ABSI Absci Corp

$ABSI good conference chats. Management sounds very confident and confirmed timeline re: 13 weeks data in December. The one thing that stood out is that they explicitly hinted towards possibly long lasting hair growth even after the initial 2-3 doses within 6 months. If that holds true and they get similar hair growth to what Veradermics has seen (with daily or twice daily administration), this would genuinely make ABS-201 best in class. They also mentioned that administration can possibly be done at home. Only 3 months left to the first data release, super excited for it!

$ABSI A should really have trading shares and long term hold shares. This keeps bouncing between 8.80's to 11ish over and over.

$ABSI well well well Glad I held my nose and backed up the truck here yesterday And went to the bottom, half of the consolidation range, but held the 50 day so I held my nose even though it was against my better instincts and just bought a sh#t ton of this stuff Not that I need the money cause I get lucky once in a while, but it’s always fun to have a stock swing your way Should’ve bought another hundred thousand

$ABSI Opened a new position. Fits my ongoing thesis of AI increasing success + decreasing cost of new drug discovery.

$ABSI love this price action. Particularly, this is really great to see for anyone who got in early and held through volatility for years. December is right around the corner! 2027 is packed with milestones as well!

$ABSI Just to emphasize, I think this is ultimately a good sign. Lilly clearly guided this complex trial design to obtain the information needed. Endometriosis endpoints are a lot more "messy" than measuring hair growth. Waiting for the 26 weeks data to estimate the right dosing schedule and dose is a very important decision. Running the study globally, and not just in Australia or the US, will give a lot more value to the ultimate results. They also include a run-in period to establish pain score baselines. I think this shows that Lilly is taking their advisory board seriously, and indicates their potential interest in ABS-201 for endometriosis.

$ABSI Normal profit taking that we see over and over again. Nothing to worry about. We should know more soon.

$ABSI Let's talk about the tough questions. 1. Is the CEO mostly overhype and under deliver? 2. Speed to market is supposed to be a huge claim. - Would you say that ABS-201 has been quick at all? 3. Finally, where's the moat? Why won't ALL pharmaceutical companies be using data and design like ABSI does within 2-3 years?

$ABSI second let up was beautiful out at 9.37! very nice... probably way to soon, but an amazing day here!

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