The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Who we are working with - 12.5£ billion of sales!
https://www.unilever.com/brands/beauty-wellbeing/
"We are a €12.5 billion business with hair and skin care brands including Dove, Sunsilk, Clear and Vaseline. We are also home to our Prestige portfolio of luxury brands such as Dermalogica, Hourglass and Living Proof, and Health & Wellbeing, a carefully crafted collection of vitamins, minerals and supplements brands including Liquid I.V. and OLLY. With more than 1 billion people using our products every day, we have an opportunity to use our scale for good. We’re embracing a new era of beauty and wellbeing"
Regarding PATENT WITH UNILEVER nice that unilever commented on the patent exciting times coming here that's for sure
IT WAS GOOD LOTS TO come here as with all pharmas patience .Year of the pharmas THEY BEEN BEATEN DOWN NOW ITS THERE TURN
Quick reminder about the things coming this calendar year, bringing more cash in (from the Interims):
"Developed binders for a top 5 pharma company undergoing external validation for IHC, .... leading to a commercial request for more material in January." - Jan24, 2 months ago! "Validation studies are ongoing with this partner and may result in a license."
"In February, results from a gene therapy delivery partnership with a top 15 pharma company, have led to request to validate the material in their own labs...material is currently being manufactured at Aptamer for shipment" - April24, how long for validation? 2-3 months?
"Partnership with Unilever announced in March, following successful testing of developed Optimer® binders by Unilever ...with patent applications for the binders now being prepared." - licensing in "up to 2 years" was mentioned but cash will flow much earlier on related projects."This will allow the next stage of commercial advancements with our partner."
"Following success in the first development phase delivering Optimer® binders to Neuro-Bio's biomarker for Alzheimer's disease, Aptamer has agreed the development of additional binders to form an Optimer® pair that will enable a wholly Optimer®-based lateral flow test for the early diagnosis of Alzheimer's disease." - more cash for these binders in a few weeks/months IMO.
"Within the Aptamer Therapeutics business, a material contract was signed with a genetic medicines company for the development of Optimer® binders to enable the targeted gene therapy delivery to specific cell types. The deal comprises up to approximately £0.6 million in development fees with the potential for further licensing upon successful demonstration of the binders" - few months for the binders?
"Additional IHC validation of a broader panel of Optimer® binders and the Optimer®-Fc reagents is continuing in-house and is anticipated to be completed by July 2024, providing complete data packs and technical know-how for marketing" - income to follow how soon after?
"To support increased commercial traction new marketing materials and a new Company website are under development, which are expected to launch this year." - why waste precious cash on this, unless they expect fresh business?
"Development of the new platform is ongoing at Aptamer, alongside discussions with partners to scale manufacturing processes...new platform expected to launch to the market in FY25." i.e. maybe summertime? "Evaluation processes are ongoing within the Company and with external partners to optimise the development and large-scale manufacturing protocols, with an active marketing strategy to follow."
IMO, all of the above show Mgt is confident in obtaining new business soon and over the next few weeks and months.
Feeks if you actually read his tweets you'll see that Dr Tolley explains exactly how long the cash they have will last, with/or without new deals etc
For me to break even. Fingers crossed!
Dr Tolley might be right but I take nothing for granted on AIM any more.
Sadly, "we don't need cash" does not preclude a fund raise.
Friday is often FOMO day, which tends to reverse pretty quickly on a 'hope' share, once short term good news does not arrive
People need to remember that the Share has low liquidity and high volatility; therefore there will be plenty of ups and downs, sometimes for no discernible reason; so, one has to decide, do I buy at X price because it's heading up in the next few weeks/months, or do I just worry myself to death each time it drops?
IMO IS A FAIR TRADE FROM HERE NOT RAMPING ONE BIT OF GOOD NEWS AND IT WILL 2 BAG
"so imagine, when we actually get these news" this is exactly what the conversation with Dr Tolley is bringing out. That licensing deals are to the tune of low single digit £m as are several of the other projects they have in the 'pipeline'.
Any one of those licensing/deals will secure APTAs future virtually by itself.
I think it's just bottom fishing now, no actual news yet (so imagine, when we actually get these news).
There seems to be some buying pressure for the first time in ages . This does move quickly on good news and it’s well overdue .
Maybe this guy is buying the 1mln and 1.5 mln lots? The good thing is that, now that he's over 3% holding, he needs to issue an RNS for each 1% addition (at 4%, 5% etc).
Dr Tolley, along with Dr Bunka, IS Aptamer Group 👍
Dr Arron Tolley. Aptamer Chief Technical Officer
To be 100% clear. We are NOT looking to raise funding. It's too soon to know if things will line up or not. We do NOT want any unnecessary dilution. As you will aware, having a shored up balance sheet in case of cash delays is safer and less controversial at a higher SP.
Who is saying that...? Is it management or just some random punter on Twitter?
David, Mgt reiterated a few times since January that they expect no funding issues (on current and expected trading); therefore I think they are waiting for the RNSs to do the talking - sooner or later (IMO, sooner); hence, they will not worry about the daily fluctuations.
Not sure what to make of this as MCap of £2.5m is so low there could be huge gains if the funding side became clearer. The last placing was at such a large discount, many are wary. Surprised there have been no director share purchases that would show their confidence more than words. Time will tell but as shares can be bought at 0.52p this must be a high risk and reward play.
Jona, spare yourself the pain, don't look at the SP for the next 2 months. Interims announced just 1 trading day ago, so today's drop has nothing to do with a Placing (cash enough to Dec.24, assuming no new sales till then), Management is working their a..e off and have skin in the game too; contracts are coming, matter of time; so the drop is just due to a lack of confidence; re Cash, 1.8mln on 31 Dec, 1.8 mln on 29 Febr, difference of 465k was tax rebate received; so in effect the Co burned 230k pm in Jan+Feb, rather than the 300k Mgt mentions in the interims' presentation.
Is this a sign of a placement or just bad management and lack of confidence and contracts. So much in the red ..I don't care anymore tbh
The below collaboration on AD skin symptoms might lead to psoriasis and anti-aging products? what do you make of it?
https://neuro-bio.com/wp-content/uploads/2023/06/NOVEL-MARKER-OF-SKIN-AGING-UNILEVER-AND-NEURO-BIO.pdf
Https://pitchbook.com/profiles/investor/229155-85#overview
So, if this is the guy, he built a 3% stake buying on the open market.