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Https://www.qub.ac.uk/News/Allnews/2025/spin-out-1bn-pharma-deal.html?utm_source=linkedin&utm_medium=organic_social&utm_term=&utm_content=Image&utm_campaign=CommsCorporate+

Just shows what’s possible with working with QUB. FAB are in the Future Medicine Institute with Queens and working on the DR5 antibody with them. Absolutely fantastic opportunity and Qub have experience landing these sorts of deals. Can’t be long until FAB are the same

How your shoulders feeling Alice?

Some really encouraging answers to some questions in their investor hub ahead of the patent being granted on 5th August.

Looks like they’re aiming for a big bang presentation at the number 1 antibody engineering conference, AET San Diego and they’ve been selected by the scientific panel to present on Optimal. The agenda is crafted with the antibody society and Dr Ho front the NCI is on that selection panel which is great - feels like the NCI endorsement already paying off!!

Also, great to read they plan on updating investors and holding a series of optimal focussed investor sessions too! Feels like we’re entering the news rich period and hopefully we start to see how the step changes for the business will materialise

Helpful post there Alice…..be nice to see some of the evidence behind your thinking

Looks very strong in the medium and long term.

88% buy here

https://www.barchart.com/stocks/quotes/FAB.LN/opinion

That’s fab to hear from them. Reminds me of the time that Adrian went full whack on the valuation at one of the last investor meets, September 24 I think.

“I don't think there is another company that has quite the technologies that Fusion has. We have a number of different offerings most other companies only have maybe one. So we're really well positioned in that regard.

Answering the question how much should it be worth right now, well many times what it is today, multiples of what it is today. it’s clearly undervalued and it has been for quite at some time.

in my opinion the the main reason for this seems to have been the perception that we weren't going to survive.

Well we're still here. Not only that but we're now thriving we’re fitter, we’re better than we were before”

“ 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 engineeringalongside rapid sequence screening built for lead selection.”

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

They’ll want to have the science locked up first. Also, if they’ve got peer review publications with NCI in train they’ll not want to prejudice those being signed off by singing too loud about the science just yet! More impactful when they do!

“The Issue Notification indicates that the patent will be granted on 5 August “

Adrian Kinkaid, CEO of Fusion, said: "This news takes us another step forward in gaining patent protection for our Opti discovery platforms including OptiMAL®. Whilst the patent itself has not yet granted, we are excited to have taken a further step toward this important milestone which we believe would represent significant value creation for the business."

The start of a very exciting time for the company!

Was looking at the LinkedIn post again. Fantastic they’re targeting that Angibody engineering conference. Also, very intriguing that the antibody therapeutics and engineering conference is in conjunction with the Antibody Society. Handy that Mitchell Ho, the NCI lead they’re working with is on the board of directors of that! Friends in high places indeed!

Looking forward to seeing the accounts. They’re winning contracts all the time on their existing service business, hence the year on year growth of 70+ % in revenues. The grants in this year will have a massive impact on their margins and cash runway. Company state cash to break even, supported by both Allenby and shard assessments

Lovely to see that news today. Shows that rather than pump and dump crap being spouted the posts are backed up by evidence and lots of people in here are taking time to do detailed research on this company, its prospects and independently validate that. Hats off to those who have contributed and are positive about this company. I personally am greatly encouraged to see the rns today. The company is progressing, fantastic to see they’re looking at other markets and also to see that they think the patent wil bring significant value to the business

Great post, thanks.

In my mind you don’t publish and agree to present this at a global summit unless you know it works – Fusion’s confidence in doing so speaks volumes about where this platform now stands.

At recent notices they were attending conferences management made clear they are “actively looking for licence partners”.

That accompanied with then With NCI validation likely in hand, a globally significant presentation, and a platform that promises faster discovery of high‑specificity, high‑yield antibodies, it feels like we’re moving quickly toward a formal commercial launch.

If OptiMAL performs as well as they’re saying the early data suggests, this isn’t just another service – it’s a licensing platform with the potential for step‑change revenues which could back up what Adrian said at the investor meet.

Stt it’s nice to see your conviction in your views. The two grands they’re working on are for different things. The £1m FMI grant and the dr5 grant are for separate projects. The placing is to commercialise optimal. They’ve been quite clear there is no need for an equity raise for working capital before breakeven and demonstrated ability to grow their base service revenues year on year. I think you should watch the investor meet company from may to balance your views.

Let’s keep the chat focussed on FAB folks, an exciting time ahead for them!

Delayed buy hit 10.34p earlier today! Fab

It’s just thee beginning, Adrian was very optimistic at the last investor presentation - significant inflection point coming up, NCI validation of the platform itself due to conclude soon. This is the start of the step changes in my view

Looks like anything over 105k jumps straight to 10p for a quote at the. Moment!

Yes fab work Evman and others who’ve contributed in a really evidence focussed way over the past while. Great to see interest in the company returning. If correct; this would be quite the strategic development having protection in their largest market! Seems the wide spread MMS making buys look like sells this mornin lots of trades at 8.64 clearly buys

It also says “ Application Is Considered Ready for Issue” on 23rd!