Fusion Antibodies Share Discussion Threads

[superg1] 19/9/2020 19:34

Form one forecast, they put the revenue around 40% for the last results but it was up 79%

In 2018 seven of the world’s 10 top selling drugs were antibody- based therapeutics with the combined annual sales of these drugs exceeding $62 billion. Alongside this, the market for therapeutic monoclonal antibodies was >$85 billion in 2015 and this is expected to increase to between $139 and $246 billion by 2024. Fusion Antibodies’ multi-service offering puts them in a strong position especially with the future growth of the Mammalian Antibody Library.

[superg1] 19/9/2020 19:19

Someone mentioned fund raising.

Just for the record the £3m raise to pursue Covid was the first raise since IPO in Dec 2017.

3.3 mill shares added in the recent raise taking the shares on issue from IPO 22 mill to about 25.5 mill now.

They don't have a high cash burn rate but have the potential for material revenue.

The admission doc explains they have milestone payments in play for some ongoing trials.

[superg1] 19/9/2020 18:56

So what that means is.

Antigens available as attend for accurate testing.

Available for vaccine research

AND the best bit which is where Fusion tech excels.

To produce Antibodies to neutralise it.

Prevent, detect, destrou (neutralise it in the body via a shot of antibodies)

[superg1] 19/9/2020 18:54

Acuere

The trouble with digging for info is that it can take you on all angles.

Getting back to the key point. Fusion clearly have the Antigens sorted, The admission document is a long read but it contains all the definitions on various points.

So as pert the news

Fusion has been able to express high-purity antigens on a commercially viable scale for the development of diagnostic tests.

An antigen is nay substance that causes the body to produce antibodies.

Obviously they are Covid related antigens.

Unlike the PCR tests that are currently being used to identify the presence of COVID-19, Fusion's antigens are able to confirm recent past infections and determine levels of neutralising antibodies to COVID-19.

The Company has commenced use of these antigens to interrogate the Library for SARS-CoV-2 neutralising antibodies with a view to providing these as potential prophylactic and therapeutic candidates.

[acuere] 19/9/2020 16:01

You’re putting in some sterling work here superg.

I was looking at Aqualung earlier. This was a press release from April this year. A clear indication of how Fusion are helping to bring a treatment to market quicker.

“Acute respiratory distress syndrome is one of the prime causes behind the mounting global death toll of COVID-19, but there are currently no FDA-approved treatments. Armed with biomarker and genotyping assays, Aqualung hopes to speed its antibody candidate into development by next year.”

[gimmetheloot] 19/9/2020 15:12

Look at Synergen with a market cap,of £250M And other we will re rate very soon. Already in with all the big pharmas so excellent relationships already built.

[gimmetheloot] 19/9/2020 15:06

Great find SuperG. We are a long way away from a cure but a lot of companies looking at prevention methods to reduce mortality. Great find to see that we are at the heart of it. We are 4 x less valued than our peers. Bring it on.

[superg1] 19/9/2020 14:34

a bit more

"April 29, 2020: Northern Ireland biotech firm is to raise £3m to help it expand its work to include Covid-19 treatment. Fusion Antibodies announced it's now part of an antibody development alliance, set up to help in the global fight against the coronavirus pandemic.

The company announced earlier this month that it would be working with Queen's University as part of the Coronavirus Antibody Development Alliance.

It's now working with Professor Ultan Power, of the Wellcome-Wolfson Institute of Experimental Medicine; Professor Chris Scott, in The Patrick G Johnston Centre for Cancer Research; and Dr Fuquan Lui, in the School of Biological Sciences, to prepare antibodies that will potentially neutralise the virus."

[superg1] 19/9/2020 14:26

So no doubt a lot more info out there to find and dig through.

[superg1] 19/9/2020 14:26

In a spreadsheet on the web

Aqualung Therapeutics Corporation is developing ALT-100, a therapeutic monoclonal antibody, to combat serious unchecked inflammation. The initial application aims to reduce the mortality of Acute Respiratory Distress Syndrome (ARDS) and Ventilator-Induced Lung Injury (VILI). This offers a potential option in the treatment of COVID-19, which causes severe pneumonia and respiratory failure and can be compounded by mechanical ventilation, resulting in multi-organ failure and death. Aqualung Therapeutics has worked collaboratively with Fusion Antibodies to develop a superior therapeutic antibody. Aqualung’s ALT-100 antibody is a revolutionary, next generation antibody therapy. The humanized antibody has been developed and optimized by Fusion Antibodies’ revolutionary CDRx humanization and ADD developability platforms. "

[superg1] 19/9/2020 14:25

I think I just found something relevant perhaps not in news, I'd have to check news from the past.

I was looking for shareholders but found this.

The Covid issue is related to ARDS re inflammation of the lungs, 4D and Synairgen have trials to reduce the inflammation.

I came across this

Aqualung Therapeutic’s lead indication for the drug ALT-100 is for the treatment and prevention of Acute Respiratory Distress Syndrome(ARDS) & Ventilator Induced Lung Injury(VILI).

Aqualung Therapeutics has worked collaboratively with Fusion Antibodies to develop a superior therapeutic antibody. Aqualung’s ALT-100 antibody is a revolutionary, next generation antibody therapy. The humanized antibody has been developed and optimized by Fusion Antibodies’ revolutionary CDRx humanization and ADD developability platforms. This humanized monoclonal antibody will block systemic inflammation

[superg1] 19/9/2020 14:01

Just trying to find other buyers in the raise not over 3% in case they want more



In recent 2020 buys they mention Fusion (£200k) if in the raise that would have been about 220k shares which is about .9% so they would need to buy about 550k to hit notification level.

[superg1] 19/9/2020 13:48

Gimme

Peers is only relevant in terms of Covid shares. Fusion have specific skills.

EG one is the humanisation of antibodies.

There is a comprehensive admission doc (probably the most comprehensive I the ever seen on the AIM) to read. It then gives you a a very good idea of what they are about

Antibodies are big news in various drugs including, cancer treatments.

FAB mention the big phamra that saw failure by 5 others to provide what they needed. FAB provided what they needed and in less time than all the others took to fail

[diversification] 19/9/2020 13:26

This is getting more coverage than I thought, looking forward to Monday morning. How many people can say that!

[gimmetheloot] 19/9/2020 12:20

hxxps://www.independent.ie/business/irish/belfast-labs-stock-spikes-on-covid-test-prospects-39543736.html

[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'