Member Info for gtc1507

Think it means the technical setup is 🚀🔥

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

“ THE LIFE SCIENCE SECTOR - FOCUS ON UK

Is the UK Biotech sector making a comeback?”

1. On fundraising success:

“Achieving a capital raise at the existing share price is now a notable exception. Fusion Antibodies recently (18/03/2025) achieved this rare feat, securing approximately £1.07m (net) at value, a testament to investor recognition of its promising technologies.”

⸻

CRO Sector performance :

“The best performer is Fusion Antibodies (FAB, +99%). The Company is in full recovery phase, and the latest results confirm what management has been saying since the beginning of the financial year: the market is improving, sales are progressing (123% at the Interim period), and management is confident that no further equity raise will be needed. This is just what investors want to hear.”

Https://x.com/the_baron1234/status/1970417576749465706?s=46

Last weeks news about the US NCI wanting to use optimal for years to come looks to be setting in.

Market looking optimistic this morning and negotiations underway. Hopefully they don’t take too long. As the CEO said licence agreement on this is 100% margin basically and multiyear multi target deal of their premium software should be great and go straight to the bottom line.

Hopefully also just the start with other companies hopefully getting ready to queue up at the launch in December this year.

Yup! Adrian mentioned it in a presentation last January.

CALY-002 they humanised - was sold for $250m up front plus another $175m in milestones. Shows what the likes of their DR5 asset could generate if sold off or licenced

https://www.biotechnewswire.ai/202401082504/calypso-enters-into-agreement-to-be-acquired-by-novartis.html

Https://patents.justia.com/inventor/mitchell-ho

Agreed - I suspect they would be very confident to make that announcement.

They’ll need to price it smartly - enough cash to reflect the premium nature but there is the non monetary benefit of signing up the world leading cancer agency and fhe KOL Mitchell Ho.

If this is a multiyear multi target deal, could have significant value longer term. A Quick Look on google scholar suggest Mitchell ho and his lab are frequently submitting patents for new antibodies about 15-20 over the past 5 years so huge potential milestone royalty links too if they can lock in a portion of those for using optimal

#fab

Big week for Fusion Antibodies (AIM: FAB). After almost two years validating OptiMAL® with the US National Cancer Institute (NCI), they’ve now said they want to keep using it for years to come – and are negotiating terms. In short: the platform is proven, and now it’s about price.

The company describe OptiMAL® as a world-first patented mammalian display antibody library designed to speed up drug discovery. If commercialised, it could shift Fusion’s revenues from one-off projects to high-margin, repeatable income and royalties. Even a sliver of success – think of Humira’s $20bn+ peak annual sales – would be transformational. Fusion’s past work on Caly-002, later sold in a deal worth c.$400m, shows the kind of upside their science can feed into.

Readouts from Investors at this week’s sessions said management were glowing with excitement about what’s ahead, and it’s no surprise – securing NCI, the global leader in cancer research, would be a huge endorsement and likely pull in pharma/biotech clients. With the formal OptiMAL® launch at the world’s top antibody conference in the US in December this year, timing couldn’t be better, though as we see with the NCI negotiations already underway, deals could come sooner.

Add in no debt, a cash runway already extended by a growth raise earlier this year, big grants improving margins and management’s confidence they don’t need to raise more equity, and the ingredients for a remarkable recovery from 2023 are there.

Of course, nothing is guaranteed, the market is tough, and everyone should do their own research – but momentum appears to building fast with their premium products coming on board i’d encourage anyone with a pharma interest to take a look.

NCI have used it in their labs, now want to have it for many more years.

They’re the premier global cancer research agency. They have $6bn annual budget….

Regardless of the price they end up paying, that couldn’t be more of an endorsement for our little old FAB from Belfast.

Global recognition from the global authority on mammalian display. When the world catches up this is going to be phenomenal.

Great to hear Sean. Some fantastic insights over on ADVFN also about the presentation, sounds like Adrian delivered a very strong pitch and the future for the company is extremely bright

Https://x.com/walbrookpr/status/1968314087571681590?s=46

Must be going Well we’re moving up again

Theres a very tech heavy paragraph in their RNS about binding capabilities and stuff. Don’t claim to be an expert in that so here is chat Gpts take on it, seems very very positive.

DYOR

This is quite a technical but important piece of validation for OptiMAL® — let’s unpack it carefully:

⸻

1. Weaker binders (>800 nM affinity)

• Affinity is measured by KD (dissociation constant). The higher the KD, the weaker the binding.

• Normally, weaker binders are harder to detect because they don’t “stick” strongly to their target.

• OptiMAL® was still able to identify antibodies with KD above 800 nM — confirming the platform can reliably pick up low-affinity hits.

• Why does this matter? In some drug discovery programs, you don’t want a very tight binder. A weaker binder can actually be useful where temporary or reversible interaction is needed, or where overly tight binding might cause off-target toxicity.

• It shows the platform is not biased toward only finding strong binders — it can serve a broader range of therapeutic product profiles.

⸻

2. Very strong binders (pM affinity)

• At the other extreme, the team tested OptiMAL using known high-affinity antibodies (with picomolar, i.e. extremely tight binding).

• They were able to recover those antibodies successfully through the screening process.

• This validates that OptiMAL is capable of pulling out the kinds of “gold standard” drug-quality antibodies that pharma ultimately wants.

⸻

3. Dynamic range (six logs of affinity)

• “Six-log dynamic range” refers to the span between the weakest and strongest binders the system can detect.

• From ~800 nM (nanomolar) down to ~10–100 pM (picomolar), that’s a range of nearly a million-fold in binding strength.

• In practical terms: OptiMAL can detect, recover, and present antibodies across almost the full spectrum of affinities that are relevant to drug discovery.

⸻

4. Why this is significant commercially

• Competing platforms (like phage display or animal immunisation) often show biases — for example, struggling with very weak or very strong binders.

• By demonstrating this broad range, Fusion is showing potential partners that OptiMAL is:

• Versatile (not limited to one type of therapeutic need).

• Reliable (it won’t “miss” antibodies because they’re outside a sweet spot).

• Applicable across many target classes, making it more attractive to pharma/biotech clients who work on very different types of drugs.

⸻

👉 In summary: this validation shows that OptiMAL works across the full spectrum — from weak, reversible binders to the tightest drug-grade antibodies — covering a dynamic range of almost six orders of magnitude. That makes it a universal, flexible discovery engine that can serve many client needs, and supports Fusion’s claim that OptiMAL could be a premium, go-to platform for antibody discovery.

Anyone attending London this afternoon could you give us a readout?

London this afternoon and Belfast tomorrow. I expect some strong buying after these now Adrian can be more open about the future of the company on optimal after this news released. He played a blinder of a poker face on Monday when faced with this in the background!

👉 The NCI have asked to continue using OptiMAL® “for years to come.”

That’s the game-changer. This isn’t just a one-off validation exercise anymore. It means one of the world’s most respected cancer research organisations wants this platform embedded into their work long-term.

For investors, this signals:

• External validation: the science works in real-world hands, not just Fusion’s lab.

• Endorsement: NCI doesn’t extend collaborations lightly — this is an unusual vote of confidence.

• Commercial potential: long-term use could translate into recurring contracts, licensing opportunities, and much stronger credibility with other pharma/biotech partners.

That is the most value-moving point.

⸻

2. Other very important positives

• Confirmed high-quality binders: Fusion verified the antibodies bind to their targets with commercially viable affinities, some in the single digit nM range. That’s a level pharma companies actually want to work with.

• NCI validated function in human cells: Not just binding in a tube — the antibodies are working in living systems, increasing the chance of moving towards drug candidates.

• Dynamic range: OptiMAL® can identify both strong and weaker binders (from pM to 800nM+), making it versatile across therapeutic and diagnostic use cases.

• NCI quote: Dr. Mitchell Ho saying OptiMAL® is “performing very well in our hands” is a very strong endorsement.

⸻

3. Why this matters to investors

• De-risking: One of the biggest risks with Fusion was whether OptiMAL® would actually work in practice. That box is being ticked.

• Pipeline potential: Antibodies from this programme are now entering cell-based assays — the step before therapeutic candidate development.

• Partnership signal: If the NCI is this keen, other industry players will notice. This strengthens Fusion’s hand in future licensing/partnering talks.

• Long-term recurring revenue: If OptiMAL® becomes a standard tool for the NCI, it creates a base of credibility and potential repeat business that Fusion hasn’t had before and if it’s a licensing agreement, Adrian said thats basically 100% margin . They’ve used it before they know how and they want more!

⸻

✅ In short: The most significant thing is that the NCI want to keep using OptiMAL® long-term, which is an unprecedented vote of confidence and transforms the story from “is it validated?” to “how far and how fast can this scale commercially?” Only time will tell.

DYOR

And there it is, holy cow our suspicions were right. NCI want to keep using it and negotiations are under way for an agreement for future years!!

Flying back up

Google £5bn investment could be good for life sciences. Given what FAB said yesterdays about working with Oxford uni on AI algorithms and their proprietary AIMlab tech hopefully they can harness some of that momentum

https://www.bbc.co.uk/news/articles/crmek723dz9o

Patience will reward those long term holders. As Adrian said it’s only a matter of time to profitability.

December is the launch for Optimal…that’s pretty short term in the life of this companies r&d programme to get here which was even referenced in their ipo. We’re nearing the culmination of that soon and hopefully it rewards those who have stayed the course and trusted in the company to navigate the journey substanially

Mmm, I don’t disagee there were a couple but there were also some more mature interesting ones about the business model for optimal, the milestone portfolio and progress on Optiphage and the FMI. All well handled I would add by the company so I came away confident they’re moving in the right direction