Absci (ABSI) UBS Global Healthcare Conference summary

Company evolution and platform development

• Originated as a synthetic biology company, pioneering full-length antibody production in E. coli and high-throughput assays for antibody screening.

• Transitioned to AI-driven antibody design, leveraging four years of proprietary, high-quality functional and structural data.

• Integrated active learning loops between wet lab and AI teams, enabling rapid model iteration and validation.

• Focused on designing novel, differentiated antibody therapeutics using epitope selection and interface optimization.

• Built a world-class discovery team to support internal pipeline development and maximize ROI.

Competitive differentiation and partnerships

• Emphasizes lab validation over in silico metrics, ensuring real-world performance of AI-designed molecules.

• Maintains a robust data generation and validation infrastructure, setting it apart from competitors with limited data strategies.

• Demonstrated ability to deliver high-quality antibody leads for difficult targets, as shown in the AstraZeneca partnership.

• Commercial model includes traditional drug discovery partnerships, co-development deals, and wholly owned internal assets.

• Partnerships are structured for synergy, leveraging partner expertise in target biology and commercialization.

Pipeline strategy and proprietary programs

• Internal pipeline is balanced between fast-follower and first-in-class programs, using both validated and novel targets.

• Lead program ABS-101 (TL1A antibody) designed for best-in-class potency, clean ADA profile, and extended half-life.

• ABS-101 is completing IND-enabling studies, with phase one trials planned for the first half of next year and interim readout in the second half.

• Additional programs include ABS-201 (dermatology, target to be unveiled) and ABS-301 (novel IO target), with new pipeline additions expected.

• Focused on cytokine biology, with expansion into I&I and oncology through strategic partnerships and internal discovery.