Member Info for chrishutch

The waiting has been mentally draining and incredibly frustrating, we have been range bound for a while. Some clearly profiting from selling high 14s and low 15s and buying in the 12s and low 13s. Rinse and repeat. But hopefully the wait is nearly over, I would expect the company to be announcing contracts soon, otherwise we will have to question their ability to convert.

The problem with trading the range at this stage of the waiting game is, that when news lands those that sold will be locked out on the breakout. Personally, this is a small pool of investors who have been watching this for a long time and it would be a shame if they risked being out of the play for what is most likely a small win.

Nothing hurts more than calling a trade right and then letting fear or greed talk you out of your position just before the breakout. You can recognise those that fell into this trap because they litter the boards posting angry comments hoping for the opportunity to buy back at the price they sold. Haha.

I appreciate ai is boring to read so I squished it to make it shorter but key advantages

• No platform switching or reformatting — OptiMAL® delivers fully human IgG antibodies directly from a mammalian display system. This avoids the common (and risky) need to convert fragments (scFv/Fab) from phage display into full IgG, reducing time, costs, and developability issues. fusionantibodies.com

• Mammalian advantages + high efficiency — High transduction efficiency (>70%) and large libraries (>10⁹). Better physiological relevance (proper folding, glycosylation) than prokaryotic systems, leading to higher-quality leads with strong affinities (single-digit nM, including picomolar). tipranks.com

• End-to-end service — Strong in discovery (OptiMAL®) plus proprietary engineering (CDRx® humanization, RAMP® maturation), production, and cell line development. Clients stay with them longer instead of switching providers. youtube.com

• Animal-free & fully human from the start — Faster, scalable, lower immunogenicity risk, and regulatory benefits compared to hybridoma/transgenic animal methods. proactiveinvestors.co.uk

In short: Fusion offers higher-quality, clinic-ready antibodies faster with fewer downstream headaches, backed by validation (e.g., with the National Cancer Institute) and patents. It’s premium/CRO-focused rather than a giant platform licensor, suiting biotechs wanting a reliable partner. Results vary by project—many larger players have scale advantages.

Part two

Context vs. Common Alternatives

• Phage display (e.g., from providers like Adimab or standard libraries): Larger libraries possible, fast/cheap, but often needs reformatting, has developability risks (e.g., higher polyreactivity or stability issues in final IgG), and less native-like folding. frontiersin.org

• Animal-based (hybridoma/transgenic mice): Good natural maturation but slower, more limited for difficult targets, and often requires humanization.

• Other mammalian displays: OptiMAL® claims superior transduction efficiency and library size. investegate.co.uk

Overall, OptiMAL® aims to deliver higher-quality, development-ready leads faster with fewer downstream issues, which can reduce attrition and speed up progression to the clinic. It’s positioned as premium/best-in-class, with growing interest from biotechs and pharma. youtube.com

Hi Midas, your post got me thinking, so I checked the fusion optimal advantages over competition into ai.

What ai said is below but it is worth also noting that fusion also have everything else that the competition have, it is a one stop shop.

From ai Part 1

Key Advantages of OptiMAL® Over Other Providers/Platforms

Fusion highlights these benefits, particularly compared to common alternatives like phage display (the most widespread in vitro method), yeast display, or traditional animal immunization/hybridoma approaches:

• Eliminates platform switching and reformatting — Many discovery platforms (e.g., phage display) output antibody fragments (scFv or Fab) that require conversion/reformatting to full IgG format for therapeutic use. This step can introduce issues with expression, stability, or binding. OptiMAL® outputs fully human IgG antibodies directly from a mammalian system, streamlining the process and reducing risks/time. fusionantibodies.com

• No need for further humanization — The library is designed to produce fully human antibodies from the start (modeling the human immunome). This avoids the humanization step often required for mouse/rabbit-derived antibodies, lowering immunogenicity risks and development costs. fusionantibodies.com

• Mammalian display benefits (more physiologically relevant) — Antibodies are displayed as full, intact IgGs on mammalian cells (with high transduction efficiency >70% and support for very large libraries >10⁹ variants). This outperforms many other mammalian or alternative display systems in efficiency and library size. It better mimics human biology for folding, glycosylation, and post-translational modifications compared to prokaryotic systems like phage (E. coli-based). investegate.co.uk

• Strong performance on challenging targets — Validation with the US National Cancer Institute (NCI) showed it delivers single-digit nanomolar binders (commercially viable affinities) against proteins and peptides, with a wide dynamic range (including picomolar hits). It performs well where animal immunization struggles (e.g., peptides or non-immunogenic/toxic targets). proactiveinvestors.co.uk

• Integrated with Fusion’s engineering expertise — Built on their proprietary protein engineering tech (e.g., CDRx® humanization, RAMP® affinity maturation). This supports seamless transition to preclinical optimization, developability, and cell line development — an end-to-end offering that many pure discovery providers lack. fusionantibodies.com

• Patented and differentiated — The library design and method are protected (US patent), positioning it as first-in-class for certain applications like AI-designed libraries or non-human ones. uk.investing.com

Have to understand that the beginning stages of this technology is ai/software based and so the actual cost to fusion proving the service is very low. This effectively could be a money printing machine, if handled correctly. The revenue jump once the larger contracts start landing will completely change the business landscape.

The beauty of fusions service is there isn’t really competition of an equal offerings. The negotiations are less about them sitting around a table and discussing and more about the red tape process that nci has within its organisation. It will be more about the formality of process, potentially somewhat complicated by fusion requesting royalties.

But when you are the only one able to offer a service of this kind, one that they have trailed and proved works, it puts fusion in a powerful place to ask for what they want. I can’t see the deal ever not being actioned, they would just agree without the royalties if push came to shove,

Obviously, this is my speculative belief. I also understand that nci were awaiting a funding round too, which I believe is now in hand.

On the cards?

Not noticed by most.

Sound researching, very interesting

“ This excellent news lays the foundations for potential future licensing deals and complements our strategy to protect OptiMAL®

This patent news alone is epic, but to caveat it with the extras is brilliant. Especially, as they are so reserved usually.

Absolutely positive statement about deals.

Ah screw it send me a message on Twitter and I will send you the link @mrchrishutch

//

****

/+l53lkenrwjayzwi0

yh there is,

*************+l53lkenrwjayzwi0

:-)

Up we go, a steady climb into news would be FAB

Nice to check in and see a bit of blue. Hopefully a lot more to come.

Decent start

Adrian, if you are reading this, then note I have gone to bat for you tonight. So answer a few of the hub questions you asked people to post and give share holders who take the time to email you, the decency of a reply, even if you just say, look Chris, my hands are tied on what I can say because we are inside but we have noted the frustration and are working hard to deliver.

Or give shareholders who are happy to hold the option to be inside, more info and as a result unable to trade.