Market's view on Fusion Antibody
Published on April 2024
- Royalties from new contracts are anticipated to significantly boost revenues, considered a strategic move by the company.
- Questions are raised about the upfront value of recent contracts.
- Introduction of a new technology, OptiPhageTM, as a second strand to the company’s Optimal programme, providing a more budget-friendly option for customers while maintaining the premium pricing of the OptiMAL® programme.
- Mixed reactions to a contract with minimal upfront value but potentially beneficial royalty agreements.
- Positive sentiments on the company’s recovery following recent developments.
- Concerns related to the possibility of the company delisting, needing a shareholder vote.
- Financial assessments indicate a significant cash reserve relative to market capitalisation.
- General optimism about the stock’s potential for growth and re-rating.