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: Arseniy Shabashvili - Guggenheim Partners, LLC - Analyst
: Hi, this is Arseniy on Fulvamo. Thank you for taking our questions and congrats on all your progress. Regarding ABS-101, what are you hoping to
see in the Phase 1 top line in the second half of the year in terms of decay and the misunicity endpoints as well as any other metrics you may be
looking at?
Question: Arseniy Shabashvili - Guggenheim Partners, LLC - Analyst
: Thank you. And one more, if I may, regarding 201. Obviously, it is the early days, but based on what you now know, do you think this product can
potentially be self-administered in the future?
Question: Arseniy Shabashvili - Guggenheim Partners, LLC - Analyst
: Thank you.
Question: Brendan Smith - TD Cowen - Analyst
: Great. Thanks for taking the questions, guys. Congrats on all the progress. Maybe just a quick one from us on 201. And as you look at the data today
and think about potential clinical trial ahead, I guess, how are you thinking about potential market segmentation here?
And I guess maybe just among that 80 million to 90 million patient figure that I think you flagged in the past, I guess who among them do you
think would maybe be, loathing fruit to target first and just kind of think about that rollout?
Question: Brendan Smith - TD Cowen - Analyst
: Okay, great. Thanks, Zach.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
MAY 13, 2025 / 8:30PM, ABSI.OQ - Q1 2025 Absci Corp Earnings Call
Question: Gil Blum - Needham & Company, LLC - Analyst
: Good afternoon, everyone, and allow me to add my congrats to the progress here. So maybe a couple of questions on 201. Now that we have some
pharmacokinetics from the non-human primate model, maybe the kind of initial thoughts on the type of dosing you're going to first look at in
humans and kind of as a follow on. So I remember the idea was to inject the compound to the target site. How much systemic exposure did you
observe in the NHB model? Thank you.
Question: Gil Blum - Needham & Company, LLC - Analyst
: Thanks.
Question: Gil Blum - Needham & Company, LLC - Analyst
: Yep.
Question: George Farmer - Scotiabank - Analyst
: Hi, good afternoon. Thanks for taking my question. Sean, can you elaborate a little bit more on this combo strategy that you have with 101? That
sounds pretty intriguing. And regarding the partnership that you have with AstraZeneca, I recall that there was a big milestone that you guys had
hit with them, can you give us an indication of like, whether you might be getting any milestones in the near future, maybe just on a qualitative
basis, how substantial those could be? And then number three, regarding 501, how do you see this drug fitting into the competitive landscape?
It's a pretty, pretty crowded area. And how is this really differentiated? Thanks.
Question: George Farmer - Scotiabank - Analyst
: Okay, thanks. And Sean, again, back to the combo approach. This bi-specific that you're referring to -- is this one of you an in-house bi-specific that
you're making or is it somebody else's?
Question: George Farmer - Scotiabank - Analyst
: Okay, thanks.
Question: Debanjana Chatterjee - Jones Research - Analyst
: Hi. Thanks for taking my question. So I have two. The first one is that, you know, assuming that you see optimal results, as you expect, in the Phase
1 readout for ABS-101, as you think about the Phase 2, will the study include both open-level and randomized arms similar to the design in one of
the competitor trials?
Question: Debanjana Chatterjee - Jones Research - Analyst
: Okay, great. And one follow-up. So this is broader. As the FDA shifts towards minimizing animal use for safety testing and emphasizes AI-based
safety predictions, can you leverage AppSight's data for its AI-driven platform to model toxicity and predict safety? And is AppSight better positioned
Question: Debanjana Chatterjee - Jones Research - Analyst
: Okay, that's very helpful. Thank you.
| 
