AbCellera Biologics ($ABCL) is a technology company that has built a powerful, AI-powered engine to accelerate the discovery of new antibody-based medicines.1

Think of them as a high-tech "foundry" for the pharmaceutical industry. They partner with drugmakers, using their platform to rapidly screen millions of immune cells and pinpoint the most promising antibodies to fight diseases like cancer, autoimmune disorders, and infections.2

They are most famous for discovering the first authorized COVID-19 antibody therapy in a record-breaking 90 days, showcasing the immense speed and power of their technology. Their business model involves upfront fees, milestone payments, and long-term royalties on the sales of successful drugs they help discover.

Following a recent stock dip on a minor Q2 earnings miss, the bear case against Hims & Hers ($HIMS) has grown louder, with short-sellers claiming the company's entire weight-loss strategy is a ticking time bomb operating in a dangerous legal gray area. However, this narrative crumbles under scrutiny. In our new podcast episode, we dismantle this flawed argument by revealing how the bears are betting against a regulatory dream team, which includes former top executives from the FDA and Pfizer, and even the ex-CEO of Novo Nordisk on their board—professionals who would not risk their careers on a reckless scheme. Furthermore, the claim of dependency on one product is demonstrably false, as Hims is executing a diversified strategy that includes a booming $100 million oral weight-loss business and a proactive pivot to an FDA-approved generic GLP-1. While the shorts focus on short-term noise, they are completely missing the company's multi-year roadmap, which features game-changing catalysts like at-home lab testing and an AI-powered superapp.

Is Hims & Hers ($HIMS) the future of healthcare or a multi-billion-dollar house of cards? This episode dives into one of Wall Street's most exciting and controversial growth stories.

Hims & Hers built an empire by tackling the sensitive health issues people avoid talking about. By offering a simple telehealth platform for everything from hair loss to anxiety, they removed the stigma and inconvenience of the traditional doctor's office, rocketing to a projected $2.4 billion in revenue this year.

But their incredible success has attracted powerful enemies. In this episode, we cut through the noise to tell the story of their revolutionary mission and investigate the serious allegations from a prominent short-seller who claims the entire company is a fraud.

Tune in to understand the high-stakes battle over one of today's most disruptive companies.