4basebio (4BB): opDNA clinical supply contracts
This situation live
4BB 4basebio
20 May 2026 · Clinical Supply Agreement signed 20 May 2026 · +17% until the next step
4basebio will supply synthetic DNA to be used as a critical material for the Client’s immunotherapy candidate for an upcoming Phase II clinical trial.
28 Sep 2026 · Second clinical supply deal, Phase I cell therapy · −7% since
4basebio will supply synthetic DNA to be used as a critical material for the Client’s upcoming Phase I clinical trial.
28 Sep 2026 · Two clinical supply deals signed · −7% since
Sales orders executed to the date of this report of £1.4 million (including previously announced Phase II clinical supply agreement and today's announced extended relationship with a Tier 1 pharma) pr
opDNA clinical supply contracts
Two clinical supply deals signed
Next: HQ and GMP orders in late-stage contracting to be signed
Every step · 3
- 20 May 2026 Clinical Supply Agreement signed 20 May 2026 – 4basebio will supply synthetic DNA to be used as a critical material for the Client’s immunotherapy candidate for an upcoming Phase II clinical trial. ↗
- 28 Sep 2026 Second clinical supply deal, Phase I cell therapy – 4basebio will supply synthetic DNA to be used as a critical material for the Client’s upcoming Phase I clinical trial. ↗
- 28 Sep 2026 Two clinical supply deals signed – Sales orders executed to the date of this report of £1.4 million (including previously announced Phase II clinical supply agreement and today's announced... ↗
What is happening
4basebio: opDNA clinical supply contracts – Two clinical supply deals signed. ['Two clinical supply deals signed']
- In short
- Clinical Supply Agreement signed on 20 May 2026 for a Phase II oncology trial, worth roughly seven figures over 12 months. A further agreement followed on 28 September 2026: opDNA for a Tier 1 pharma client's Phase I cell therapy programme, with TriLink as mRNA CDMO. The H1 results put executed orders at £1.4m, giving visibility over £1.2m of revenue in the next 12 months.
- Announced
- 20 May 2026 · Clinical Supply Agreement signed 20 May 2026
- Latest
- 28 Sep 2026 · Two clinical supply deals signed
- Customer
- Existing Tier 1 pharma client; Phase I cell therapy
- Use
- Starting material for upcoming Phase I cell therapy trial
- CDMO
- TriLink BioTechnologies (Maravai) makes the mRNA drug substance using CleanCap
- Value
- Not stated for the cell therapy deal
- Executed orders
- £1.4 million to report date, including both clinical supply deals
- Revenue visibility
- £1.2 million over the next 12 months
What comes next
HQ and GMP orders in late-stage contracting to be signed.
From the company's own announcements. Not investment advice.
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