ABSI Absci Corp

$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 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 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 short term profit taking on low volume. Institutional and serious buyers will step in soon, and we will have a nice run up to the December data release. We will end this year somewhere between $15-20

$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?