Member Info for gtc1507

They have answered question on “other costs” in the accounts

https://investorhub.fusionantibodies.com/6514693#question-16424

On margins, I think the previously were hitting around 50% margin if I remember right from Allenby broker analysis on this prior to the downturn. At the latest investor meet company they said they were at 10% and continuing to rise but recognised that point about scale.

Cash runway predictions have been corroborated in the broker analysis note.

I have asked the company about other expenses on their investor hub and am awaiting a response! I’ll let you know!

I think the headcount of 31 seems right still. This year will have included some of the costs of the layoffs in that headcount as the restructure wasn’t completed until maybe June 23.

PS - great work coming to the table there is massive potential here

Yeah I don’t disagree with what you’re saying but you def come across like a day trader who’s trying to get back to this mornings highs to square away your profit …..

10k buy at 3.65 just before 1 - slow to show on LSE today for some reason today.

Investor meet company:

https://youtu.be/GahTFg7VmYY?feature=shared

Broker note from Humpalumps:

https://jumpshare.com/s/8TkZoD5UXDXPnN8ogeg0

Looks like paying over ask 4.65 happening so only a matter of time before they let it go again

Https://x.com/afzalvalli/status/1838915110846226639?s=46

Demonstrates the potential milestone/royalty value they can generate too. They have stakes in multiple antibody projects in the pipeline. They can pay off to the value of $450m and fusion get a small percentage of that then we could be talking double digit million special dividends.

H1 ends next week - there’s potential for a trading update which hopefully demonstrates their recovery.

Also potential for contrast, NCI partnership updates at any moment.

This is primed and ready to recover!

Https://x.com/share_talk/status/1838892265588039766?s=46

At 5:19 FAB - target of 7p

Great volume and rise this morning, still miles to go back to fair value. Great to see commentary from the CEO on last nights presentation too

https://www.linkedin.com/posts/adrian-kinkaid-4067395_shardcapital-activity-7244600890140037123-2DRR?utm_source=share&utm_medium=member_android

This is shifting already! 4.9!

Well hopefully this continues its rise to where it should

Be today. Sounds like the investor presentation last night was brilliant by Adrian so we’ll get some buyers today hopefully.

Great analysis by sponge is still valid. https://x.com/themoneysponge/status/1838659540906111257?s=46

This is undervalued for what it is today and potential for this to go significantly higher than that on any of the news flows in the wings.

Any particular highlights versus the IMC?

I absolutely share your enthusiasm but admire your optimism. I think this is going back to decent double figures in time but think might be a bit longer than your timelines. Absolutely willing and happy to be proven wrong though!

What’s your thesis behind a rapid rise?

Investor meets company for those who haven’t seen

https://youtu.be/GahTFg7VmYY?feature=shared

Totally deserves to be here. It was trading above £1.50 a few years ago and didn’t have the proprietary technologies it now has plus optimal wasn’t in development. Massive legs to go and huge gaps to fill

Where’s the 86p reference?

This was a key message at their latest investor presentation.

I’m sure that any big players would snap their arms off to get hold of their tech which can improve their production 30 fold.

If FAB can get some royalties from that with existing assets of Pharmas then that could be huge

Worth watching the second half of this

https://youtu.be/GahTFg7VmYY?feature=shared

I asked a question about this company’s tech at the last FAB investor meet company and Adrian said they’re one of their closest competitors and in his opinion their mammalian display was better as they don’t have the Opti library element.

Shards’ commentary on this:

This put Fusion Antibodies in a very interesting position. Both companies, Fusion and

FairJourney, are working on the same type of business, with similar offerings. Fusion just

started to offer its mammalian display platform OptiMAL® in addition to other platforms

OptiPhage™ and AI/ML-Ab™ and we believe that they will generate great traction from

customers. As we can see here is that:

► Growth in the sector could be very high, with a potential of ten-fold return in four years.

► Investors are willing to invest in big money to acquire a majority stake in antibody

CROs.

► Investors are competing against each other’s.