Member Info for gtc1507

Only 125k left then were moving again! The bottom def feels like it is in here

Also, the strategic shift to securing grant funding to developing their own antibody assets is massive. Potential to hugely diversify their revenue streams from the traditional service model with that, the potential for licencing agreements on multiple platforms and the likely positive news on optimal emerging in the next few months! Very exciting time for them.

I don’t think the significance of the two big TR1s recently can be underestimated. VCT are going to be holding for years! Placing shares locked down and ready for news.

Pleasant day! The team looks to be away in the USA this week for a big couple of conferences. CEO presenting on Mammalian display and their research manager presenting RAMP their original propietary tech they made their name in!

Hopefully converts into some decent contracts or wins!

My sense is it will be an explanation of “the remarkable opportunities for growth” they referred to in the placing.

So really about where we are with Optimal, the FMI, their antibody development project etc

He has options at 4.25p so he had the chance to go cheaper!

Https://www.linkedin.com/posts/future-medicines-institute_this-week-weve-hit-another-impressive-milestone-activity-7326275531941847041-h9td?utm_source=share&utm_medium=member_ios&rcm=ACoAAAuyH_0BZuiiVe69ogYIdwe7HKyUbPvkmaA

Https://www.gov.uk/government/news/landmark-economic-deal-with-united-states-saves-thousands-of-jobs-for-british-car-makers-and-steel-industry

Good for FABs UK clients

One of fusions FMI consortium partners and cluster neighbours just landed this, wonder if FAB have been involved in the development and have any milestone or royalty entitlement.

https://www.linkedin.com/posts/almac-group_alm401-solidtumours-adc-activity-7325553885685714944-PFZy?utm_source=share&utm_medium=member_ios&rcm=ACoAAAuyH_0BZuiiVe69ogYIdwe7HKyUbPvkmaA

And a big appetite from the MMs for them, sell limits up to 650k a time!! Big buys coming

Investment case. In our assessment, Fusion is significantly undervalued relative to its

peers. Its current market capitalisation of £7.0m does not adequately reflect the

investments made or the underlying technology. We believe the market has yet to fully

recognise the ongoing recovery in sales and order book, as well as the potential of

Fusion's novel proprietary platforms (OptiMAL®, OptiPhage™, and AI/ML-Ab™). We

anticipate this will be reflected over time, and the latest trading statement indicates a

much-improved outlook and a stronger foundation for Fusion.

Rewatched the video update Adrian gave on the Optimal r&d update in Jan/Feb.

He specifically said as part of their validation work “the newly synthesised antibodies will be tested to see if they do indeed bind to the target protein. If it does then we’ll have demonstrated that Optimal works in the way we intended”

The RNS confirms that this has happened….

“The Company has since sequenced the relevant DNA from those cells, which codes for the expressed antibody, and has resynthesized the antibody through an independent transient gene expression process. The resynthesized antibody has been shown to bind to the target protein in two separate assay formats. Further work is ongoing. “

That’s a great news story, more work to be done to confirm but it looks to me like we’re moving very positively in the right direction

That’s strong, especially as he has options at lower price than that!!!

CEO does a video update on the hub!

Few points of note:

- delayed revenues from last year firmly in this year now

- challenging year for the sector ahead but they have “excellent work in progress book”, “tremendous sales opportunity pipeline” and “with a bit of luck and hard work from their excellent team hopefully be in position to meet analysts expectations for this year!”

Yes I’ve just seen that thanks for correction!

Just over 4% just taken by Maven Renovar VCT!

Https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2025/05/20250506-Fusion-Antibodies-plc-FAB.L-Allenby-Capital-Update.pdf?c4726=on

Looks positive to me, they haven’t historically guided on revenues usually wait for the broker notes and they come out.

Cash looks to be higher at year end than Allenby had forecast think they were looking around 200k so margins must have improved further, given placing and grants aren’t factored into cash position according to my read of this.

Also seem to have met revenues target even with a project only bringing in 50% of what they thought it would.

Very positive indications on Optimal

Positive progress has been made on the Company's OptiMAL® validation project with the NCI. Fusion received positive hits from the NCI for the use of OptiMAL® in the discovery of novel antibodies against targets selected by NCI. The Company has since sequenced the relevant DNA from those cells, which codes for the expressed antibody, and has resynthesized the antibody through an independent transient gene expression process. The resynthesized antibody has been shown to bind to the target protein in two separate assay formats. Further work is ongoing. 

That should have been an RNS on its own huge development in their optimal process!!

Haha doesn’t hurt to remind myself in defending them why this is a very strong play! Best of luck dark Ryder may your many daily buys pay dividends soon