Member Info for chrishutch

Isn’t completely unreasonable in the short term, given the number of news items to come. This should be a news heavy month.

Can check the official register mate, it is there, I suspect they are just waiting for attorney letter confirming and notifying. Would expect it to land tomorrow or Friday.

I added

We must be very close now.

General business still ticking over and they were on the cusp of neutral to profitability 7 months ago. So that bodes well for us.

Then we have the golden goose, which we are all extremely excited about, but realistically this is fairly normal. Optimal and associated suite of products is a disruptive technology, it has all the hallmarks to be a big sales addition and an attractive buyout opportunity.

But it released in December, proven, patent protected and validated. The commercial uptake will grow steadily but a misconception that its release would mean billions in the kitty day one.

The silence is not negative it is positive, mainly because no competition has been able to pick holes in it. They will know what it offers and they will know they can’t compete.

We are are targeting huge billion dollar companies as well as small fry fish and chip wrappers. The small fry don’t warrant an rns.

The big players will, and we have some of the biggest in the world on our books for other services. These companies pay for speed, efficiency and don’t care about price.

But they also don’t rush in, but when they do, the meal ticket will be huge.

Hang in there we have a disruptive, game changing technology and we know it. No amount of share holder desire to hear more will change this. The company know what they have and have spent the best part of a decade developing it with some of the best in field technical expertise.

When it comes, it will come big.

This really could be a Disruptive technology, shaking up its market and due patent protection locking the competition out. Effectively saying to clients, if you want to save money and time then this could be your only option.

2)

The antibody CRO market is structurally growing as more biotechs outsource early discovery to specialists like Fusion. Add in Fusion's focus on developability-by-design (ensuring candidates are clinic-ready from day one), and you have a recipe for sticky, high-margin relationships. Analysts and investors alike are waking up to this story.

Fusion Antibodies isn't chasing the next hot modality—it's enabling all of them. As the antibody therapeutics sector races toward half a trillion dollars, Fusion's integrated discovery-to-cell-line offering, backed by proprietary platforms like OptiMAL, CDRx, and RAMP, gives it a competitive edge that larger, generic CROs can't match. Recent NCI validation, IP monetization, and pharma contract wins signal that the market is recognizing this edge now.

With a tiny market cap relative to the addressable opportunity, improving financials, and a clear path to profitability, Fusion offers investors a high-conviction, asymmetric bet. This is a company where one or two major platform contracts could transform the P&L overnight, while the core business provides downside protection. In a world of overvalued hype stocks, Fusion delivers substance: real revenue, real tech differentiation, and real momentum.

In a biotech landscape where antibody therapeutics are exploding toward a $500 billion market by 2029, Fusion Antibodies stands out as a hidden gem. This Belfast-based CRO isn't just another service provider—it's a precision partner armed with proprietary platforms that deliver faster, higher-quality candidates for big pharma and innovative biotechs

With FY2025 revenues surging 73% and a transformative new platform already validated by the prestigious U.S. National Cancer Institute (NCI), Fusion is shifting from steady CRO work to a high-margin, IP-rich growth engine. At a market cap of around £15-16 million and shares trading near 13p, the upside potential is asymmetric and compelling for investors seeking 5-10x returns in the biologics boom.

Clients include eight of the top ten global pharma giants, with multiple antibodies advancing to or entering clinical trials. Recent momentum is undeniable: a £250,000 IP transfer deal closed in late March 2026 for a novel rabbit antibody (with reach-through to humanized sequences), sequential revenue improvements, and gross margins climbing toward 30%. This isn't survival mode—it's acceleration

But what’s the real rocket fuel? Haha

It’s OptiMAL®, Fusion's proprietary discovery platform. Validated pre-launch by the NCI (with the collaboration expanded and extension talks underway into 2026), it generates best-in-class single-digit nanomolar binders across proteins and peptides. Launched commercially in December 2025, OptiMAL positions Fusion as the go-to for AI-enhanced, developability-focused discovery in an industry desperate for faster, lower-risk candidates.

Early pharma interest is already translating into pipeline and contract wins, including NDAs with a major European global pharma group. For investors, this means recurring high-value work, licensing upside, and potential acquisition interest from larger CROs or pharma seeking in-house innovation.

It really is quite the opportunistic investment.

Cash is managed tightly post a prudent £1.4 million raise in January 2026, R&D is grant-supported, and EBITDA losses are shrinking fast. Fusion isn't just revenue-generating—it's going to be hugely profitable in its core and scaling into a platform company. In a sector where differentiation wins contracts, Fusion's CDRx® humanization, RAMP® maturation, and now OptiMAL create a moat that's hard to replicate.

The investment case is straightforward—back the team that's quietly powering the antibody revolution. With OptiMAL live and the pipeline building, 2026 and beyond look set for re-rating and substantial shareholder value creation. Bullish doesn't even begin to describe it.

Interesting, could be an nci opportunity, but also a lot of potential new clients there perhaps!

He is out of the country at the moment so probably not reading.

Certainly wants to test the high, be lovely if we can see high teens before news.

Will rocka get his 30p in no time… the biggest deramper/misery on the board had a chat with the company and now thinks it will be worth a lot more in the short term. As do a lot of researched investors. So does he have it right for once and we will all be jumping for joy, or has he got it wrong…

Only time will tell. But I am happy he he has come to his senses and finally seen the light.

A good day tomorrow!

Seems we called this one right, bring on the high teens

45p

Maybe we should do a sweep stake on where this will be by next isa year?

For what it’s worth, I think 30p is very doable, timescales will depend on news flow. But a test of the 20p high seems inevitable at some point.

30p would be nice, can you share your working out.

That is the end goal, at many multiples

I think we are climbing as people use their isa allowances in the knowledge that we must be close to news flow on a number of avenues.

With some detective work there is positive news out there, that can be found, or simply wait till the company make it public. Much more enjoyable that way.