Member Info for gtc1507

Also I’m glad to see stt has bought in. I think deep down we’re on the same page, about the strength of fab. the company said they would always consider raise for growth if they thought was right thing and that’s what happened. They also said they were on track for breakeven without a raise but chose to take the brakes off and raise to accelerate growth. They are credible enough to convince big funds like these that the prospects are materially good enough to justify at market price investment.

They’ve filled the war chest now let the battle for market share with their new discovery tools commence!

You’re totally right Sean. It’s kudos to them that they were able to secure that investment at zero discount from funds lik that

….Counters the case that now is their time to shine?

DYOR and fact check me but I think we’re in for an exciting time

Some substantial delayed trades printed after hours. Feels like then market is finally waking up to the positive potential here. Cashed up with large volumes going at discount to sticky institutions all while….

• OptiMAL now LIVE – world-first antibody discovery platform, with multiple customers already engaging under NDA

• OptiMAL deal economics step-change – programmes identified by Allenby potentially at £200k–£2m per deal, depending on scope, versus current revenue guidance of ~£2.25m for FY26

• Clear headroom vs history – revenues were close to £5m pre-downturn, highlighting recovery plus upside potential

• Platform shift underway – moving from services → scalable discovery platform, structurally improving margins

• Lean, cost-efficient operation – capital disciplined, with strong operating leverage as revenues scale

• Margin recovery underway – mix shifting toward higher-value discovery work, reversing historic pressure

• National Cancer Institute fully open – boosted FY budget and active negotiations on a multi-target collaboration

• Potential peer-reviewed publications – NCI work could translate into high-impact journals, boosting credibility

• Sales momentum building – brokers guiding to >80% revenue growth in h2, before any premium discovery revenues

• potential for Longer, stickier client engagements – discovery work keeps clients involved earlier and for longer

• Cashed up and confident – recent raise removes funding risk and unlocks growth ambition

• OptiPhage licence decision pending – asymmetric upside if converted to an exclusive deal

• US patent secured – strengthens IP moat in the most important biotech market

• IP footprint expanding – additional patents progressing in key jurisdictions

• Prestige access via Future Medicines Institute – world-class ecosystem, talent pipeline, plus £1m grant and £5m capital access

• Local ecosystem strengthening – academia–biotech–industry collaboration deeper than ever in Northern Ireland

• Client funding conditions improving – biotech risk appetite back, with SPDR S&P Biotech ETF at multi-year highs

• Hiring from strength – attracting staff from big-name competitors

• Clear geographic growth plans – expansion targeted in US and Asia

• AI-enabled discovery play – OptiMAL sits squarely in the AI drug discovery sweet spot

• Legacy royalties & milestones still live – historic deals mean unexpected upside remains possible

• DR5 time asset nearing conclusion – project due to complete this year with licensing potential

• Strategic antibody partnership with Finn therapeutics– leveraging patented antibody asset

• Collaboration with Eurofins Discovery – validation and access to a global pharma client base

Valuation angle:

Is FAB still trading closer to a cash-backed services multiple, despite OptiMAL-sized deals that could move revenues with only a handful of wins?

Genuine question:

Am I missing anything that meaningfully co

Ratbones took another 2m shares

Some serious chunks being bought up these past few days. Someone building a big position perhaps

I asked chat gpt to do some technical analysis last night, this is what I got;

Barring any unforeseen negative developments, bullish momentum is slowly shifting in on all timeframes – implying that the balance of risks for the next few days to months is tilted toward a continuation upward or at least stabilization, rather than a return to sustained bearishness. The technical setup thus points to a greater likelihood of bullish scenarios (momentum accelerating upward) ahead, with the caveat that the market must confirm this by clearing the remaining resistance zones. If those confirmations occur, Fusion Antibodies could very well be at the start of a significant bullish momentum shift after months of decline, with upside targets in the coming weeks and months substantially above today’s closing 14.625p price.

The decision by the National Cancer Institute (NCI) to move forward with Fusion Antibodies’ OptiMAL platform is highly significant.

NCI is the largest single funder of cancer research in the world, with an annual budget measured in tens of billions of dollars and a mandate to apply exceptionally rigorous scientific, technical, and commercial scrutiny.

US federal procurement frameworks are specifically designed to promote competition and multi-provider tenders. Progressing instead with a single-provider approach strongly suggests that OptiMAL is not merely competitive, but meaningfully differentiated.

In that context, the decision itself lends real weight to management’s description of OptiMAL as first-in-class and best-in-class, claims that are rarely validated so early by an institution of this calibre.

Fusion has described this as the best deal the company has ever made strategically as much as financially.

Within months, this collaboration could be showcased globally, with one of the world’s most prestigious cancer research bodies actively deploying OptiMAL in live discovery programmes.

That level of external validation is exceptionally rare and extremely hard to replicate.

This is looking strong - no shares available instantly here, feels like it’s primed for a continuation of the move up today

Multiple clients are under NDA for Optima discussions and just reading the update from Allenby they say that they understand a number of clients are evaluating proposals from fusion. That to me fees like the tail end of the business development cycle and we could be seeing some contract awards soon enough if things move positively! Will be exciting to see just how effectively they can convert the potential of optimal to contracts.

Https://apnews.com/article/government-shutdown-ice-funding-471e55ba4c3247051739ee1b50b2857a

Agree - new investor would need to take just short of £500k to reach tr1 / more likely we’ll see the others taking more. Not to say that’s not impossible - cannacord came in cold with 500k last year

Nice £10k buy on the bell just printed!

In amongst the noise about the us shutdown which looks to end shortly is this positive news:...NIH getting funding increase of $415m and NCI $128m in this financial year 👀

https://www.science.org/content/article/final-funding-bill-nih-pushes-back-against-trump-cuts

Certainly did! Might we see another TR1 today to catalyse the continuation upwards?

The penny will start to drop….crushed a few of the key moving averages today, starting to look very positively setup

Should be very attractive here, cash derisked all the other positives in play

Unicorn taken an addition 1.93m shares about £250k investment

MCAP was £21.6m at the last price rise to 19p. With a few more shares in issue the equivalent would be around 17.6p. Doesn’t seem demanding in the short term given what we know about how optimal is progressing. Hopefully move quickly beyond that

200 SMA on the weekly is 19.76, would be quite the signal if it broke above that