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FAB

-4.29%
NEUTRAL

Fusion Antibodies Reports 73% Revenue Growth in FY2025 Results

Why we think this is neutral

While the 73% revenue growth and return to gross profit are certainly positive signs, we can't ignore the elephant in the room - the company is still burning through cash at an alarming rate. The operating loss, though improved, remains substantial at £1.779m. The cash position has taken a concerning nosedive from £1.2m to £0.4m over the year. Yes, they've raised some additional funds and secured grants, but with that level of cash burn, it's like trying to fill a leaky bucket. The diversification strategy, especially in Diagnostics, shows promise, but it's not yet moving the needle enough to offset the overall financial picture. The OptiMAL® platform progress is encouraging, but in this game, potential doesn't pay the bills. Until we see a clear path to profitability or at least a significant reduction in cash burn, it's hard to get too excited. The economic uncertainties lurking in the background don't help either. It's a mixed bag, folks - some glimmers of hope, but still a lot of heavy lifting ahead.

Key Points

  • Revenue increased 73% to £1.97m in FY2025
  • Gross profit turned positive at £430k
  • Operating loss reduced to £1.779m
  • Cash position decreased to £0.4m
  • Diagnostics sector now represents 33% of revenue
  • Raised £1.17m in March 2025 for working capital and investment
  • Progress made with OptiMAL® platform and collaboration with National Cancer Institute
  • Secured significant grant funding, including Future Medicines Institute grant
  • High cash burn rate continues with negative operating cash flow of £1.364m

Summary

The biotechnology firm reported a 73% revenue increase and positive gross profit, but continues to face significant operating losses and cash burn. Its diversification strategy shows promise, particularly in diagnostics.

Fusion Antibodies plc reported its final results for the year ended 31 March 2025, showing significant revenue growth of 73% to £1.97m. The company achieved a positive gross profit of £430k, a turnaround from the previous year's loss. However, the company still faces challenges with an operating loss of £1.779m and a reduced cash position of £0.4m. The company's diversification strategy is showing positive results, particularly in the Diagnostics sector, which now represents 33% of revenue. Fusion has made progress with its OptiMAL® platform and secured important grant funding, including the Future Medicines Institute grant. Despite these positives, the company continues to have a high cash burn rate and faces economic uncertainties. The company raised £1.17m in March 2025 to support working capital and investment needs.

Key Dates

September 15, 2025
Online investor presentation
September 17, 2025
In-person London investor event
Mid-December 2025
OptiMAL® platform launch at Antibody Engineering and Therapeutics conference in San Diego
ANNUAL RESULTS