Half-yearly Report (Imperial Innov)

Date : 04/27/2009 @ 2:00AM
Source : UK Regulatory (RNS and others)
Stock : Imperial Innov (IVO)
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Half-yearly Report (Imperial Innov)

 
TIDMIVO 
 
Embargoed: 0700hrs, 27 April 2009 
 
                        Imperial Innovations Group plc 
 
           ("Imperial Innovations" or "the Group" or "the Company") 
 
           Interim Results for the Six Months Ended 31 January 2009 
 
HIGHLIGHTS FOR THE SIX MONTHS ENDED 31 JANUARY 2009 
 
Business Highlights 
 
  * Sale of portfolio company, Thiakis, to Wyeth for up to GBP99.4 million 
    comprising an upfront payment of GBP19.6 million followed by additional 
    potential milestones. The Group owned 23.7% of Thiakis and the potential 
    net value to the Group from receipts and the additional milestones is GBP 
    16.1m. 
 
  * Post period end led investment of GBP10.0 million in next generation battery 
    company Nexeon by Invesco, Partnerships UK, Imperial Innovations. 
 
  * Continued flow of intellectual property with 161 invention disclosures 
    (H1 2008: 150, FY 2008: 354) and 23 patents filed (H1 2008: 24, FY 2008: 
    55). 
 
  * Five companies seed funded with launch management teams: Cortexica Vision 
    Systems, Myotec, Navion Pharma, Novacem and Smart Surgical Appliances. 
 
  * In early April 2009 the Group invested a further GBP1.2 million as a first 
    draw down on a GBP2.5 million committed investment in Veryan Medical. 
 
  * Significant commercial and technological milestones achieved by technology 
    companies. 
 
  * First transactions completed by the Group's FSA regulated entity in 
    February 2009. 
 
  * With cash resources and tight overheads, the Group is well capitalised to 
    invest in quality technology companies at attractive prices behind 
    experienced management teams. 
 
Financial Highlights 
 
  * Reported Profit GBP1.3 million (H1 2008: loss (GBP2.2 million), FY 2008: loss 
    (GBP5.9 million)). 
 
  * Royalty income up 80% to GBP0.9 million (H1 2008: GBP0.5 million, FY 2008: GBP 
    0.9 million). 
 
  * Cash and short term liquidity investments at 31 January 2009 GBP41.9 million 
    (H1 2008: GBP46.9 million, FY 2008: GBP43.1 million) with zero borrowings. 
 
  * Cash realised from the sale of holdings in portfolio companies GBP 
    3.3 million (H1 2008: GBP3.6 million, FY 2008: GBP3.6 million). 
 
  * Cash invested in portfolio companies GBP2.8 million (H1 2008: GBP2.9 million, 
    FY 2008: GBP6.1 million). Since 31 January 2009 the Group has invested a 
    further GBP5.5 million in 6 companies. 
 
  * Net Assets GBP81.5 million (H1 2008: GBP82.9 million, FY 2008: GBP80.3 million). 
 
  * Annualised overheads cut by GBP0.8 million. 
 
 
For further information please contact: 
 
Imperial Innovations 
 
Martin Knight, Chairman 
 
Susan Searle, Chief Executive Officer 
 
Julian Smith, Chief Financial Officer 
 
Tel. +44 (0)20 7594 6589 
 
M:Communications 
 
Patrick d'Ancona or Ben Simons 
 
Tel. +44 (0)20 7153 1540 
 
J.P. Morgan Cazenove (NOMAD to Imperial Innovations) 
 
Steve Baldwin 
 
Tel. +44(0)20 7588 2828 
 
 
 
 
CHAIRMAN'S STATEMENT 
 
At a time of great economic uncertainty, it seems paradoxical to suggest that 
Imperial Innovations is better placed than it has been to deliver shareholder 
value from its business model. What lies behind this relative confidence at 
such a time? 
 
Firstly, the Government has made it very clear that the "science agenda" sits 
at the centre of the debate about the future of the British economy. The 
general acceptance of this perspective is important for the quality and 
quantity of intellectual property which will become available for exploitation 
by the Group. The intellectual property pipeline remains strong and shows every 
sign of continuing to be so. 
 
Secondly, Imperial Innovations' business model has very clearly focused not on 
financial engineering, but on building businesses. Funding spin out companies 
properly and putting in experienced and motivated management teams has been at 
the heart of Innovations' work. We are now seeing the benefits of this emphasis 
on building businesses in the real progress being exhibited in our portfolio 
companies. The sale of Thiakis in December 2008 was a significant moment for 
the Company. The progress in the spin out portfolio gives confidence that there 
will be further disposals at attractive prices. 
 
Thirdly, the shock to the global financial system, in Autumn 2008, led the 
Board to carry out a comprehensive portfolio review and business analysis. The 
subsequent refocusing of activities core to the future of the Group and its 
investments, with a reduction in headcount and overheads, was clear evidence 
that management understand the business drivers behind delivering shareholder 
returns. The second outcome of this review was a sharpened focus on the optimum 
utilisation of the cash resources of the Group in the investment decision 
making process, to reflect a more acute awareness of where the real value lies 
in the Group's assets. In a tough business climate, where cash is king, 
scrupulously targeted allocation of this scarce resource is critical. 
 
At the beginning of the Group's financial year, David Allen joined the Board. 
His background as a Director of BP for 5 years, and his long involvement in 
energy and technology, have ensured his immediate and positive engagement in 
the business. I am grateful to all the members of the Board for their 
commitment to the success of Imperial Innovations and to the staff for their 
determination to deliver shareholder returns from the business model. 
 
Dr Martin Knight 
 
Chairman 
 
CHIEF EXECUTIVE'S REPORT 
 
OVERVIEW 
 
Imperial Innovations reported a profit of GBP1.3 million for the half year. The 
Group is making good progress, transitioning from a model to an established 
business where growing equity realisations and reported profit can be expected, 
although the pattern may still be lumpy. Another step in this transition was 
the trade sale exit of Thiakis in December 2008 - we believe this is the start 
of realisations to come over subsequent years. 
 
Wyeth Pharmaceuticals bought Thiakis for GBP99.4 million, comprising an upfront 
payment of GBP19.6 million followed by potential milestones totalling GBP 
79.8 million. We owned 23.7% of the company prior to the sale, received GBP 
2.9 million net of revenue share in December 2008 and have the potential to 
receive a further GBP13.2 million net of revenue share, subject to milestones. 
Wyeth will fund the development of the Thiakis product. Whilst our equity 
holding in Thiakis has been sold, Innovations will continue to benefit from a 
royalty on the sale of the product if it gets to market. The drug has the 
potential to treat metabolic disease and the obesity market alone is estimated 
to grow to some GBP8.5 billion by 2020. A royalty stream from this product is 
feasible from as early as 2014. 
 
Royalty income is up 80% at GBP0.9 million against the comparative half year. 
This is welcome because it represents the potential for growing recurring 
revenue whilst inevitably trading income from one-off upfront fees and services 
is suffering due to the recession. When a licence deal is concluded it means a 
partner is then funding the development of the technology. Whilst upfront 
payments might be modest, our priority is to conclude deals so that the 
potential for further downstream royalties exists. 
 
Our approach to building technology businesses, with experienced management 
teams and products that are technically sound, is delivering results. We have a 
group of companies with world class management teams, experienced boards and 
technologies that addresses large market opportunities, validated by industry 
partners. For example, in February 2009, we raised GBP10 million for Nexeon, 
which is developing silicon anodes for lithium ion batteries, a growing market 
worth over $10 billion (which some analysts expect to increase to $30 billion 
by 2018). Imperial Innovations invested GBP4.0 million alongside GBP5.0 million 
from Invesco and GBP1.0 million from Partnerships UK resulting in Innovations 
having a 38.7% stake. Scott Brown joins Nexeon as CEO (from Cambridge Display 
Technology) in June 2009 and joins an experienced board, operational and 
technical team. 
 
In October 2008, we conducted an intensive review of our portfolio. We are 
focusing on those companies where we believe the ingredients of management, 
money, customer market and people are right - ensuring that they are well 
funded and have the optimum chance to succeed. 
 
We have taken steps to trim the cost base of the Group by an annualised amount 
of around GBP0.8 million. With cash in the bank we are well capitalised to invest 
in quality technology companies and have confidence in the ability of our 
portfolio and technologies to deliver value. The current climate creates a 
great opportunity to match great science with talented management and invest at 
attractive prices. 
 
Key Financial Highlights 
 
We reported a profit for the half year of GBP1.3 million. The Nexeon transaction 
was concluded ten days after the half year and will result in an additional net 
GBP4.1 million fair value uplift on the existing holding which will come through 
in the full year results. We reported a profit despite a continued fall in our 
quoted company holdings, primarily Ceres Power, which fell by GBP2.0 million to GBP 
2.4 million. Quoted holdings, however, only represent 8.0% of our portfolio 
value. We remain well capitalised with GBP41.9 million in cash and short term 
liquidity investments and are in a strong position to back our companies and to 
support them when other sources of funding may not be so readily available. 
 
During the half year we invested GBP2.8 million in our portfolio of companies 
with a range of seed and follow-on rounds. Companies that completed fund 
raisings and milestone based draw downs included Evo Electric, Inforsense, 
Myotec, Medcell, Molecular Vision, Osspray and STS. Since the half year, we 
have invested a further GBP5.5 million, taking our total investment for this 
financial year to GBP8.3 million with investments of GBP1.25 million in Veryan 
Medical, GBP4 million in Nexeon and a seed round in Cortexica. We sold our 
holding in Thiakis resulting in an immediate GBP2.9 million cash receipt (after 
revenue sharing obligations) leaving a further potential net consideration of GBP 
13.2m based on future milestones. 
 
The fair value gain on our unquoted portfolio was GBP4.1 million (12%), since the 
start of the financial year. The February 2009 investment in Nexeon, which will 
result in a net fair value uplift of GBP4.1 million, would move this gain to 24% 
for the financial year - a pleasing performance in the current climate. Our net 
asset value rose by GBP1.3 million to GBP81.5 million. 
 
Royalty income at GBP0.9 million was up 80% compared with the same period last 
year, but trading income fell to GBP2.4 million (H1 2008: GBP2.8 million, FY 2008: 
GBP5.3 million). We reduced our cost base, taking voluntary redundancies 
resulting in annual savings of circa GBP0.8 million the financial effect of which 
we will start to see towards the end of this financial year. 
 
Our Company Portfolio and Approach to Investment 
 
At the start of the year, facing the impact on co-investors of the global 
recession and liquidity restrictions, we reviewed our investment policy. We 
segmented our portfolio based on the stage of development of the company, its 
financing requirements, the strength of the management team, the technology and 
market potential and likely time to break-even or exit. A number of companies 
are reaching a more mature stage and we have chosen to invest significant time 
ensuring that these businesses have top quality boards and management teams and 
are funded to deliver. Our intention is for the strong companies to get 
stronger. 
 
Prospective new ventures need to be incubated well and built to thrive in the 
current challenging environment. This places even greater emphasis on building 
top quality management teams around our world class technologies matching 
talent and science. We are capital efficient with these companies, using grants 
to get through the proof stage, stretching seed funding by managing costs and 
leveraging grant funding sources. However, when businesses are ready for 
accelerated growth we will not hold back from fully capitalising them. 
 
I have detailed below the progress made in a selection of some of our more 
advanced companies. 
 
Thiakis 
 
Thiakis was sold to Wyeth for GBP99.4 million comprising an upfront payment of GBP 
19.6 million followed by potential milestones totalling GBP79.8m. Imperial 
Innovations co-founded Thiakis with Professor Stephen Bloom of Imperial College 
and CEO, Dr John Burt, four years ago. Imperial Innovations owned 23.7% of the 
company prior to the sale. Wyeth will fund the development of Thiakis' product 
and we will continue to benefit from a royalty on the sale of the product if it 
gets to market. Including contingent consideration, this represented an 11x net 
return on the GBP1.5 million invested, excluding future royalties. Under new 
ownership, Thiakis continues to develop its analogue of the peptide hormone 
oxyntomodulin, for the treatment of obesity, including the potential 
amelioration of diseases associated with excess weight such as type 2 diabetes 
and cardiovascular disease. These products address a forecast GBP8.5 billion 
market. 
 
Nexeon 
 
Nexeon is developing silicon anodes for lithium-ion batteries and was 
co-founded by Imperial Innovations and Professor Mino Green of Imperial 
College, London. Having started life in the Imperial incubator, Nexeon now 
boasts a fully operational pilot plant, producing sufficient material to make 
high volumes of battery cells per day. On 10 February 2009 Imperial Innovations 
Investment Management, our FSA regulated company, led a GBP10.0 million round 
with the Group investing GBP4.0 million. Nexeon will use the proceeds to 
construct a development and pilot-scale manufacturing facility. Bill Macklin 
joined as Chief Technology Officer and is an expert in lithium-ion batteries, 
formerly Technology Director at ABSL Power Solutions. Scott Brown, formerly 
Executive Vice President Commercial, IP and Research of Cambridge Display 
Technology, was appointed CEO and will join Nexeon in June 2009. Nexeon's 
technology addresses a market worth over $10 billion and the Group holds a 
38.7% equity stake in Nexeon. 
 
Veryan Medical 
 
Veryan is developing a platform of vascular technologies re-introducing natural 
swirling blood flow mimicking the body's natural defence against vascular 
disease using a unique 3D helical geometry. Veryan's BioMimic 3D stent has now 
demonstrated that it reduces the formation of new disease in the artery and 
proves to be structurally stronger than existing stents and significantly less 
prone to fracture. During the period, the company appointed Geoffrey Vernon, 
formerly a director of Rothschild Asset Management and partner at Advent as 
chairman. Geoffrey has 30 years experience in Medical Devices. In early April 
2009 Imperial Innovations invested a further GBP1.2 million (and committed a 
further GBP1.3 million) to fund pivotal trials of its products. Veryan is working 
closely with leading stent manufacturers. The stent market addressable by 
Veryan's technology is forecast at $1 billion and we hold a 37.6% equity stake 
in Veryan. 
 
Circassia 
 
Circassia is a clinical stage speciality biopharmaceutical company focused on 
developing medicines designed to control the immune system responses. In 
September 2008, Circassia announced successful phase II clinical results with 
its ToleroMune anti-allergy technology. The trial shows that treatment can 
substantially reduce allergic reactions to the allergen that causes most cat 
allergies and that it was well tolerated by all patients. In January 2009 it 
confirmed that it had completed patient recruitment for a further phase II 
treatment regime trial. Circassia's approach has potential for treatment of a 
range of allergies. The allergy market addressed by the Circassia technology is 
worth about GBP9 billion and we hold a 14% equity stake in Circassia. 
 
Polytherics 
 
Polytherics applies its proprietary technologies in targeted precision 
chemistry to the optimisation of proteins as Biopharmaceutical products. The 
company has expanded its intellectual property base beyond product half-life 
optimisation into modular assembly of proteins with novel activity and function 
enabling the design of products beyond genetic engineering. Professor Simon 
Best, formerly chairman of the Bio Industries Association (BIA) joined the 
board as a non executive director in November 2008. Simon is a serial 
entrepreneur and has built three substantial ventures. Polytherics' technology 
has the ability to address a rapidly growing biopharmaceutical market worth 
$63 billion and we hold an 18.9% stake. 
 
Respivert: 
 
Respivert was established to identify a new generation of inhaled treatments 
for serious lung disease. The company is progressing three discrete programs, 
all of which are expected to enter clinical development in 2010, led by Dr 
Garth Rapeport (CEO). Dr Rapeport was Head of the division for respiratory and 
inflammatory disease at GSK. Rudi Pauwels is Chairman and is a pharmaceutical 
scientist, an entrepreneur who started Tibotec and Galapagos Genomics. The 
company remains on track to enter the clinic in 2010. The Global asthma / COPD 
market its products address is estimated to be $18.1 billion and the Group's 
holding is 15%. 
 
NEW VENTURES (incubating companies) 
 
Our new companies continue to get independent recognition. Novacem is 
developing a new generation of green carbon negative cement that will help 
combat global warming by locking atmospheric carbon dioxide into construction 
materials. Novacem won the Energy Environmental Rushlight Award for its 
contribution to addressing environmental issues. Novacem has just moved into 
the incubator and is in the process of raising its seed funding. John Hamlin, 
one of our Entrepreneurs in Residence, has taken the role of CEO of Plaxica, a 
company developing a new low cost process for the production of a new 
generation polylactic acid; a polymer that is biodegradable and has potential 
widespread use with the properties and cost to compete in a market worth 
$85 billion with the established high volume polymers like polypropylene, 
polystyrene and PET. 
 
During the half year we seed funded five companies including: 
 
Navion Pharma: a new therapeutics company focusing on discoveries in the area 
of cancer and metastatic (secondary) cancer.  We  have built a strong team 
including Chris Woods (formerly chairman and CEO of Bioenvision inc), a proven 
entrepreneurial chair; Professor Mustafa Djamgoz, the scientist whose research 
the company is based on; Nigel Burns (also chairman of Cellmedica and formerly 
Senior Vice President at Cambridge Antibody Technologies), who brings proven 
skills in the technology's development; and Prof Charles Coombes, a leading 
cancer clinician.  The company is operating in a "low-burn" model while it 
develops the proof-of-principle data and its lead technology prior to scaling 
the business around a proven proposition. 
 
Cortexica Vision systems: a new software company building solutions for 
analysing video images. Based on the way the human brain interprets visual 
images this system promises for efficient and more accurate analysis of video 
enabling new analysis products to be made economically viable. A team of track 
record entrepreneurs, Nick Kingsbury (formerly global sector head for 
information technology investments at 3i) and Scott White (serial entrepreneur 
and formerly CEO of Azea networks), worked with the research team, Dr Anil 
Bharath and Dr Jeffrey Ng and have developed a business focusing on providing 
solutions for brand management, marketing and advertising.  The funding will 
enable them to build solutions based on explicit customer needs and to present 
a case for growth funding on the basis of that customer engagement. 
 
Smart Surgical Appliances: a medical device company developing sensor-enabled 
surgical instrumentation that improves the safety and clinical efficiency of 
minimally invasive surgery e.g. keyhole surgery. The company is leveraging the 
seed funding with government grant funding to develop its first product to 
proof-of-principle and enabling the investment money to focus on commercial 
development.  It expects further grant funding to enable it to widen its 
product portfolio. The company recently recruited executive chair, Paul 
Donnelly, formerly general manager at Johnson & Johnson, and more recently CEO 
of a private equity backed medical device business. 
 
THE TECHNOLOGY PIPELINE 
 
We received 161 invention disclosures (H1 2008: 150) and filed 23 new patents 
(H1 2008: 24) - our pipeline is healthy. We concluded a range of small licence 
deals, for example an oil well riser technology (Petronas), a transgenic model 
(GlaxoSmithkline), a serum factor (Novartis), a database (Servier) and 
pacemaker algorithm (MedImmune). We completed 9 new agreements (options, 
licences or assignments). A total of GBP0.5 million of licence revenue was 
generated and a further GBP0.9 million generated through royalties from the new 
and existing portfolio of commercial agreements. 
 
We supported ten applications from Imperial College during the period for large 
scale translational funding from organisations like the Wellcome Trust and 
Medical Research Council. This is important because it helps to advance our 
earlier pipeline. There are a range of market areas where we believe industry 
is seeking solutions which include: advanced materials, super capacitors, 
plastic electronics, photovoltaics, optics, catalysts, medtech, fluid dynamics 
and nanotechnology. We hope to see new technologies and companies created in 
these areas. 
 
We continue to work with a range of partners to source complementary ideas, 
incubate propositions, access customers and gain market knowledge. A small 
team, Commercialisation Services, manages contracts with the Carbon Trust, 
Kuwait Petroleum Co and WRAP for incubation support and with the National 
Physical Laboratory and Cranfield University on the commercialisation of ideas. 
I2india, co-founded with management, Chairman Chris Mathias, business angels 
and TATA group has established operations in Bangalore. It has entered into a 
number of agreements with Indian research organisations and has begun to 
commercialise various technologies. 
 
Our access to industry partners, the customers for our technologies, continues 
to be an important differentiator and is helped greatly by Imperial College's 
reputation in engineering, environment, energy and medicine. 
 
Whilst we must operate in a difficult economic climate, we believe that our 
consistent approach to the development of technology opportunities and 
companies will deliver results. 
 
Susan Searle 
 
Chief Executive Officer 
 
FINANCIAL REVIEW 
 
Summary 
 
The Group generated a profit of GBP1.3 million in the first half of the year 
(H1 2008: loss GBP2.2 million, FY 2008: loss GBP5.9 million). Cash and short term 
liquidity investments at 31 January 2009 were GBP41.9 million (31 January 2008: GBP 
46.9 million, 31 July 2008: GBP43.1 million). The balance sheet had strengthened, 
ending the half year with net assets up by GBP1.3 million to GBP81.5 million on the 
start of the year, reflecting the trading results for the first 6 months of the 
year. 
 
The Group achieved realisations, from the full and partial disposal of two 
investments of GBP11.1 million, which generated cash realisations of GBP3.3 million 
(sale of Thiakis stake), a further GBP6.0 million in net fair value uplift on the 
deferred contingent consideration and a reduction of revenue sharing 
liabilities of GBP1.8 million (sale of partial holding in Ceres Power Holdings 
plc). These movements are reflected in note 2 of the interim financial 
statements. Investments made in portfolio companies were GBP2.8 million 
(31 January 2008: GBP3.1 million, 31 July 2008: GBP6.4 million) although since the 
end of January further investments have been made bringing the total invested 
this financial year to GBP8.3 million (invested in 17 companies). 
 
The cost base of the organisation has been reduced by GBP0.8 million per annum to 
further strengthen its position. The cash flow impact of these reductions, 
after accounting for the redundancy and other costs, resulted in a charge in 
the first six months' figures of GBP0.3 million with the financial benefit from 
this being seen at the end of the financial year. 
 
INVESTMENT PORTFOLIO PERFORMANCE 
 
During the half year, the Group made GBP2.8 million investments to fund 12 
technology companies in its portfolio and at the end of the half year had 
outstanding commitments to make further investments of GBP3 million. The early 
stage of many of the technology companies is such that investments are made on 
a milestone tranched basis, which matches their need for cash with the delivery 
of milestones, whilst providing the certainty of investment to ensure their 
security. Some investments are made as convertible loans and at the half year 
end these had a carrying value of GBP5 million. Since 31 January 2009, the Group 
has invested a further GBP5.5 million which brings the total invested in this 
financial year to GBP8.3 million. 
 
The Group reported a net profit arising from the portfolio fair value 
adjustments of GBP2.0 million (H1 2008: loss GBP0.5 million, FY 2008: loss GBP 
3.0 million). An analysis of the changes in fair value is given below: 
 
Portfolio movements excluding     Note1   Six months   Six months 12 months to 
cash invested and divestments;                    to           to 
                                                                  31 July 2008 
                                          31 January   31 January 
                                                2009         2008 
 
                                               GBP`000        GBP`000        GBP`000 
 
Gains on revaluation of         2              6,469        3,852        3,970 
investments 2 
 
Losses on the revaluation of    2            (7,700)      (7,254)     (11,084) 
investments 
 
Fair value (losses)                          (1,231)      (3,402)      (7,114) 
 
Movement in associated revenue  3              3,159        2,880        4,125 
sharing obligations 
 
Movement in current liabilities 4                 67            -            - 
 
Net fair value gains / (losses) 4              1,995        (522)      (2,989) 
 
The total value of the portfolio (excluding University Challenge Seed Fund 
investments which are subject to a threefold increase before funds can be 
returned to the Group) reduced from GBP49.4 million to GBP39.8 million during the 
half year as a result of disposals of GBP11.1 million less investment of GBP 
2.8 million and fair value losses of GBP7.7 million partially offset by fair 
value gains of GBP6.5 million. There was a corresponding reduction in the 
provision for liabilities and charges from GBP10.9 million to GBP5.3 million 
arising from the disposal of assets of GBP2.4 million and from GBP3.2 million of 
fair value reductions. 
 
At 31 January 2009, the Group had equity stakes in 90 companies (H1 2008: 
77 companies, FY 2008: 89 companies). 
 
1 Notes to the interim financial statements. 
 
2 The gains on revaluation of investments in the period of GBP6.5 million 
includes contingent consideration of GBP6.0 million on the sale of Thiakis and is 
held within trade and other receivables. 
 
The table below sets out the top 10 technology companies, by value, in the 
portfolio to illustrate the spread of the investments held and their relative 
carrying value. All of the carrying values listed below reflect the net fair 
value of the investment being the gross value of the holding less the 
attributable revenue sharing obligations associated with each investment. The 
percentage of issued share capital represents the absolute percentage of the 
shares held without reflecting any revenue sharing obligations. 
 
Name of company      Note        Net      Cash        Net        Net      % of 
                          Investment  invested   Movement Investment 
                            carrying         /         in               Issued 
                               value             Carrying   carrying     share 
                                         (Cash      Value      value   capital 
                                  at divested)                            held 
                                                 6 months         at 
                             31 July  6 months         to                   31 
                                2008        to            31 January   January 
                                               31 January       2009      2009 
                                            31       2009 
                                       January 
                                          2009 
 
                               GBP'000     GBP'000      GBP'000      GBP'000 
 
Ceres Power Holdings           4,454         -    (2,049)      2,405      3.6% 
plc 
 
Circassia Holdings             7,267         -          -      7,267     14.0% 
Limited 
 
EVO Electric Limited             744     1,000          -      1,744     37.6% 
 
InforSense Limited             1,628       277      (889)      1,016    14.94% 
 
Microsaic Limited              1,247         -          -      1,247     13.0% 
 
Nexeon Limited        A        3,196         -          -      3,196     38.7% 
 
Process Systems                1,280         -          -      1,280     25.8% 
Enterprise Limited 
 
Respivert Limited              1,120         -          -      1,120     15.5% 
 
Thiakis Limited 1     B        2,642   (2,856)      6,211      5,997         - 
 
Veryan Medical        C        3,217         -          -      3,217     37.6% 
Limited 
 
 A. On 10 February 2009, the Group invested a further GBP4.0million in Nexeon as 
    part of a GBP10 million funding round. The impact of this investment is to 
    generate a GBP4.4 million gross fair value uplift and so increase the value 
    of the gross investment from GBP3.4 million to GBP11.8 million (GBP11.4 million 
    net). The associated revenue sharing liabilities associated with the 
    shareholding in Nexeon will likewise increase by GBP0.2 million from GBP 
    0.2 million to GBP0.4 million. The net carrying value (and profit recognised 
    in the Income Statement) of the investment in Nexeon after accounting for 
    the associate revenue sharing liabilities will increase by GBP4.1 million. 
 
 B. On 18 December 2008, the Group realised its holding in Thiakis Limited. 
    Under the sales agreement, Imperial Innovations could receive cash 
    payments, net of transaction costs, of GBP22.2 million which, after 
    accounting for revenue sharing obligations to Imperial College, London and 
    other research sponsors of GBP6.1 million, would leave a net receipt of GBP16.1 
    million. As at 31 January 2009, the first payment of GBP3.3 million has been 
    received which, after revenue sharing obligations, results in a net receipt 
    of GBP2.9 million. The payment received to date results in a fair value 
    uplift to the income statement in the 6 months ended 31 January 2009 of GBP 
    0.2 million and the estimated fair value uplift of the contingent deferred 
    consideration after risk adjusting using industry standard criteria and 
    discounting for time at 12% per annum results in a fair value uplift to the 
    income statement from the contingent deferred consideration of GBP 
    6.0 million. At each accounting reference date the fair value of the 
    contingent deferred consideration will be adjusted. 
 
1 The GBP6.0 million represents contingent deferred consideration and is 
therefore held within trade and other receivables. 
 
 C. In early April 2009 the Group invested a further GBP1.2 million in Veryan 
    Medical maintaining the current value of the pre-existing stake and so the 
    resulting net carrying value is GBP4.5 million. 
 
OPERATIONAL PERFORMANCE 
 
The Group made a profit for the financial period of GBP1.3 million (H1 2008: loss 
GBP2.2 million, FY 2008: loss GBP5.9 million). Interest receivable was GBP1.2 million 
(H1 2008: GBP1.0 million, FY 2008: GBP2.3 million). The Group continues to invest 
its surplus cash in a number of Banks with a focus on capital preservation 
rather than interest earned. 
 
REVENUE AND EXPENSES 
 
Trading revenue for the six months ended 31 January 2009 of GBP2.4 million 
(H1 2008: GBP2.8 million, FY 2008: GBP5.3 million) is GBP0.4m lower than that for the 
six months ended 31 January 2008 as a result of the fees from Imperial College 
dropping significantly as expected and as per the Technology Pipeline Agreement 
signed in 2005, together with the more difficult trading conditions prevailing 
in the economy as a whole. 
 
Cost of sales, largely arising from the revenue sharing arrangements with 
Imperial College, was broadly flat at GBP0.8 million (H1 2008: GBP0.8 million, 
FY 2008: GBP1.5 million). Other administrative expenses of GBP3.6 million (H1 2008: 
 GBP3.4 million, FY 2008: GBP6.7 million) are GBP0.2million (6%) higher than that for 
the six months ended 31 January 2008. This increase is primarily as a result of 
the GBP0.3 million cost reduction exercise completed early in 2009. 
Administrative expenses include a charge of GBP0.6 million (H1 2008: GBP 
0.6 million, FY 2008: GBP1.3 million) reflecting expenditure incurred filing 
patents and protecting the, as yet unexploited, intellectual property. 
 
SHARE BASED PAYMENTS 
 
The Group had incurred an IFRS 2 "Share Based Payment" charge in prior periods. 
IFRS 2 requires the Group to value the stock options at grant date and to 
charge this over the vesting period. However, as these options were fully time 
vested in April 2008 there was no charge in this half year (H1 2008: GBP 
2.1 million, FY 2008: GBP3.2 million). 
 
CASH 
 
At 31 January 2009, the Group had cash and short term liquidity investments of 
GBP41.9 million (31 January 2008: GBP46.9 million, 31 July 2008: GBP43.1 million). 
This represents a decrease of GBP1.2 million from the opening balance at 31 July 
2008. This movement in cash is summarised below: 
 
                                        Six months   Six months   12 months 
                                                to           to          to 
 
                                        31 January   31 January     31 July 
                                              2009         2008        2008 
 
                                             GBP'000        GBP'000       GBP'000 
 
Net cash used in operating activities      (2,140)      (3,068)     (4,840) 
 
Net cash generated from/(used in)              933        1,130       (838) 
investing activities 
 
Purchase of short term liquidity           (4,300)            -    (36,000) 
investments 
 
Financing activities                             -       29,336      29,286 
 
Movement in period                         (5,507)       27,398    (12,392) 
 
Of the net cash used in operating activities, GBP0.2 million reflected movements 
in working capital arising from increased turnover at the end of the period and 
settlement of liabilities brought forward at the start of the period. It is the 
Group's current policy to place cash surplus to working capital requirements on 
short-term deposits. The Group has no foreign currency deposits. In light of 
the current macro economic climate, the Group maintains its cash reserves with 
a number of highly credit rated institutions to diversify counterparty risk. 
 
TAXATION 
 
The Group is eligible for Substantial Shareholder Relief as it is a member of a 
trading group whilst it is a subsidiary of Imperial College. However, should 
the Group cease to be part of the Imperial College group of companies (i.e. 
Imperial College's shareholding drops below 50%) transitional rules apply, 
which are likely to preserve the exemption for a further two years. Therefore, 
unless Imperial College reduces it's holding to less than 50%, it is likely 
that the Group will continue to be exempt from taxation on chargeable gains 
from disposals of substantial shareholdings. 
 
During the half year there was no charge or credit relating to taxation 
(H1 2008: GBP0.9 million, FY 2008: GBP0.9million). In prior periods there have been 
movements arising on the adjustment of the deferred taxation provision 
previously accrued as a result of the unrecognised gain in the investment in 
Ceres Power Holdings plc. The value of the Group's investment in Ceres Power 
Holdings plc fell in the half year and as a result the unrealised gain is less 
than the brought forward management expenses and so no provision for deferred 
tax needs to be held at the end of the period. 
 
CONSOLIDATED INTERIM INCOME STATEMENT 
 
FOR THE SIX MONTH PERIOD TO 31 JANUARY 2009 
 
                                           Unaudited    Unaudited      Audited 
 
                                          six months   six months 12 months to 
                                                  to           to 
                                                                  31 July 2008 
                                          31 January   31 January 
                                                2009         2008 
 
                                   Note        GBP'000        GBP'000        GBP'000 
 
Continuing operations 
 
Revenue                                        2,396        2,781        5,336 
 
Cost of sales                                  (814)        (786)      (1,453) 
 
Gross profit                                   1,582        1,995        3,883 
 
Net change in fair value of           4        1,995        (522)      (2,989) 
investments held at fair value 
through profit and loss 
 
Administrative expenses: 
 
- Other administrative expenses              (3,550)      (3,366)      (6,698) 
 
- Share based payments                             -      (2,167)      (3,202) 
 
Operating profit / (loss)                         27      (4,060)      (9,006) 
 
Interest receivable                            1,232          962        2,293 
 
Interest payable                                   -          (3)         (11) 
 
Profit / (loss) before taxation                1,259      (3,101)      (6,724) 
 
Taxation                                           -          863          863 
 
Profit / (loss) for the                        1,259      (2,238)      (5,861) 
financial period 
 
Basic earnings / (loss) per           5         2.18        (4.3)      (10.63) 
ordinary share (pence) 
 
Diluted earnings / (loss) per         5         2.18        (4.3)      (10.63) 
ordinary share (pence) 
 
The accompanying notes are an integral part of these interim financial 
statements. 
 
CONSOLIDATED INTERIM BALANCE SHEET 
 
AS AT 31 JANUARY 2009 
 
                                           Unaudited    Unaudited      Audited 
 
                                               As at        As at        As at 
 
                                          31 January   31 January 31 July 2008 
                                                2009         2008 
 
                                   Note        GBP'000        GBP'000        GBP'000 
 
Assets 
 
Non-current assets 
 
Property, plant and equipment                     39           49           44 
 
Investments                           2       39,796       49,852       49,369 
 
University Challenge Seed Fund 
(UCSF): 
 
- Investments                                    936          851          800 
 
- Loans                                           31          758          758 
 
Low Carbon Seed Fund (LCSF)                      232          237          234 
 
Total non-current assets                      41,034       51,747       51,205 
 
Current assets 
 
Trade and other receivables           6        9,506        2,159        1,488 
 
Short term liquidity                          40,300            -       36,000 
investments 
 
Cash and cash equivalents                      1,570       46,867        7,077 
 
Total current assets                          51,376       49,026       44,565 
 
Total assets                                  92,410      100,773       95,770 
 
Equity and liabilities 
 
Equity attributable to equity 
holders 
 
Issued share capital                           1,746        1,746        1,746 
 
Share premium                                 51,748       51,798       51,748 
 
Retained earnings                              1,840        4,204          581 
 
Share based payments                           8,097        7,062        8,097 
 
Other reserves                                18,096       18,096       18,096 
 
Total equity                                  81,527       82,906       80,268 
 
Liabilities 
 
Non-current liabilities 
 
University Challenge Seed Fund                   967        1,670        1,590 
(UCSF) 
 
Provisions for liabilities and        3        5,344       12,104       10,863 
charges 
 
Low Carbon Seed Fund (LCSF)                      232          237          234 
 
Total non-current liabilities                  6,543       14,011       12,687 
 
Current liabilities 
 
Trade and other payables                       4,340        3,856        2,815 
 
Total liabilities                             10,883       17,867       15,502 
 
Total equity and liabilities                  92,410      100,773       95,770 
 
The accompanying notes are an integral part of these interim financial 
statements. 
 
The interim financial statements on pages 9 to 16 were approved by the Board of 
Directors on 22 April 2009 and were signed on its behalf by J. Smith and S. 
Searle. 
 
J. Smith 
 
Chief Financial and Operations Officer 
 
Chief Executive Officer 
 
S. Searle 
 
CONSOLIDATED INTERIM CASH FLOW STATEMENT 
 
FOR THE SIX MONTH PERIOD TO 31 JANUARY 2009 
 
                                           Unaudited    Unaudited      Audited 
 
                                          six months   six months 12 months to 
                                                  to           to 
                                                                  31 July 2008 
                                          31 January   31 January 
                                                2009         2008 
 
                                               GBP'000        GBP'000        GBP'000 
 
Cash flows from operating activities 
 
Operating profit / (loss)                         27      (4,060)      (9,006) 
 
Adjustments to reconcile operating 
profit / (loss) to net cash flows from 
operating activities 
 
Depreciation of property, plant and               11           11           21 
equipment 
 
Fair value movement in investments           (1,995)          522        2,989 
 
Share based payments                               -        2,167        3,202 
 
UCSF management fee                             (32)         (30)         (60) 
 
Working capital adjustments: 
 
(Increase) in trade and other                (1,226)        (802)        (139) 
receivables 
 
Increase / (decrease) in trade and             1,075        (876)      (1,847) 
other payables 
 
Net cash used in operating activities        (2,140)      (3,068)      (4,840) 
 
Cash flows from investing activities 
 
Purchase of property, plant and                  (5)          (6)         (11) 
equipment 
 
Purchase of investments                      (2,791)      (2,929)      (6,149) 
 
Proceeds from sale of investments              3,299        3,596        3,600 
 
Revenue share paid on asset                        -        (295)        (332) 
realisations 
 
Interest paid                                      -            -         (25) 
 
Interest received                                430          764        2,079 
 
Short term liquidity investments             (4,300)            -     (36,000) 
 
Net cash (used in) / generated from          (3,367)        1,130     (36,838) 
investing activities 
 
Cash flows from financing activities 
 
Proceeds from share issues                         -       30,000       30,000 
 
Transaction cost of issue of shares                -        (670)        (720) 
 
Income from UCSF fund                              -            6            6 
 
Net cash generated from financing                  -       29,336       29,286 
activities 
 
Net (decrease) / increase in cash and        (5,507)       27,398     (12,392) 
cash equivalents 
 
Cash and cash equivalents at beginning         7,077       19,469       19,469 
of the period 
 
Cash and cash equivalents at end of the        1,570       46,867        7,077 
period 1 
 
1 As at 31 January 2009, in addition to cash and cash equivalents, short term 
liquidity investments (treasury deposits) held are GBP40.3m (H1 2008: GBPnil, FY 
2008: GBP36m). 
 
CONSOLIDATED INTERIM STATEMENT OF CHANGES IN EQUITY 
 
Attributable to equity holders of the Group 
 
                           Unaudited Unaudited Unaudited Unaudited Unaudited Unaudited 
 
                               Share     Share  Retained     Share     Other     Total 
                                                             Based 
                             Capital   Premium  Earnings  Payments  Reserves 
 
                               GBP'000     GBP'000     GBP'000     GBP'000     GBP'000     GBP'000 
 
At 31 January 2008             1,746    51,798     4,204     7,062    18,096    82,906 
 
Consolidated loss for the          -         -   (3,623)         -         -   (3,623) 
period to 31 July 2008 
 
Expenses of share issue            -      (50)         -         -         -      (50) 
 
Share based payments               -         -         -     1,035         -     1,035 
 
At 31 July 2008                1,746    51,748       581     8,097    18,096    80,268 
 
Consolidated profit for            -         -     1,259         -         -     1,259 
the period to 31 January 
2009 
 
At 31 January 2009             1,746    51,748     1,840     8,097    18,096    81,527 
 
NOTES TO THE INTERIM FINANCIAL STATEMENTS 
 
1. BASIS OF PREPARATION 
 
These unaudited consolidated interim financial statements have been prepared in 
accordance with the AIM Rules and European Union endorsed International 
Financial Reporting Standards and International Financial Reporting 
Interpretation Committee Interpretations. These comprise the consolidated 
interim income statement, the consolidated interim balance sheet, the 
consolidated interim cash flow statement, the consolidated interim statement of 
changes in equity and the related notes ("the interim financial statements"). 
The Group has chosen not to adopt IAS 34, "Interim Financial Reporting", in the 
preparation of these interim financial statements. 
 
These interim financial statements have been prepared on a going concern basis 
under the historical cost convention, as modified by the revaluation of certain 
financial assets at fair value, as required by IAS 39, "Financial instruments: 
Recognition and Measurement". The accounting policies adopted are consistent 
with those of the annual financial statements for the year ended 31 July 2008, 
as described in those financial statements. There are no new Standards likely 
to affect the financial statements for the year ending 31 July 2009. 
 
These interim financial statements do not comprise statutory accounts within 
the meaning of Section 434 of the Companies Act 2006. Statutory accounts for 
the year ended 31 July 2008 were approved by the Board of Directors on 13 
October 2008 and delivered to the Registrar of Companies. The report of the 
auditors on those accounts was unqualified, did not contain an emphasis of 
matter paragraph and did not contain any statement under Section 237 of the 
Companies Act 1985. 
 
2. Investments - Designated at fair value through profit or loss 
 
Unaudited for the six months to 31 January 2008       Quoted  Unquoted    Total 
 
                                                  Companies1 Companies 
 
                                                        GBP000      GBP000     GBP000 
 
At 1 August 2007                                      20,508    33,218   53,726 
 
Gains on the revaluation of investments                    -     3,852    3,852 
 
Losses on the revaluation of investments             (5,199)   (2,055)  (7,254) 
 
Fair value (losses) / gains                          (5,199)     1,797  (3,402) 
 
Investments during the period                              -     3,129    3,129 
 
Proceeds from the sale on investments                (3,566)      (35)  (3,601) 
 
Net (investment) / proceeds from the sale on         (3,566)     3,094    (472) 
investments 
 
At 31 January 2008                                    11,743    38,109   49,852 
 
For the year ended 31 July 2008                       Quoted  Unquoted    Total 
 
                                                  Companies1 Companies 
 
                                                        GBP000      GBP000     GBP000 
 
At 1 August 2007                                      20,508    33,218   53,726 
 
Gains on the revaluation of investments                    -     3,970    3,970 
 
Losses on the revaluation of investments             (7,262)   (3,822) (11,084) 
 
Fair value (losses) / gains                          (7,262)       148  (7,114) 
 
Investments during the period                              -     6,357    6,357 
 
Proceeds from the sale on investments                (3,557)      (43)  (3,600) 
 
Net (investment) / proceeds from the sale on         (3,557)     6,314    2,757 
investments 
 
At 31 July 2008                                        9,689    39,680   49,369 
 
Unaudited for the six months to 31 January 2009       Quoted  Unquoted    Total 
 
                                                  Companies1 Companies 
 
                                                        GBP000      GBP000     GBP000 
 
At 1 August 2008                                       9,689    39,680   49,369 
 
Gains on the revaluation of investments                    -     6,469    6,469 
 
Losses on the revaluation of investments             (4,588)   (3,112)  (7,700) 
 
Fair value (losses) / gains                          (4,588)     3,357  (1,231) 
 
Investments during the period                              -     2,798    2,798 
 
Proceeds from the sale on investments                (1,846)   (9,294) (11,140) 
 
Net (investment)                                     (1,846)   (6,496)  (8,342) 
 
At 31 January 2009                                     3,255    36,541   39,796 
 
1  All quoted companies are listed on AIM. 
 
During the half year ended 31 January 2008, the Group disposed of Ceres Power 
Holdings plc shares and those shares were not subject to payment of associated 
revenue share to Imperial College pursuant to the Technology Pipeline Agreement 
("TPA") but were subject to an agreement whereby the Group increased the 
revenue sharing percentage in respect of the remaining Ceres Power Holdings plc 
shares held by the Group to cover 1,791,771 shares. 
 
As at 31 January 2008 and 31 July 2008 the value of the 1,791,771 shares in 
Ceres Power Holdings plc remained as an investment on the balance sheet and 
there was a corresponding liability in the `Provision for liabilities and 
charges' covering these shares. Consequently, as the value of the Ceres Power 
Holdings plc shares fluctuates, although the gross values of the investment and 
liability also fluctuated there was no net impact on the Group's net assets or 
reserves. In January 2009, Imperial College called for a transfer pursuant to 
the TPA of the 1,791,771 Ceres Power Holdings plc shares and subsequently the 
Group transferred the shares to Imperial College. The impact of the transfer is 
therefore reflected as a disposal of GBP1.8 million in the Group's holding in 
Ceres Power Holdings Group plc and a corresponding reduction arising from the 
disposal in the `provision for liabilities and charges' as set out more fully 
in Note 3. There is therefore no impact to the `change in fair value of 
investments' in the income statement and no cash impact. 
 
On 18 December 2008, the Group realised its holding in Thiakis Limited. Under 
the sales agreement, Imperial Innovations could receive cash payments, net of 
transaction costs, of GBP22.2 million which, after accounting for revenue sharing 
obligations to Imperial College, London and other research sponsors of GBP 
6.1 million, would leave a net receipt of GBP16.1 million. As at 31 January 2009, 
the first payment of GBP3.3 million has been received which, after revenue 
sharing obligations, results in a net receipt of GBP2.9 million. The payment 
received to date results in a fair value uplift to the income statement in the 
6 months ended 31 January 2009 of GBP0.2 million. The estimated fair value uplift 
of the contingent deferred consideration after risk adjusting using industry 
standard criteria and discounting for time at 12% per annum results in a fair 
value uplift to the income statement from the contingent deferred consideration 
of GBP6.0 million. At each accounting reference date the fair value of the 
contingent deferred consideration will be adjusted to reflect the probability 
of completion of the milestones. As the future payments are a contractual 
entitlement, rather than an equity investment, they are reflected in the 
balance sheet under trade and other receivables. 
 
3. Provisions for liabilities and charges 
 
Unaudited for the six months to 31 January 2008       Quoted   Unquoted   Total 
 
                                                   Companies  Companies 
 
                                                        GBP000       GBP000    GBP000 
 
At 1 August 2007                                       8,425      6,757  15,182 
 
Increase of liability arising from gains on the            -         40      40 
revaluation of investments 
 
Decrease of liability arising from losses on the     (2,358)      (562) (2,920) 
revaluation of investments 
 
Changes in fair value during the period              (2,358)      (522) (2,880) 
 
Realisations during the period                         (198)          -   (198) 
 
At 31 January 2008                                     5,869      6,235  12,104 
 
For the year ended 31 July 2008                       Quoted   Unquoted   Total 
                                                              Companies 
                                                   Companies 
 
                                                        GBP000       GBP000    GBP000 
 
At 1 August 2007                                       8,425      6,757  15,182 
 
Increase of liability arising from gains on the            -         55      55 
revaluation of investments 
 
Decrease of liability arising from losses on the     (3,389)      (791) (4,180) 
revaluation of investments 
 
Changes in fair value during the period              (3,389)      (736) (4,125) 
 
Realisations during the period                         (194)          -   (194) 
 
At 31 July 2008                                        4,842      6,021  10,863 
 
Unaudited for the six months to 31 January 2009       Quoted   Unquoted   Total 
                                                              Companies 
                                                   Companies 
 
                                                        GBP000       GBP000    GBP000 
 
At 1 August 2008                                       4,842      6,021  10,863 
 
Decrease of liability arising from gains on the            -      (185)   (185) 
revaluation/disposal of investments 
 
Decrease of liability arising from losses on the     (2,433)      (541) (2,974) 
revaluation of investments 
 
Changes in fair value during the period              (2,433)      (726) (3,159) 
 
Provisions utilised in the period                       (69)          -    (69) 
 
Realisations during the period                       (1,846)      (445) (2,291) 
 
At 31 January 2009                                       494      4,850   5,344 
 
NOTES TO THE INTERIM FINANCIAL STATEMENTS continued 
 
Provisions for liabilities and charges is made up of the revenue sharing 
provision which represents a fair value estimate of monies due to Imperial 
College and other third parties such as co-funders of research work and the 
Appointee Directors' Pool. The provision will be payable upon the eventual 
realisation of investments held by the Group under the revenue sharing 
arrangements of the Technology Pipeline Agreement (TPA) and in recognition of 
Imperial College London's right to call for a transfer of its share of the 
Group's holding in investments. The timing and amount of the realisation of the 
provision is dependent on the timing of the disposal of investments, which is 
uncertain as this is determined by the investment strategy. 
 
4. Net change in fair value of investments held at fair value through profit or 
loss 
 
Unaudited for the six months to 31 January 2008       Quoted  Unquoted   Total 
 
                                                   Companies Companies 
 
                                                        GBP000      GBP000    GBP000 
 
At 1 August 2007                                      12,083    26,461  38,544 
 
Gains on the revaluation of investments                    -     3,812   3,812 
 
Losses on the revaluation of investments             (2,841)   (1,493) (4,334) 
 
Fair value (losses) / gains                          (2,841)     2,319   (522) 
 
Investments during the period                              -     3,129   3,129 
 
Proceeds from the sale on investments                (3,368)      (35) (3,403) 
 
Net (investment) / proceeds from the sale of         (3,368)     3,094   (274) 
investments 
 
At 31 January 2008                                     5,874    31,874  37,748 
 
For the year ended 31 July 2008                       Quoted  Unquoted   Total 
 
                                                   Companies Companies 
 
                                                        GBP000      GBP000    GBP000 
 
At 1 August 2007                                      12,083    26,461  38,544 
 
Gains on the revaluation of investments                    -     3,915   3,915 
 
Losses on the revaluation of investments             (3,873)   (3,031) (6,904) 
 
Fair value (losses) / gains                          (3,873)       884 (2,989) 
 
Investments during the period                              -     6,357   6,357 
 
Proceeds from the sale on investments                (3,363)      (43) (3,406) 
 
Net (investment) / proceeds from the sale of         (3,363)     6,314   2,951 
investments 
 
At 31 July 2008                                        4,847    33,659  38,506 
 
Unaudited for the six months to 31 January 2009       Quoted  Unquoted   Total 
 
                                                   Companies Companies 
 
                                                        GBP000      GBP000    GBP000 
 
At 1 August 2008                                       4,847    33,659  38,506 
 
Gains on the revaluation/disposal of investments           -     6,654   6,654 
 
Losses on the revaluation of investments             (2,155)   (2,571) (4,726) 
 
Fair value (losses) / gains                          (2,155)     4,083   1,928 
 
Investments during the period                              -     2,798   2,798 
 
Provisions utilised in the period                         69         -      69 
 
Proceeds from the sale on investments                      -   (8,849) (8,849) 
 
Net proceeds from the sale of investment /                69   (6,051) (5,982) 
(investment) 
 
At 31 January 2009                                     2,761    31,691  34,452 
 
The tables set out in Note 4 setting out the net change in fair value of 
investments held at fair value through profit or loss represent a combination 
of Note 2 and Note 3 to analyse the value of the investments after all 
associated revenue sharing liabilities have been accounted for. 
 
Movement in Current Liabilities                                        Total 
 
                                                                       GBP000 
 
Changes in fair value realised during the period                       67 
 
Net change in fair value of investments for the period of GBP1,995,000 as set out 
on the face of the Income Statement represents the change in net fair value on 
net assets of GBP1,928,000 plus GBP67,000 to reflect final adjustments on current 
liabilities on realisations before revenue share with third parties. 
 
5. EARNINGS / (LOSS) PER SHARE 
 
Basic earnings / (loss) per share is calculated by dividing the profit / (loss) 
for the period by the weighted average number of Ordinary Shares in issue 
during the period. 
 
The profits / (losses) and weighted average number of shares used in the 
calculations are set out below: 
 
                                              Unaudited   Unaudited    Audited 
 
                                             Six months  Six months  12 months 
                                                     to          to         to 
 
                                             31 January  31 January    31 July 
                                                   2009        2008       2008 
 
Earnings / (losses) per Ordinary Share 
 
Profit / (loss) for the financial period (GBP       1,259     (2,238)    (5,861) 
000) 
 
Weighted average number of Ordinary Shares       57,630      52,630     55,130 
(basic) (thousands) 
 
Effect of dilutive potential Ordinary               166           -          - 
Shares1 
 
Weighted average number of Ordinary Shares       57,796      52,630          - 
for the purposes of diluted earnings / 
(losses) per share (thousands) 
 
Earnings / (loss) per ordinary share basic         2.18       (4.3)    (10.63) 
(pence) 
 
Earnings / (loss) per ordinary share               2.18       (4.3)    (10.63) 
diluted (pence) 
 
1 Share options are non-dilutive for the six months to 31 January 2008 and 31 
July 2008 because of the loss. 
 
6. TRADE AND OTHER RECEIVABLES 
 
The balance includes the contingent deferred consideration on the sale of 
Thiakis of GBP6.0m. 
 
7. POST BALANCE SHEET EVENTS 
 
Since the period end of 31 January 2009, until and as at 20 April 2009, the 
last practical date prior to the approval of the interim financial statements, 
the value of the Group's largest publicly quoted investment, Ceres Power 
Holdings plc, had increased by GBP0.3 million (10.77%). This has had the effect 
of increasing investments by GBP0.3 million and of increasing the provision for 
liabilities and charges by GBP13,000 since the half year end. 
 
On 10 February 2009, the Group invested a further GBP4.0 million in Nexeon as 
part of a GBP10 million funding round. The impact of this investment is to 
increase the value of the gross investment from GBP3.4 million to GBP11.8 million. 
The associated revenue sharing liabilities associated with the shareholding in 
Nexeon will likewise increase by GBP0.2 million from GBP0.2 million to GBP 
0.4 million. The net carrying value (and profit recognised in the Income 
Statement) of the investment in Nexeon after accounting for the associate 
revenue sharing liabilities will increase by GBP4.1 million. 
 
In early April 2009 the Group invested a further GBP1.2 million in Veryan Medical 
maintaining the current value of the pre-existing stake and so the resulting 
net carrying value is GBP4.5 million. 
 
Independent review report to Imperial Innovations Group plc 
 
Introduction 
 
We have been engaged by the company to review the condensed set of financial 
statements in the half-yearly financial report for the six months ended 31 
January 2009, which comprises the consolidated interim income statement, 
consolidated interim balance sheet, consolidated interim cash flow statement, 
consolidated interim statement of changes in equity and related notes. We have 
read the other information contained in the half-yearly financial report and 
considered whether it contains any apparent misstatements or material 
inconsistencies with the information in the condensed set of financial 
statements. 
 
Directors' responsibilities 
 
The half-yearly financial report is the responsibility of, and has been 
approved by, the directors. The directors are responsible for preparing the 
half-yearly financial report in accordance with the AIM Rules for Companies 
which require that the financial information must be presented and prepared in 
a form consistent with that which will be adopted in the company's annual 
financial statements. 
 
As disclosed in note 1, the annual financial statements of the group are 
prepared in accordance with IFRSs as adopted by the European Union. The 
condensed set of financial statements included in this half-yearly financial 
report has been prepared in accordance with the basis of preparation set out in 
note 1. 
 
Our responsibility 
 
Our responsibility is to express to the company a conclusion on the condensed 
set of financial statements in the half-yearly financial report based on our 
review. This report, including the conclusion, has been prepared for and only 
for the company for the purpose of the AIM Rules for Companies and for no other 
purpose. We do not, in producing this report, accept or assume responsibility 
for any other purpose or to any other person to whom this report is shown or 
into whose hands it may come save where expressly agreed by our prior consent 
in writing. 
 
Scope of review 
 
We conducted our review in accordance with International Standard on Review 
Engagements (UK and Ireland) 2410, `Review of Interim Financial Information 
Performed by the Independent Auditor of the Entity' issued by the Auditing 
Practices Board for use in the United Kingdom. A review of interim financial 
information consists of making enquiries, primarily of persons responsible for 
financial and accounting matters, and applying analytical and other review 
procedures. A review is substantially less in scope than an audit conducted in 
accordance with International Standards on Auditing (UK and Ireland) and 
consequently does not enable us to obtain assurance that we would become aware 
of all significant matters that might be identified in an audit. Accordingly, 
we do not express an audit opinion. 
 
Conclusion 
 
Based on our review, nothing has come to our attention that causes us to 
believe that the condensed set of financial statements in the half-yearly 
financial report for the six months ended 31 January 2009 is not prepared, in 
all material respects, in accordance with the basis of preparation set out in 
note 1 and the AIM Rules for Companies. 
 
PricewaterhouseCoopers LLP 
 
Chartered Accountants 
 
24 April 2009 
 
Cambridge 
 
Notes: 
 
The maintenance and integrity of the Imperial Innovations Group plc website is 
the responsibility of the directors; the work carried out by the auditors does 
not involve consideration of these matters and, accordingly, the auditors 
accept no responsibility for any changes that may have occurred to the 
financial statements since they were initially presented on the website. 
 
Legislation in the United Kingdom governing the preparation and dissemination 
of financial statements may differ from legislation in other jurisdictions. 
 
Company Information 
 
Directors 
 
M Knight  (Chairman) 
 
S Searle  (Chief Executive Officer) 
 
J Smith   (Chief Financial & Operations Officer) 
 
R         (Chief Investment Officer) 
Cummings 
 
D Allen   (Non-Executive Director) appointed 1 
          August 2008 
 
P         (Non-Executive Director) 
Atherton 
 
M Rowan   (Non-Executive Director) 
 
Company Secretary 
 
J Bowen 
 
Registered Office 
 
Level 12, Electrical and Electronic Engineering 
Building 
 
Imperial College 
 
London SW7 2AZ 
 
Auditors 
 
PricewaterhouseCoopers LLP 
 
Abacus House 
 
Castle Park 
 
Cambridge CB3 0AN 
 
Principal Bankers 
 
National Westminster Bank plc 
 
P O Box No 592 
 
18 Cromwell Place 
 
London SW7 2LB 
 
Solicitors 
 
Mayer Brown International LLP 
 
201 Bishopsgate 
 
London EC2M 3AF 
 
Financial Advisers and Nomad 
 
JPMorgan Cazenove Limited 
 
20 Moorgate 
 
London EC2R 6DA 
 
Share Registrars 
 
Equiniti Limited 
 
Aspect House 
 
Spencer Road 
 
Lancing 
 
Worthing 
 
West Sussex BN99 6DA 
 
 
 
 
END 
 
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