Absci (ABSI) Jefferies Global Healthcare Conference 2026 summary

Platform innovation and AI integration

• AI-native platform integrates automated wet-lab and advanced AI for de novo antibody design, optimization, and rapid drug discovery, reducing time and cost to clinic.

• Proprietary models enable epitope-specific design, multi-valency, PH-dependent binding, and agentic AI for target selection and molecule design, generating thousands of validated sequences.

• Origin-1 platform designs full-length mAbs against zero-prior epitopes with high structural fidelity, confirmed by cryo-EM, expanding reach to hard-to-drug targets.

• Demonstrated ability to bring drugs to clinic in 24 months at $10–15 million, compared to traditional $50–100 million and 5–6 years.

• Platform success validated through internal pipeline, external partnerships, and functional antagonism via AI-guided affinity maturation.

Pipeline highlights and clinical progress

• Differentiated pipeline led by ABS-201, targeting androgenetic alopecia (AGA) and endometriosis, with additional preclinical assets in metabolism and immunology.

• ABS-201 is in Phase 1/2a for AGA, with interim proof-of-concept readout expected in 2H 2026 and topline data in early 2027.

• Endometriosis program anticipates Phase 2 initiation in Q4 2026, leveraging a novel, non-hormonal mechanism.

• Multiple programs are ready for partnering at various stages, up to Phase 1.

• ABS-201 shows superior hair regrowth in preclinical models versus standard of care, with durable regenerative effects and ongoing human ex vivo studies confirming mechanism.

Preclinical and clinical data highlights

• ABS-201 demonstrated superior efficacy to 5% topical minoxidil in preclinical hair regrowth models.

• Primate studies showed durable hair regrowth and increased hair density years after treatment cessation.

• Human ex vivo studies confirmed prolonged anagen phase, stem cell protection, and increased hair growth factors.

• Endometriosis models showed reduced lesion formation and pain with PRLR antagonism.

• Durable regenerative effects observed in animal models, with ongoing human ex vivo studies confirming mechanism.