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APTA Aptamer Group Plc

0.62
0.00 (0.00%)
10 May 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Aptamer Group Plc LSE:APTA London Ordinary Share GB00BNRRP542 ORD 0.1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 0.62 0.00 01:00:00
Bid Price Offer Price High Price Low Price Open Price
0.60 0.65
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Coml Physical, Biologcl Resh 1.75M -7.84M -0.0168 -0.37 2.9M
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 0.62 GBX

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Date Time Title Posts
10/5/202407:10☆☆ Aptamer Group - Novel Antibody Mimetics (Optimers) ☆☆4,605

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Aptamer (APTA) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2024-05-09 15:35:160.621,0586.56UT
2024-05-09 14:43:400.62250,0001,537.50O
2024-05-09 14:36:130.6438,741246.01O
2024-05-09 14:24:500.647794.99O
2024-05-09 12:56:380.6449,481315.19O

Aptamer (APTA) Top Chat Posts

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Posted at 09/5/2024 09:20 by Aptamer Daily Update
Aptamer Group Plc is listed in the Coml Physical, Biologcl Resh sector of the London Stock Exchange with ticker APTA. The last closing price for Aptamer was 0.62p.
Aptamer currently has 467,343,673 shares in issue. The market capitalisation of Aptamer is £2,897,531.
Aptamer has a price to earnings ratio (PE ratio) of -0.37.
This morning APTA shares opened at -
Posted at 10/5/2024 07:10 by multibagger
Good morning bones698 and all:)

Thanks for your observations and as I have said before there are many different ways to make money in the markets and which is an "infinite game" (you can chose when you join or leave the market with no impact on anyone else).

The share price fall from 117p to about 0.65p now is very steep and given the nature of RNS announcements coming through, it seems to signal to me a share price price bottom. "Fee for service" is what keeps the lights on at the moment, in the absence of big licensing fees. They seem to be typically 6 figure £ sums and I don't think every such contract income is announced ?

We start with £2.1m at the end of Jan 2024 and note that there seems to be about £1.4m of work going through their lab currently, so I assume at least 60% will translate into income, even with a 40% attrition rate. Then there is a further £2.9m sales pipeline some of which can then move into lab production. Cash burn is around £285k per month...so several months cash available without any other income coming in.

So though there could well be a fund raise in the future, I don't see it at imminent and I expect the share price to lift gradually with more income generating RNS coming through. Some holders obviously have had enough and are selling out, but I am new to this share and at this price and see it very differently. I am happy to add at these levels and have built up a small pot and let's see how it goes - happy to be a contrarian and an outlier !

Good luck all :)
Posted at 06/5/2024 07:37 by multibagger
Good morning marinelife, timbo003 and all :)

I fully agree with you that the potential upside from the various irons in the fire far outweigh the risk of dilution IMHO. The size of upfront payments for gene delivery and aptamer conjugated drug delivery systems is huge and typically seems to several tens of million $. Even if it could be argued that these multi million $ payments were for "products" which were further down the clinical development pathway, it could follow that "proof of concept" products could generate at least single digit million payments be it in diagnostics, specialised reagents or therapeutics ?

In a recent online recent presentation relating to Metabolic Associated Steato-Hepatitis (MASH or "fatty liver" - a common liver condition globally that can sometimes progress to cirrhosis and liver failure) on potential drug delivery mechanisms , Dr DB displayed the selective and specific, non-toxic, profile of an APTA optimer targeting diseased "fatty cells" in the liver whilst not binding with healthy liver cells.

This to me is the scientific equivalent of a Holy Grail for drug delivery - from a company with a market cap of less than £3 million !

The Boehringer upfront deal with Ochre Bio for what appears a similar technology has been inked at $35m (for investigating a range of targets) and could finally end up around $1.3 Billion !



The APTA founders Dr Arron Tolley and Dr David Bunka have been far, far more diluted than any of us can ever be and I sincerely feel for them.

From each owning 50% of a very successful company which was doubling revenues every year till they IPOed at 117p to what they hold now and at the current share price is a travesty. So there will be zero appetite for equity dilution if at all it can be avoided. I hope they buy some shares from the market to instil more confidence in the Company and park them in their ISAs !! I am sure that they and APTA will overcome this unfortunate debacle and reach their former glory, if not exceed it.

Good luck all !
Posted at 05/5/2024 14:23 by multibagger
Many thanks for your kind perspective and rationale....

I am not sure if you have seen this APTA webinar from March 2024



The financial and cash position discussion is from about 9m 20sec onwards.....

According to this slide the cash position was actually (better) at £2.1 as of 31st Jan 2024. So some revenues are coming in.



Another more recent presentation and Andrew Rapson comes in around 13min 23 sec in with regards to finances




Different ways to time the entry into a stock. I am not good at getting the timing right, so I am aim for the "sweet 60%"...in other words I don't expect to buy in the lowest 20% of the share price or be able to sell in the highest 20% of the share price

APTA is publicly listed and hence the primary reason is to raise capital and I am sanguine about it. The only question I ask is it for "survival" or is it for "growth" and given how fund raises come about, it is often piggybacked to some excellent RNS news which propels the share price in the short term and allows a placing at a higher share price than previous level. At this time though money is tight, we are able to keep the lights on fwith about £1.3m in the labs (in production) and a £2.9m sales pipeline.

I accept that a fund raise is likely to happen in the future but not as early as you predict (based on the evidence above), but the way I see it given we are at around 0.68p, any good news of significance can propel this 200+% in the blink of an eye and I don't want to be chasing the buying then.

Good luck - we are all in the market to make money, though our thought processes and methods to get there are different.
Posted at 05/5/2024 08:07 by multibagger
Good morning timbo003 and all !

Hope you are having some great weather !

Many thanks for your kind words and warm welcome to your thread and for sharing your career earned insights from big Pharma R&D and Consumer care ! These are priceless to the likes of me :)

There was recent news (below) from Boehringer which is very heartening, as we have been told that APTA are also working in this area of MASH..one pharma licensing deal can be absolutely transformational for APTA and there seem to be number of irons in the fire. To me it is not a question of if, but when....that a big RNS lands and the share price could do several hundred % in a short time as we are starting from a very low share price Anyone remember NCYT during the Covid years going from 6p to £12 plus in a very short span of time ?



I fully agree with you that though some may view APTA with "suspicion" in terms of need to raise funds in the near future, the funding landscape is changing and evolving. There are other ways in which funds could be raised if needed and the likes of Unilever will not want to lose a "strategic technology edge" to the likes of P&G, L'oreal or Biersdorf.

Take for example the recent news from a Japanese pharma consortium looking at an Incubator Fund. From the company power point presentations and logos of partners advertised, I guess we have worked with Takeda in the past and may be doing so currently ?



Another company is called Orchard Therapeutics which recently announced breakthrough therapy for an orphan condition MLD and is reputed to being sold at over $4 million per patient per year....precision medicine solutions are very expensive.





So IMHO the market is grossly mis-pricing the value of precision medicine therapies in a company like APTA and they seem to be working with top 5, top 10 and top 15 pharmas already. I believe that the upside is potentially huge and will act accordingly !

Good luck all :)
Posted at 05/5/2024 02:19 by timbo003
Good evening Multibagger (from Palm Springs, Ca), it is good to have you on board.

You may be correct in your analysis bones698, but on the other hand this current dire funding environment will not continue indefinitely. My own view is that we are close to the bottom (if not already off the bottom) of the cycle as far as sentiment towards funding this sort of venture is concerned. As and when sentiment improves, investors will need to change their mindset from expecting a lower price for each successive raise to anticipating upwardly ratcheting prices for each fund raise which will more accurately reflect the (increased) value of the business as projects are progressed and more potential customers are taken on board. Aptamer have sufficient cash until the end of the year, so I suspect they will not need to approach potential funders until Q4, that means there are 4+ months to sign up more deals with the likes of Unilever and the top 15 pharma (precision liver medicine deveopment).

It is also worth noting that in the case of Unilever, the project has now moved to the next stage. In my experience (25+ years R&D big pharma/Consumer Healthcare) this step normally represents a significant ratchet up in effort and resources by the customer. Aptamer they will now have an internal champion within Unilever and they have now evidently managed to compete successfully against other (in house and external) Unilever pojects to secure internal resource.

One other point to consider, many of Apta's current and prospective customers have very deep pockets and many have an established venture funding arm (including Unilever) so do not rule out one (or more) of them taking a strategic stake in Apta at some stage in the not too distant future.
Posted at 01/5/2024 07:34 by multibagger
Good morning porky9 and all :)

Many thanks for a very thorough and considered reply with your perspectives- much appreciated ! I have taken a small position relative to some of the TR1 big hitters we have been hearing of late.

I have been doing some digging and asking around: the York scientific community is a small one ! You are right that the previous Board was profligate with Other People's Money. The failing expensive BoD was ejected in Aug 2023 and funding secured at deep discount - the two are interconnected I was told.

I was very surprised to learn that neither Prof.Dr. Arron Tolley nor Prof.Dr. David Bunka had a partial cash exit at the time of the IPO as is the norm for founders - they have "lost £ millions" rather than actually made money. They have not enriched themselves, but sadly have been victims of the shenanigans/poor advice of the City folk it would appear (from what I gather). It looks like they went from each controlling 50% of the pre-IPO business to their current equity holdings in low single figures at the current share price - I estimate their personal losses from the current situation to be in the £tens of millions each. Rumour has it that one of the founders challenged the post IPO BoD about profligate spending and was "pushed out".

From a scientific and business process, APTA can only initiate work when their customers give them the "target of interest" sample to develop an affinity ligand for. Sometimes the customers themselves are unable to provide the sample it would appear or delays occur. So it would follow that work and contract revenues are lumpy and can convey the impression of a business that is sitting around for orders. Not quite from the stream of news that is being put out and Investor presentations.

I am intrigued and my appetite has been whetted - I shall try and learn more in the next few weeks but my gut instinct is that the market is punishing APTA for legacy issues that the current BoD had little to do with. I have a background in science so some of their technical briefings are more understandable to me. A single deal can be £££ transformational and their affinity ligand portfolio/suite seems to be very IP rich and I have been doing Patent searches and love what I see.

I am a contrarian and an outlier in many ways and invest accordingly and it has worked for me over the last 3 decades or so...so I have cautiously dipped my toe :)

Good luck all !
Posted at 30/4/2024 16:16 by multibagger
Hi porky9,

I am new to this share so don't know much about its past other than it has had a torrid time since listing share price trajectory wise.

The technology looks superb and from the Investor Presentations there seems to be 6 or so months worth of cash at a burn of £300k per month if there are no new deals bringing revenue in. At this very low SP, I think that the upside far outweighs the downside risks.

For Aptamer Group, a company of less than £3m market cap to be filing for joint Patent Applications with Unilever (personal care division revenues alone circa $23 Billion annually) tells me that there is a lot more than meets the eye.

Each to his own and I firmly believe that "Fortuna adjuaces iuvat" !

Good luck all !
Posted at 12/3/2024 14:41 by bones698
Icac totally agree the lack of revenue delivering contracts will mean a cash raise soon is inevitable and with it another drop in the share price to that level likely to be 0.5p unless it gets forward sold into in which case it could drop even lower. Unfortunately in this sector progress is painfully slow and with apta tye deals are so small in size they are hardly worth the huge amount of time taken to get them.
Awful market conditions for small cap companies and even worse to try and raise in mean many companies will see their share price Plummet and shareholders lose
Posted at 15/12/2023 11:14 by ddonaldson2
Well bigruss when you call news every week yes of course you will be right eventually.... e.g. 3rd of November news next week loool


bigruss1 - 03 Nov 2023 - 15:48:16 - 2117 of 4043 ☆☆ Aptamer Group - Novel Antibody Mimetics (Optimers) ☆☆ - APTA
News next week could be tbh but I think they have been holding off due to placement shares being flipped personal I think its done I would prefer a slow and steady rise up to news results should be very good imo big deal being worked on with the 300k r&d funding massive multibag company this one buy and just hold i am


A few others saying the seller is gone lmao

bigruss1 - 01 Dec 2023 - 09:25:33 - 3596 of 4043 ☆☆ Aptamer Group - Novel Antibody Mimetics (Optimers) ☆☆ - APTA
totally agree expecting the placement TR1 soon seller will be out still thing there holding off news so we have a clear path to 4p and mates can all get in .so clear if you think about it



bigruss1 - 28 Nov 2023 - 10:52:36 - 3152 of 4043 ☆☆ Aptamer Group - Novel Antibody Mimetics (Optimers) ☆☆ - APTA
anyone wondered why you can sell a lot of shares but to buy at a premium and not a lot
is hard ..guess not because the clowns on here have nothing to invest ..don't have a real trading platform but you clown cant see it or know what's behind closed doors so the day will come and the clowns go back to there circus all dressed as little sad clown with little tears rolling down there little faces while there little pea size brains wondering why the RNS has rerated the company because that's what's going to happen here .and when that day does come soon there will be nothing the clowns 🤡 can do about it..so the last laugh will be all shareholders ..its not what you know but who


bigruss1 - 26 Nov 2023 - 12:33:15 - 3064 of 4043 ☆☆ Aptamer Group - Novel Antibody Mimetics (Optimers) ☆☆ - APTA
seller was active last week so expect i raise in share price this week and maybe a TR1 ..the company will be working hard to get them opinions for bod and staff first stop 4p
Posted at 15/12/2023 10:31 by bigruss1
Thats were you are wrong ddonaldson2 ..Who call an rns right before the AGM on a deal ..I did look back on previous posts ..I have never really said anything about the share price apart from its going to recover at some point after the placement shares have cleared. .In fact i have called a few things right ..so I would class me the same plus i cant remember me ramping can you just try to keep it real .Aptamer group will do all the taking V RNS so no ramping needed here just sit back take a seat watch the company grow thats all i am doing.. The share price will catch up it always does
Aptamer share price data is direct from the London Stock Exchange

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