The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
NoOneK, I guess the same "post" will appear again, even when the SP is over 1p (next month, IMO); getting there soon.
This is the first RNS since December with a big number mentioned; but, to get to this deal, it's obvious that APTA has been providing some services (for a fee) to this Mexican partner for some time now; also, this is APTA's first announced deal in Latin America, meaning similar deals could be also in the pipeline.
Lastly, such deals further enhance APTA's overall profile in the pharma industry, big boys are racing (as ASTRA announced y'day) to develop new, unique drugs - drugs that need APTA's services to reach the market ahead of competitors. IMO
Oh the old placing de-ramp post again.
Trouble is they have a history of making a lot of noise around RNS confirmation of deals “up to x value” only to later find FA has actually been invoiced and collected. This will need a follow on raise, it’s just a question of how much and at what price
From going through the RNS on interim results and trading updates it looks like the cash runway is extending.
Trading updates says deals close to signing will generate most of the revenue in this year
Strangely enough, I watched a programme last night on a Company in the U.S. that scammed billions from investors using their blood sample analysis to detect diseases. It was all a con,but shows that these types of blood test are in massive demand. At least this one is real with other test to come. Havn`t a clue what price APTA could reach so just going to hold.
Https://timsergroup.com/labinvestigacionen.html
Looks like they are in Mexico? Really came out of nowhere, it just shows how many "surprises" like this might be coming our way soon. Remember, Arron promised more announcements by June end.
Yup, traders will come and go, but there's a strong chance this will rerate significantly soon with all the potential it has.
Very undervalued atm.
Take your 10% if you want but I wish all holders the best of luck to see at least 100% from here.
And even then it would still be under 10m Mcap.
Good luck holders
With sudden jumps like this (20%+), there's bound to be profit taking; however, for the rest of us who know the true potential and that reaching 1p is just 1-2 RNSs away, it just gives us time to buy more at still-low prices.
It would be nice to see this holding at .80 at least today... GL holders !
Get in and hold for a good return! Primed to rerate !
GLA
The hangover from last raise still holding this back. An MC for a company like this of 40m would not be out of place.
Once the Spector of a further raise is gone this will rocket.
Every deal is pushing the need for a raise further away
The news shows the company direction, and hints towards more growth coming.
This can be the start of the buy in rumour of a big recovery from a very large drop over the previous year.
People will want back in here before bigger news now.
It could see a very healthy blue day today and continue this week.
It could also generate some increase then have people dump again...
I'm hoping the continuation of blue days now so the reversal can start.
Good luck holders.
When the optimers have been developed I wonder what the terms of the licence will be ?
I don't expect a major sp rise on this news, but it is good news thou
Good to see they are making headway and I would expect to us positive today.
Up 18 % 🚀 🚀 🚀 loading !
More news - https://www.msn.com/en-gb/health/other/top-pharmaceutical-company-evaluates-optimer-for-precision-liver-medicine/ar-AA1nrVph?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1
Is that spread real??
Gla
More excellent news. It would help to know over what period(s) £465k will be earned and booked. A few more new partnerships like this will really help investors not to fear another discounted equity fund raise, which is still holding the SP back after events of 2023.
Aptamer Optimer® binders is on news everywhere! Plenty of news to follow !
CTO confirms no placing risk ! Huge rerate possibility ! GLA
https://x.com/arrontolley/status/1775903597479256199?s=46&t=WuyCAqCnuctRxVwyXpOFyg
dyor
Can replace need for smear tests. That's about 2 billion women.......
465k (up to)...that's another 2-month extension of the cash runway.
Released on APTA's LinkedIn and site, y'day:
https://aptamergroup.com/new-paper-small-molecule-drug-monitoring-for-poc-tests/
" The paper represents an innovative approach in the field of drug monitoring. This work involved a significant partnership between the unit of experimental and clinical pharmacology of the National Cancer Institute and Aptamer Group, paving the way for future collaborations, underpinning the relationships between private businesses and public institutions. The use of aptamers to optimise drug dosage looks toward the horizon of personalised and tailored medicine, which is a new frontier in oncology." Lead Author Dr Giuseppe Toffoli
FWIW, this is the growth plan to 2030; I assume APTA will be a partner in this journey (especially re Oncology);
"AstraZeneca set out its ambition to achieve USD80 billion in annual revenue by the end of the decade, as the pharmaceutical firm looks to bolster its oncology offering, its rare disease portfolio and launch 20 new treatments. The revenue target would represent a 75% jump from the USD45.81 billion it achieved in 2023. Chief Executive Officer Pascal Soriot said ahead of an investor day: "Today AstraZeneca announces a new era of growth. In 2023 we delivered the ambitious USD45 billion revenue goal set a decade ago. With the exciting growth of our innovative pipeline, which has the potential to transform millions of lives, we are now aiming for USD80 billion by 2030. We are planning to launch 20 new medicines by 2030, many with the potential to generate more than USD5 billion in peak year revenues. The breadth of our portfolio together with continued investment in innovation supports sustained growth well past the end of the decade."
Https://www.turnerpope.com/wp-content/uploads/2024/05/Aptamer-Group-plc_28-3-2024_FINAL_BG.pdf
This is from March end (as for non-TP clients, it's released at least 1 month late) but still some useful comments, especially re CFlow:
"...Aptamer stated that in order to achieve a positive EBITDA and cash break even during the year ending 30 June 2025, it was targeting revenue of £3.0 million for current period rising to £6.0 million for the year ending 30 June 2026. While management prudently states that the first revenue target is likely to be missed, it nevertheless remains
possible to exceed this amount in the coming financial year, assuming the Group’s entire advanced pipeline will be
successfully converted along with delivery of all work-in-progress. Subject to change of course, the second revenue
target, along with ambition to achieve cash neutrality during FY2025/26, is now in place. .. this is not altogether unrealistic. Supporting such expectations, it is worth highlighting the extent of repeat business with large pharma partners, which presently includes work for a top 5 company to develop multiple Optimer® binders for different applications and no less than 18 separate contracts from two other top 15 partners. Elsewhere, the Group reports successful progression with Unilever for novel applications in FMCG, while entering a second phase of development with Neuro-Bio for Optimer® binders to enable Alzheimer’s disease lateral flow diagnostics. For the latter two, patent applications are currently being prepared."
..."transitioning of Neuro-Bio’s binders to a LFD development partner before the end of the calendar year";
"While the highly technical nature of such work means that lead times can often be relatively extended, continuing
to develop multiple new product opportunities within its rapidly emerging subsector of next generation affinity
ligands, for which APTA justifiably claims technological leadership, ensures a sticky and not particularly price
sensitive customer base. Breakthrough adoption of any of the Group’s patented novel applications by any of its
major partners could of course be transformative both financially (in terms of downstream licensing revenues) and
industrywide reputation."