Optimal -“ Groundbreaking industry leading platform” launching21 Aug 2025 07:13
It’s worth revisiting what Fusion actually said in their last year accounts about OptiMAL® – because we are now only a few short months from launch in December, and the pieces are all lining up. No wonder Adrian was so upbeat at the May investor meet.
“The initial objective for the research project was to create OptiMAL®, a groundbreaking and industry leading platform for the discovery of human antibodies through a highly diverse library of DNA sequences expressed as fully intact antibodies, or IgG molecules, expressed on the surface of mammalian cells. This has now been largely achieved and whilst in beta-testing stage we were delighted to announce in November 2023, a 2-year agreement with the NCI, part of the National Institutes of Health in the USA, to validate OptiMAL® screening against a small number of targets in the NCI’s own laboratories. This will validate not only the technology but also the ability to transfer it to other organizations and so lay the path for potential licensing agreements with, for example, big pharma and major biotechnology companies. Furthermore, the significant prestige and kudos associated with NCI make them an ideal partner for this process and an organization with which we seek to strengthen our connections.”
This isn’t small stuff. The world’s most prestigious cancer research institute (NCI) is validating Fusion’s platform in-house. That’s not just credibility – it’s a clear proof point that OptiMAL is real, scalable, and transferable.
The whole point of OptiMAL is that it takes antibody discovery to another level: fully intact human IgG antibodies on mammalian cells, not fragments or proxies. That’s what pharma wants – a better starting point that cuts risk, time and cost.
Now the countdown is on. By December we’ll have a world-first platform, validated by the NIH/NCI, sitting in Fusion’s hands and ready for licensing. We’ve all seen what similar platforms have gone for (AbCellera, Absci, FairJourney etc.) – yet Fusion is sat at a fraction of that valuation, leaner than ever, and closer than ever to EBITDA positive.
In my view, the market hasn’t caught up to what’s about to hit. The rerate potential is obvious once OptiMAL is commercialised. 🚀 In my view the rise in price will resume after this short consolidation!
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