Aptamer Group Plc · LSE:APTA
Aptamer — FY2025 Earnings Presentation
22 slides from Aptamer's earnings presentation, October 2025
Slide 1: Full year results for twelve months to 30 June 2025
Investor presentation Full year results for twelve months to 30 June 2025 info@aptamergroup.com www.aptamergroup.com
Slide 2: Disclaimer
© Aptamer Group 2025 DISCLAIMER This presentation (“Presentation”) contains forward-looking statements, including in relation to the financial position and prospects of Aptamer Group plc (“Company”) and its group (“Group”). These forward-looking statements are not based on historical facts but rathe
Slide 3: Board of Directors and Presentation team
© Aptamer Group 2025 Board of Directors and Presentation team Presentation Dr Adam Hargreaves team Non-Exec Chair Dr Arron Tolley Andrew Rapson Chief Executive Chief Financial Officer Officer Dr David Bunka Chief Scientific Officer ‒ Co-founded Aptamer Group in 2008 ‒ Over 20 years of finance experi
Slide 4: Business overview
© Aptamer Group 2025 Business overview Recognised as a key global player in aptamer development 1 - Headquartered in York, UK - AIM listed Business overview Operating in a $210 billion - State-of-the-art facilities affinity ligand market 2 - 30 team members - FFS model generating early-stage revenue
Slide 5: Optimer technology overview
Optimer® technology overview
Slide 6: Our platform technology
© Aptamer Group 2025 Our platform technology Optimer® technology overview Broad target applicability - highly selective binders for small molecules, proteins and cell targets Tuneable selectivity that is tailored to the user’s end application Synthetic manufacture allows better quality control and c
Slide 7: Our technology and its fit in the market
© Aptamer Group 2025 Our technology and its fit in the market Less than 50% of commercially available antibodies are functional resulting in annual losses >$800 million.1,2 Our platforms are engineered to address the need for new affinity ligands. We are operating in a $210 billion affinity ligand m
Slide 8: Commercial applications across the life science sector and beyond
© Aptamer Group 2025 Commercial applications across the life science sector and beyond Therapeutics The Optimer® platform has diverse applications across the life sciences for: Diagnostics - detecting and quantifying biological targets - modulating targets Optimer® - targeted delivery of therapeutic
Slide 9: Developing Optimers to targets antibodies can't reach
© Aptamer Group 2025 Developing Optimers to targets antibodies can’t reach Folic acid (vitamin B9) plays a crucial role in red blood cell production and helps prevent serious birth defects, such as spina bifida. Alternative binding technologies are not flexible enough to specifically recognize small
Slide 10: Programming function for enzyme modulation
© Aptamer Group 2025 Programming function for enzyme modulation Different functions can be programmed into Optimers to meet specific needs. For modifying enzyme function, this involves 3 stages of: Step 1: Optimer® specifically binds to enzyme Optimer® can specifically inhibit or promote enzyme func
Slide 11: Exquisite specificity to solve gene therapy's targeting challenge
© Aptamer Group 2025 Exquisite specificity to solve gene therapy’s targeting challenge Targeting gene therapies to specific tissues for safer drugs is a limiting factor in bringing new treatments to patients in need. Optimer® offers tuned targeting for specific tissues to enable new precision gene t
Slide 12: Expansion of developed asset portfolio
© Aptamer Group 2025 Expansion of developed asset portfolio Genetic medicine company Expanded licensing pipeline from 4 to 11 active negotiations over the last year. Optimer® Top 5 technology Internal R&D pharma overview Assay portfolio split across different life science segments consisting of shor
Slide 13: Financial review
Financial review
Slide 14: Income statement and cash flow
© Aptamer Group 2025 Income statement and cash flow Year ended Year ended 30 Jun ‘25 30 Jun ‘24 Group revenue of £1.2m (2024: £0.9m) £’000 £’000 • Much improved pipeline at the commencement Revenue 1,203 860 of the year Cost of Sales (624) (610) • Continued to convert sales pipeline with a Gross pro
Slide 15: Progression in licensing Optimer assets
© Aptamer Group 2025 Progression in licensing Optimer® assets Strong commercial momentum and platform enhancements are driving repeat business from multiple top 20 pharma companies and other accounts. Strategic refocus on asset development and licensing is gaining traction with tangible results. Par
Slide 16: Balance sheet
© Aptamer Group 2025 Balance sheet Year ended Year ended 30 Jun 25 30 Jun 24 £’000 £’000 • Net assets of £1.4m (2024: £0.9m) Other intangible assets 225 165 • Equity raise in August 2024 raising net proceeds Property, plant & equipment 290 424 of £2.6m Right-of-use assets 124 187 • Cash of £1.1m (20
Slide 17: Post-period review
Post-period review @) aptamer
Slide 18: Post-period highlights
© Aptamer Group 2025 Post-period highlights Strategic growth Strong commercial momentum New partnerships Market expansion and financial stability and contract wins Secured £787k in new contracts Launch of biomarker discovery Successful completion of YTD, delivering £1.14m contract £360,000 contract
Slide 19: Investment Case
Investment Case @ aptamer
Slide 20: Delivering in key focus areas
© Aptamer Group 2025 Delivering in 3 key focus areas Partnering for Fee-for-service Licensing and therapeutic asset development passive income development Short term revenue Medium-term revenue Long-term, high-value strategy Investment case Immediate timeline Mid-term timeline Extended timeline 20
Slide 21: Investment case
© Aptamer Group 2025 Investment case Top 3 global pharma Optimer® for deodorant with Optimer® binders as targeted Drug delivery vehicles with Unilever radiopharmaceuticals AstraZeneca Fee-for-service arm targeting 02 the $210bn affinity ligand Developing a portfolio of high-value assets with market1
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