AbCellera Biologics Inc. (NASDAQ: ABCL) reported fourth‑quarter 2025 earnings that beat analyst expectations, posting earnings per share of negative $0.03 versus a consensus estimate of negative $0.18—a beat of $0.15 or 83% relative to expectations.
Revenue for the quarter reached $44.9 million, a dramatic increase from $5.1 million in Q4 2024. The surge was almost entirely attributable to a $44.9 million settlement from a patent litigation case, which represents roughly 60% of the company’s total 2025 revenue and far exceeds the $6.31 million revenue forecast for the quarter.
The settlement’s impact explains why the company’s revenue jumped so sharply, while the underlying organic growth in discovery services and partner‑initiated programs remained modest. The one‑time cash inflow also bolstered the firm’s liquidity, which stood at approximately $700 million as of December 31 2025, giving the company a robust runway to fund its clinical‑stage pipeline.
CEO Carl Hansen noted that “In 2025, AbCellera successfully delivered on all its corporate priorities, transitioned to a clinical‑stage biotech company, and ended the year with approximately $700 million in available liquidity to execute on our strategy.” The company’s pipeline has advanced, with ABCL635 entering Phase 2 of a Phase 1/2 trial, ABCL575 in Phase 1, and ABCL688 and ABCL386 moving into IND/CTA‑enabling activities.
Market reaction to the earnings surprise was positive, with after‑hours trading showing a rise of 9–13% as investors responded to the earnings beat and the substantial cash infusion from the settlement, which strengthened the company’s financial position in a high‑risk biotech environment.
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