Member Info for gtc1507

Https://www.linkedin.com/posts/heading-to-bio-international-convention-in-ugcPost-7468287174476664832-Nqc2/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAuyH_0BZuiiVe69ogYIdwe7HKyUbPvkmaA

"Heading to BIO International Convention in San Diego, June 22-25? 👋

We’re bringing a delegation of Northern Ireland life and health sciences companies with expertise across pharma services, diagnostics and biotech - offering partner-ready capabilities across R&D, clinical trials and commercialization.

Whether you're exploring new collaborations, strengthening your pipeline or identifying clinical and research partners, our team will be on hand to connect.

📍Visit us at the UK Pavilion, Stand 2221

Learn more about the companies you can meet 👉 https://lnkd.in/eTmX-AZy

Michael Conlon | Mark Reid | AMPLY Discovery | Axis Bioservices Limited | Dia Beta Labs Ltd | Errigal Bio | Fusion Antibodies | Future Medicines Institute | MMS | Re-Vana Therapeutics | SignaCor | Ulster University Research & Innovation | VascVersa Ltd | Invest Northern Ireland | UK Business and Trade - North America"

Are you our 100k buyer trout? Someone has been buying 100k blocks over last few days

My view on this - it's an employee not a director. There are likely only a select number of staff who would be involved at the top level in contract negotiations or collab discussions with NCI, other staff across the company who are just working in the labs or on other things wouldn't necessarily be subject to those discussions or insider information so would be free to buy.

Yes it's a bit bizarre but then some people are very short term perspective. I doubt very much someone who continued to buy only weeks ago adding to a holding worth well over 500k is going to suddenly have an epiphany and sell up overnight - such silly suggestions undermine any credibility. We are all a little frustrated with the lack of news but hopefully it comes good soon

Patiently waiting for the promised news. step changes in revenue, just a matter of time, high growth "we ain't seen anything yet" - these comments from Adrian all towards the tail end of last year before optimal. If he's telling the truth then it should be a very positive path ahead. Hopefully we're not too far away from something.

There's a new MM on the books, BEGO

The company have repeatedly said we have to be patient and it will come in time. Im positive, I would as we all would like to see the commercial evidence quicker than we currently are. But no news on NCI to me isn't a negative and I suspect them not mentioning it recently in rns is due to the stages and confidentiality of negotiations as a breakdown on this would certainly have warranted an RNS as its material to the company's future prospects. The negotiations can't run on forever tho, but we recall due to the scale of the proposals which NCI put to fusion, not the other way round, they always required a longer approval route. I think we will be rewarded in time. And as time passes, we're also more likely to see the scientific publications which fusion called the ultimate marketing kudos before as they also said NCI won't publish until they have their patent applications in to cover the IP they generated with Optimal.

Richard presenting in Basel today

https://informaconnect.com/antibody-engineering-europe/agenda/2/

Yea seemed like an artificial drop this morn - bid above the mid and nothing to buy below 13.48 for me

Https://www.linkedin.com/posts/fusionantibodies-antibodyengineering-biotech-share-7463133765268180992-vLLZ?utm_source=share&utm_medium=member_ios&rcm=ACoAAAuyH_0BZuiiVe69ogYIdwe7HKyUbPvkmaA

Just thinking out loud, they spoke about the AET in San Diego being a big deal, clearly paid a decent amount to get a presentation slot.

The narrative for their optimal presentation slot at next Tuesdays AET presentation in Basel by Richard looks more bulllish than the last.

they're also presenting a Main slot conference session again in Basel not just doing a poster as is their usual thing at the these conferences.

wonder might we get something announced to coincide with that.

All very strange, could just be someone has had enough of waiting. Material news will always be RNSd either way so I'm happy holding on for the time it takes. It does seem that there is a healthy appetite for these shares when the price drops though so perhaps it's just natural distribution taking place

Agree - though a breakdown in negotiations would be a material event given the weight being placed on it so I suspect that would have been RNSd if it had happened

I think what you’re maybe thinking of is that NCI would publish the results of any thing they do in scientific hjournals which are peer reviewed and would be excellent scientific kudos for Fusion.

If i recall right, Adrian mentioned at an investor meeting that it is likely that the NCI would want to have patent applications in for the antibodies discovered with Optimal before they disclose their properties in scientific journals and so the fact it was taking lnoger for this was actually better news because the NCI felt they were worth patent protecting. but yes, it would be very good to get an update on this soon.

I think the NCI leaflet on collaborative research and agreements which I assume they will use for this arrangement should no longer than 6 months to negotiate so hopefully were getting to the tail end of how long we might be expected to wait….assuming it all goes ahead of course.

Https://informaconnect.com/antibody-engineering-europe/speakers/richard-buick-phd/

OptiMAL®: Mammalian Display of Human IgG Libraries for Discovery of Novel Antibodies

28 May, 11:50

"OptiMAL®: Mammalian Display of Human IgG Libraries for Discovery of Novel Antibodies

The OptiMAL® platform uses a mammalian display system with >90% gene integration efficiency to screen our full IgG library, with diversity >109 based on the natural human repertoire. It enables rapid identification of lead human IgG molecules in their final drug format within three months, with high expression and stability. It is also compatible with AI-designed affinity maturation or target-specific libraries."

I think I read an NIH pamphlet for collaborative research and development agreements that said they shouldn't normally take more than 6 months to negotiate which would suggest we're in the closing end of the window. Unless they're taking a different route because of the complexity! Hopefully something soon

Shard just published a research note

https://shardcapital.com/capital-markets/corporate-broking/research-portal/

"The commercial launch of OptiMAL® in December 2025 should provide meaningful interest by the scientific community, and we forecast meaningful sales traction to materialise in the current financial year."

"“There is a clear mismatch between Fusion’s service with the new technology offering and the current market cap of £18.7m.”

No way of telling really. I suppose the point is that if it is that guy a senior director from GSK is happy to add to a holding already worth around £0.5m. From someone in the know in the sector a personal financial commitment of the value gives me confidence we're on to a winner with their technologies and hopefully someone will recognise that with contracts, interest in the future

Yesterday was the first time I'd seen Adrian mention licence agreements in an rns m. Hopefully it's on his mind for a reason

Looks like according to LinkedIn the Simon peace in GlaxoSmithKline is a senior scientific director in the drug discovery project leadership team, what a show of faith if it's him that is unbelievable