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Absci (ABSI) investor relations material

Absci Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary10 Nov, 2025

Company background and technology

  • Originated as a platform for scaling protein-protein interactions, later pivoted to generative AI for drug creation, focusing on engineering antibodies for specific properties.

  • Uses generative design to target hard-to-drug proteins like GPCRs and ion channels, aiming for first-in-class and best-in-class assets.

  • Pipeline includes a TL1A asset and ABS-201, targeting the prolactin receptor for androgenic alopecia and endometriosis.

Lead program (ABS-201) and clinical development

  • ABS-201 blocks the prolactin receptor, showing superior efficacy to minoxidil in preclinical studies and strong durability for hair regrowth.

  • First clinical dosing planned for December, with proof-of-concept readout expected in the second half of the following year.

  • The trial includes SAD and MAD portions, focusing on safety, tolerability, and efficacy using validated hair count measures.

  • Secondary endpoints include hair density, thickness, and pigmentation.

Market opportunity and commercialization strategy

  • Large market potential for androgenic alopecia, with high patient willingness to pay and significant unmet need, especially among women.

  • ABS-201 offers potential for long-lasting results with two to three injections, differentiating from daily treatments like minoxidil.

  • Initial commercialization will target physicians, with a long-term shift to direct-to-consumer, leveraging partnerships with telehealth platforms.

  • Go-to-market setup leverages dermatology, medispa, and plastic surgery channels, with a streamlined sales force compared to traditional pharma.

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Frequently asked questions

Absci Corporation operates as a generative AI drug creation company, focusing on revolutionizing the process of biologics drug discovery. Leveraging an integrated drug creation platform, Absci identifies novel drug targets and creates biotherapeutic candidates, shifting from traditional drug discovery to drug creation. This approach enables the design of de novo antibodies directly on computers, potentially reducing the development time for new drug leads and increasing their probability of success. The company's platform combines artificial intelligence with synthetic biology, allowing the construction and testing of millions of AI designs weekly. This innovative process results in wet lab-validated biologic-based therapeutics in a significantly shortened timeframe, aiming to address the challenges of traditionally high failure rates and lengthy development times in biologics drug discovery. The company is headquartered in Vancouver, Washington, and its shares are listed on the Nasdaq.

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