Absci Corp
ABSI · Services-Commercial Physical & Biological Research · 155.9M shares · +63%/yr ↑ dilution · EDGAR filings ↗
Reference price $5.36 · est. market cap ~$836M — last insider purchase, 2026-05-13 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D44Clinical/early-stage biotech — AI-driven drug-discovery clinical, heavy burn ($94M), well-funded.
Strengths
- Liquidity — current ratio 6.6 (93rd)
Risks
- Pre-revenue, deep losses — per metrics
- Pre-revenue/clinical-stage — history of losses & need for capital per risk factors
- Binary clinical & funding risk — per 10-K
Notable findings
- Chronic dilutionShare count +63%/yr over 4y (dilution, book value/share -93%)
- Cash burnNegative free cash flow (-94.0M)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Exec changeRecent 8-K item 5.02 8-K ↗
- Insider buyingInsider buying — 3 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$635,508, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, last 6mo) Form 4 ↗
- Revenue declineRevenue -60.9% YoY
- Notable holderHeld by 5 notable fund(s): FMR LLC, ARK Investment Management LLC, STATE STREET CORP +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Return on equity
-60.8%
Return on assets
-53.3%
Revenue growth (QoQ)
-60.9%
Current ratio
6.6×
Free cash flow
-$94M
EBITDA
-$109M
Tangible book value
$148M
Cash & investments
$156M
Cash runway
7q
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-24 | McClain Sean | Tax withheld | 60K | $10.07 |
| 2026-06-04 | Sirosh Joseph | Grant | 10K | — |
| 2026-06-04 | Szela Mary T | Grant | 10K | — |
| 2026-06-04 | Rabinovitsj Daniel A | Grant | 10K | — |
| 2026-06-04 | Szela Mary T | Grant | 8.4K | — |
| 2026-06-04 | MCGINNIS KAREN K | Grant | 10K | — |
| 2026-06-04 | Pangalos Menelas N | Grant | 10K | — |
| 2026-06-04 | VAN HOUTEN FRANS | Grant | 10K | — |
| 2026-05-31 | Jonasson Zachariah | Tax withheld | 8.3K | $6.75 |
| 2026-05-13 | Pangalos Menelas N | Buy | 37K | $5.36 |
| 2026-03-12 | Busch Andreas | Buy | 100K | $2.29 |
| 2026-03-03 | Walker Shelby J. | Tax withheld | 9.8K | $2.80 |
| 2026-03-03 | Jonasson Zachariah | Tax withheld | 11K | $2.80 |
| 2026-03-03 | Walker Shelby J. | Tax withheld | 9.8K | $2.80 |
| 2026-03-03 | Bedrick Todd | Tax withheld | 5.3K | $2.80 |
| 2026-03-03 | Bedrick Todd | Tax withheld | 5.3K | $2.80 |
| 2026-03-03 | Jonasson Zachariah | Tax withheld | 11K | $2.80 |
| 2026-03-03 | Busch Andreas | Tax withheld | 1.3K | $2.80 |
| 2026-03-03 | McClain Sean | Tax withheld | 25K | $2.80 |
| 2026-03-03 | McClain Sean | Tax withheld | 25K | $2.80 |
| 2026-03-02 | McClain Sean | Grant | 406K | — |
| 2026-03-02 | Walker Shelby J. | Grant | 90K | — |
| 2026-03-02 | Jonasson Zachariah | Grant | 135K | — |
| 2026-03-02 | Bedrick Todd | Grant | 50K | — |
| 2026-03-02 | Pangalos Menelas N | Grant | 5.8K | — |
| 2026-03-02 | Walker Shelby J. | Grant | 90K | — |
| 2026-03-02 | McClain Sean | Grant | 406K | — |
| 2026-03-02 | Bedrick Todd | Grant | 50K | — |
| 2026-03-02 | Jonasson Zachariah | Grant | 135K | — |
| 2026-03-02 | Jonasson Zachariah | Tax withheld | 8.3K | $2.74 |
| 2026-02-27 | Pangalos Menelas N | Buy | 75K | $2.74 |
| 2026-02-23 | McClain Sean | Tax withheld | 267K | $2.65 |
| 2026-02-23 | McClain Sean | Option exercise | 396K | $1.21 |
| 2026-02-03 | Busch Andreas | Tax withheld | 1.5K | $2.99 |
| 2026-02-02 | McClain Sean | Sell | 27K | $2.99 |
| 2026-02-02 | Jonasson Zachariah | Sell | 17K | $2.99 |
| 2026-02-02 | Bedrick Todd | Tax withheld | 3.7K | $2.99 |
| 2026-02-02 | McClain Sean | Tax withheld | 27K | $2.99 |
| 2026-02-02 | Jonasson Zachariah | Tax withheld | 17K | $2.99 |
| 2026-01-28 | Bedrick Todd | Grant | 15K | — |
| 2025-12-05 | VAN HOUTEN FRANS | Buy | 40K | $3.72 |
| 2025-11-30 | Jonasson Zachariah | Tax withheld | 8.3K | $3.17 |
| 2025-10-14 | Jonasson Zachariah | Tax withheld | 387 | $3.68 |
| 2025-10-14 | Busch Andreas | Tax withheld | 3.1K | $3.68 |
| 2025-10-14 | Bedrick Todd | Tax withheld | 22K | $3.68 |
| 2025-10-14 | McClain Sean | Tax withheld | 23K | $3.68 |
| 2025-09-22 | Bedrick Todd | Buy | 10K | $2.70 |
| 2025-09-22 | Pangalos Menelas N | Buy | 96K | $2.66 |
| 2025-08-31 | Jonasson Zachariah | Tax withheld | 8.3K | $2.39 |
| 2025-07-28 | Busch Andreas | Buy | 50K | $3.04 |
| 2025-06-11 | Rabinovitsj Daniel A | Grant | 14K | — |
| 2025-06-11 | Sirosh Joseph | Grant | 14K | — |
| 2025-06-11 | MCGINNIS KAREN K | Grant | 14K | — |
| 2025-06-11 | VAN HOUTEN FRANS | Grant | 14K | — |
| 2025-06-11 | Pangalos Menelas N | Grant | 14K | — |
| 2025-05-31 | Jonasson Zachariah | Tax withheld | 5.2K | $2.65 |
| 2025-03-03 | Bedrick Todd | Grant | 30K | — |
| 2025-03-03 | McClain Sean | Grant | 190K | — |
| 2025-03-03 | Busch Andreas | Grant | 24K | — |
| 2025-03-03 | Walker Shelby J. | Grant | 59K | — |
| 2025-03-03 | Jonasson Zachariah | Grant | 82K | — |
| 2025-02-28 | Jonasson Zachariah | Tax withheld | 5.2K | $4.04 |
| 2025-02-01 | Jonasson Zachariah | Tax withheld | 12K | $3.71 |
| 2025-02-01 | McClain Sean | Tax withheld | 17K | $3.71 |
| 2025-02-01 | Bedrick Todd | Tax withheld | 2.6K | $3.71 |
| 2025-02-01 | Busch Andreas | Tax withheld | 1.5K | $3.71 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-24 | Other | filing ↗ |
| 2026-06-24 | Material agreementOtherExhibits | filing ↗ |
| 2026-06-05 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsOtherExhibits | filing ↗ |
| 2026-03-24 | ResultsOtherExhibits | filing ↗ |
| 2026-03-06 | Material agreementExec/director changeReg FDExhibits | filing ↗ |
| 2026-01-14 | OtherExhibits | filing ↗ |
| 2025-11-12 | ResultsOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-24 | 2026-06-24 | 0001672688-26-000118 ↗ |
| 8-K | 2026-06-24 | 2026-06-24 | 0001193125-26-281143 ↗ |
| 8-K | 2026-06-05 | 2026-06-04 | 0001672688-26-000095 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001672688-26-000088 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001672688-26-000086 ↗ |
| 8-K | 2026-03-24 | 2026-03-24 | 0001672688-26-000066 ↗ |
| 10-K | 2026-03-24 | 2025-12-31 | 0001672688-26-000068 ↗ |
| 8-K | 2026-03-06 | 2026-03-03 | 0001672688-26-000047 ↗ |
| 8-K | 2026-01-14 | 2026-01-14 | 0001672688-26-000003 ↗ |
| 10-Q | 2025-11-12 | 2025-09-30 | 0001672688-25-000084 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001672688-25-000082 ↗ |
| 8-K | 2025-11-04 | 2025-10-31 | 0001672688-25-000076 ↗ |