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I’m gonna touch base with the proactive team and see when it’ll be uploaded to YouTube tomorrow

It’s a shame really because I think if they do pull it off, and have the discipline to get through the challenges, he is right. But the ramp ramp ramp approach just kills it for me

Anyone attend any feedback?

I’ve been asking proactive but no response. I believe the video will be posted on line afterwarda

Something afoot. Sell 4.90 buy 5 very tight spread all of a sudden and NT. maybe filling an order

Only buys today! Who knows may end the year on a blue!

Hxxps://youtu.be/8y_ZZiRbP2k?feature=shared%0A%0AWatch%20the%20investor%20presentation%20where%20CEO%20talks%20around%20this.%0A%0AThe%20NCI%20partnership%20is%20cash%20neutral%20but%20fusion%20have%20agreed%20NCI%20can%20retain%20the%20antibodies%20they%20are%20targeting.%0A%0AKey%20thing%20is%20the%20company%20have%20agreed%20the%20limited%20set%20with%20the%20NCI,%20they%20can%20also%20work%20on%20these%20with%20clients%20and%20they%20are%20happy%20they%20have%20not%20lost%20anything.%0A%0AThe%20key%20thing%20for%20the%20company%20is%20the%20validation%20by%20the%20world%20leading%20research%20agency%20of%20their%20world%20first%20prototype%20technology.%20Aka%20if%20they%20are%20succcessul%20then%20the%20technology%20is%20proven%20at%20zero%20cost%20to%20fusion%20and%20will%20be%20highly%20attractive%20in%20the%20market%20and%20likely%20that%20NCI%20will%20wish%20to%20continue%20to%20use%20on%20a%20fee%20for%20use%20basis(or%20buyout)%20on%20the%20other%20side

That’s good for the sector. XBI is also rising and fed indication of interest rate cool off should hopefully be good for investment.

Maybe there’s a Christmas miracle still to come this week 😂

Https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2023/12/20231213-Fusion-Antibodies-plc-FAB.L-Allenby-Capital-Update.pdf?c3963=on

Cash runway until at least middle of 2024 - predictions that will be cash flow breakeven at this point.

Continuing month on month sales increase - confirms trend continuing in October.

AI/ML partnership shortly.

Stronger signs Biotech bear market coming to an end.

Will see what this week brings.

Remember CEO also doing live presentation on 11th January for proactive investors. Another opportunity to test them

Looks like CSO is doing a talk too on AIMLab

https://www.linkedin.com/posts/richardbuick_sandiego-mammaliandisplay-fusionantibodies-activity-7138500429562224640-8mGv?utm_source=share&utm_medium=member_ios

Good prospects. CFO confirmed October was flat cash so no massive change in position yet and plan for cash neutrality l. No need for fundraiser if they hit H2 targets and positive signs of that coming. CEO confirmed pipeline of growth is continuing to grow “very significantly”.

Next AI/ML partnership in final stages of negotiation.

Still challenges ahead but good outlook.

RNS also indicates that Optimal announcement having immediate impact in terms of leads:

the recent news regarding OptiMAL® has raised the Company’s profile with new connections being made with significant prospective clients, further enhancing our strategy of penetration into adjacent markets including Veterinary Medicine, Diagnostics and Research Antibodies.

Broker note published on 13 November by Allenby said the following:

“Fusion maintains it has a cash runway of at least 12 months to November 24. Our modelling with both lower sales and some reduced costs would seem to support this. “

Seems they have made further workforce reductions to cut costs further.

hxxps://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2023/11/20231113-Fusion-Antibodies-plc-FAB.L-Allenby-Capital-Update.pdf?c3914=on

Will be interesting how they answer this point tomorrow

CEO mentioned this at last interview and the H1 report also indicate that the pipeline growth is attributable to adjacent markets they’re now pursuing (including Veterinary medicine)! The fact they’re pursuing outside of traditional routes is sensible but also encouraging in teems of their commercial approach

Extremely bullish interview. Significance of their partnership cannot be understated

Https://x.com/walbrookpr/status/1731981898308637023?s=46

Ive emailed broker about this - interesting to see the details - this is different to anything new announced

Https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2023/11/20231113-Fusion-Antibodies-plc-FAB.L-Allenby-Capital-Update.pdf?c3914=on

Brokers note previously gave more detail on additional cost cutting meaasures they’ve taken to preserve cash runway - they’ve allowed natural turnover so staffing levels are less than in the H1 report

“We have seen the first of the results in our strategy to grow sales through penetration of adjacent markets. We recently announced the signing of a commercial contract with a US-based diagnostic company to develop production quality cell lines using our new Mammalian Display technology, for the expressions of a range of proteins, other than antibodies, showing the flexibility of the technology. An initial feasibility study will be performed on a fee-for-service basis for two difficult to produce reagents. The study, if successful, can be expanded to a much larger portfolio of reagents.”

I didn’t see this RNS previously? Anyone got the link!?