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AbCellera offers up USD 200m in stock to support NK3 menopause antibody

AbCellera offers up USD 200m in stock to support NK3 menopause antibody

Canada-based AbCellera Biologics Inc. (Nasdaq: ABCL) announced a proposed underwritten public offering of common stock and pre-funded warrants targeting USD 200 million in gross proceeds, timed to capitalize on positive Phase I/II data for its lead menopausal vasomotor symptom program and extend the capital runway needed to advance two clinical-stage assets toward later-stage development.

The offering comprises common shares and, in lieu of common shares to certain investors, pre-funded warrants to purchase common shares, with net proceeds to fund continued research, development, and clinical advancement of its internal pipeline, with explicit reference to lead clinical program ABCL635, as well as for working capital and general corporate purposes. The offering is subject to market and other conditions; final size and terms have not been confirmed.

The offering is directly linked to the clinical trajectory of ABCL635, an investigational monoclonal antibody targeting the NK3 receptor that AbCellera is developing for moderate-to-severe vasomotor symptoms due to menopause. AbCellera this week reported positive top-line Phase I/II results, with ABCL635 demonstrating an 83% mean reduction in moderate-to-severe vasomotor symptom frequency at Week 4 versus 33% for placebo, following a single subcutaneous dose. The company described these as meeting both primary efficacy endpoints, with a statistically significant treatment difference and a favorable tolerability profile. Abcellera also expects a Phase I/II data update for ABCL575, an investigational anti-OX40L antibody in development for atopic dermatitis, by year-end 2026. The firm has stated it aims to reach five clinical-stage programs by mid-2027, with two additional assets — ABCL688 in autoimmunity and ABCL386 in oncology — currently in investigational new drug-enabling studies targeting clinic entry in 2027.

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AbCellera has been active in business development, including an expanded antibody discovery collaboration with Eli Lilly in July 2024 covering immunology, cardiovascular disease, and neuroscience, and a research collaboration with Biogen in March 2024 targeting neurological conditions. In May 2024, AbCellera also announced a Newco creation model with Viking Global Investors and ArrowMark Partners, under which internal programs advanced to development candidate stage can be spun out into independent companies with third-party funding. The USD 200 million offering, if completed, would provide the capital base to advance ABCL635 toward a potential Phase III program while sustaining the broader pipeline through multiple anticipated clinical milestones.


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