$ABCL (-9.7%) AbCellera's success rides on its partners. It's a high-potential but high-risk game. I'm betting that their technology is a true secret weapon that will help create many successful medicines down the line. If it works, AbCellera could be collecting a slice of the pie from dozens of different drugs, which would be huge.
But the reality of medicine is that most new ideas fail. A lot of these promising shots won't hit the target. The next 5 to 10 years will show us whether this whole exciting experiment pays off and if all those contracts they’ve signed start turning into actual, steady cash flow.