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Adrian Kinkaids closing comments from the investor meet:

“ “So this period that we’re going through now and finding out now that we know that OptiMAL works – quite how well it works – puts us exactly on plan and on track for where we wanted to be. The financial figures, the revenues that we’ve reported on here albeit unaudited, are exactly on track for where we said that we would be in the analyst forecast as well. So it’s an excellent time for the business. We need to keep it on track, keep moving things forward, and if we can do that – which we fully expect to do – the future for Fusion is extremely bright. And we’re looking at step changes, not just incremental advancements. It’s going to be a significant inflection coming up, I hope, for the business.”

https://youtu.be/h370dmBSjxM?feature=shared

54 minutes 52 seconds in….question is will we see the step changes sooner than we think! Hopefully the share price continues

Just a matter of when that journal lands really isn’t it! NCI had finished their bit by the sounds of it and threw it over to fusion at the end of January, I wonder does that mean the scientific write up is underway or nearly done? Fusion said they were confirming how well it worked from a commercial perspective - can they go hand in hand or might we get one earlier!

Looks like they’re getting more bullish in their marketing ahead of the patent landing - heading to a conference in August calling Optimal revolutionary.

“ We will be presenting Posters on our Revolutionary OptiMAL™ Platform for the discovery of novel antibodies using Mammalian Display on a naïve human library designed by Fusion & our Rational In-silico Developability platform (Ab-ility™) for both in-depth sequence analysis, 3-D modelling and liability engineering alongside rapid sequence screening built for lead selection.”

https://fusionantibodies.com/news/io-summit-us-2025/

Https://x.com/zakstraderscafe/status/1950502157955768581?s=46

That didn’t last long :) off we go

On the move again. Saints charts called 13.5-16p if we broke 10.5!! Onwards and upwards

One of their competitors albeit much larger and further on in their journey as a CRO os Fair journey - they were bought out by private equity - deal was rumoured to be worth €900m.

Shows where this could get to. Another CRO might want to bolt on fusions capabilities with optimal and its other tech to its own capabilities - might make a tasty acquisition.

Price action certainly seems to be moving upwards. Sharp rebounds up any time the MMs move it downwards. People clearly think this is worth more and I agree

I suspect the US patent will be the catalyst for them being more bulllish in their marketing as well as potentially unlocking more news.

I wonder does that have any bearing on the Optiphage licence that the client was considering? Might be a stronger case for it when it’s locked up patent protected

Technical signals are bullish, sentiment is positive, and if it breaks 12p cleanly, the rally could really pick up speed.

In theory could Optimal generate every possible antibody that would be needed in future therapeutics if it mirrors the natural immunome? Would say that would be pretty pricey if so

The fundamentals and technicals appear to have aligned and sentiment is strong. They’re entering an exciting period is what Adrian said - feels like the overdue rerate is coming. Gap fill to 30p on the cards if we can break this 11.5p!

This changed quickly 😀

Can’t get any quote below 10.69 for me and quickly moves up. Might be in for another run up this afternoon before close

Https://x.com/darrenukdaytra1/status/1950131829216071808?s=46

With £0.9m pro‑forma cash at year end, new grants, and improving revenue, brokers believe Fusion has runway into/through the back of FY26, lowering the near‑term likelihood of another discounted raise. The last raise was at zero discount and very heavily subscribed by VCT.

CEO has said no raise is needed to get them to breakeven. The company is clearly in a significantly better position and he also said the sales pipeline was tremendous and they had strong work in progress booked at end of FY25 in a video on their hub attached to the year end trading update.

They also had some revenues slip into this quarter apparently from last year so revenues will hopefully be very strong. Sentiment in the sector seems to be much better also.

This is all in their bread and butter business though, if they land a licence deal for Optiohage or a premium contract for their new flagship contract they’re laughing straight to profitability in my view. Very exciting time.

Would encourage all to watch the investor meet company on YouTube from May.

https://youtu.be/h370dmBSjxM?feature=shared

Where does that gap go to?

Great to see double digits broken!! This is the start of such an exciting time for the company, hope their efforts pay off many fold.

Two of the team used to work for fusion also according to their staff profiles also so shows the calibre of staff they have coming through!

“ The partnership also strengthens Queen’s reputation as a leading UK university for commercialisation of research, and for nurturing life sciences spin-outs capable of global impact.”