Absci Corp

ABSI

Held by 3 specialist biotech funds

High Convergence

Share on X

Fund Holdings

3 fund convergence

Baker Bros. Advisors Redmile Group Casdin Capital

Catalysts

No catalysts tracked.

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 2,134,803Value: $7.5M

## Signal Note: Baker Bros. Initiates Large Position in Absci Corp (ABSI) Baker Bros. building a significant new position in Absci is noteworthy given their track record of concentrated, high-conviction bets in biotech — though the reported $7.45B position value appears to be a data error relative to ABSI's actual market cap (likely closer to ~$7.45M). Absci is an AI-driven drug and target discovery platform specializing in *de novo* antibody design using generative AI models, with lead partnered programs and internal assets targeting validated oncology and immunology pathways; the key near-term catalysts are validation of their AI-designed molecules entering IND-enabling studies and expansion of pharma partnerships. Baker's entry suggests confidence in the platform's computational approach to biologics design translating into clinical-stage value creation, a thesis that will be tested as AI-generated

Redmile GroupNEW

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Insider Signals

No insider signals tracked.

Also Held by These Funds

NGNE3 funds CLDX2 funds CTNM2 funds DBVTF2 funds DNLI2 funds IDYA2 funds INCY2 funds GLUE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Redmile Initiates 8.3M Share Position in Absci (ABSI) Redmile's $28.8M entry into ABSI signals conviction in the company's AI-driven antibody discovery platform, which has demonstrated potential to reduce development timelines versus traditional methods. The timing suggests confidence ahead of near-term clinical readouts or partnership announcements, though ABSI's pipeline remains early-stage with limited Phase 1 data publicly available. Green's healthcare crossover expertise indicates focus on platform durability and partner validation rather than near-term revenue catalysts.