate platforms that get smarter with usage creating high switching costs. The payment is a mix of subscription licensing royalties or per-use fees - but the underlying driver is the DATA FLYWHEEL which is their biggest MOAT $PLTR $TSLA $HIMS $ABCL $DUOL"
X Link 2025-08-11T03:07Z [----] followers, [----] engagements

"$ABCL is doing what $NVDA did: hardware that took years to perfect + software that makes it indispensable. Ex: $NVDA : GPUs + CUDA $ABCL : Microfluidics + AI-Celium (to make drug discovery faster cheaper smarter) moreover $ABCL s TAM is in trillions too :)"
X Link 2025-08-11T13:53Z [----] followers, [----] engagements

"I have shared the positives on $ABCL. But here are the [--] RISKS you must watch: [--]. Patent lawsuit vs Bruker (May [--] verdict in favour of $ABCL was a good sign) [--]. Financials/ Negative OCF (but have HUGE PIPELINE + cash runway (750m.)) I believe they will win both the battles"
X Link 2025-08-11T15:05Z [----] followers, [---] engagements

"The GPCR/ion-channel capability (ABCL-635 ABCL-688) is rare in biotech and positions $ABCL to access some of the largest untapped therapeutic markets. Some of todays biggest drugs (Humira Keytruda) dont touch GPCRs at all. Too much winning if $ABCL crack this space"
X Link 2025-08-12T03:31Z [----] followers, [----] engagements

"The most important thing I observed in the prior $ABCL quarter was revenue growing and net loss narrowing. If the company keeps this slope for 2+ years while advancing their internal pipeline (ABCL635 ABCL575 ABCL688) and 100+ partner programs the growth will be violent"
X Link 2025-08-12T13:22Z [----] followers, [----] engagements

"In Q2 [----] this is what changed and is immensely indispensable for $ABCL s growth : [--]. Phase [--] authorization for ABCL635 & ABCL575 [--]. First patient dosed for ABCL635 [--]. ABCL688 advanced into IND-enabling studies"
X Link 2025-08-13T13:51Z [----] followers, [----] engagements

"One winning drug from $ABCL s 100+ programs could be worth more than the company today. Example: A $1B drug at 3% royalty = $30M/year high-margin annuity. In [----] bamlanivimab (COVID antibody with Lilly) generated $375M in revenue for $ABCL - proof that the model works"
X Link 2025-08-14T03:07Z [----] followers, [----] engagements

"$ABCL s moat : [--]. data network effect : proprietary dataset of 1B naturally occurring antibodies. [--]. end to end integration : target id to candidate selection in one pipeline [--]. repeat partnership rate 50%. [--]. Advanced tech (can screen millions antibodies rapidly)"
X Link 2025-08-14T13:35Z [----] followers, [----] engagements

"$ABCL in terms of metrics [--]. [---] partnered programs [--]. [--] in clinic [--]. 20+ internal programs [--]. 40+ partners [--]. $753M liquidity (7+ yrs runway) [--]. 134% YoY top-line [--]. T-cell engager programs: [--] [--]. discovery-to-clinic conversion rate 17.6%(rising) [--]. Wholly-owned pipeline: 3"
X Link 2025-08-15T13:51Z [----] followers, [----] engagements

"One of $ABCL s most underrated strengths Canadian govt backing. Just like $PLTR used govt trust & funding in its early days to build a massive commercial/data moat $ABCL can leverage this support to dominate antibody discovery & become the infrastructure layer for biotech"
X Link 2025-08-15T13:53Z [----] followers, 21.1K engagements

"Just to mention Peter Thiel ( $pltr cofounder) still owns a roughly $24 million stake in $ABCL. He has a track record of spotting platform businesses early ( $PYPL $PLTR $META SpaceX) One of $ABCL s most underrated strengths Canadian govt backing. Just like $PLTR used govt trust & funding in its early days to build a massive commercial/data moat $ABCL can leverage this support to dominate antibody discovery & become the infrastructure layer for biotech. https://t.co/au54akEKSH One of $ABCL s most underrated strengths Canadian govt backing. Just like $PLTR used govt trust & funding in its"
X Link 2025-08-15T16:56Z [----] followers, 17K engagements

"$ABCL s big pharma & leading-biotech part/ships with $ABBV $LLY $REGN $GILD $MRNA $KOD is immensely important. It does not only compound data adv. but also validates its platform embeds it into trillion-dollar pipelines & stacks optional royalties that can compound for decades"
X Link 2025-08-16T17:02Z [----] followers, [----] engagements

"I believe $ABCL would enter WF/MS conf. as a clinical-stage network-effect platform flexing : [--]. partner stickiness a. renewals b. scope c. multi-program [--]. clinical pipeline a. [---] -first dosing b. 575-phase1 c. 688-IND ready d. 102/18 funnel Insti. re-rating incoming 👀"
X Link 2025-08-17T04:59Z [----] followers, [----] engagements

"Biotech companies with only dry labs never get the same data feedback so their AI becomes shallower. As $ABCL is end to end integrated - the wet lab microfluidics data systems and AI models (Celium) this closed loop is their defensibility moat that no other biotech has it"
X Link 2025-08-17T23:30Z [----] followers, [----] engagements

"The more I read about $ABCL the stronger my conviction grows. I would consider adding more if it dips below $4. P. S : NFA. DYOR"
X Link 2025-08-17T23:39Z [----] followers, [----] engagements

"Verticalization into GMP - a first-of-its-kind Canadian clinical manufacturing facility (from patient sample to multiple clinical phases under one roof). this tight loop accelerates iteration speed and compounds $ABCL s platform edge. Biotech companies with only dry labs never get the same data feedback so their AI becomes shallower. As $ABCL is end to end integrated - the wet lab microfluidics data systems and AI models (Celium) this closed loop is their defensibility moat that no other biotech has it. https://t.co/skaFooBvyF Biotech companies with only dry labs never get the same data"
X Link 2025-08-18T14:15Z [----] followers, [----] engagements

"Currently $ABCL is valued mainly for its partnerships and clinical programs. $ABCL s real edge is still underappreciated: microfluidics (hardware) + Celium (software) as true throughput accelerators. Without this foundation AI and computational biology are just theory. In drug discovery the variable that matters most is not budget or headcount - it is the number of high quality experiments per unit time. [--]. Microfluidics compresses cycle time. [--]. Celium captures and labels every outcome - wins and failures. This leads to faster loops which leads to steeper learning curve which eventually"
X Link 2025-08-18T21:06Z [----] followers, [----] engagements

"Started my DCA on $ABCL today under $4.5. Couldnt resist at these levels. Will keep accumulating here. Another deep dive is in progress - stay tuned. The more I read about $ABCL the stronger my conviction grows. I would consider adding more if it dips below $4. P. S : NFA. DYOR. The more I read about $ABCL the stronger my conviction grows. I would consider adding more if it dips below $4. P. S : NFA. DYOR"
X Link 2025-08-20T02:20Z [----] followers, [----] engagements

"$HIMS is a distribution machine disguised as a healthcare disruptor. I have worked for multiple U.S. health insurers so I know how broken the system is. In insurance based models ( $UNH $CVS $MOH $ELV ) customers are stuck with: [--]. $1000$2000+ deductibles before coverage even kicks in (HMO/PPO/POS across Commercial Medicare Medicaid) [--]. Copays + coinsurance even after paying premiums [--]. A terrible user experience $HIMS flips that model. No insurance. No PBMs. No hidden fees. Just affordable subscription-based direct-to-consumer care. They have started small (hair loss ED skincare mental"
X Link 2025-08-20T04:21Z [----] followers, [----] engagements

"I have a total of [----] shares (as of 8/20) in Robinhood & Wealthsimple. My goal is to accumulate as much as I can by the end of this year. I believe [----] and onwards will be great for $ABCL - we may see the flywheel of discovery clinical pipelines & GMP starts to mature :) Most biotechs live or die on one drug. $ABCL is building a platform that can discover hundreds. Every drug they touch - win or fail - makes the platform smarter. This is software compounding applied to biotech. Let me share [--] mental models that make $ABCL wildly misunderstood🧵 https://t.co/dAsdQIaphe Most biotechs live or"
X Link 2025-08-20T19:37Z [----] followers, [----] engagements

"Most biotech companies are slices of the drug development value chain. Some specialize in discovery others in development and big pharma typically dominates clinical trials and commercialization. AbCellera ( $ABCL) is doing something different. Heres how 🧵"
X Link 2025-08-20T20:12Z [----] followers, [----] engagements

"$ABCL s clinical phase : As we already know in Q2 [----] $abcl has transitioned to clinical stage as well. [--]. ABCL-635 has entered Phase [--] dosing. [--]. ABCL-575 is expected to start Phase [--] in [----]. [--]. ABCL-688 is moving through IND-enabling work. Unlike discovery-only shops $abcl doesnt stop at candidate handoff. It has the optionality to take programs forward itself or flip them to partners for milestone and royalty economics (think of Nimbuss $4B TYK2 inhibitor deal as a precedent). Critically clinical trial data doesnt sit in isolation. It feeds back into Celium - informing which antibody"
X Link 2025-08-20T20:37Z [----] followers, [----] engagements

"Market cap is a mind trick. $100B to $1T = 10x $10B to $100B = 10x $1B to $10B = 10x The lower the starting point the easier it is to 10x. The key is finding under-appreciated businesses before the market does. $ABCL could be the perfect example for future. NFA. DYOR"
X Link 2025-08-21T14:41Z [----] followers, [----] engagements

"underrated traits of $ABCL s CEO - Carl Hansen : [--]. metadata-first thinker (turns mistakes into assets) [--]. academic roots + operational grit [--]. patient enough to build infra others wont [--]. executed flawlessly when urgency hit (COVID mAbs) [--]. skin in the game still leading"
X Link 2025-08-21T19:24Z [----] followers, [----] engagements

"$ABCL investment pillars [--]. full stack integration : discovery - clinic - GMP [--]. flywheel : more program -metadata - Celium - smarter discovery - better hit rates - more partners [--]. 100+ partners : optionality - royalties [--]. hardware + software - ecosystem moat"
X Link 2025-08-22T18:57Z [----] followers, [----] engagements

"$ABCL anyone have updates on the feedback received from ABCL-635 dosing I know there was an article saying- promising phase-1 trial but apart from that I couldnt find any. did we hear back more on it $ABCL s clinical phase : As we already know in Q2 [----] $abcl has transitioned to clinical stage as well. [--]. ABCL-635 has entered Phase [--] dosing. [--]. ABCL-575 is expected to start Phase [--] in [----]. [--]. ABCL-688 is moving through IND-enabling work. Unlike discovery-only https://t.co/5pEzgO7Hxy $ABCL s clinical phase : As we already know in Q2 [----] $abcl has transitioned to clinical stage as well. 1."
X Link 2025-08-22T19:48Z [----] followers, [----] engagements

"$ABCL s growth flywheel in coming decade. [--]. top line : more partnerships milestones royalties [--]. bottom line : GMP leverage efficiency [--]. OCF/FCF : milestones (short-term) royalties (mid) internal drugs (long) I think it will convert cash burn today to FCF tomorrow :)"
X Link 2025-08-23T15:50Z [----] followers, 15.9K engagements

"Top [--] reasons to watch $ABCL : [--]. Faster smarter antibody discovery : Microfluidics + AI (Celium) screens millions of cells to find the right antibody. They have the ability to do it within weeks months (not years) Ex : COVID antibody identified in [--] days"
X Link 2025-08-25T14:21Z [----] followers, [----] engagements

"2. Safer T-cell engagers (TCEs) $ABCL designs cancer-fighting T-cells that minimize dangerous immune overreactions. Ex: PSMACD3 for prostate cancer targets tumors while sparing healthy tissue. Safer drugs - easier approvals - more partnerships"
X Link 2025-08-25T14:23Z [----] followers, [----] engagements

"4. ABCL575 : Half life extended antibody ABCL-575 stays in the body longer - fewer injections for patients. Ex: Instead of biweekly injections for autoimmune disease could be monthly. Better adherence - lower costs - higher adoption for $ABCL"
X Link 2025-08-25T14:31Z [----] followers, [----] engagements

"5. Platform + Pipeline + Partnerships + Manufacturing - Revenue and FCF growth for $ABCL in future [--]. Single-cell tech + AI - rapid discovery [--]. Better-designed antibodies - real clinical advantages [--]. Partnerships (BIG Pharma $LLY $ABBV $GILD) + GMP - GROWTH"
X Link 2025-08-25T14:37Z [----] followers, [----] engagements

"$ABCL is in the path to become the OS for antibody discovery. Just like Windows or iOS provides the base layer on which countless apps can be built $abcl s tech stack would provide the base layer on which countless antibody drugs can be discovered optimized & developed"
X Link 2025-08-26T12:45Z [----] followers, [----] engagements

"ABD-147 ( first-in-human trials) came out of $ABCL s antibody discovery engine. If the data at IASLC [----] is positive it will raise confidence among investors that $abcl s drug engine model is real and scalable. P.S : $ABCL helped found Abdera and owns equity"
X Link 2025-08-26T14:54Z [----] followers, [----] engagements

"$ABCL now has two molecules in humans: [--]. ABCL575 (atopic dermatitis once-every-6-month dosing OX40L-targeted half-life extended) [--]. ABCL635 ( vasomotor symptoms (hot flashes menopause) NK3R-targeted) This is just year [--] of their own clinical pipeline flywheel. :) AbCellera Doses First Participants in a Phase [--] Clinical Trial of ABCL575 https://t.co/B4quE7ftuk https://t.co/09KWU9YE6E AbCellera Doses First Participants in a Phase [--] Clinical Trial of ABCL575 https://t.co/B4quE7ftuk https://t.co/09KWU9YE6E"
X Link 2025-08-27T15:16Z [----] followers, [----] engagements

"$ABCL would be full of failures. But failure data is immensely important (improves future hit rates). It tells you what not to do - and is rare expensive and usually kept secret. $ABCL gets failure data from partners for free and the best part is they pay to understand them"
X Link 2025-08-27T15:56Z [----] followers, [----] engagements

"The advantage of being a CLOSED LOOP biotech is OPTIONALITY as biotech is full of risks & frictions $ABCL s integrated loop (microfluidics -Celium -Trianni -GMP)minimizes both $ABCL can now build assets that can be flipped (ABCL635575688) or partnered ( $ELY COVID mAb) Most biotechs live or die on one drug. $ABCL is building a platform that can discover hundreds. Every drug they touch - win or fail - makes the platform smarter. This is software compounding applied to biotech. Let me share [--] mental models that make $ABCL wildly misunderstood🧵 https://t.co/dAsdQIaphe Most biotechs live or die"
X Link 2025-08-29T17:51Z [----] followers, [----] engagements

"I did more DCA on $TSLA $DUOL and $ABCL today"
X Link 2025-08-29T17:53Z [----] followers, [----] engagements

"If Canada announces a national biotech/health defense program then $ABCL is first in line for contracts. i believe with this positioning it could justify valuations 3-5x higher even before pipeline drugs hit Phase 3"
X Link 2025-09-02T17:46Z [----] followers, 12K engagements

"I did another round of DCA on $ABCL below $4 I am loving it at these levels. P.S : NFA. DYOR"
X Link 2025-09-03T19:43Z [----] followers, [---] engagements

"Bottom line thesis from $ABCL s todays WF conference is they are doing deliberate capital-efficient pivot from being a pure discovery engine toward a hybrid platform+pipeline company. $ABCL will preserve p/ship revenue while building optionality & manufacturing capabilities"
X Link 2025-09-06T02:40Z [----] followers, [----] engagements

"$ABCL plan to bring two new molecules into the clinic annually looks great to meeach molecule would add new data (on safety Pharmacokinetics efficacy)which would improve their AI/discovery engine creating a flywheel of learning (failure data is more important as I mentioned)"
X Link 2025-09-06T02:47Z [----] followers, [----] engagements

"Compounding of optionality linear exposure. ex - $ABCL [--]. platform vs product: failure of one molecule doesnt kill the company. [--]. n/w effects in p/ships: each partner adds data validation & new antibodies [--]. scalable economics : each new program has uncapped upside Most biotechs live or die on one drug. $ABCL is building a platform that can discover hundreds. Every drug they touch - win or fail - makes the platform smarter. This is software compounding applied to biotech. Let me share [--] mental models that make $ABCL wildly misunderstood🧵 https://t.co/dAsdQIaphe Most biotechs live or die on"
X Link 2025-09-09T03:45Z [----] followers, [----] engagements

"Added more of $ABCL today NFA"
X Link 2025-09-12T19:48Z [----] followers, [----] engagements

"$ABCL is : [--]. scalable [--]. data-driven [--]. founder-led [--]. government-backed [--]. positioned for optionality [--]. pandemic-proven platform [--]. its people culture and talent i see a DNA similar to $PLTR"
X Link 2025-09-15T04:41Z [----] followers, [----] engagements

"TD Cowen reiterates buy rating on $ABCL"
X Link 2025-09-15T17:31Z [----] followers, [----] engagements

"As $ABCL is already positioned with its discovery and translational platform every successful external validation (like Abderas ABD-147) would make Abcelleras antibody generation services more valuable for new partners/Big Pharmas. Details: https://t.co/KdOV6lTJYh Today we presented initial data from our ongoing Phase [--] clinical trial of ABD-147 in patients with #SCLC & LCNEC that support continued dose escalation at the IASLC #WCLC25. Were encouraged by these promising data with ABD-147 demonstrating https://t.co/3eQgXAUx4Y Details: https://t.co/KdOV6lTJYh Today we presented initial data"
X Link 2025-09-16T03:29Z [----] followers, [----] engagements

"AI-driven antibody discovery platform & flywheel learning is $ABCL s core moat every molecule tested generates data (success + failure) which improves Celium microfluidics & discovery AI. In long term this will create a structural efficiency that no one can replicate"
X Link 2025-09-18T04:43Z [----] followers, [----] engagements

"Strong institutional support signals belief in: [--]. The platform moat ( $ABCL antibody discovery engine (microfluidic + Celium)) [--]. The pipeline optionality (ABCL575 ABCL635 future programs) or both [--] & 2"
X Link 2025-09-19T02:40Z [----] followers, [----] engagements

"$ABCL is shifting towards long term value creation as they are quietly stacking leverage with a bigger pipeline more partnerships and leadership depth to drive its platform+pipeline model. In couple of years you would see that platform flywheel is spinning"
X Link 2025-09-21T16:42Z [----] followers, [----] engagements

"$ABCL aim is to release [--] internal molecules into the clinic every year. That means by [----] and onwards: they will have [----] internal molecules in clinical development. statistically there is a reasonable chance of at least one successful drug every few year post 2035"
X Link 2025-09-23T15:40Z [----] followers, [----] engagements

"Perhaps we are entering the last stage to accumulate $ABCL below [--] I did a significant DCA in last few days including today. NFA. DYOR"
X Link 2025-09-23T15:48Z [----] followers, [----] engagements

"Developing a single drug is extremely expensive ($23B incl. failures) & takes years (often over a decade) most people think tech will fix that but they underestimate the hard non-tech parts: [--]. biology [--]. clinical trials [--]. regulatory hurdles how $ABCL is different 🧵"
X Link 2025-09-24T21:37Z [----] followers, [----] engagements

"a moat generally emerges from repeatedly solving problems others find hard. $ABCL is building its edge on the difficult drug targets : GPCRs ion channels MHC peptide binders. this means $ABCL does not just have the platform moat but also the problem set moat if cracked"
X Link 2025-09-29T05:22Z [----] followers, [----] engagements

"Great to see this $ABCL Perhaps we are entering the last stage to accumulate $ABCL below [--] I did a significant DCA in last few days including today. NFA. DYOR. https://t.co/Sjw6GNMA2y Perhaps we are entering the last stage to accumulate $ABCL below [--] I did a significant DCA in last few days including today. NFA. DYOR. https://t.co/Sjw6GNMA2y"
X Link 2025-09-30T18:30Z [----] followers, [----] engagements

"$ABCL is just getting started I still believe it should be trading in two digits rather than one NFA. Most biotechs live or die on one drug. $ABCL is building a platform that can discover hundreds. Every drug they touch - win or fail - makes the platform smarter. This is software compounding applied to biotech. Let me share [--] mental models that make $ABCL wildly misunderstood🧵 https://t.co/dAsdQIaphe Most biotechs live or die on one drug. $ABCL is building a platform that can discover hundreds. Every drug they touch - win or fail - makes the platform smarter. This is software compounding"
X Link 2025-10-01T14:32Z [----] followers, [----] engagements

"In a decade drug makers might plug into $ABCL the way companies plug into $PLTR or the way developers build with #OpenAI. the thing about core infrastructure is that it always looks speculative at the start. I think $ABCL is undervalued despite the current price surge. NFA"
X Link 2025-10-03T15:37Z [----] followers, [----] engagements

"do not expect $ABCL to go to moon the very next day. just build your conviction by reading about it every day. my thesis is simple.that over a long horizon $abcl would keep compounding knowledge it would capture value through GMP and eventually it would prove itself in clinic"
X Link 2025-10-07T13:57Z [----] followers, [----] engagements

"$ABCL will report Q3 results on Nov [--] - the same day as the Truist Symposium I will watch for management tone on milestones & cash higher chance of a decisive move. [--] conferences in [----] : [--]. Truist (Nov6) [--]. Stifel (Nov13) 3.Jeferries (Nov18-20) [--]. Piper Sandler (Dec2-4)"
X Link 2025-10-08T01:01Z [----] followers, [----] engagements

"$ABCL $ASTS $RKLB $NBIS are all deep-tech/platform-driven companies and all of them have flew 50%+ since this post. moonshot investment filters for early bets/high risk-high reward [--]. Massive TAM [--]. Negative OCF due to initial high CapEx [--]. Tech/science optionality [--]. Mission driven and focused founder [--]. Big-name backers/partners [--]. Platform potential Examples - $ABCL $RKLB $ASTS $NBIS moonshot investment filters for early bets/high risk-high reward [--]. Massive TAM [--]. Negative OCF due to initial high CapEx [--]. Tech/science optionality [--]. Mission driven and focused founder [--]. Big-name"
X Link 2025-10-08T15:24Z [----] followers, [----] engagements

"every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it with you all soon. I would not sell a single share unless the fundamentals prove me wrong. NFA"
X Link 2025-10-08T15:34Z [----] followers, 13.8K engagements

"I have added more ( around 5.9) and with 5K $ABCL shares it became my 4th largest holding. Below represents 98% of my portfolio (as of 10/9/2025) : $TSLA $HIMS $DUOL $ABCL $AMD $RKLB $AMZN $CRWD $PLTR every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it with you all soon. I would not sell a single share unless the fundamentals prove me wrong. NFA. https://t.co/iCFRg6hMta every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it with you all soon. I would not sell a single share unless the fundamentals"
X Link 2025-10-09T16:30Z [----] followers, [----] engagements

"early stage investing is really messy. they dont have perfect margins. they dont have cash flow. they are not discussed by analysts but if the TAM is massive the founder is mission-driven with skin in the game & the culture is built to last.its worth the risk ex $rklb $abcl"
X Link 2025-10-09T17:10Z [----] followers, [----] engagements

"I did DCA again into $ABCL today and will keep adding below $6. a company with proven discovery tech its own GMP facility phase [--] candidates and 100+ partnered programs does not deserve $2B valuation & I believe this is the best asymmetric opportunity in the market currently every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it with you all soon. I would not sell a single share unless the fundamentals prove me wrong. NFA. https://t.co/iCFRg6hMta every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it"
X Link 2025-10-13T20:20Z [----] followers, [----] engagements

"I believe most people do not understand $ABCL at all and call it a speculative bet I am working on a deep dive so that investors can understand the company in simple terms. I will try to avoid biotech jargon so everyone can follow along. Please be patient with this first version (will post it before Nov 15). I was skeptical at first but now I have immense conviction. Apart from the financials (which are temporarily weak - maybe for another year) everything else about $ABCL is incredibly strong: the vision the strategy the roadmap the financial discipline the humble yet highly competent"
X Link 2025-10-14T02:10Z [----] followers, 53.1K engagements

"$ABCL back above [--] :) I would love to see it in double digits I believe most people do not understand $ABCL at all and call it a speculative bet I am working on a deep dive so that investors can understand the company in simple terms. I will try to avoid biotech jargon so everyone can follow along. Please be patient with this first version https://t.co/lmWiQrEy68 I believe most people do not understand $ABCL at all and call it a speculative bet I am working on a deep dive so that investors can understand the company in simple terms. I will try to avoid biotech jargon so everyone can follow"
X Link 2025-10-15T19:25Z [----] followers, [----] engagements

"@StocksByJulian @AndrewDudum i hope $hims addresses these concerns. management integrity and optics around it matters to me. I am still long with the comp for long term but would be watching the management & culture closely now"
X Link 2025-10-17T16:43Z [----] followers, [----] engagements

"$ABCL is moving on the right path with their TCE platform. perhaps using QSP models would help them more (reading more about it). Visit our poster at ACoP [----] Conference to learn how using Quantitative Systems Pharmacology (QSP) models can help predict and explain the diverse in vivo efficacy outcomes of T-cell engagers. Read more about our TCE platform:https://t.co/MzjyGzwHoQ #pharmacometrics #ISoP https://t.co/hQ316mto26 Visit our poster at ACoP [----] Conference to learn how using Quantitative Systems Pharmacology (QSP) models can help predict and explain the diverse in vivo efficacy"
X Link 2025-10-17T18:23Z [----] followers, [----] engagements

"most durable edges are process/data edges built on top of a proprietary product. the product generates the raw input the process/data layer converts it into a feedback moat that keeps growing over time. ex : $tsla $pltr $abcl $duol $amzn $crwd $hims $meli $rklb"
X Link 2025-10-20T05:45Z [----] followers, [----] engagements

"i believe platform learning and internalization will yield at least one valuable late stage asset over a multi year horizon for $abcl . once their platform is able to unlock its first blockbuster then the ENTIRE PIPELINE will be de-risked [----] is crucial to demonstrate that"
X Link 2025-10-21T15:24Z [----] followers, [----] engagements

"Very few investors on Wall Street truly understand the strategic edge of Abcelleras integrated closed loop platform. $ABCL s end to end system - spanning microfluidics - Celium - Trianni - OthoMab - TCE - GMP manufacturing - sharply reduces operational friction and risk in drug discovery and development. [--]. Microfluidics : at the core is $abcl s high throughput microfluidics technology capable of screening millions of individual immune cells from any species in a single day. cells are isolated in microscopic chambers and tagged with fluorescent beads that light up when an antibody binds to"
X Link 2025-10-29T17:41Z [----] followers, 19.8K engagements

"if $abcl comes below $5 i would restart my DCA Very few investors on Wall Street truly understand the strategic edge of Abcelleras integrated closed loop platform. $ABCL s end to end system - spanning microfluidics - Celium - Trianni - OthoMab - TCE - GMP manufacturing - sharply reduces operational friction and risk https://t.co/h2MFRQeoHC Very few investors on Wall Street truly understand the strategic edge of Abcelleras integrated closed loop platform. $ABCL s end to end system - spanning microfluidics - Celium - Trianni - OthoMab - TCE - GMP manufacturing - sharply reduces operational"
X Link 2025-11-04T15:13Z [----] followers, [----] engagements

"difficult week for my portfolio. a real test of conviction if you hold any of these. $DUOL $HIMS $ABCL all are down significantly but the fundamentals keep getting stronger. i faced the same with $TSLA $AMZN $CRWD $MELI $AMD before so i am not that concerned"
X Link 2025-11-05T22:01Z [----] followers, [----] engagements

"$ABCL Q3 earnings Revenue : $8.9 million Eps : - $0.19 R&D expenses : $55 million Net loss : $57.1 million Liquidity : $680 million all major infrastructure investments done by mid-2025 so now shifting focus to execution and clinical data. i hope of less cash burn. i believe sentiment would remain muted until first clinical readouts or partnership milestones. p.s : still going through the result and would share the detailed insights soon"
X Link 2025-11-06T21:33Z [----] followers, [----] engagements

"by the end of this year $abcl will have its 4th proprietary candidate in the internal pipeline (all [--] getting added within [--] months). this means we will have one new internal molecule added every [---] months. the platforms speed of molecule generation is unreal. 🫡"
X Link 2025-11-06T22:34Z [----] followers, [----] engagements

"$ABCL appoints dr. Stephen quake. he is one of the few people alive elected to four U.S. national academies (science engineering medicine inventors) and he helped pioneer microfluidics the very foundation of $abcl s platform"
X Link 2025-11-10T14:37Z [----] followers, 11.8K engagements

"In [--] years you would not remember the fear you felt in a 50% drop. But you will remember selling at the bottom and watching a 10x run happen without you. $HIMS $DUOL $ABCL"
X Link 2025-11-14T14:16Z [----] followers, [----] engagements

"$TSLA Q4 [----] Revenue : $24.90B vs $24.78B (beat) EPS: $0.50 vs $0.45 (+11%) (beat) FCF : $6.2B (+74%) Cash : $44B Storage deployments : +49% YoY FSD : 1.1M paying subscribers"
X Link 2026-01-28T21:21Z [----] followers, [---] engagements

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