Member Info for LTbeliever

Anybody still doubts that an RNS is on the way? :))

0.64-0.57

Well, something is moving finally; a proper RNS should not be too far off IMO

Argyle, they bought in at 0.80...last week SP was 0.63...they paid a 27% premium to last week's SP, NOT a discount; and, most of us here ARE long term investors, hence our points about licensing revenues coming etc, which some others dismiss as "JAM tomorrow".

I have been posting since February that there will be no placing (mainly because there are revenues coming in regularly, at small sums adding up and thus not RNSed) and I have been adding small lots too.

It's 26mln, it seems i.e. 5.6% so an RNS should follow in the next few days; maybe these guys are not "aware of the imminent Placing" !! :))))))

"On Admission, David Hathorn will hold a beneficial interest in 368,801,944 Ordinary Shares representing 8.66 per cent of the issued share capital of the Company."

Chairman now owns 9% appx and still sinking cash into the Co - do we assume that he knows what he's doing? (rhetorical question!).

Not long to go, IMO - GLA!

FROM THE FT ----https://www.ft.com/content/a7cb45a5-c2d7-4d7f-81f4-e4922d79b6c7-----

Is this good for Apta's (expected!) LTF tests? Or complementary to it? LTF helping diagnosis, vaccine treating it?

"Japan’s Takeda Pharmaceuticals has reached a deal worth up to $2.2bn to develop an Alzheimer’s vaccine made by Swiss start-up AC Immune, as drug companies race to invest in potentially lucrative new treatments for the disease. The vaccine is one of a wave of new drugs heading for the market, including lecanemab, developed by Japanese company Eisai, which received US regulatory approval last year. In the Takeda deal, AC Immune will receive an upfront payment of $100mn, rising to $2.1bn if milestones are reached, as well as more than 10 per cent in royalties from any worldwide sales. The Japanese group could advance the product to late-stage, phase 3 trials, AC Immune said, but regulatory approval could take several years. Early trials had identified no safety concerns, said Andrea Pfeifer, chief executive of the biotech. But AC Immune would not have efficacy data for the drug until it completed a mid-stage trial within the next 12 months..."

Today GM, not AGM

https://www.lse.co.uk/rns/KP2/notice-of-general-meeting-edgxaygfg11xf9w.html

Talking about "pump", I forgot to mention UNILEVER too (revenues in a couple of years, plus fee-for service until we get there); :)))))

Just to add that the IPO-Mkt cap of 80mln was mainly predicated on these licensing deals' potential, rather than the fee-for service; as we know, the Co run out of cash in the meantime and the edifice came down; however, the potential is still there, we just had a delay in execution.

GLA

Thanks AR. IMO (rather biased!), there will be no Placing this year as the cash - at end of Jan - sufficed to Aug-Sept, WITH NO SALES/INCOME from thereon (which is highly unlikely, given the 4.5 mln pipeline and signed deals so far); also, at any time from today until the Autumn, there could potentially be a licensing deal (up to 6-8 mln were mentioned 3 months ago); although this would be for the medium term, the impact would fall straight to Profit (i.e. no WCapital needed), plus there would be profile-raising, more approaches for business etc, so I hope a Placing would no be needed; we know (announced) that licensing deals could be close with the Top 5 and 15 Pharmas, also with Neuro-bio for the LTFs (within 2024, was mentioned in the Interims Presentation), plus NOVAVX has a licensing potential; plus others we may not know about.

All IMO.

ARich, thanks for the additional numbers info. I chose the 5 Febr. one as I thought 3 months would provide a better comparison, but your numbers are also useful. The "discrepancies" are - just IMO - due to the fact that the numbers are dynamic, not static; for example if today I sign a deal, from the adn stage ones, it leaves the advanced stage total and becomes a signed one; also, when the signed one gets processed, it turns into revenues; I think the Co has not told us about Revenues since february, just signed deals and pipeline; this might explain the differences. But should I assume zero processing/revenues since February?

@ArgRich, I think there is one more difference - back on Feb 5th, it was:

"over £1.4 million of signed deals either being or to be processed through the laboratory. ....a pipeline of opportunities ...£2.0 million in medium-term deals. Approx £1.5 million of the medium-term deals are advanced stage....", so - IMO - a total of 2.9mln of signed/adv.stage deals;

Now, this has risen (in 3 months) to "... pipeline is strong, with OVER £3.0 million in advanced stage discussions", plus the 1.4mln of signed deals, meaning a 1.5 mln rise (min) in adv-stage deals; and we also assume that since Febr 5 (3 months ago) there has been ZERO processing of signed deals (which is not reasonable); here I mean that even thought the 1.4mln number is the same over 3 months, it can be the case that some of this has been processed (turning into REVENUES), and an equivalent amount has moved from the adv-stage deals' number to signed deals (IMO);

But the main plus from today is the comment that more contracts will be signed /announced in the next weeks (to June end).

I think it's gonna be too late for those waiting ("hoping"?) for a Placing at 0.50p , before they buy in - IMO

As I said last week, "SP will be over 1p in next 2-3 months" - but that might a bit too conservative an estimate!

Https://www.investegate.co.uk/announcement/rns/aptamer-group--apta/trading-update/8191515

"The Group's current sales pipeline is strong, with over £3.0 million in advanced stage discussions. A proportion of these advanced stage deal negotiations is anticipated to progress through the laboratory before the end of the financial year. This anticipated deal value is in addition to the c.£1.4m of existing signed deals..."

"The Company looks forward to providing further updates on conversion of the pipeline to contracts before the year end"; this means more RNSs in the next 6 weeks (to June end).

Whether the RNS comes next week or the one after, main thing is the great prospects (to be confirmed in 2024); it's also a good time to revisit the Investor presentation for TPope clients - link below:

https://www.turnerpope.com/investor-evenings/webinars/

Sorry, a bit more info - just in case I am right - about the NOVAVAX connection; From Y/E 2023 AFS (i.e. to 30 June 2023):

"· Multiple deals signed with Novavax, a vaccine developer for respiratory diseases, who require Optimer® binders to improve the selectivity of their Quality Control (QC) assays (Nov 2022)"

"Post-period end -- A follow-on deal with a US-based vaccine development company to develop Optimer® binders as QC reagents (Jul 2023)".

So, the relationship will be 2 years by November; NOVAVAX today jumped 120% BTW and now has a mkt cap of USD1.2bln.

5% stake in NOVAVAX", making SANOFI an APTA client!

"In addition, Sanofi will take a minority (

It's very likely that a material RNS is just round the corner; too much - IMO - of a coincidence for such a jump on low volumes. I am wondering whether it's NOVAVAX related? No update for over 1 year;

"Novavax will receive an upfront payment of $500 million...." - would be good if APTA got a contract for 2-3 mln!!

"In addition, Sanofi will take a minority (