Abcellera Biologics Inc. · NASDAQ:ABCL
Abcellera Biologics — Q2 2026 Earnings Presentation
13 slides from Abcellera Biologics's earnings presentation, Aug 5, 2026
Slide 1: Q2 2026 Business Update
Q2 2026 BUSINESS UPDATE COPYRIGHT © ABCELLERA AUGUST 5, 2026
Slide 2: Disclaimer
DISCLAIMER This document contains forward-looking statements, including statements made pursuant These statements involve risks, uncertainties and other factors that may cause to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. actual results, levels of activity, p
Slide 3: 2026 Priorities Update
2026 PRIORITIES UPDATE ABCL635 patient enrollment closed, Phase 2 readout in Q3, and all programs in the pipeline progressing Q2 2026 Business Update ABCL635 Phase 2 clinical trial ABCL688 progressing through top-line readout in Q3 2026 IND-enabling activities Nominate at Enrollment complete least 1
Slide 4: T-Cell Engager Platform
T-CELL ENGAGER PLATFORM We are using our TCE platform to advance programs into the clinical both internally and through strategic collaborations Our TCE platform is fully integrated with end-to-end capabilities, from discovery to manufacturing: Q2 2026 Business Update Novel TCE A scalable process to
Slide 5: Partnering: TCE Collaborations (Vertex)
PARTNERING: TCE COLLABORATIONS Collaboration with Vertex to advance programs in autoimmunity Q2 2026 Business Update OPTIONAL: SCOPE EXPANSION Multi-target collaboration If mutually agreed, in autoimmune disease and other conditions AbCellera could perform $28M total upfront payments cell line devel
Slide 6: Partnering: TCE Collaborations (Jazz)
PARTNERING: TCE COLLABORATIONS Collaboration with Jazz to advance programs in oncology Q2 2026 Business Update OPTIONAL: PROGRAM EXPANSION 3 Discovery Programs 2 Additional Discovery Programs $2.5B total potential payments $1.6B total potential payments ● $84M in total upfront payments ($56M of whic
Slide 7: Independent Directors
We welcome Dr. Victor Sandor and Dr. Lynn Seely as independent directors to AbCellera’s board of directors Q2 2026 Business Update COPYRIGHT © ABCELLERA Dr. Victor Sandor Dr. Lynn Seely 7
Slide 8: Financials Update
8 COPYRIGHT © ABCELLERA Q2 2026 Business Update Q2 2026 FINANCIALS UPDATE
Slide 9: We continue to maintain a strong liquidity position
We continue to >$565M in total cash balances & marketable securities* maintain a strong Q2 2026 Business Update liquidity position ~$110M in total available to execute on our government funding* strategy >$675M in available liquidity to execute on our strategy* COPYRIGHT © ABCELLERA * As of June 30,
Slide 10: Operating expenses reflect R&D investments
Operating expenses reflect R&D investments Revenue USD Operating Expenses USD LICENSING AND ROYALTY RESEARCH & SALES, GENERAL & MILESTONES DEVELOPMENT ADMIN RESEARCH FEES Q2 2026 Business Update +$6.8M $46.0M $39.2M -$8.1M $22.0M $17.1M $13.9M $4.1M COPYRIGHT © ABCELLERA Q2 2025 Q2 2026 Q2 2025 Q2 20
Slide 11: Net loss of $55M; equivalent to ($0.18) per share
Net loss of $55M; equivalent to ($0.18) per share (basic & diluted) Earnings USD NET EARNINGS EARNINGS PER SHARE: BASIC AND DILUTED Q2 2026 Business Update ($0.12) ($34.7M) ($0.18) ($55.4M) Q2 2025 Q2 2026 Q2 2025 Q2 2026 COPYRIGHT © ABCELLERA 11
Slide 12: Over $565M in total cash balances and marketable securities
Over $565M in total cash balances and marketable securities Cash Flows USD Q2 2026 Business Update COPYRIGHT © ABCELLERA * Restricted cash (including restricted cash in other assets) 12
Slide 13: Thank You
COPYRIGHT © ABCELLERA 13 Q2 2026 Business Update THANK YOU