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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.

Don’t forget half year results being published probably next week potential for there to be a dip. Also, pre placing price moving out of 200 day MA next week….golden cross coming potential for a rally.

The critical thing in my view is the fact that if the validation pays off, they will jointly publish the results. The number one cancer research agency in the world, publishing and independently verifying that your world leading, first of kind technology is working. There’s no price that can be put on that and I would imagine fusion would be snapped up for 100 multiples of this price is that happens.

Top research institute in the world. Budget next year of $7.6bn Validation by them will gold plate the technology! A great partnership

Only £150k behind what Allenby predicted for H1. Pipelines now 4x stronger vs 3X stronger earlier. Good prospects for growth from this position

There’s a real investment and cooperation drive at the moment with the US Special Envoy for NI Joe Kennedy. Potential for fusion to tap into connections and collaborations coming out of it.

Day of the global AI summit would be good timing to announce the next AI partnership…..see what happens on Thirsday

There is the equally likely chance we won’t see what this is about until final results the way these guys communicate 😂😂

Interesting nuance in their language which has changed in these adverts…

“Fusion is at a key phase in the company’s evolution and is poised for growth”

4th October….CFO and CEO both confirmed on target to meet projections…projections are that cash runway to profitability and no need to raise additional funds….why does he spout this rubbish

Https://fusionantibodies.com/careers/facilities-manager/

https://fusionantibodies.com/careers/protein-characterisation-senior-scientist/

https://fusionantibodies.com/careers/laboratory-technician/

https://fusionantibodies.com/careers/production-scientist/

https://fusionantibodies.com/careers/team-leader-antibody-engineering/

Interesting to see if anything comes from it.

Https://www.linkedin.com/posts/eurofinsdiscovery_optimize-your-antibody-therapy-for-function-ugcPost-7119737993317289984-rW8V?utm_source=share&utm_medium=member_ios

Eurofins promoting their services

There’s always the possibility of eurofins snapping them up. They’re already marketed as part of their discovery pathway:

https://cf-ecom.eurofinsdiscoveryservices.com/wp-content/uploads/2022/11/Eurofins-Discovery_IPAFushion-Flyer_21310_111522.pdf

Interesting the glossy version of the annual report published details the list of top shareholders (different to their website). Some big institutional players in there I’m surprised they didn’t TR1 those as they’re all new as far as I can see and they’re up there %wise. Page 38

https://www.fusionantibodies-ir.com/docs/librariesprovider21/archive/reports/ar2023.pdf

Research collaboration under discussion to trial Optimal for cancer targets on the slides now

It now has a cash runway of at least 15 months from today and it is possible that the signs of this turnaround working could be seen within the next few months. Given its depressed share price, this effectively represents a special situation that is potentially highly geared to the potential recovery in revenues.

: Fusion’s market capitalisation is £3.4m and the company currently has c.£1m in

cash, so its EV is in the region of £2.4m. While we acknowledge that the company has to

succeed in its turnaround to regain shareholder support, we consider that this figure does

not to ascribe any value to Fusion’s potentially valuable and class-leading technologies,

that could be worth a multiple of this figure.

Allenby capital new research note out today.

https://www.allenbycapital.com/client/fusion-antibodies/

Hilarious! Trigger the stoplosses and scrape some much needed volume in perhaps!

Hopefully this is the tail of the negativity - all the challenging stuff should be priced in as it’s been known since March. The trajectory still feels upwards to me with a more stable cost base.