Absci Exec Bedrick Todd Sees Long‑Term Upside, Grabs 15,000 RSUs Amid Rising Insider Buying Surge

Insider Activity Signals a Shift in Absci’s Capital Allocation The recent filing from Bedrick Todd, Absci’s Senior Vice President of Corporate Affairs, shows a sizable purchase of 15,000 shares in the form of Restricted Stock Units (RSUs). These units will vest in equal installments over the next three years, beginning in January 2027. While the transaction itself involves no cash outlay—RSUs are granted rather than purchased—Todd’s decision to lock in a stake at the current price of $3.03 suggests confidence in the company’s medium‑term trajectory. The move aligns with a broader pattern of insider buying observed over the past year, notably a December 2025 purchase by Van Houten Frans of 40,000 shares, hinting that the management cohort is increasingly bullish on Absci’s synthetic‑biology platform.

What This Means for Investors Insider buying is often interpreted as a signal that those closest to the company see upside that is not yet reflected in the market price. Todd’s purchase, coupled with the recent sell‑off of 21,950 shares back in October 2025, illustrates a classic “buy after sell” cycle. By selling earlier, Todd may have realized short‑term gains while now positioning himself for long‑term upside as the company advances its drug‑discovery platform. For investors, this could be a cue to monitor the stock more closely, especially as Absci navigates a challenging earnings environment (P/E of –3.25) and a moderate valuation relative to its peers. The timing of the RSU vesting also coincides with key milestones—product pipeline approvals and potential partnership announcements—so the stock could see a lift if those events materialize.

Bedrick Todd: A Profile of Strategic Commitment Todd’s insider history reflects a disciplined approach to equity management. Following a sizable sale in October 2025, he now opted for a long‑term vehicle: RSUs that vest over three years. This transition from a single large sell to a structured vesting plan indicates a shift from short‑term liquidity needs to a focus on aligning personal incentives with shareholder value. His other transactions are sparse; the most recent significant trade was the 21,950‑share sale in October 2025, which reduced his holdings to 161,283 shares. Given his role in corporate affairs, Todd’s equity movements likely mirror the company’s strategic priorities rather than opportunistic trading.

Absci’s Future Outlook in Context Absci operates in a high‑growth segment of biotech—synthetic biology—but remains unprofitable, reflected in its negative earnings and a 52‑week high of $6.33 versus a low of $2.01. The current insider activity, particularly the RSU grant to a senior executive, may be part of a broader effort to retain key talent and signal confidence to the market. If Absci can convert its platform into commercially viable products or secure significant partnership deals, the stock could recover from its recent 14% monthly decline. Until then, the insider signals should be weighed against the company’s valuation multiples and the broader industry’s volatility.