Member Info for gtc1507

UK revives plan for rival to Silicon Valley between Oxford and Cambridge

https://www.ft.com/content/57286a31-9a56-4a1c-a253-2a3ea7178519

This would be great for UK life sciences and AI. Hopefully lots of knock on benefits for FAB and others if this were to take place

Haha yes highly unlikely in my view given their recent confirmation of cash forecasts to h2 2026.

Even then that 2024 was at a 5% discount - given torid market last year that’s quite impressive and testament to their efforts to recover

Would be nice to get updates and for news to pay off but we’re just coming out of a period where weee had news/engagement most months for 3/4 months.

After Christmas it’s not unreasonable that they’re just getting heads down and hopefully converting all their engagements conferences and projects into revenues to update us on soon.

They’ll give us material news as soon as they can if they’re folllowing the rules but as you say, and there are some really really exciting things that could be on.

February last year was a news heavy month so hopefully this year the same!!

They’re a lean team so we need to give them space to get on with the work!

Should say $83m!

Another CRO was bought for only one of their platforms for around $83 in 2021. That was Charles river and distributed bio.

Fab have multiple platforms with unique applications for different segments of the market and many proprietary and premium/market leading in their opinion.

Deduce from that what you will but 100m Mcap seems very undemanding when they’ll be profitable, generating cash soon and have awesome tech

To quote the CEO when asked about the share price recently and the low value back at their investor meet company:

“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. Alternatively maybe we would survive but we were going to require significant amounts of additional investment and dilute everybody out and probably in this Marketplace at a lower-price.

That is clearly outdated and ill- founded in terms of an assessment. We don't need the money, we have no plans for an investment raise so I think those people have got it wrong and the impact on the share price is wrong and it needs correcting and we need to take that depression that's been on the share price away. I hope that the information that we shared today helps in doing that because clearly we are worth an awful lot more than the market has been suggesting.”

It’s a limit order that’s not being filled at a reasonable limit 🥴

Lol he always manages to get his scraps!

Anyone else?

You’re probably right, I think they had slowed some of their development and r&d for financial reasons whilst NCI were validating it originally but the latest account sssy they’ve continued to invest and actually the grant may help accelerate the commercialisation! So we wait and see we know they are already getting contracts for the mammalian display elements of it and proving its worth! No reason they couldn’t also licence that element out too!! Companies might snap it up when they see it can deliver 10-30x improvement in yields of their existing assets!

They’ve been doing ML for years and I imagine it’s built into their optimal platform which they could well licence out once validated.

Interesting movement today. I think #fab is a strong contender in this arena also, already have an agreed partnership with a leading US ai Company to promote their AiMlab service which is ai led antibody discovery. That combined with the fact they’re already working with USA national cancer institute which has $6bn of funding to validate their flagship propietary tech bodes very well for them IMO! Keep your eyes peeled it’ll surprise you one day.

Yep.

Also saw this. https://on.ft.com/3E0syGu

I think if the use case for ai discovery can be proven then bodes well for FABs aimlab service. Wonder who the leading provider of Ai they’re working with is

https://www.londonstockexchange.com/news-article/FAB/update-on-ai-ml-ab-tm-antibody-discovery-service/16090636

Hopefully this is good for sentiment and adoption of AI.

Remember FAB also have their AI service in partnership with a leading US AI company

Had a listen back to their h1 investor meet company in late November yesterday.

Few key points I hadn’t picked up on which could bode very well for q3 performance and potential news flow :

-CEO said sales opportunity pipeline and order book tracking very much in line with their expectations, supports their belief that there is a recovery in the sector and its commensurate with them meeting their internal and analyst targets.

- he said “you may well see more secure supply agreements, where it’s built into a process that we will be the supplier of reagents going forward and we do currently supply to existing clients antibodies that are manufactured for diagnostic tests and that are currently marketed” that could be great news for ongoing stable revenue streams.

- he said that Optiphage client is a really good client, very significant client, very large organisation, their application is very good and has potentially lots of follow on benefits and will give them great case study data. Coming into latter phases and looks forward to update on this in due course. That would be massive with potential licencing fee deals and royalty payments

He said they’ve landed more contacts for their mamallian display service, believe a higher value service, where they’re able to increase clients asset expression by 10-30 fold with preliminary data saying quality remaining the same. That could be a big earner!!

There’ll hopefully be some material news flow on some of these strands coming off I can’t see how they couldn’t pull at least one off when they appear so strong. Only a matter of time.

Not even to mention the other exciting work they’ve got going on with NCI!

Lovely performance today. The Doji was right, indicated a reversal in the downtrend back upwards. Useful to then trade in direction of candle after so we might get more in tomorrow who take todays candle as confirmation before coming in.

Let’s keep our eyes peeled for the delayed buy then

Why is the question…..

Likewise, a good amount at above the mid price too! Not long till this moves up and continues its journey! Good luck!

OTE suggesting entry price is here and Doji could indicate strong reversal from the recent downtrend. Near term line back to 12p