Member Info for gtc1507

Great to see Adrian, CEO, listed as a key speaker at an upcoming health tech conference.

Great opportunity to showcase FAB and he must be highly thought of in the sector given the calibre of the other guests.

https://hira-ni.com/health-tech-spring/

Great to see chunky buys today, although the system recording them as sells clearly the 100k and 200ks match the ask price at the time!

I totally agree, don’t think people understand the significance of the recent optimal announcement.

FAB describe OptiMAL as next-gen mammalian cell-based antibody discovery platform which in theory could solve key industry challenges such as:

- Higher Clinical Success: Antibodies are screened in a human-like environment, reducing failure rates.

- No Humanization Required: Fully human antibodies from the start—means faster, cheaper, and lower risk for their clients.

- AI-Ready: FAB appear to be integrating this with machine learning-driven drug discovery, a growing pharma trend.

Commercial Edge for Pharma

• Speeds Up Drug Development: Faster screening and optimisation cut time-to-market.

• Lower Costs, Higher Efficiency: Eliminates reformatting steps, reducing R&D expenses.

• Attractive for Licensing & Acquisitions: A validated platform could secure big pharma deals and licensing revenue.

Investment Opportunity

• Major Validation in Progress: NCI partnership could confirm OptiMAL potential, triggering commercial interest. FAB already say they’re in discussion with partners on Optimal which could be huge.

• High-Growth Market: Antibody therapeutics are a $300B+ industry by 2030—demand for better discovery tools is soaring.

• Strong Financial Position: the FAB board were adamant they have a Cash runway to H2 2026 and this was before they announced the £1M grant funding, reduces risk. Margins were already on the up and hoping to get to cash neautrality without a raise.

• Significant Upside Potential: Positive validation could drive share price growth, strategic pharma deals, and even acquisition interest.

My Conclusion

Fusion Antibodies’ OptiMAL platform is positioned to disrupt antibody discovery, increasing speed, reducing costs, and enhancing success rates. If NCI validation is positive, commercial adoption could follow—creating a very compelling investment opportunity. DYOR but this could be a hidden gem on AIM and when news comes very sticky hands so could move fast.

Great day yesterday, starting to realise the potential here long may it continue

Would encourage all to look at this video from a few years back. At 40 minutes the then CEO explains the huge potential for fabs royalty/milestone portfolio from drugs they’ve worked on

Loads of potential carries, talking multi millions and coming closer to the day they could trigger.

https://youtu.be/LzE8EeQLstk?feature=shared

Https://investorhub.fusionantibodies.com/activity-updates/refining-antibodies-the-engineering-stage

New video on their hub

“One of the best, if not the best in the world at antibody humanisation”

Https://investorhub.fusionantibodies.com/6773077#question-117943

“Thank you for your kind words. We are very excited by the developments in the OptiMAL® validation project with NCI. In response to your three questions:

We would update on the significant developments which, at this stage, we envisage culminating in the confirmation of binding with freshly prepared antibodies.

The agreement with NCI covers the validation project and runs to November 2025. There would need to be a further agreement, such as a license agreement, in order for them to continue using OptiMAL®.

At this stage no other partners are actively testing OptiMAL®. It is our expectation that the value proposition for such potential clients could be significantly increased with a positive outcome form the validation study with the NCI so it is preferable to have this completed first. Several potential partners have expressed their interest in OptiMAL® and we are progressing these discussions.“

There’s a decent answer to a question on optimal on their investor hub.

Confirms they’re in discussions with other partners on optimal and also that NCI would need a licence agreement or similar to use after November.

Looks very promising and they’re very excited about developments. They’re doing great work.

investorhub.fusionantibodies.com/6773077#question-117772

He’s an idiot

Feb was a busy month last year with updates on tax credit, new partnerships with global diagnostic company; 650k new contract and new projects with vet and diagnostics companies.

Let’s hope this Feb is as productive following their attendance at decent number of conferences in the autumn and clients maybe have their next FY budgets signed off to spend.

Will they be able to exercise them if they’re in a closed period or aware of inside info tho? that will be interesting in itself to see if we have more news due to land.

From their deep dive video:

“ In this episode, Chief Scientific Officer Richard Buick takes a deep dive into OptiMAL®, Fusion Antibodies’ cutting-edge antibody discovery platform.

Richard explains what makes OptiMAL® unique—combining an optimised antibody library with a mammalian display platform to create a powerful tool for therapeutic antibody development. Designed from an actual human repertoire, OptiMAL® selects for manufacturability and target binding, ensuring high-quality candidates for drug discovery. With a proprietary, patent-pending design, this novel library delivers antibodies that can’t be generated anywhere else.

Watch now to explore the science behind OptiMAL® and its impact on next-generation antibody discovery.”

Decent LinkedIn update too

https://www.linkedin.com/posts/fusion-antibodies-plc_fusion-antibodies-optimal-rd-update-activity-7292140273487220736-_xXs?utm_source=share&utm_medium=member_ios

To be fair tho, you could seee this the other way round that we’re getting confirmation sooner than anticipated. It was a 2 year partnership until December this year and we’ve had no indication from the company that it would be any earlier than that. Now we have confirmation from fab that the steps to confirm if it’s actually worked are back in their hands. It’s therefore in their interest to confirm as expediently as possible so we could get a very good news story much sooner than December now!!!! Very positive indeed

Featured share in their stock watch section! Says it fell despite positive progress in their collaboration with NCI

To be fair them, we’ve been asking them to keep us updated on the NCI work and they now have, with a good news story IMO that they’ve been able to identify and create antibody producing cells for their desired targets and they’re now working on validating and making sure! That’s pretty positive to me! But you wonder if timing of that has just happened. I suppose it’s good to know the trump administration is having no impact on their research

Can buy at 8.6 at the moment! Bargain for some IMO

Did you see someone asked the board about that on their investor hub recently. Confident response from them that they would recommend an offer that didn’t respect their valie

https://investorhub.fusionantibodies.com/activity-updates/interim-results-presentation-for-the-period-ended-30-september-2024#question-117724

With the help of ChatGPT, a summary of why confirmation their optimal tech is working could be a game changer.

In my view this is why optimal is important and why today’s confirmation from Fab that NCI have been able to successfully use optimal to identify targets is massive and not appreciated by market.

1. Faster Time-to-Market = Lower Costs & Higher ROI

• The average cost of developing a biologic drug exceeds $2B, with high attrition rates in late-stage trials.

• By reducing failure rates early, OptiMAL helps pharma companies de-risk investments, making Fusion Antibodies a high-value solution provider.

• A faster drug development cycle means more pharma partnerships, licensing opportunities, and recurring revenue for Fusion Antibodies.

2. Competitive Differentiation & Strategic Positioning

• OptiMAL uniquely supports small, highly targeted antibody libraries, making it a key enabler for next-generation biologics such as bispecifics, ADCs, and AI-designed antibodies.

• Competitors using traditional discovery methods face higher costs, longer timelines, and greater failure risks, giving Fusion Antibodies a strong competitive moat.

• Exclusive technologies like Mammalian Display allow the company to differentiate itself in a crowded market.

3. Strong Pharma & Biotech Industry Demand

• Pharma companies are outsourcing more R&D to specialist biotech firms with cutting-edge capabilities.

• Fusion Antibodies is well-positioned to become a go-to partner for both large pharmaceutical firms and emerging AI-driven biotech startups.

• High demand for faster, more predictive antibody discovery makes OptiMAL a critical asset in the industry.

Investment Takeaways

✅ Massive Market Opportunity: Taps into the rapidly growing biologics and AI-driven drug discovery space.

✅ Unique Technology & IP: Proprietary Mammalian Display and fully human antibody library provide strong differentiation.

✅ De-risking Biotech R&D: Helps pharma reduce failure rates, costs, and time-to-market.

✅ Scalability & Pharma Partnerships: Potential for recurring revenue, licensing deals, and strategic collaborations.

✅ Strong Market Tailwinds: Aligns with trends in AI-driven discovery, next-gen biologics, and digital R&D acceleration.

IMO Looks like Fusion Antibodies is quietly positioning itself to be a key player in the next era of antibody therapeutics, offering investors a compelling opportunity in a high-growth, high-demand market given its MCAP is only a reidculous £8m!!