"cheeky bookmaking"...I think is a very generous description! |
Wouldn't let you buy in any size, I had orders rejected and others that only partial filled and were late printed. So they showed as sells, cheeky book making today. I imagine the price was deliberately driven down into that liquidity pool. Hopefully, we will see it recover just as fast now. |
To add to the above you can sell 500k at above the bid price. I cannot believe that there aren't more buyers down here... |
I was a bit sceptical about how serious the 3m+ was sitting on the the bid at 7.8p
Looking like a serious attempt now going on to fill it.
Some people may regret stop losses. |
 LFD... Most people selling, esp after the recent NCI news, did not read the RNS properly, and certainly do not understand the science. I though the update was good news, a couple (hopefully more) of potential targets the NCI identified and asking fusuion to do more work on them which could help validate the optimal platform as well. All it takes is one antibody to be identified (there is the potential for several over time using optimal and AI, and Fusion's own expertise) as being a possible drug candidate down the road. Maybe none from the NCI's pick will work, this need not be all down to optimal-they are fallible as well, but Fusion has a much wider pool to draw from and works with other candidates.
Unlike traditional chemo/pharma candidates the selection process, given the science available now, means that an antibody is much more likely to be specific to a particular antigen/target cell marker if it can cross the threshold in the lab, and is more likely to succeed as a drug candidate if entered into trials.
This is why you commonly see big pharma buying up micros with a lab validated antibody with good target specificity for hundreds of millions and then refining them and taking them on to clinical trials, where they are a more likely and safer bet then traditional chemicals to pass muster.
Fusion is not pharma. It is science, preclinical and does the heavy lifting big pharma lacks the exprtise and time in.
Obviously this is not cheap and companies like fusion, with it's ridiculous valuation, carry risks but given recent news and progress I feel it is on the right trajectory. Were it listed in the US, given their appetite for innovation, risk and much wider science based investor pool it would be multiples of it's current mrkt cap.
This is why we will never develop an Nvidia, Google or Amazon. These companies were given time in the US. |
Decent LinkedIn post today with two new videos on the optimal announcement!
linkedin.com/posts/fusion-antibodies-plc_fusion-antibodies-optimal-rd-update-activity-7292140273487220736-_xXs?utm_source=share&utm_medium=member_ios |
On the mails stock watch today |
I've been on too many bulletin boards where any share price reversal is agonised over by the bb disciples.
I remind myself that at any time there are scores, if not hundreds, of disconnected individuals who are making buy/sell/ hold decisions based on their individual circumstances and perception of prospects and risks.
So it is unlikely that there will be uniform (upward) share price trajectory.
What is a bit surprising though is that, on the day of what most would agree is a positive update on NCI progress, the share price ends lower.
Was there a sizeable number of holders who would have liked NCI progress to be "firmer" and also unsettled by the word "goodwill"?
Also my reading of the trades yesterday is that there was an element of artificiality most, if not all, of the day. With an inflated spread, the offer was held at 9p for long periods of time. The result was that many trades were recorded as sells, when in fact they were buys. My suspicion, but I can't prove it, is that buys probably exceeded sells over the day, but we ended up lower.
It's all too easy to shout "manipulation", but one does wonder what might be going on in the background. Added to all the scores/hundreds I mentioned above, there are also now probably much bigger players hovering in the background and bringing their influence on the share price
Their agendas might not be fully aligned with us mere pis.. |
thats some reversal today. Reason ? |
Excellent summary gtc
Might help inject some life into this thread. |
With the help of ChatGPT, a summary of why confirmation their optimal tech is working is a game changer
In my view this is why optimal is important and why today’s confirmation from Fab that NCI have been able to successfully use optimal is massive and not appreciated by market.
1. Faster Time-to-Market = Lower Costs & Higher ROI
• The average cost of developing a biologic drug exceeds $2B, with high attrition rates in late-stage trials.
• By reducing failure rates early, OptiMAL helps pharma companies de-risk investments, making Fusion Antibodies a high-value solution provider.
• A faster drug development cycle means more pharma partnerships, licensing opportunities, and recurring revenue for Fusion Antibodies.
2. Competitive Differentiation & Strategic Positioning
• OptiMAL uniquely supports small, highly targeted antibody libraries, making it a key enabler for next-generation biologics such as bispecifics, ADCs, and AI-designed antibodies.
• Competitors using traditional discovery methods face higher costs, longer timelines, and greater failure risks, giving Fusion Antibodies a strong competitive moat.
• Exclusive technologies like Mammalian Display allow the company to differentiate itself in a crowded market.
3. Strong Pharma & Biotech Industry Demand
• Pharma companies are outsourcing more R&D to specialist biotech firms with cutting-edge capabilities.
• Fusion Antibodies is well-positioned to become a go-to partner for both large pharmaceutical firms and emerging AI-driven biotech startups.
• High demand for faster, more predictive antibody discovery makes OptiMAL a critical asset in the industry.
Investment Takeaways
✅ Massive Market Opportunity: Taps into the rapidly growing biologics and AI-driven drug discovery space.
✅ Unique Technology & IP: Proprietary Mammalian Display and fully human antibody library provide strong differentiation.
✅ De-risking Biotech R&D: Helps pharma reduce failure rates, costs, and time-to-market.
✅ Scalability & Pharma Partnerships: Potential for recurring revenue, licensing deals, and strategic collaborations.
✅ Strong Market Tailwinds: Aligns with trends in AI-driven discovery, next-gen biologics, and digital R&D acceleration.
IMO Looks like Fusion Antibodies is quietly positioning itself to be a key player in the next era of antibody therapeutics, offering investors a compelling opportunity in a high-growth, high-demand market given its MCAP is only a reidculous £8m!! |
Positive news, especially when dealing with such a grandee as the NIC. Will encourage private Bio and Pharma to take a second look at Optimal. |
It's game changing |
A really positive RNS and massive potential, in the validation of OptiMal and it's use to identify cells and the antibodies to bind to the targets the National Cancer Institute have. |
Now we know why there was a 3.1m bid earlier in the week |
Hope those trading this struggle to get back in. |
Start of the positive newsflow from NCI. Gonna be huge this for FAB |
So we could be sitting on a few blockbusters which is highly probable. What a nice little model on top of the day to day business . Can't see past FAB. Ridiculous valuation at the moment. 50p is fair value |
At march 2022 they disclosed
“ At the reporting date the Company had an interest in thirteen such client projects which it understands its clients to be actively developing: four projects have fixed success payments with a maximum potential income of £1,225,000 and nine projects carry royalty agreements.”
This must have improved since. We know they have royalty entitlements in the contract they signed again with the USA biotech company last year too from Adrian’s proactive interview!
The future is bright |
He was talking about 1/3 conversation rate from humanisation to clinic, given they’ve done 250 plus humanisations could have an interest in 1/3 of those…. Potentiallly very exciting and also coming to the time now where some of those early ones could pay off. From review of the annual reports they’ve only received 3 milestones to date…so maybe they’re due to give birth to some more soon |
WOW - about 40 minutes in
25 carries !!!
11 in clinic ? some in Phase II ?
this could be incredibly lucrative
I guess some may have died a death given normal attrition rates from Phase I to Phase II but you only need one home run on a blockbuster drug and we FAB holders will be laughing to the bank |
Hope you watched it! |
gtc1507
Posts: 482
Price: 8.10
Strong Buy
RE: Trading Today 20:40
Watch the investor meet company meeting 23-11-2020.
Previous CEO gives a lot of detail on those antibodies which have milestone/royalties on them due to FAB.
Mentions they have low single digit % royalty entitlements to antibodies that clients are predicting will have $1bn plus sales…. This was a few years ago, since the have placed greater emphasis on securing downstream value, were further down the cycle of antibodies in the clinic, and even with failure rate, could be nearing the point where they trigger.
Throw in an m&a happy year where their clients assets could be acquired, which I’m sure would trigger a payment if fab hold a royalty entitlenent, then they have a future which looks very bright just based on historic work IMO. |
That's a nasty drop hope it's only temporary |
The wife buying a few today, easy money while we wait |
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