Image source: © 2025 Krish Capital Pty. Ltd.

Highlights

  • The company aecured a GBP 360,000 development agreement with a top three international pharmaceutical organisations
  • Total contract visibility for FY26 reaches GBP 1.03m, including carry-over from FY25.
  • Sales pipeline for fee-for-service opportunities stands at GBP 3.4m

Aptamer Group plc (LSE:APTA) Group produces Optimer® binders, molecules that function similarly to antibodies by binding to specific targets in the body. These binders are applied in therapeutics, diagnostics, and research tools, offering advantages such as high stability, consistent performance, and lower costs compared with traditional antibodies.

APTA a developer of synthetic binders for the life sciences sector, announced a GBP 360,000 fee-for-service contract with top three global pharmaceutical company. Aptamer will retain rights to potential future licensing revenues.

The programme focuses on an undisclosed cancer target. The Optimer® platform offers advantages for tumour penetration, reduced immunogenicity, and chemical optimisation. This contract broadens the application of Aptamer’s Optimer® technology into the targeted market, estimated to be worth USD 7.5bn in 2025, and marks the company’s second therapeutic modality in addition to targeted gene therapy.

Commercial Update
Following GBP 1.2m revenue in FY25, Aptamer has secured GBP 315,000 in new contracts and project extensions for FY26. Including the radiopharmaceutical contract and other agreements, total contract value reaches GBP 675,000, combined with GBP 350,000 carried over from FY25, giving visibility of GBP 1.03m. The newly signed agreements include extensions with a top 5 global pharmaceutical company for an ELISA project, the production of a bulk enzyme inhibitor to support a licensing arrangement, a therapeutic development collaboration with Invizius focused on complement system components, and several smaller contracts across therapeutics, diagnostics, and research. Aptamer’s fee-for-service sales pipeline now stands at GBP 3.4m.

CEO Statement
Dr Arron Tolley, Chief Executive Officer of Aptamer Group, said:
"This significant contract win with a top 3 global pharmaceutical company marks a key expansion of our platform into targeted radiopharmaceuticals and potential therapeutics. This represents a value inflection point as Aptamer now has two potential therapeutic assets under development. In addition to the smaller contracts and our therapeutic agreement with Invizius, Aptamer has an order book carried over from FY25, which provides GBP 1.03 million in contract value visibility alongside our GBP 3.4 million sales pipeline, providing a strong platform for FY26."

Outlook
The company has not provided formal guidance for FY26, noting that contract timings, project completions, and revenue recognition may vary across quarters.

Share Performance OF APTA

APTA’s Stock is currently trading at GBX 1.14.00 up by 19.87% from its last close of GBX 0.95