REG - Aptamer Group PLC - Strong contract wins build commercial momentum

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RNS Number : 5148H  Aptamer Group PLC  14 November 2025

 

14 November 2025

 

Aptamer Group plc

 

("Aptamer", the "Company" or the "Group")

 

Strong contract wins continue to build commercial momentum

New contracts bring total binding FY26 order book to £1.95 million to date

Fourth consecutive engagement with top 5* global pharmaceutical company
underpins technology validation

Strategic IP retention expanding high-value royalty pipeline

Full year revenue expected to exceed prior year

 

Aptamer Group plc (AIM: APTA), the developer of next-generation synthetic
binders for the life sciences industry, is pleased to announce two key
contract wins worth £192,000, demonstrating momentum with major global
pharmaceutical companies and commercial traction with the proprietary
Optimer® platform.

 

Building commercial momentum with global pharma

With these contract wins, the order book for FY26 has reached £1.95 million,
representing a strong pipeline of revenue-generating projects across multiple
top-tier pharmaceutical partners. Many of these are repeat contract wins,
build on the Group's previous successes with major global companies, which
routinely invest in US$100+ million therapeutics, validating the commercial
potential of Aptamer's technology platform.

 

The latest contracts include:

 

·    Repeat contract with top 5 global pharmaceutical company

Fourth successive engagement with this leading pharmaceutical partner and will
deliver Optimer® binders for enhanced bioanalysis of neurological samples.
The repeat business underscores this partner's confidence in the Optimer®
platform's ability to deliver superior performance where traditional antibody
technologies have proven insufficient.

 

·    New customer

Contract to deliver binders targeting a protein associated with acute myeloid
leukaemia (AML) for use as diagnostic tools and to support future therapeutic
studies, expanding Aptamer's presence in high-value oncology applications.

 

Dual revenue strategy delivering results

These new contracts, coming on top of a series of wins over the past year (see
below), reflect Aptamer's strategy to target material future revenues through
royalties and monetising IP in the medium to long term, whilst delivering
short term revenues and working capital from fee-for-service revenues.  The
Group's model is to establish relationships with life science companies
developing high value therapeutics and assays with fee-for-service contracts,
building commercially valuable intellectual property and retaining full
ownership of the intellectual property in the developed binders.

 

FY26 contract pipeline building momentum

Aptamer continues to build commercial momentum with multiple contracts across
top-tier pharmaceutical partners, including consistent repeat business with
top 5 and top 10 pharma companies. Aptamer is expanding upon the proven
strategy of successful platform companies, such as Bicycle Therapeutics,
Argenx, and PeptiDream; solving diverse problems as a gateway to larger
development opportunities.

 

The Group's partnerships now span neurology, oncology, and
radiopharmaceuticals. This traction is creating pathways to high-value
opportunities, as Aptamer evolves from problem-solving for reagent-based
projects to high-value therapeutic programmes. The radiopharmaceutical deal
with a top 3 pharma partner exemplifies this progression: an initial
successful reagent project validated the technology and has now advanced to
therapeutic development.

 Date signed          Partner        Value      Start Date  Completion date  Application
 11 Nov 2025          New customer   £90,000    Jan 2026    Apr 2026         AML diagnostics & potential therapeutic

 10 Nov 2025          Top 5 pharma   £102,000   Nov 2025    Feb 2026         Neurological bioanalysis - IPMS

 4 Nov 2025           Top 5 pharma   £617,000   Dec 2025    Mar 2026         Neurological bioanalysis - ELISA

 13 Oct 2025          Top 10 pharma  £112,000   Nov2025     Mar 2026         Drug target extension

 8 Oct 2025           Top 3 pharma   £360,000   Nov 2025    Mar 2026         Radiopharmaceutical therapeutic development

 Q1 FY26              Various        £315,000   July-Sep    Mar 2026         Multiple
 Brought forward      Various        £350,000               Mar 2026         Multiple
 Total                               £1.95m

 

Outlook

With £1.95 million of binding contracts already secured and seven months
remaining in the financial year, the Board is confident that full year revenue
will materially exceed the prior year's performance. The Group continues to
see strong demand for its Optimer® technology from leading pharmaceutical and
biotechnology partners, evidenced by a replenished sales pipeline of £2.9
million following the signing of £0.9 million of deals since the pipeline was
last reported at £3.4 million.

 

The consistent repeat business from top-tier pharmaceutical companies,
organisations that invest heavily in developing world-class therapeutics,
signals the strategic potential of Aptamer's platform. Each successful
engagement not only generates near-term revenue but also adds high-value
intellectual property to the Group's expanding portfolio, positioning Aptamer
to capture significant long-term value through licensing and royalties.

 

Dr Arron Tolley, Chief Executive Officer of Aptamer Group, commented: "These
latest contract wins demonstrate the commercial traction we are achieving with
our Optimer® platform. Securing our fourth consecutive engagement with a top
5 pharmaceutical company is a strong validation of our technology's
performance.

 

We continue to generate near-term revenue and working capital through
fee-for-service contracts while simultaneously building a valuable IP
portfolio. Every project we complete adds proprietary binders to our asset
base, supporting our strategy to drive long-term shareholder value through
licensing, royalties and the progression towards therapeutic partnerships.

 

We are repeatedly securing business with top-tier pharmaceutical companies
with progression to higher value therapeutic applications, as shown in our
liver fibrosis and our recent radiopharmaceutical delivery programmes. These
partners have countless alternatives, but they choose to work with us
repeatedly because our Optimer® binders deliver superior results.

 

With £1.95 million in binding contracts secured and substantial opportunities
in our pipeline, we are confident of exceeding last year's revenue performance
and remain focused on continuing to build commercial momentum through the
remainder of the financial year."

 

- Ends -

 

*Top pharma companies -
https://www.globaldata.com/media/business-fundamentals/top-20-global-biopharmaceutical-companies-witness-2-growth-in-market-capitalization-in-q3-2024-reveals-globaldata/
(https://www.globaldata.com/media/business-fundamentals/top-20-global-biopharmaceutical-companies-witness-2-growth-in-market-capitalization-in-q3-2024-reveals-globaldata/)

 

For further information, please contact:

 

 Aptamer Group plc                                               +44 (0) 1904 217 404 

 Dr Arron Tolley, Chief Executive Officer
 SPARK Advisory Partners Limited - Nominated Adviser             +44 (0) 20 3368 3550 

 Andrew Emmott
 Turner Pope Investments (TPI) Limited - Broker                  +44 (0) 20 3657 0050 

 James Pope / Andrew Thacker 
 Northstar Communications Limited - Investor Relations           +44 (0) 113 730 3896

 Sarah Hollins

 

About Aptamer Group

 

Aptamer Group is a leading developer of next-generation synthetic binders
delivering innovation to the life sciences industry. The Group develops
Optimer® binders, advanced molecules that work like antibodies by attaching
to specific targets in the body. These binders are used in medicine,
diagnostic tests, and research tools, offering benefits like high stability,
reliable performance, and lower costs compared to traditional antibodies.

 

Aptamer operates a fee-for-service business in the US$210 billion market for
antibody alternatives, working with all top 10 global pharmaceutical
companies. It is also building valuable Optimer® assets with partners, aiming
for future licensing revenue.

 

Founded in 2008, the Group listed on the London Stock Exchange AIM market in
December 2021 and is headquartered in York, UK.

 

To register for news alerts by email go to
https://aptamergroup.com/investors/investor-news-email-alerts/
(https://aptamergroup.com/investors/investor-news-email-alerts/)

 

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