Took a fair lump of shares down here |
 I asked Chat GPTs deep research function to consider what validation of Optimal might do to FABs valuation.
Very very interesting.
Remember NOT ADVICE Do your own research and chat gpt can obvs have some inaccuracies:
“If Fusion Antibodies’ OptiMAL® platform validation is successful, the share price could surge in the next 2–3 months, with the magnitude depending on validation strength, market sentiment, and commercial traction. Three potential scenarios follow:
⸻
1. Base Case (2–3x Increase, ~15–25p)
If validation confirms OptiMAL® delivers high-quality antibodies faster and more effectively than existing methods, the stock could double or triple in value.
Key Drivers:
• Strong validation results increase investor confidence in commercial adoption.
• Fusion’s low market cap (~£7-8m) means even modest revenue expectations can drive a large re-rating.
• Increased demand from retail and institutional investors ahead of potential deals.
⸻
2. Bull Case (5–7x Increase, ~35–50p)
If Fusion validates OptiMAL® and secures commercial traction, such as:
• Licensing agreement with a major pharma/biotech.
• Multiple paid contracts from biotech clients.
• Strategic investment/partnership with a CRO or life sciences firm.
Key Drivers:
• Market re-rates Fusion as a technology leader, not just a CRO.
• Institutional investors and retail momentum drive price growth.
• Broker price targets rise, attracting new buyers.
Given Fusion traded above 100p pre-2022 (without validation), a 5–7x increase is feasible if OptiMAL® is seen as a game-changer.
⸻
3. Extreme Bull Case (10x+ Increase, ~75–100p+)
If validation proves OptiMAL®’s superiority and triggers major deals, Fusion could transform into a high-growth AI-driven antibody discovery company, comparable to firms like FairJourney (€900m valuation).
Key Drivers:
• Rapid industry adoption of OptiMAL® as a must-have tool.
• Large upfront payment from a licensing deal.
• Institutional investors and hedge funds drive a short squeeze.
• AI and biotech traders fuel a retail frenzy.
In this case, Fusion could skyrocket to 75–100p+ within months as it shifts from a CRO to a proprietary tech platform.
⸻
Final Thoughts – Realistic Expectations
• Base Case (~15–25p) is very achievable.
• Bull Case (~35–50p) is possible with swift commercial deals.
• Extreme Bull Case (~75–100p) requires multiple major deals and a drastic shift in investor perception.
Key Factor: Commercial traction—If Fusion proves OptiMAL® works AND lands revenue-generating deals, it could become one of AIM’s biggest biotech comeback stories.” |
Exciting opportunity for a Senior Scientist to join our R&D team! We're seeking a talented individual with an MSc in Biology and 2+ years of biotech industry experience to lead innovative projects and bring new products to market. The ideal candidate will have expertise in DNA sequencing, molecular biology techniques, and mammalian cell culture.Fusion on LinkedIn |
Just saw this, sorry for any confusion, yes I am chrishutch on lse and twitter. Quite open about it, and just sharing my view. All the best |
Why? They are the same person using different usernames on different platforms, they have been posting as such for as long as I have been invested here. They aren't trying to pretend to be two different people as some on these BBs do. |
I did think that,still could have used a bit of initiative and worded it differently. |
I think it’s the same person Bri lol |
Perhaps they are the same author? |
Well soultrading you could have posted something original rather than copy the last post of the day from LSE. |
That is probably the most bullish candle we have had for a while, decent rejection of the low and you can see how strong that support is. Looks like 8 and then 8.5 next few sessions |
They were deleted by ADVFN? |
Why am I unable to see some posts on this board please |
Just spotting some of the other speakers at that conference Adrian is speaking/chairing a panel at in April:
- British patient capital investor house
- Axialbridge life science advisory firm
- pioneer group investors
- HIRANI Board member and Venture Capitalist Investor
- Director of Innovation and Growth Office of Life Sciences
Amongst government ministers and Chief Pharmaceutical officers!
Great opportunity on the stage for him to attract new IIs with FABs great offering |
I think causeway are part of another consortium called Smart Nano which has £60m of investment behind it. Great to have them as a client! |
Great find, it looks like Causeway are also in Belfast connected with Queens Uni, effectively under the same roof as FAB. I wonder if FAB might issue an RNS in relation to this collaboration soon, or if it’s too small to warrant one |
Partner project - “Major updates in coming weeks”
FAB involved in this project with Causeway Sensors:
hxxps://gtr.ukri.org/projects?ref=10106193
“Fusion Antibodies, world experts in antibody production, will manufacture and purify an IgG1 monoclonal antibody, which will be used as the standard in the Titan test kits. “
Causeway just posted on LinkedIn that there will be “major updates in the coming weeks” on their Titan project.
hxxps://www.linkedin.com/posts/causeway-sensors-limited_bioprocessing-innovation-launch-activity-7301228315938312192-ZPqq?utm_source=share&utm_medium=member_ios&rcm=ACoAAAuyH_0BZuiiVe69ogYIdwe7HKyUbPvkmaA
Hopefully this is also great news for FAB!! |
thopia,
No comment on the $250k (c£200k) contract then?
I see you're deramping TLY after they announced £30m (£6m pa) contracts.
On TLY, you post:
""The '£30m' is contract value over several years. The annual revenue is only single digits. Revenue is Vanity. Profit is Sanity""
TLY Mcap £6m
Whereas on here, Mcap c£7.7m(higher than TLY), they've announced a $250k(£200k) contract, yet you're quiet.
Btw,
Post #4703
"Have the muppet STT filtered"
When you claim to filter someone, it is a good idea to keep up the pretence and not read their posts or post on their thread.
You wouldn't want anyone to think you're a lying, would you?.
Doh!!!
thiopia27 Feb '25 - 07:25 - 21939 of 21958 Moderate | Ban |
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