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Yep most buys showing as sells

Fantastic RNS this morning, looks to be proof their technology works!!! Fantastic prospects

Watch the investor meet company meeting 23-11-2020.

Previous CEO gives a lot of detail on those antibodies which have milestone/royalties on them due to FAB.

Mentions they have low single digit % royalty entitlements to antibodies that clients are predicting will have $1bn plus sales…. This was a few years ago, since the have placed greater emphasis on securing downstream value, were further down the cycle of antibodies in the clinic, and even with failure rate, could be nearing the point where they trigger.

Throw in an m&a happy year where their clients assets could be acquired, which I’m sure would trigger a payment if fab hold a royalty entitlenent, then they have a future which looks very bright just based on historic work IMO.

Nice little bounce on that tree shake. Can buy at below mid so trades at 8.6 likely to be buys!!

Where are you seeing this

Haha it was 8.5 bid for a few seconds very suspicious or a slip of the finger…

Those trades at 8.22 look to be buys again

Nice delayed buy there this morning - people seeing the discounted value opportunity here!

Both of which supported the assertion they had cash until at least h2 2026 and should be generating cash by that point. Both were published before the recent grant they announced which the CEO said will enable them to enhance their margins, be more competitive and will help the company to win larger contracts and accelerate growth.

Pretty strong position to be in if you ask me IMO

And the same from Shard Capital:

“ Investment case. In our view, Fusion is clearly undervalued compared with its peers. When balanced with FairJourney and its recent €900m valuation, FAB’s current market capitalisation of £4.2m reflects neither the investment made nor the technology. We believe that the market has not yet accounted for the current recovery in sales and orderbook, or for the potential of the new proprietary platforms (OptiMAL®, OptiPhage™ and AI/ML-Ab™). This is just a matter of time, and the current interim results trading statement presents FAB with a much improved outlook and stronger bases. ”

https://shardcapital.com/capital-markets/corporate-broking/research-portal/

Just have to look at the recent broker analysis to realise how undervalued this is still;

“ Valuation

Fusion's market capitalisation is £4.3m, suggesting an EV of £3.9m. We consider this to represent a geared situation tied to the success of Fusion's recovery plan, given almost no value is being ascribed to its class leading antibody discovery technologies.

Given there is evidence of a turnaround in its fortunes and that sales and margins are on an upward trajectory, our investment thesis is that investors will start to recognise the value inherent in Fusion's class leading antibody discovery technology. To highlight this, we would draw attention to the valuation of Absci (Nasdaq: ABSI), an albeit much-larger US/Canadian-based firm that has an Al-led approach to antibody drug design. This company has a market capitalisation of $447m and cash of $145m, hence an EV of $302m.”

https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2024/10/20241011-Fusion-Antibodies-plc-FAB.L-Allenby-Capital-Update.pdf?c4389=on

It’s interesting. Yet remember that FABs performed is alsk largely linked to biotech sentiment. The XBI index gives a good indication of that and is up today and around 6% over the week. Think this is a largely overall market related overreaction rather than anything FAB specific

They had dropped the bid to 8.5 at that point and instant quote was around 8.7 to buy so pretty sure they were buys as a sell at 8.5 was peppered between them. I know! Who would sell when the only thing that has changed is they revealed a positive investor video lol

Those trades at 8.7 look to be buys not sells

Handy transcript generator has pulled my favourite bit about the AiMlab and why it’s so good for them!

“ So we can take those libraries do a discrete uh screen for the AI/ML output as a mammalian display mini-optimal if you like,

that will then get them through to the endpoint so we can de-risk the whole AI/ML strategy for our clients while still maintaining the option of going straight in at the shortcut and who knows they might get there anyway?

But we take the risk out of it having a larger input commanding larger fees for the work that's being done, it puts us in a much better position to actually negotiate better milestones and royalties become much more aligned with their requirements.

It's much less of a Simple fee-for-service transaction, it's more custom-driven, more involved, more collaborative.

We're putting more intellectual property into it not just our proprietary platforms but things that are specific to their particular projects solving those problems that come up and it what we're asking or what we're doing for the clients and what the clients are trying to do. It's probably the most complex thing that mankind's ever tried to do, harness biology to fight disease. So we're in a much better place to ask for royalties and milestones as we go.”

Https://investorhub.fusionantibodies.com/activity-updates/fusions-three-discovery-engines-optimal-r-ai-ml-ab-and-optiphage

Https://www.linkedin.com/posts/fusion-antibodies-plc_fusions-three-discovery-engines-optimal-activity-7289588758792822784-rBr-?utm_source=share&utm_medium=member_ios

https://youtu.be/guQrX6k_D4U

Q: I understand the US National Cancer Institute is currently validating your platform. In the event that this is positive, how big is that potential impact on the company?

A: The NCI is validating our OptiMAL(R) technology, one of several platforms we offer. A positive outcome will result in co-authored peer review publications which would provide as good a piece of marketing collateral as we could wish for. It would not only validate the technology, but also that it can be transferred to another lab, paving the way for licensing deals with big pharma and biotechs. The NCI Lab head running the validation is widely regarded as a key opinion leader in our field.

Couple of interesting answer in there:

Q: How do you embrace AI in your research?

A: We have developed in house AI platforms centered on the molecular structures of antibodies. We have a platform, AI/ML-Ab (pronounced "Aim Lab") which is centered on cutting edge in silico AI methods for predicting the amino acid sequences for antibodies which the algorithm predicts to bind to the target. This can be combined with our proprietary Mammalian Display technologies to enable a much deeper dive into the algorithm output testing vastly increased number so f sequences and so de-risking this very novel approach.

You talking about the webinar ones only one of mine I think and had asked a follow up about engagement with investors in line with their good work last year. Response was will continue to on a regular basis and when there is news. But a few of the decent answers that came out after the sharesoc webinar are here.

https://investorhub.fusionantibodies.com/activity-updates/sharesoc-discovery-webinar-series-q-a-12-december-2024

These