Member Info for gtc1507

Mentioned again today

https://x.com/zakstraderscafe/status/1877307369794728313?s=46

Reminder of some of their investor videos available some really good insights here and available on their hub

https://youtu.be/9vviL-zZVLo?feature=shared

https://youtu.be/6MfemcR_rAQ?feature=shared

https://youtu.be/_Z0psdbiQK8?feature=shared

https://youtu.be/7Rf4qG2KRec?feature=shared

https://youtu.be/9yVRHioXmtY?feature=shared

Given FAB do a lot of business in the USA, weaker £ is also more favourable for revenue conversion rates

Would help if you gave this context for applicability to fab? The market this year certainty going to be entertaining M&a especially with patent cliffs approaching. FAB are well placed to support those companies with their acquisitions with their Ability service they’re promoting. Also, any assets they hold an interest in could generate a payment if they’re acquired. Also, FAB themselves could be ripe for a takeover.

Lucky you - the 100k looking like a buy also

I’ve heard others talking about those being buys too. Some showing as negotiated trades rather than ordinary. Interested in how they’re beating the market on price tho

Neither!

Sorry the 11 one not the 0830, that’s clearly a sell

I had wondered if the 8:30 one might have been a buy with the spread it is so hard to see!

If only we could take him to the GUM clinic

TLY provides healthcare services. Totally different sector and technology to FAB.

FAB working on and potentially producing their own antibodies assets with potential values of billions, highly technical and specialised. To compare it with effectively an agency/private patient care focussed hospital for private healthcare is misguided.

I think it was CALY-002 the CEO said they worked on previously which was acquired by Novartis for around $400m. They’re getting better at retaining interest and royalties and so if any of the existing assets they have an interest pays off (I think they have a few!) then this absolutely is not unreasonable and you could see a big payment arising from those if they work out.

Https://x.com/zakstraderscafe/status/1876222808453423387?s=46

“Looking like 15p is a done deal on FAB”

Have a look at FJ bio - mentioned by Shard capital in their recent research note as a comparator. valuation around €900m

And you’ll see the 15p chart was started by me….been here for years and will be for many more!! Suggest you find somewhere else to spout nonsense. Useful risk based commentary is helpful but you’re just spouting the same thing.

The board confirmed that an additional 250k receivables been received shortly after that and those other AR on 60 day terms. They also clear cash runway lasts to h2 2026, this likely to be strengthened by the grant award reducing costs and increasing margins. Suggest you do some detailed research rather than just fleeting and bold statements

Im not sure I would say we’re at fair fundamental value - think the MCAP still doesn’t ascribe enough value to the tech they hold and their expertise. More like it reflects the cash put in!

I genuinely believe in this company and certainly possible that this is a genuine reratr after people are digesting the news and sentiment is improving after good last year. This has been tipped by a couple of articles from Zak Mir so I’m not surprised there’s strong interest in it but theees no guarantee people aren’t also trading it. The company is fundamentally very strongly positioned so I’m optimistic (and hopeful having held this for a long time) this is the start of a long overdue recovery

Https://x.com/zakstraderscafe/status/1875889046179950758?s=46

Https://ukinvestormagazine.co.uk/aim-weekly-movers-fusion-antibodies-chart-indicates-rise-and-potential-poolbeg-pharma-merger-sparks-share-price-drop/