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His response to the first question about the share price action over the next 12 months….

“So we don’t make forecasts for the share price. Um I think if I could do that and do that very accurately, I probably would be on a beach somewhere. Um but we are making very significant progress particularly with the Optimal platform which is due to come online within the next 12 months as the question is asking. Um so I would hope to see further improvements in the share price. Optimal should be very significant. It’s a very significant platform, which should therefore be very significant for the business. Um and I think we are heading in the right direction and doing all the right things.”

Not sure I’ve seen someone use very significant so much!!

Https://youtu.be/3E0rfoiBuks?feature=shared

100% - OptiMAL is the standout near-term catalyst, but management stressed other service lines remain strong.

He was very keen to cite that the auditors have endorsed their plan as realistic too so not a pipe dream.

Agree - very positive presentation - the demonstration of how optimal accelerates discovery times versus other methods by many weeks and months in cases was very welcome.

Also confirmation that the Optiphage launch will kick in once the facilities at the FMI are up and online.

Lots to look forward to in the months ahead. Very calm and relaxed and also good confirmation that the cash was boosted uyear end. By my calculations should be up closer to 950k even before the grant funding is added on top (which is paid in advance) so they’re very well placed for the future ahead.

Https://presentations.investormeetcompany.com/investor-meet-company/fusion-antibodies-plc-full-year-results-briefing-38fa67766d01f99c5a26fc30

The AI potential is big from these deals. AI is reshaping life sciences, and antibody discovery is one of the most exciting frontiers. Fusion are developing two powerful tools in this space: OptiMAL®, their world-first human antibody library, and their AI/ML-Ab™ platform, which enables thousands to millions of antibody sequences to be interrogated, expressed and tested far more efficiently than traditional wet-lab approaches.

What Fusion have highlighted in an investor hub question and answer is that AI algorithms alone can generate endless theoretical sequences, but the real bottleneck comes when you try to test them in the lab. This is exactly where AI/ML-Ab™ combined with OptiMAL® adds real value — massively increasing the number of sequences that can be validated in mammalian cells and reducing the risks of AI-guided discovery.

It’s also a big plus that Fusion has Professor Charlotte Deane – one of the UK’s leading experts in AI and structural bioinformatics – on their Scientific Advisory Panel. That gives the company real academic weight as AI adoption in life sciences accelerates.

With big tech and pharma now investing heavily in AI-enabled drug discovery, Fusion’s platforms are well placed to play an important part in this new wave of biotech innovation. Exciting times ahead.

Fusion appears to be approaching a pivotal point with its OptiMAL® platform — described by them as a world-first revolutionary mammalian display fully human antibody library, designed to discover fully intact human antibodies at scale. Validation work with the US National Cancer Institute (NCI) has already indicated the platform can generate genuine antibody “hits,” confirmed by Fusion in-house. As management put it: “we therefore know that OptiMAL® works” — the next stage is demonstrating “how well it works.”

A formal launch is planned for December 2025 at the Antibody Engineering & Therapeutics conference in San Diego, with a recently granted U.S. patent providing commercial protection for both the library design and the method.

From a commercial perspective, the appeal is clear: if OptiMAL® can deliver faster, higher-quality antibodies with fewer downstream issues, it could help pharma companies cut both risk and cost. That would allow Fusion to capture greater upfront fees and potentially long-term revenues via licensing, milestones and royalties — supporting its ambition to become “a cash-generative, profitable business that is the envy of the industry.”

With three investor meetings this week, I’m hopeful we may hear a more significant update on how the OptiMAL® launch preparations are progressing. Given the NCI’s direct involvement in the validation work, the coming months could be critical for assessing how this platform translates into commercial traction. The open question: does today’s market cap already reflect that potential — or could there be scope for a substantial rerating if Fusion delivers?

Https://www.linkedin.com/posts/adrian-kinkaid-4067395_cdrx-activity-7372676156812324864-jtRa?utm_source=share&utm_medium=member_android&rcm=ACoAACrSg3IBdWyFTAy9K_z22VbIYIaTJAX8rHk

Confidence is rising!!!

Richard Buick, CSO, presenting at 12:15 on 15th dec. his presentation session says:

“The results shown will demonstrate this platform can be used for discover of antibodies, with high specicifity, developability and yield in a competitive timeframe”

That sounds pretty definitive!!

Agreed - I can’t see it happening in the near future maybe sometime next year - brokers say more than enough for FY26. And if they land a licence or big deal for Optimal with cash up front might not even be needed.

Great time for the company ahead - next week we’ll hear lots more no doubt at the investor sessions

I don’t mind talk about the cash position it’s useful to debate it. Since the last placing they’ve independently proved and validated that the technology works, significantly derisking the investment and since been granted the US patent which to quote Adrian “immediately adds value to the business”. They’ve just spent a stack of time strengthening the scientific data which underpins the commercial value of the platform they’re calling world first and revolutionary. If that data effectively demonstrates the potential financial value to its clients its capabilities and they go to the market to strengthen the cash balance sheet and can demonstrate market interest then I see no reason that the VCT and institutions shouldn’t want to lap that up and there would be minimal dilution. But the company have said the current resources they have and the grants (which remember are paid in advance and frontloaded and offset existing costs) position them well for the financial year. They’ve said they have a “tremendous sales pipeline” and Adrian used the words excellent work in progress already booked in May. Plus revenues from the previous year that were delayed he said were locked into this year also. So to me all the indicators are they should be grand

Optimal coming to market shortly, company said we should get updates and new data on the way before December. In the accounts they said the cash from FMI and placing in March puts them in strong position for this financial year!! Exciting times for them ahead

I was wondering whether their might launch the Optiphage aervice formally ahead of the Optimal launch. They said in the accounts they needed Phage panning capability and that the FMI provided that. If that’s up and runnning then what a way to warm everyone up with the launch of that before the Optimal and perhaps that client signs an exclusive licence to that library verifying the model. Just speculating of course but it could be a nice warm up.

Absolutely - sitting at no trade here and being quoted 18p for 30001 shares. Feels like we’re in breakout territory

Thanks humpalumps - 100% buy rating, maximum strength and strongest direction.

Chartists like Borg saying this is moving up. https://x.com/borg74/status/1965472198698950979?s=12

And fundamentals and news flow that supports the positive story.

Seems like “an exciting time for the business”!

Some nice delayed buys coming through there. There’s certainly some froth and interest ahead of next week

At the last Investor Meet, Adrian said Fusion is aiming for step changes, not incremental moves, with OptiMAL.

For context, here are some real platform/library licence deals found online:

• MorphoSys–Novartis (Dec 2007): near-exclusive HuCAL libraries — $600m upfront, total potential >$1bn, plus royalties.

• Dyax–sanofi-aventis (Feb 2008): phage-display licence — $25m upfront, deal worth up to $500m.

• Dyax–Biogen Idec (Feb 2009): non-exclusive licence — $5m upfront, up to $85m milestones + royalties.

• Merus–Gilead (Mar 2024): trispecific platform collab — $56m upfront + $25m equity, up to $1.5bn milestones.

• Twist–Ildong (Jun 2022): VHH library licence — upfront + annual fees, success milestones + royalties.

According to Fusion, OptiMAL is the a world first fully synthetic human antibody library optimised for mammalian display.

If they can secure deals even at the lower end of these examples, it would be a huge step up from the few-hundred-thousand-pound service contracts they’ve been landing, potentially moving them straight into profitability.

Really will be interesting to hear more on this at the Investor Meets next week.

According to their LinkedIn heading, Fusion are attending the Antibody Validation meeting this week in Bath.

https://www.antibodyvalidation.co.uk/

The speaker programme features major players like Bio-Techne, Novartis, AstraZeneca, Thermo Fisher Scientific, and Regeneron, among others.

This comes shortly after Fusion’s US patent grant for OptiMAL®, with the platform set for commercial launch in a few months—timed to coincide with the December Antibody Engineering & Therapeutics conference.

If Fusion can use opportunities like this to build visibility and connections with the global leaders in antibody discovery, it could strengthen their position ahead of OptiMAL®’s rollout and potentially open doors to future collaborations or commercial agreements. Great to see them out networking at such an important and exciting time for the business.

Looks like the FMI is gaining traction, they’ve just been annnounced as partners in a national future medicines accelerator.

https://www.linkedin.com/posts/lyvalabs_biomedicalcatalyst-futuremedicines-accelerator-activity-7370765383143677953-AG4M?utm_source=li_share&utm_content=feedcontent&utm_medium=g_mb_web&utm_campaign=copy

15th online,

17th London

18th Belfast

Clearly something very interesting they want to tell lots of people, might we get some more news landing ahead?