One day our market might wake up and realise there actually could be enormous value with these monoclonal antibodies that FAB is testing!The latest grant is giving Fusion a cheaper ride, they would need to raise funds otherwise |
Thank you for response. 👍 |
I would say highly unlikely we would hear about a licensing deal before it was announced. FAB treat confidentiality of their clients very seriously which is why we’re sometimes sitting wondering why they’re not announcing contracts all the time!! |
Thanks gtc. Some mind blowing numbers.
At the risk of appearing naiive to operations of the sector - serious question to those who know more about these things:
Are these licensing discussions kept tightly under wraps until the day of formal announcement?
Or are there periodic updates (and dare I say it, whispers about progress) along the way? |
 They want to licence the antibody in 18 months….some examples of the revenue generated by such deals.
Notable Preclinical Antibody Licensing Deals (2023–2025)
1. Nona Biosciences & AstraZeneca
• Date: May 2024
• Asset: Preclinical monoclonal antibodies for targeted tumor therapies
• Deal Value: $19 million upfront; up to $585 million in milestones
• Details: AstraZeneca entered into a global license and option agreement with Nona Biosciences to develop preclinical monoclonal antibodies into novel tumor-targeted therapies. Nona received $19 million upfront and is eligible for up to $575 million in development, regulatory, and commercial milestone payments, plus tiered royalties on net sales.
2. Duality Biologics & GSK
• Date: December 2024
• Asset: Preclinical antibody-drug conjugate (ADC) targeting gastrointestinal cancer
• Deal Value: $30 million upfront; up to $975 million in milestones
• Details: GSK secured an exclusive option to license Duality Biologics’ preclinical ADC, DB-1324, for development and commercialization outside of mainland China, Hong Kong, and Macau. The agreement includes a $30 million upfront payment and potential milestone payments totaling up to $975 million, along with tiered royalties on net sales.
3. Biomunex Pharmaceuticals & Ipsen
• Date: January 2025
• Asset: Preclinical T-cell engager for cancer immunotherapy
• Deal Value: Up to $610 million
• Details: Ipsen entered into an exclusive global licensing agreement with Biomunex Pharmaceuticals for a potentially first-in-class cancer immunotherapy. The deal includes upfront and milestone payments totaling up to $610 million, as well as tiered royalties on sales.
4. FutureGen Biopharmaceutical & AbbVie
• Date: June 2024
• Asset: Preclinical anti-TL1A monoclonal antibody (FG-M701) for inflammatory bowel disease
• Deal Value: $150 million upfront; up to $1.56 billion in milestones
• Details: AbbVie licensed FG-M701, a fully human monoclonal antibody targeting TL1A, from FutureGen Biopharmaceutical for the treatment of inflammatory bowel disease. The agreement includes a $150 million upfront payment and potential milestone payments up to $1.56 billion, plus tiered royalties on net sales.
5. Generate:Biomedicines & Novartis
• Date: September 2024
• Asset: AI-designed preclinical protein therapeutics
• Deal Value: $65 million upfront; over $1 billion in milestones
• Details: Novartis partnered with Generate:Biomedicines to leverage its generative AI platform for the discovery and development of protein therapeutics across multiple disease areas. The collaboration includes a $65 million upfront payment and potential performance-based milestone payments exceeding $1 billion, along with royalties on net sales. |
Despite the ridiculous skew on the UT close, the bowl is still in play at the mid price at close, I see a few more days inside it, I still think we will get a trading update soon. However the response today was muted but everyone hitting the hot 'AI'stocks for quick trading and so missing the decent investment proposition here.
A placing not discounted taken mainly by two TR1 Institutions, now a grant that is the equivalent to just under 50% of last year's annual revenue has been granted to FAB. Things are really stepping up a gear and this will soon appear on other people's radars, there is too much going on to ignore now and the FMI will bring more and more in.
free stock charts from uk.advfn.com |
Well, at the end of a day of muted response to a very favourable RNS, a highly favourable UT trade of a massive 50 shares.
If I was of a conspiracy mindset, I'd speculate that a knowledgeable market operator could see consistency with the "bowl" proposition forming on the share price graph.
Yes and I know the UT artificiality can be immediately undone when trading commences tomorrow, but those who look solely( or mainly) at graphs will see 24th April eod share price as 7.48p
Personally I wouldn't look twice at a graph if it accosted me in a dingy backstreet of the City, but there are many who base their forecasts and investment decisions on them. |
Media coverage
hxxps://www.irishnews.com/news/business/800000-grant-will-boost-fusion-project-to-develop-new-cancer-antibody-HQQVBMILVJCM7ESNAGYAF6LRTU/ |
My view is that FAB is transforming from small, fringe outfit (albeit with very exciting potential).
It is quickly adding critical mass (even the recent placing can be seen in that light).
Transforming from fringe into a core sector player, and increasingly attractive to larger research/biotech/pharma organisatons as prospective partner.
Expected positive announcements re NCI partnership will only cement this view.
If anything the exciting potential has increased.
These are the reasons I have moved a substantial portion of my portfolio into FAB in the early months of 2025. |
I think this News is bigger than the market has recognised, there are two videos on the investor hub one from the CEO and a deep dive with Richard Buick, which add a lot of meat to the bones here... |
I expect to see 8p on a trading update before the end of the month. A lot of hot money going into 'AI' stocks (I say that as some have the most tenuous links to AI, others have just incorporated 'AI' into their name), here at FAB we have a proper company developing some serious platforms and science to find and deliver new antibodies to solve some of most pressing medical needs. Most miss that for AI/ML to work you need the data in the first place, that is the value, look at the description of OptiMAL below to see where the value is... |
Very timely bowl, trout 👍 |
And the goals are tangible-with a bit of luck thrown in. Clearly Fusion are seen as a serious, albeit small, player in this area and big pharma and biotech will hopefully outsource some of their work in the company's direction. |
Great news. Another half a million. Wonder if a condition of issuing grant was nod and wink re requirement for matched equity funding. Would explain it. Owning the IP on the upside worth the dilution in that case |
Surely this will see the chart forming the other side of the bowl now, a great bit of news and shows how grants and collaborations will fund the research for new Antibodies and then the royalties and licensing payments will transform the Company... |
First of a number of very positive RNSs in the near future.
Time to break out of this recent trading range and move surely into share price double figures
Recent placement at 6.75p will soon be showing gains of 50% + |
Morninghttps://www.londonstockexchange.com/news-article/FAB/approval-of-grant-funding/17002681 |
Chart is setting up nicely. Would be a good time as any to deliver on some positive news maybe with major Industry Conferences like AACR coming up ? Potential for a double whammy effect IF they do deliver because they could win back some of the 'discount' on the stock they've 'gained' from cratering the perception of Management honesty/credibility. |
free stock charts from uk.advfn.com |
Have to remember this was not a keep the lights on, raise, it was to speed up validation and provide for remarkable opportunities. "the Company is faced with some remarkable opportunities for growth which are worthy of additional investment. We are currently seeking to validate the OptiMAL® platform through our collaboration with the U.S. National Cancer Institute ("NCI") which has generated a significant number of worthy hits" |
No Direct impact so only Indirect impact ?
To be honest I don't believe anything they say now after claiming for months on end "We will not raise money" and then doing a placing. Suspect the Market will be in show me mode with these guys now. Words are immaterial, they need to deliver. |
CEO says No direct affect from tarrifs for FAB.
Lots of chat about pharma tariffs investigation today, meanwhile we’re sitting here with a trade deal with the US looking more positive and this lovely position from the company CEO that they are a service business so unlikely to be directly impacted.
hxxps://x.com/mrchrishutch/status/1910021205714759798?s=46 |
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