Member Info for Jollifant

Richard Buick, CSO of Fusion, said: "I am delighted to see the culmination of several years' work presented to an audience of antibody industry peers and look forward to the future of using this technology to bring more human therapeutic antibodies to the market."

Just out.

It's typical AIM trading. It's similar to buy on rumour and sell on news. The sp rose up to the launch and some take their profits on launch speculating that it is already baked in to the sp. Should correct higher during this week, maybe even today.

Yes launch day is finally here. Been a long wait but all good things are worth waiting for. NCI agreement must be imminent too.

So Stt1 are you still invested here or did you sell all your ‘punt’ money last week at 17p?

You da man Stt1, you da man!

It’s a tough gig to try and de ramp this share just now especially when all you have got is ‘they may need to raise over the coming months’ which basically could be said about any AIM share.

Have you all been on the sherry? £10 a share? I'll go order the Ferrari first thing Monday morning!

Bought just over a million of these this week. Some others also buying today. Been in and out of this 3 times now after losing patience and some hard earned as well.

But all those TR1’s are compelling. That’s more than punt money buying in. GLA.

Oh the delicious irony of you Rocket Boy calling another post stupid. Let VikR answer what was a reasonable question and keep your smell out of it.

VikR why are you so keen to sell shares at 35 - 44p? Only double from here. That won't make everybody rich. Now £1 a share or more for a takeover is a different matter. Curious about your strategy as your posts suggest you expect a higher price.

Another positive RNS. Yesterday was just traders taking profits and at close of play the bid remained the same so all good.

Obviously execution risks but they’ve managed the recovery so well so far and I have every faith. DYOR but in excited about new year!

World-first platform launch imminent — OptiMAL® (mammalian display of fully intact human IgG) launching next Monday at a global antibody conference (AET).

• Validation from the highest level — US National Cancer Institute pilot produced multiple antibody hits, including difficult peptide targets, with single-digit nM affinities.

• NCI want to keep using OptiMAL — RNS explicitly states NCI have asked to continue using the platform “for years to come.” In my view Nothing gets printed like that unless discussions are far advanced.

• Multiyear, multi-target deal being finalised — CEO confirmed at IMC that Fusion are “working through the details” of a multi-year agreement with NCI.

• Revenue acceleration already underway — Company guided H2 revenue to be ~80% up on H1, before any OptiMAL/OptiPhage revenue is counted.

• New high-margin revenue streams incoming — Kincaid: “Three whole new platforms… will open up additional revenue streams to what we do today.”

• Commercial pipeline already building — ~£1m in new business pipeline before Optimal platform has even launch.

• Hiring into growth — Fresh recruitment across Purification, Analytics, and senior commercial roles, including a new hire from a direct competitor in mammalian display → shows confidence and momentum.

• OptiPhage licence opportunity — Licence agreement already “in play” for OptiPhage work; could add another recurring revenue stream.

• AI/ML antibody discovery expansion — Active work with Oxford University’s Prof Charlotte Deane (UK authority in ML-antibody design) + Fusion’s own AI/ML-Ab libraries coming.

• “Step change” in fortunes — CEO at IMC: “I can only expect that this will start to close the valuation gap… we’re in a much, much better place.”

• Global pharma engagement — Company confirmed active discussions and deals with top-tier pharma for their services in RNS earlier this year.

• FMI Launchpad grant — £1m Directly supports their platform and asset development and significantly reduces cash burn.

• High-value tech compared to peers — Mammalian display on full IgG at scale is unique. Others (AbCellera, Distributed Bio) work at fragment or yeast/phage level; Fusion’s workflow delivers “fully human, developable antibodies from day one.”

• Lean, reset, stronger company — After the 2023 reset, FAB now has: lower burn, stronger tech stack, validated platforms, and the most compelling commercial story since IPO.

• Tight free float + insider alignment — Low liquidity + board/directors holding meaningful stakes → amplified upside on good news.

Obviously execution risks but they’ve managed the

Posting rockets is his expertise. Almost as bad as Stt1’s negative ramblings.

Yes I’m talking to you Rocka. You are obviously a reincarnation of a mega ramper that got banned from LSE. Your new id has recently latched on to FAB and not stopped manic ramping posts since.

There are many well informed posters here doing a great job but your kind don’t help a share to grow, in fact you hinder it as investors will be put off by your constant nonsense.

Are you a successful investor or just a successful big mouth? As someone else posted recently, give it a rest.

At least that's the big seller identified. Will they sell the remainder? Now they are below 3% we will never know.

Great optimism from so many on here but the sp doesn't lie. Has been a pitiful retrace from the highs and no sign as yet of any recovery. All we have had is good news and more good news but some are selling today at the 11.4p mark. Launching Optimal alone next month is unlikely to shift the dial and the NCI contract renewal may bring in the credibility but not so much the money.

Could be that market sentiment is currently low as others in the same space like HEMO, IMM and SVNS have all pulled back significantly. Have to play the long game and be patient but how many now like me wish they had sold at 20p. Always take profits is the mantra and FAB has proved that for sure.

Big money contracts are needed after the launch to get the sp moving upwards again or rumours of a takeover at a premium, anything above 25p a share would be acceptable to most.

Your maths is bad.