Absci Corp ABS-201 KOL Seminar Transcript - Thomson StreetEvents

Absci Corp ABS-201 KOL Seminar Transcript

Absci Corp ABS-201 KOL Seminar Transcript - Thomson StreetEvents
Absci Corp ABS-201 KOL Seminar Transcript
Published Dec 11, 2025
30 pages (19271 words) — Published Dec 11, 2025
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Abstract:

Edited Transcript of ABSI.OQ corporate analyst meeting

  
Brief Excerpt:

...Good morning, everyone. Thank you for joining our deep dive today into ABS-201. At Absci, our mission is to use generative AI to create better biologics for patients who don't have good enough options today. We talk a lot about our platform, our lab-in-the-loop, and our ability to create better biologics faster. But today isn't just about the platform in the abstract, today is about the results. ABS-201, which we believe could be a paradigm-changing therapeutic for androgenic alopecia. Now historically, the biopharma industry has dismissed hair loss as just cosmetic. But when you speak to patients, you realize that characterization is deeply flawed. For tens of millions of people, both men and women, this is not about vanity. It's about identity. It's about mental health and the profound loss of confidence that impacts their daily lives. Despite this massive unmet medical need, the standard of care has remained stagnant for decades, we're relying on old mechanisms that often come with difficult...

  
Report Type:

Transcript

Source:
Company:
Absci Corp
Ticker
ABSI.OQ
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Brian Cheng - JPMorgan Chase & Co - Analyst : Hey guys, can you hear me?


Question: Brian Cheng - JPMorgan Chase & Co - Analyst : Brian. Well, thanks for taking our questions here. A couple from us. Just want to pick your brain a bit on the setup for the Phase I/IIa trial. What do you want to see across the three doses in the MAD portion that you've selected for hair counts and also hair width? And then we have a quick follow-up.


Question: Brian Cheng - JPMorgan Chase & Co - Analyst : And then if I can just add one more. Just on the subcu versus IV dose formulation here, how should we think of the subcu dose range in relationship to the IV doses that you have selected? LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.


Question: Brian Cheng - JPMorgan Chase & Co - Analyst : Great, thank you guys.


Question: Debanjana Chatterjee - Jonestrading Institutional Services LLC - Analyst : Hi. Do you guys hear me? Thanks for the exciting presentation. So can you please confirm if the ex-vivo experiments were performed on hair follicles from healthy male donors. And if so, how do you think the findings would translate into like patients with established AGA? And I have a commercial follow-up.


Question: Debanjana Chatterjee - Jonestrading Institutional Services LLC - Analyst : Yes. And maybe thinking about the commercial -- LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.


Question: Debanjana Chatterjee - Jonestrading Institutional Services LLC - Analyst : Great. And are there any additional hair loss conditions where you think modulating the prolactin signal could offer therapeutic benefit outside of AGA?


Question: Debanjana Chatterjee - Jonestrading Institutional Services LLC - Analyst : Very helpful. Thank you. I'll hop back in the queue.


Question: Debanjana Chatterjee - Jonestrading Institutional Services LLC - Analyst : Great. Thanks for all the additional color, very useful context. Thank you. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.


Question: Morgan Gryga - Morgan Stanley - Analyst : Hi, everyone. Thanks. I'm calling in for Sean Laaman. So we've seen in preclinical studies for ABS-201 potential re-pigmentation effects too. How could that present potential upside for ABS-201 in this market?


Question: Charles Wallace, Ph.D. - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Hi. Thanks for a great presentation. And a little bit of color, if I may, on the HEADLINE Phase IIa design, regarding later clinical development, would you need to do an additional -- or what additional trials would you need to do? Would you go into a Phase IIb or directly into a Phase III? And then also, is there a precedence to keep males and females in separate cohorts or even separate studies?


Question: Charles Wallace, Ph.D. - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Great. And then a follow-up, if I may. So on the proof-of-concept data that's coming out, what differences should we expect to see between the 13 weeks and at 26 weeks? And then also on this, would we get any idea of the potential re-pigmentation from these readouts?


Question: Charles Wallace, Ph.D. - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Great. Yes. I know my mom would be one of your first customers if that's the case. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies.


Question: Charles Wallace, Ph.D. - H C Wainwright & Co LLC (Pre-Merger) - Analyst : Great. Thank you, guys.


Question: Anna Li - Truist Securities - Analyst : Can you guys hear me?


Question: Anna Li - Truist Securities - Analyst : This is Anna on for Kripa. Thanks for the question. For Dr. Sinclair, one question. Besides the dose selection, could you also talk about any


Question: Anna Li - Truist Securities - Analyst : And any expectations for kind of that safety SAD readout besides kind of looking at half-life, any potential safety concerns? I know there's like some theoretical concerns of prolactin suppression with like immune bone loss, anything like that?


Question: Anna Li - Truist Securities - Analyst : Thank you so much.

Table Of Contents

Absci Corp Q3 2025 Earnings Call Transcript – 2025-11-12 – US$ 54.00 – Edited Transcript of ABSI.OQ earnings conference call or presentation 12-Nov-25 9:30pm GMT

Absci Corp at Morgan Stanley Global Healthcare Conference Transcript – 2025-09-08 – US$ 54.00 – Edited Transcript of ABSI.OQ presentation 8-Sep-25 7:20pm GMT

Absci Corp Q2 2025 Earnings Call Transcript – 2025-08-12 – US$ 54.00 – Edited Transcript of ABSI.OQ earnings conference call or presentation 12-Aug-25 8:30pm GMT

Absci Corp Annual Shareholders Meeting Transcript – 2025-06-11 – US$ 54.00 – Edited Transcript of ABSI.OQ shareholder or annual meeting 11-Jun-25 1:00pm GMT

Absci Corp at Goldman Sachs Global Healthcare Conference Transcript – 2025-06-09 – US$ 54.00 – Edited Transcript of ABSI.OQ presentation 9-Jun-25 12:40pm GMT

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Thomson StreetEvents. "Absci Corp ABS-201 KOL Seminar Transcript" Dec 11, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Absci-Corp-ABS-201-KOL-Seminar-T16532618>
  
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