Fusion Antibodies Share Discussion Threads

[acuere] 19/9/2020 12:04

And from today’s Mail:


“But yesterday's standout performer was an AIM-listed science stock. Biotech boffins at Belfast-based Fusion Antibodies have made an antigen – the key element of a virus that tests search for – which mimics coronavirus.

This means the antigen could be used by scientists to develop Covid treatments, triggering antibodies that kill the virus, without having to handle the live virus. Shares rocketed 97.3 per cent, or 90p, to 182.5p – almost doubling its market value to £46.4million.”

[acuere] 19/9/2020 11:56

Yesterday was pretty much for the traders. Lth investors should be researching this weekend and can only conclude how cheap this is given the blue sky potential.
And not years away before anything. The MAL is expected to complete by March next year.
This Covid News is very much proof of concept for the MAL. The time saving ability it gives major pharmas for drug development is worth £100s of millions to them. And therefore a massive earner for a FAB.

[diversification] 19/9/2020 11:17

Thanks for the link Colin

[gimmetheloot] 19/9/2020 10:41

Somebody picked up 90,000 shares after hours @2.21. That’s nearly £200K. This is a keep and hold share as they have a world class Product , team and world class partners.

There is at least a million shares traded over £2 yesterday and on the next spike I expect £4 pretty rapidly. We have yet to catch up with our peers like open orphan and AVCT and ODX and Synergi.

We have the tools to unlock and help major pharmas achieve their goals.

[superg1] 19/9/2020 10:17

Someone mentioned Roche here which I haven't looked up as yet but I just came across the name linked to FAB.

On IPO Fusion said they have a commercial agreement with MAB discovery.

MAB discovery was founded by former Roche Pharma Research senior executives.

[superg1] 19/9/2020 10:14

Cumnor

I wish I'd dug in and read like I normally do, I thought I had more time.

FAB are recognised as world leading experts.

EG

DR Richard Buick of FAB.

Major pharmas have employed him in patent disputes as an expert witness, So FAB are well known by major Pharmas

'Richard has, since 2015, been appointed as a legal expert witness in a number of drug patent dispute cases'

[cumnor] 19/9/2020 10:01

They haven't given too many specifics on their antigen candidates-for commercial reasons I suspect given everyone in this field will be looking at what others are doing-but they seem to go wider than the standard PCR test and ? can pick up early antibodies in the blood-which normally aren't picked up for a couple of weeks at least with standard testing. This could help with travel and quaranteening issues.

[tidy 2] 19/9/2020 09:47

IN BRIEF: Fusion Antibodies Surges On Virus Study ProgressSource: Alliance Newspharmaceutical company based in Belfast - Says proof-of-concept on Mammalian Antibody Library Discovery Platform, Covid-19 related research...

[superg1] 19/9/2020 09:32

I need to dig through it a bit more now to catch up on old interviews.

What has been missing for FAB is the publicity/PR which is no bad thing.

They don't have the need for big raises but they have the value in their tech, low risk/high return.

Revenue increased 79% to £3.9 mill loss £700k.

They have a large library and half of their provided answers the went into are in drugs trials with companies, some in stage 2. I think they said 10 in trials.

The CEO states going forward they have carry in those trials so if such drugs reach the market they will get a revenue stream from each one.

He states 8 of the top 10 pharmas by value are customers of theirs.


So those pharmas already know FAB have the tech to assist them re Covid and the news around that is just starting to break through.


In this case FAB took the decision to make the antibodies and Antigens (it seems) available to all rather than an approach and service to customers.

Hence the fund raise to facilitate that.

That was 3.3 mill shares at 90p. Amati a large holder took about 1 mill of those.

[cumnor] 19/9/2020 09:32

While I was awaiting news on the identification and development of a potential antibody candidate to outsource to big pharma as an early treatment for Covid 19 its a nice surprise that they have also made serious inroads into the identification, expression and validation of very specific Sars-Cov-2 spike proteins as an essential prerequisite for accurate, fast antigen testing. The demand for this is going to explode worldwide over the next year and FAB could yet be a force in the antigen testing market.
So they could have their finger well in if they get big names onboard in the Covid management sphere, which is an added bonus.
And just as importantly I feel yesterday's optimistic RNS now bodes well for them to identify and develop antibody candidates which have as good a chance of success as any, even those that come from the huge pharma companies.
Their years of expertise in this field is only starting to be appreciated and, given this news on antigen identification and potential antibody progress, a market cap of £46ml for a company that has the potential, even in a small way, to help get world economies back on their feet is cheap.
And, of course, Covid 19 is but a by product of what they really have been working on for years-immunology, infection, inflammation, cancers etc-and this is where the big money will be in the medium to long term if their science delivers, as I think it will.

[superg1] 19/9/2020 09:22

Diversification

Re

I must admit, I had been looking for a share with exposure to Covid treatments/therapeutics but still had a core growing business

Exactly

I saw FAB and realised it was Covid sleeper the market had missed. A company that has the ability to help beat covid not just tell people whether they have covid or not.

So I looked a bit deeper based on the point of previous viruses that started to cause media mayhem but fizzled out.

Then I realised Fusion already has a potentially very exciting business with carries for revenue in drugs in trails with pharmas

Their platform is claimed to be first in its class. They claim big Pharmas have told them their tech works where it has failed with others.
RAMP is the new platform evolving which it seems can create antibodies for any virus that appears.

Which is why the CEO says proving it up, showcasing it re Covid will mean the platform will have huge value.

So I saw Covid as free carry if things went well there, but there was no evidence to suggest they would fail re Covid as they have been doing this for many year with hundreds of variants.

[diversification] 19/9/2020 08:45

I must admit, I had been looking for a share with exposure to Covid treatments/therapeutics but still had a core growing business that underpinned the current valuation and wasn’t overextended.

This ticks those boxes and with the second wave now upon us you can see that a lot of money is filtering back into the COVID companies.

[diversification] 19/9/2020 08:37

Hi S, yes it implies late summer. So should we expect the next announcement concerning the therapeutic neutralizer to be a collaboration with big pharma? Or will they want to prove the neutralizing concept first as they did with the diagnostic?

[superg1] 19/9/2020 08:33

Diversification

Have you listened to the May video which explains it all.

They are already a service provider to 8 of the top 10 charms companies by value.

They had been approached by some of those for antigens which they now have.

Hence the next news is obviously deals with such big pharmas.



The 2nd half of it covers Covid

[superg1] 19/9/2020 08:30

On the shares front there are only 25.5 mill. 61% are shown as taken up in large holdings and/or directors. So 10 mill to 'fight' over.

On the point of shares in issue you will see there are not many in play and spare.

If you check some of the other covid shares the entire churn even at the Fusion price on many days was 10 mill plus and 15 mill plus.

For FAB that would be the equivalent of the entire shareholding churned over within a week.

[diversification] 19/9/2020 08:28

The big question is, how long will it take to update the market on the neutralizing antibodies as a therapeutic?

This is conjunction with licensing to big Pharma and phase 1 to 3 emergency use applications/trials will send this into orbit.

Free float does make this very illiquid but a lot of the hot money boasted of their profits/trades on Friday. Monday being a new day with a new set of better researched investors, both existing and new, should continue to be recognized by the market. It’s a ridiculous low float and the late reported trade at 222 after hours represented exactly that.

[superg1] 19/9/2020 08:10

As the CEO says Covid is a chance for them to showcase their platform.

They have produced 100's of different types of antibodies over the years for customers.

Big pharma company feedback was that Fusion have the best Platform.

So Covid allows them to showcase that and that through the RAMP platform they can demonstrate they can produce and antibody, for any unmet need, like Covid.

He says once they do that (already demonstrating it) the RAMP platform should carry a huge value.

In theory any virus that appears Fusion can produce antibodies for use in humans to neutralise it.

What I didn't appreciate early on is that they can also produce the antigens for any testing.

[superg1] 19/9/2020 08:06

Then add on very few knew that Fusion existed.

Check the BB it's virtually devoid of posts, just in their 10's since the news yesterday.

Check the volumes day after day of virtually nothing. The MMs carry no stock it was illiquid, is if you tried to buy a few k the share price would jump.

So once the realisation kicked in yesterday the wild swings came into play, MMs dealing with supply and demand.


Now there will be more news of the big pharmas signed up as and when that occurs.

They do already know about Fusion.

[superg1] 19/9/2020 08:02

Gimme

When you say they don't what the news means, near all won't have even noticed unless they check share risers.

I've been tracking FAB for months but missed the news as it came out at 9.30. I only knew as I was talking to someone who asked why FAB had shot up 50%, so I looked.

I looked at just about all the Covid shares.

Some have slow time tests which in theory will be pushed aside by quick tests.

Synairgen had a drug which worked on Asthma, so did 4D pharma. Synairgen took off, 4D didn't and it was quite some time before 4D started to really go.


So most are about testing, one I think just supplies the paper strips for saliva type tests.


Fusion have the technology to create antibodies to kill the Covid virus when it's in the body with antibodies that will be readily accepted.

Previously the market just deals with symptoms of Coronavirsues (colds). There has never been any need to create drugs to kill off such viruses. As we all know antibiotics do not work on viruses.

Zika, Swine flu, Bird flu and others caused a worldwide reaction which quickly waned. Covid has changed all of that, hence the antibody companies are hot property right now.

[letmepass] 19/9/2020 04:35

Looks like the monkeys are out of the zoo

[jimarilo] 19/9/2020 00:48

Belarusian President: IMF & World Bank Tried to Bribe Me for ‘Lockdown’



He is not alone. The condition of Massive recent IMF and World Bank loans is to impose lock-downs and curfews.

The Covid-19 'pandemic' is blatantly a SCAM

[jimarilo] 19/9/2020 00:20

Why don't the Government read their own reports & figures ??

COVID-19 was the 24th most common cause of death this week, with August covid deaths 98.8% lower than April. Year to date mortality is at 2009 levels, and deaths have been below average since end May.

The leading cause of death in August 2020 was dementia and Alzheimer’s disease in England (accounting for 10.9% of all deaths) and ischaemic heart disease in Wales (11.0% of all deaths); both leading causes of death were the same in July 2020.

[gimmetheloot] 18/9/2020 22:47

About Roche response to COVID-19 section
The COVID-19 pandemic continues to evolve globally with varying developments from country to country and we are partnering with healthcare providers, laboratories, authorities and organisations to help make sure that patients receive the tests, treatment and care they need. This new test is an additional step in Roche’s fight against the COVID-19 pandemic, which has already included:


Launching COVID-19 diagnostic tests for active infection and the detection of antibodies in patients who have been exposed to the virus,
Investigating treatments from our existing portfolio to better understand their potential to treat patients with COVID-19,
Increasing manufacturing and supply chain capacity to meet product demand across our portfolio within the wider context of COVID-19 treatment,
Ensuring the supply of our existing medicines and diagnostics to patients around the world under exceptional