NASDAQ$ABCL

AbCellera Biologics Inc. · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Reported a significant increase in revenue driven by milestone payments and royalties, along with substantial net earnings compared to a net loss in the same quarter of the previous year.

AbCellera reported a significant increase in revenue for Q1 2021, driven by milestone payments and royalties. The company also generated substantial net earnings, a stark contrast to the net loss reported in the same quarter of the previous year. Partnership business expanded, and a second therapeutic antibody for COVID-19 advanced into clinical trials.

  • Total revenue increased to $203 million, up from $5 million in Q1 2020.
  • Net earnings reached $117 million, compared to a $2 million loss in Q1 2020.
  • Partnership business expanded by 16 programs, a 23% increase in growth rate.
  • A second therapeutic antibody for COVID-19, LY-CoV1404, advanced into clinical trials.

Headline financials

Total Revenue

$203M

No prior period
EPS (adj)

$0.37

No prior period
Cumulative Program Starts

52

No prior period
Molecules in the Clinic

1

No prior period
Capital Expenditures

-$3.64M

No prior period
Free Cash Flow

$114M

No prior period
Net Income

$117M

No prior period
Operating Income

$158M

No prior period
Gross Profit

$183M

No prior period
Cash & Equivalents

$686M

No prior period
Total Assets

$1.13B

No prior period
Stock-Based Comp

$5.43M

No prior period

Revenue & EPS history

AbCellera · Revenue · Quarterly

$203M

Q1 2021
Beat estimate in 5 of 8 quarters(63%)
ActualEstimate

Revenue by segment

AbCellera · $24.2M total across 2 segments · Q1 2021

  • Licensing and Royalty
    $20.3M
  • Research Fees
    $3.99M

Forward guidance

This press release contains forward-looking statements, including statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements are based on management’s beliefs and assumptions and on information currently available to management.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2021

Historical avgQ1 2021

-0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.2%

Avg return

30 days after

46%

11 / 24 earnings

Positive

+17.1%

Q2 2021

Best reaction

-13.9%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-21.8%-2.9%
Q4 2025-1.5%+18.6%+1.6%
Q3 2025-13.9%-12.4%-21.4%
Q1 2025+1.0%+2.0%+21.4%
Q4 2024-11.3%-18.2%-20.9%
Q3 2024-0.4%-1.1%+6.2%
Q2 2024-4.7%-2.9%-12.0%
Q1 2024-6.6%-6.8%-8.0%
Q4 2023-9.9%-8.8%-11.8%
Q3 2023+14.1%+6.8%+17.2%
Q2 2023-13.0%-15.1%-19.5%
Q1 2023-9.1%-14.1%+3.0%
Q4 2022-8.3%-12.7%-23.8%
Q3 2022-1.7%+13.1%-7.2%
Q2 2022+13.4%+16.3%-3.9%
Q1 2022-12.0%+11.2%+29.1%
Q4 2019+8.1%+9.4%+15.5%
Q4 2021+8.1%+9.4%+15.5%
Q3 2020-7.8%-2.0%-5.1%
Q2 2018+16.3%+10.3%+25.0%
Q2 2021+17.1%+8.6%+24.3%
Q1 2018+0.1%-5.2%-24.1%
Q1 2021+3.4%+7.4%-15.7%
Q4 2018+7.8%+24.1%+21.3%
Q3 2017
Q2 2017
Q1 2017

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