Member Info for Cuddles48

The global monoclonal antibody therapeutics market was valued at $135 billion in 2018 and is forecast to surpass $212 billion by next year.
In 2017, seven of the world's ten top selling drugs were antibody-based therapeutics with the combined
annual sales of these drugs exceeding $63.2 billion.
That is seen as underlining the potential for Fusion, which specialises in pre-clinical antibody discovery, engineering and supply for both therapeutic drug and diagnostic applications.

Just think on those numbers if Fusion in time had say a 3% carry on one of the top 7 drugs then the potential annual revenue from one carry could be circa $270,000,000
Who’s to say one of the 9 drugs in development won’t go on to be a top 10 selling drug.
That’s mind boggling.
That’s 6.5 times the current market cap. That could be possible from just one new drug.

Pretty much as e or yes but a shame they didn’t give a lot more data on the carry trades.

But this paragraph was interesting

addition to the current 'Fee for Service' revenue model, and where this significant contribution to the client's intellectual property we will look to enter into a collaboration agreement structure which will enable Fusion to access the downstream value of the services and share in the commercial success. This will further enable Fusion to unlock the intrinsic value that our service platforms provide to our clients and generate additional shareholder value.

Maybe they have one to sign as we speak

https://www.evaluate.com/vantage/articles/news/deals/amgen-doubles-down-bispecifics-courtesy-teneobio

Amgen pay $2.5 billion and that doesn’t even buy all the pipeline drugs.

They are after the platform and lead drug.

This just shows how valuable a good Monoclonal Antibody Platform Library with good AI is worth to Big Pharma.

Watch this space. I am absolutely astounded this is still only worth £33 million

This has to be one of the most underrated and undervalued share on AIM

Wake up all you private investors. Get some out them in your bottom draw. .

Small amount of stock left at 138.5 3500 shares that’s all folks.

https://www.bloomberg.com/news/articles/2021-07-26/perkinelmer-to-buy-biolegend-for-5-25-billion-in-cash-shares

Just look at the numbers big Pharma will pay in the Mabs field.

So a fellow shareholder has had confirmation that we will get info on the carries/milestone payments Ans update on pipeline in the upcoming year end results.

Should also see some very positive statements following the upbeat nature of the Blog amd news that they need two new senior scientists Ans a new Key account manager. Must be confirmation of expansion and increasing workload.

Currently only a tiny amount of shares I offer at 135 and MM are bidding 126 as they clearly need stock.

Getting primed for run back to recent highs.

Wow the apathy here is amazing you can buy below 120 again. The lack of news from the board is causing this apathy.

Should be news any day now.

So to me it looks like the last few weak holders were flushed out today suddenly the bid at 120.50’lools much more solid and loads below the bid at 119 as well not that many available below offer

If you wanted to buy 8000 shares you would have to pay 129.06.

That’s a lot higher than earlier today.

So maybe the tide is turning.

Just need some updates now.

This has to be more to do with the demerger perhaps that they have not stated an ex dividend date for ADS holders as yet. What a fiasco.

Surely you can’t only pay a dividend to the US aDS holders and not TILS Uk holders.

have they ever paid a dividend before to only one class of shareholder I doubt it

Yes I understand my question is why are the Us holders able to buy today And get free Accustem. Shares When the Demerger was 30/10/2020

This implies that American ADR holders all get one Accustem share per ADR if held at close of business today.

That can’t be right surely.

Date was 30/10/2020

And FAB already have 24 antibodies developed and going through clinical trials already. All with differing degrees of potential milestone payments and carry trades.

The value of which could be immense to the future annual income. Hence why the upcoming results with promised detail
On those carry trade Ans milestone payment possibilities is so worth waiting for.

Then the market may start to take a bit more interest. None of the major shareholders are leaving.

Expect that will also get the attention of big pharma

Look at the payment sanofi are willing to pay for one licence for one antibody
And FAB is valued at ?30 million.
EURIKA ARE Doing a similar job as FAB
https://www.linkedin.com/posts/the-antibody-society_eureka-therapeutics-announces-new-gprc5d-activity-6818290664527208448-5hB_

Look at the payment sanofi are willing to pay for one licence for one antibody
And FAB is valued at ?30 million.
EURIKA ARE Doing a similar job as FAB
https://www.linkedin.com/posts/the-antibody-society_eureka-therapeutics-announces-new-gprc5d-activity-6818290664527208448-5hB_

But accustom news has no relevance whatsoever to TILS any more. Accustom is a completely separate non attached company. What happens to Accustem has no price Sensativity to TILS in any shape or form.

Well I had this email yesterday from AJ Bell
I refer to your AJ Bell Youinvest SIPP.

The demerging process between Tiziana Life Sciences Plc and it’s former subsidiary Accustem Life Sciences Limited, is now complete.

This means that we are in the position to proceed with your in-specie transfer to James Hay Partnership, a valuation of the assets to be transferred has been provided to your new scheme and the cash element of the transfer will be sent once the assets have settled.

If you have any questions please contact me.

Yours sincerely

https://www.gsk.com/en-gb/media/resource-centre/our-contribution-to-the-fight-against-2019-ncov/?dclid=CPKn36GquvECFUuvJwIdotsHVg#tab-1-3
GSk collaboration with Vir Biotechnolgy who are valued at 5.9 billion dollars revenue 79 mill dollars
On same earnings to Mcap ratio fAB would be valued at £325 million pounds
Now tell me why this is not many multiples higher

Had this message from Aqualung

i hope all is well.  I wanted you to know we are doing a capital raise at this point in case you know of anyone who may be interested.  Our minimum investment is $10K dollars for accredited investors.  The good news is the ALT-100 mAb generated from Fusion we have all the kinks worked out and the expression is now at 6.74gms/ltr.  We are on our way to getting into humans sooner rather than later.  Thanks for your consideration.  If you know of anyone who may have an interest in saving lives please forward this information on Fundable regarding our raise to them.  Have a wonderful weekend.

https://www.fundable.com/aqualung-therapeutics

Best,

Stan

If Aqualung are successful with ALT-100 getting to FDA approval This will highlight the true value of the optimal platform and increase the likelihood that more of the 24 other antibodies in trials will also be successful. Leading to milestone payments ans increased annual revenue from carry agreements.

When is the market going to realise how undervalued FAB is.