Something interesting I found
$RKLB $ASTS
These 2 companies are exceptional and one of a kind companies but the reason they've been getting hit is basically they're trying to deliver impossible missions to their customers which burns cash quite a lot. t's harder than most people would realize. You can see the correlation between FCF and the stock price. Surely it's not a coincidence. Therefore, As I've told people before that similar trajectory awaiting
$ABCL. %100? No, this is purely assumption and a completely different universe which is biotech world.
My speculation comes from the fact we're gonna see ABCL635 getting brought up to clinic starting in 2027 and also ABCL688 (another GPCR target) far beyond 2027. Since
$ABCL has world-class management they're gonna fund phase 3 on their own and of course the ones set to come later. AbCellera has been trying to achieve impossible, which is to hit GPCRs. Only 3 success off of 516 attempts. Do the math.
These companies are not YET N-of-1 but on course to become one trying unlock impossible. So no rush needed, what matters the most is how well you know what you're buying without dabbling.