Aptamer Group Plc · LSE:APTA
Aptamer — H1 FY2026 Earnings Presentation
26 slides from Aptamer's earnings presentation, March 2026
Slide 1: Results for six months to 31 December 2025
Results for six months to 31 December 2025 Investor presentation [email protected] www.aptamergroup.com
Slide 2: Disclaimer
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 rather on expectations and
Slide 3: Presentation team
© Aptamer Group 2026 Presentation team Presentation team Dr Arron Tolley Andrew Rapson Chief Executive Chief Financial Officer Officer ‒ Co-founded Aptamer Group in 2008 ‒ Over 20 years of finance experience, ‒ Globally-recognised technical and including AIM listed companies commercial leader in apt
Slide 4: Business overview
© Aptamer Group 2026 Business overview Recognised as a global leader in Optimer® development* Business overview Proprietary development platform for custom binders Revenue-generating products licensed to global partners Founded in 2008 AIM listed since 2021 State-of-the-art facilities Headquartered
Slide 5: Multi-stream revenue model
© Aptamer Group 2026 Proven platform delivering multiple revenue streams High-throughput, high-capacity development of programmable binders Full service offering from discovery to assay development and in-house manufacturing 85% Access new targets Fee-for-service Multi-stream revenue model Proven pl
Slide 6: Financial review
Financial review
Slide 7: Income statement and cashflow statement
© Aptamer Group 2026 Income statement and cashflow statement Revenue of £0.8m (H1 2025: £0.7m) Period ended Period ended 31 Dec ‘25 31 Dec ‘24 – All fee-for-service revenue in the period Income Statement £’000 £’000 – Licensing deals executed in December 2025 and products Revenue 828 653 launched th
Slide 8: Balance sheet
© Aptamer Group 2026 Balance sheet Net assets of £2.3m (June 2025: £1.4m) Period ended Year ended 31 Dec 25 30 Jun 25 – Equity raise in the period of £2.0m with the issuance of 666.7m £’000 £’000 shares at 0.3p. Other intangible assets 247 225 Property, plant & equipment 225 290 Right-of-use assets
Slide 9: Operational review
Operational review @ aptamer
Slide 10: Operational review - fee-for-service contracts
© Aptamer Group 2026 Operational review - fee-for-service contracts New fee-for-service contracts signed First contract win in the radioligand therapy market secured with a top 3 global pharmaceutical partner, marking a significant strategic entry into this high-value, high-growth sector. £769,000 i
Slide 11: Operational review – strategic progress
© Aptamer Group 2026 Operational review – strategic progress Licensing First out-licensing of Optimer® technology with licenses agreed in December 2025 with Twist Bioscience and Alphazyme. These contracts include upfront payment, royalties and supply revenue, with anticipated commercial sales to sta
Slide 12: Expanding asset portfolio accelerating licensing opportunities
© Aptamer Group 2026 Expanding asset portfolio accelerating licensing opportunities Fee For Service development Reagents Diagnostics Vaccines Cosmetics Therapeutics Hot start PCR Optimer® Foetal diagnostic test Deodorant Optimer® Radiotherapy delivery Global enzyme manufacturer Global lab test leade
Slide 13: Post-period end
Post-period end
Slide 14: Post-period review
© Aptamer Group 2026 Post-period review Licensing First commercial orders placed and fulfilled – with current internal manufacturing capability First upfront licensing payment totalling £0.08m received. Twist Bioscience has launched two products and Alphazyme has launched one product incorporating l
Slide 15: Post-period review
© Aptamer Group 2026 Post-period review Fundraise On 26 March 2026, the Company announced that it had raised up to approximately £4.275 million (before expenses) by way of placing and subscription to new and existing shareholders, and a separate retail offer to existing shareholders to raise up to £
Slide 16: Fundraise
Fundraise
Slide 17: An oligo therapeutic for targets that other drugs can’t reach
© Aptamer Group 2026 An oligo therapeutic for targets that other drugs can’t reach Oligonucleotide medicines are gaining momentum, including 30+ approved therapies and 300+ active clinical programs, with Optimers showing potential as a precision-targeting platform in this space. ~85% of disease-rele
Slide 18: Modern medicine’s blind spot
© Aptamer Group 2026 Modern medicine’s blind spot Current drug modalities target just 15% of the human proteome, leaving the majority of disease-causing proteins out of reach. Two major undrugged protein classes offering an ideal fit for Optimer technology represent enormous untapped potential: 1. R
Slide 19: Pharma is paying millions to access these markets
© Aptamer Group 2026 Pharma is paying millions to access these markets Undeliverables Undruggables Delivering therapeutics to previously inaccessible cell & tissues Inhibiting novel, high-value protein classes: Transcription factors, RNA-binding proteins $10.6bn $5.6bn CAGR 19.5%3 CAGR 10.3%4 Oligo
Slide 20: Aptamer’s proprietary data moat accelerates AI/ML discovery & accuracy
© Aptamer Group 2026 Aptamer’s proprietary data moat accelerates AI/ML discovery & accuracy Wet lab data Developed over 15 years Current library of >400 targets & growing Adding 59 specialist targets Competitors approach RBP High-throughput Wet lab data Free online data Free online data Optimer® Pla
Slide 21: Strategic evolution compounds value from proven platform
© Aptamer Group 2026 Strategic evolution compounds value from proven platform AI powered Optimer® engine • Accelerate lead identification • Optimise affinity and specificity Output • Generate world-class model to decipher undruggable protein strategies Increase FFS revenue Increase speed of delivery
Slide 22: Pipeline expansion capturing high-demand pharma markets
© Aptamer Group 2026 Pipeline expansion capturing high-demand pharma markets Target ID & Lead Characterisation Discovery optimisation Preclinical Clinic Market Therapeutic oligonucleotide delivery Liver fibrosis $10.6bn Undeliverables CAGR Chronic kidney disease 19.5% Blood-brain barrier shuttle Rad
Slide 23: Roadmap for value realisation
© Aptamer Group 2026 Roadmap for value realisation Integration & Preclinical validation Commercialisation discovery & scaling & clinical entry 1. Integration of wet lab data 1. In vivo PoC data across 2 1. Out-licensing 2 validated to generative AI therapeutic programmes therapeutic assets 2. AI tra
Slide 24: Summary
Summary
Slide 25: Summary
© Aptamer Group 2026 Summary Financial performance 27% uplift in revenue for the period. £1.5m in cash at 31 December 2025, providing runway to Q2 2027. Operational performance Significant contract win in high-value, high-growth radioligand therapy sector with a top 3 global pharmaceutical partner.
Slide 26: Questions?
we °° °° °°» Questions? @ aptamer