Absci Corporation (ABSI) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

Absci Corporation ( ABSI ) Morgan Stanley 24th Annual Global Healthcare Conference September 16, 2026 7:45 AM EDT Company Participants Sean McClain - Founder, CEO, President & Director Zachariah Jonasson - Chief Business Officer & CFO Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Morgan Stanley, Research Division Okay. Good morning, everyone. I'm Sean Laaman, Head of U.S. Mid-Cap Biotech Equity Research here at Morgan Stanley, and welcome to Morgan Stanley's Global Healthcare Conference. Before we commence, to make you aware of some important disclosures, please see those disclosures at the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have the pleasure of hosting Absci with Founder and CEO, Sean McClain; and CFO and CBO, Zach Jonasson. Welcome, and thank you both for your time today. Yes. Sean McClain Founder, CEO, President & Director Thanks for having us. Question-and-Answer Session Sean Laaman Morgan Stanley, Research Division Maybe just to do me favor and answer some macro questions before we delve into the guts of it. But I guess just looking at China originated innovation, do you have a view on that? Has it changed the way you think about your business development and R&D playbook, if at all? Sean McClain Founder, CEO, President & Director Yes. Obviously, there has been a lot of activity in China. And I think it's about how you utilize China. We obviously have an AI platform, and we look at China and just how we scale our infrastructure. And so not necessarily going and buying assets there, but working with China to be able to rapidly test these hypotheses, get to yes, no answers on new targets and even looking at how we could potentially utilize them on the clinical development side. And I think