Aptamer Share Discussion Threads

[purchaseatthetop] 01/6/2025 09:20:06

The 2024 RNS stated in vivo tests were the next stage. Last weeks RNS stated original agreement was going to in vivo tests. Of course it is the same project. Otherwise they have to go back to lab tests again.

[johnveals] 31/5/2025 21:30:09

From the RNS,

‘Under the new agreement, Aptamer will develop a novel panel of Optimer binders targeting an additional biological pathway associated with body odour formation, potentially providing Unilever with a second strategy to prevent the formation of body malodour.’

‘additional biological pathway’ and ‘second strategy’

So not a repackaged 2024 RNS.

[npk2] 31/5/2025 19:25:53

Pipeline value should only be part of the true potential if the pipeline is, purely orders already agreed in principle but awaiting sign off.It appears that a mere mention of a potential deal in the RNS's on here immediately result in an expected order. That's not how sales pipelines work, as evidenced by the lack of expected signed contracts.

[purchaseatthetop] 31/5/2025 17:34:46

Then we are all in agreement. The recent extension is the 3/9/24 RNS finally getting to in vivo testing.

[purchaseatthetop] 31/5/2025 09:12:34

PATT@checkingtheirrns
3/9/24 “The current contract extension follows successful lab-based tests of the Optimer binders and allows the partnership to progress to planned in-vivo activity studies for the Optimer binders before the end of 2024.”

30/5/25 “ Optimers from the initial programme have passed internal validation and lab-based testing, both at Aptamer and Unilever, with on-person performance trials anticipated in 2025.”

They are hoping for invivo testing in 2025. Nothing has started yet because the RNS says so.

[someuwin] 31/5/2025 09:05:18

"Arron @ArronTolley ·12h

Exciting second project following the initiation of the on person functionality studies on our first project. Already made a start on this project in the lab as materials purchased ahead of time! Looking forward to updating as we make further progress!!"

[purchaseatthetop] 31/5/2025 08:16:41

Very funny. These boards should have both sides of the coin. Otherwise it is just a group think echo chamber run by rampers.

Yesterday’s RNS is clearly simply a rerun of the 9/24 RNS except that the invivo testing has moved from 2024 to 2025. It is very concerning because this share shows classic evidence of being a jam tomorrow technology value trap. The ever rising pipeline that never turns into actual revenue and recycling previous RNSs.

Bottom line revenue is falling, cash burn is huge and there have been no material contract revenue for a long long time.

[parsons4] 31/5/2025 07:46:12

Yes I have at last filtered patt he or she is pathetic with no life. Either buy a share or go away .

[amt] 31/5/2025 06:59:25

No. there isn't a problem. different reagents.

[squire007] 30/5/2025 22:54:05

Its simple! If your having trouble with this share/company then move on ffs ... yes its that easy .. !Stop spouting doom or buy some shares, simples :-)

[purchaseatthetop] 30/5/2025 17:27:25

So in Sept 24 they announce a new contract because the binders have passed lab tests and are moving to in vivo tests in 2024.

Today they announce a new contract because the binders have passed lab tests and are moving to in vivo testing in 2025.

Can anybody spot the problem?

[someuwin] 30/5/2025 16:21:20

UK Investor Magazine @UKInvestorMAG ·4h

Synthetic binders developer Aptamer #APTA has signed a second deal with Unilever for the to develop a panel of Optimer binders for an additional biological pathway associated with body odour formation. This is a fee-for-service deal that will be worth a six-figure sum. On-person trials are planned for the previous programme should commence later this year. The share price increased 13.2% to 0.385p, which is the highest since early March.

[purchaseatthetop] 30/5/2025 15:59:12

The trouble with today’s RNS is that it is just a rehash of the 3/9/24 RNS

3/9/24 RNS
“The current contract extension follows successful lab-based tests of the Optimer binders and allows the partnership to progress to planned in-vivo activity studies for the Optimer binders before the end of 2024. Aptamer Group successfully developed the Optimer binders, targeting the C-S Lyase bacterial enzyme, which is critical in the generation of axillary odour.”

And…
“Dr Sam Samaras, Senior Vice President R&D, Unilever: This contract extension with Aptamer Group reflects the positive nature of the data generated thus far. This is the first time that Unilever has examined the impact of Optimer binders in cosmetic applications and the data so far have shown encouraging results. We will now progress to in-vivo testing of the developed materials to examine their impact, fully formulated, using our state-of-the-art in-house panel of experts. This utilisation of Optimers in the cosmetic space represents a novel application for this class of materials and we will continue to engage with the world class team at Aptamer Group to explore additional opportunities.”;

Todays RNS…
“This new programme builds on the success of the initial programme, which focused on inhibiting a key bacterial enzyme involved in body odour production. Optimers from the initial programme have passed internal validation and lab-based testing, both at Aptamer and Unilever, with on-person performance trials anticipated in 2025.”

And…

“Dr Sam Samaras, Senior Vice President R&D, Unilever, said: "This new project with Aptamer Group reflects the positive nature of the collaboration thus far. This was the first time that Unilever has examined Optimer binders in cosmetic applications and the data so far have shown encouraging results. We have agreed on a follow up project targeting novel approaches for odour control using Optimer technology. We will continue to engage with the world class team at Aptamer Group to explore this and additional opportunities."

It’s just old news regurgitated for the ongoing cash raise.

[purchaseatthetop] 30/5/2025 11:11:14

“Dr Sam Samaras, Senior Vice President R&D, Unilever’s

Has been posting what she is excited about today on LinkedIn


It is all micro biome related.

View Samantha Tucker-Samaras’ graphic link
Samantha Tucker-SamarasSamantha Tucker-Samaras
3rd+
Global Vice President Science & Technology, Beauty and Personal Care R&D at UnileverGlobal Vice President Science & Technology, Beauty and Personal Care R&D at Unilever
11h • Edited • 11 hours ago • Edited • Visible to anyone on or off LinkedIn

Follow

Of all the many amazing things I've gotten to work on over the years, this area, the emerging science of wellbeing, and it's fundamental link to the microbiome is one I am super proud to have been a part of.

A breakthrough linking, for the first time, wellbeing and the skin microbiome. A shining example of industry-academia partnerships (and a great example of how the UK gov't through leveraged funding like the KTP scheme can enable).

Timo Giesbrecht, Anna Thomas, Mike Hoptroff, Cheri (Chung-Ching) Chu, Barry Murphy, Suzi Adams, Margaret Scott - I remember talking about this when I first joined Unilever, and it's SO great to see it coming to fruition. And our fantastic partners at University of Liverpool have been instrumental in bringing this to life

[parsons4] 30/5/2025 11:09:38

AdamB1978 That is the problem with most AIM stocks at present. There are too many short term traders, I am happy to be here long term. As others have said, even if they need to raise more capital the future now looks assured.

[adamb1978] 30/5/2025 10:06:32

Hi Gepetto

I don't have a problem with the funding, but just think the company will benefit from more investors, and fewer traders, in the cap table.

Adam

[someuwin] 30/5/2025 09:54:58

APTA chairman tweet...

Adam Hargreaves @adshargreaves ·1h

Aptamer applications have great potential on skin. Another deal with Unilever for the Aptamer Group! #APTA

[gepetto100] 30/5/2025 09:50:32

Adam

I would agree that 'out of market interest' is very high as APTAs profile is now well in the public domain of all the top pharmaceutical companies.

The Unilever relationship and this second programme/contract proves that. Given the size of the market it's only a matter of time. Patience is the key here along with stake building which I'm doing

Looking at today's announcement, it's understandable that some figures aren't made common knowledge because of commercial in confidence reasons.

If you understand that you're comfortable with the eventual outcomes with Unilever I don't have a problem with any of the funding as I see this company as secure in it's financial dealings and they will bring a lot of the ongoing FFS pipeline in

[adamb1978] 30/5/2025 09:14:09

Good to see this announcement. Market cap continues to be bonkers compared to what this would be valued at if it were a VC backed private company.

I'm a little wary that licensing agreements might take longer than people hope though that said, I don't think they'll need to raise further equity but even if they did, they could probably raise a chunk from a sector investor (or Unilever Ventures, AZN etc) and on far better terms than if they did through public markets.

Its possible that the price is also being held back by the glut of shares issued last summer and a chunk of those will be weak hands selling into any rise; therefore if they were to issue more equity, doing so into an investor who won't trade this would be beneficial too

[squire007] 30/5/2025 09:11:57

Yawn... old news ????

[purchaseatthetop] 30/5/2025 08:57:30

Interim results.
“As at 31 December 2024, an additional £0.5 million of contracted work was being delivered through the laboratory, with a strong sales pipeline valued at £5.1 million and £3.2 million of this potential value in advanced negotiations.”

Those £5.1m have turned into just £250k of contracts in the following five months including todays RNS
Revenue 6 months to 31/12/24 was £700k
Revenue 6 months to 30/6/25 will be £500k max
Revenue 6 months to 31/12/25 maybe even lower

An undisclosed FFS value and timing in a development project is being used to sell the needed cash raise I think. But have fun!

[walter walcarpets] 30/5/2025 08:51:32

That's a very bullish research note. Thanks for posting timbo003.

[gepetto100] 30/5/2025 08:47:43

Now APTA has this second programme with Unilever, it proves a very strong partnership is now in place.

These analytics are quite mind blowing

Nearly 56% of the US market is controlled by just Unilever and Proctor & Gamble. Unilever is the leader in this international arena , claiming over 30% market share, which is 20% higher than its closest competitor.

Given that Unilever commanded >30% of 2024 global US$27 billon deodorant market, this opens potential for the Group to collect significant long-term licencing revenues from topical, cosmetic applications.