Companies / ALA

AROVELLA THERAPEUTICS LIMITED

ASX:ALAPharmaceuticals, Biotechnology & Life Sciences
1.21B shares on issueASX (delayed) · snapshot 11 Sept 20261.41B fully diluted+16.5% if every option and right converts$0.061price · delayed$73.7Mmarket cap · indicative

Today’s holders own 85.8% of what they think they own, once every option and right converts.

Moderate
Dilution risk

3 cash raises in 24 months; runway 4–8 quarters; options/rights overhang 16% of shares

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runway4.6 quarters of funding
Share-count growth (24m)14.9%
Raise cadence (24m)3 cash raises
Options & rights overhang16.5% of shares
In-the-money supplyno data — an exercise price is on record for a minority of the supply
Pending proposed issuesnone

AROVELLA THERAPEUTICS LIMITED's ordinary share count grew 14.9% between July 2024 and June 2026, reaching 1.21B shares. In the past 24 months, the company completed three capital raises totalling A$15.8M, with the most recent being a A$15.0M placement in February 2025. There are potential new shares of 200M from options and rights, representing 16.5% of the current share count, with the nearest expiry in May 2027; none of these are currently in the money. As of the June 2026 quarter, AROVELLA THERAPEUTICS LIMITED had A$12.2M in cash, sufficient for approximately 4.6 quarters of operations. No proposed securities issues are currently pending.

AI-generated summary of this page's cited filings · updated 11 Sept 2026
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16.5%
Options & rights overhang
In-the-money supply · most strikes not on record
0
Raises · last 12 months
4.6 qtrs
Cash cover · over 4 quarters

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Latest count 1.21B per ASX (delayed) (snapshot 11 Sept 2026).
1.05B1.10B1.15B1.20BDec 24Oct 25Sept 26Cash raise · 5 Feb 2025Cash raise · 7 Jan 20251.21B

Cash runway

4.6 qtrs
More than four quarters of funding at the recent spend rate.
Funds operations to about Aug 2027 at the reported spend rate.
$12.2M cash after burn from the quarter ended 30 June 2026 · Runway is computed from Appendix 4C/5B filings and announced raise proceeds. Filed with the quarterly report: $14.4M cash at quarter end (item 4.6), 6.1 qtrs of funding on the company’s own estimate. Our figure above carries the filed quarter-end balance forward at the reported spend rate and adds announced raise proceeds.
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13 quarters on record — Cash runway history
Quarterly cash, net spend and cover trend from every Appendix 4C/5B on record up to 30 June 2026.
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Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
17 Aug 20263G · unquotedORDINARY FULLY PAID1.21BAppendix 3G
29 June 20262A · quoted issueALA : ORDINARY FULLY PAID1.21BAppendix 2A
29 June 20263H · cancellationALA : ORDINARY FULLY PAID1.21BAppendix 3H
25 May 20263H · cancellationALA : ORDINARY FULLY PAID1.21BAppendix 3H
7 May 20263H · cancellationALA : ORDINARY FULLY PAID1.21BAppendix 3H
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74 filings on record — Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

3 cash raises in the last 24 months · 0 in the last 12 months

every 1.8 monthsaverage gap between raises
19.2 monthssince the most recent
16 Oct 20245 Feb 2025first to most recent in this window
$15.0M
Placement
5 Feb 2025
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6 raises on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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Forward supply

Every dated event on record that could add securities to the register — option expiries to their stated dates and proposed issues over the next 18 months, on one timeline.

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1 dated event on record — Forward supply calendar
Option expiries and proposed issues on one forward timeline, with the securities each could add.
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Placement capacity

How much stock a company can place without asking holders. Listing Rule 7.1 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.

About 99% of the 15% placement capacity left — about 1% used by Appendix 3B filings in the last 12 months (estimate, as at 2026-09-12). Holder-approved issues and any later ratification are not deducted, so the true headroom can be higher.
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Placement capacity — LR 7.1 / 7.1A
The filings behind the figure: every Appendix 3B in the window with what it says was issued under 7.1 and 7.1A, each row linked to its filing, and how many shares are left.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

16.5%
Options & rights overhang · of current shares
In-the-money supply · most strikes not on record
199.8M
Potential new shares
May 2027
Nearest expiry
What a price move would switch on
99.9M199.8M$0.061 now0.25× today ($0.015) — 0 of the priced supply in the money, 0.0% of shares on issue0.5× today ($0.030) — 0 of the priced supply in the money, 0.0% of shares on issue0.75× today ($0.046) — 0 of the priced supply in the money, 0.0% of shares on issue1× today ($0.061) — 0 of the priced supply in the money, 0.0% of shares on issue1.25× today ($0.076) — 0 of the priced supply in the money, 0.0% of shares on issue1.5× today ($0.091) — 0 of the priced supply in the money, 0.0% of shares on issue2× today ($0.122) — 44.0M of the priced supply in the money, 3.6% of shares on issue3× today ($0.183) — 44.0M of the priced supply in the money, 3.6% of shares on issue5× today ($0.305) — 44.0M of the priced supply in the money, 3.6% of shares on issue10× today ($0.610) — 44.0M of the priced supply in the money, 3.6% of shares on issue0.25×0.5×0.75×now1.25×1.5×10×

An exercise price is on record for only 22.0% of this supply, so what is in the money today is not a measurement — the tile above reads “—” for that reason. Of the priced supply, 0 is in the money at $0.061 today. At double today’s price it is 44.0M (3.6% of shares).

  • Priced supply in the money at the price on the axis — the curve, and the only thing on it. Ten prices, sampled: between two of them the true figure lies between the two.
  • 155.8M (78.0% of the supply above) states no exercise price at all. It cannot be called in or out of the money at any price, which is why it is hatched rather than plotted.
CodeSecurityTypeExercise priceExpiryOn issueSource
ALAOOptionsPrice-triggered24 May 2027155.8MFiling
ALAAAOptionsPrice-triggered$0.1044.0MFiling

“Nil” is a stated nil exercise price: nothing is paid to convert. An em dash means the filing names no exercise price at all. Security is read from the filing’s own class description; an em dash there means the description is not one this table labels. One row is one security class, at the number stated in the most recent quotation application that restated it — linked, and dated, in the last column.

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2 option lines on record — In-the-money value & price ladder
What each line is worth in the money today, the price ladder to the next tranche that converts, and the filing description behind every code.
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Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
9 June 2026David John WilliamsBuy on-market200k$13k3Y notice
24 Nov 2025Elizabeth StonerOther1.2M3Y notice
12 Nov 2025Debora BartonBuy1.0M1.4M3Y notice
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6 notices on record — Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

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Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.