Member Info for chrishutch

Interesting.

Looks like there is appetite for another move higher.

Was your email in English or Japanese?

Care to share?

If you know you know!

It’s coming! Trust me, dig around & see what you can find, it’s going to be big and as the x files used to say… the truth is out there..

Way too cheap down here, a little digging will explain why, or check my posts on this, if you can’t be bothered to research and want a bagger.

Clearly a few loading up

Thanks, don’t care what the price does, I know what’s coming!

Makes these buys look fab

The investment case is straightforward— simples.

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

;-)

Yeah be nice to get some in the isa. Knowing fusion we will get an rns on the day and have to pay more, haha

Great to see decent posts and sentiment shifting positive.

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.

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.

I can go on, maybe save some for tomorrow, but 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.

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.

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.

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.

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.

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.

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 alike.