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Share Name Share Symbol Market Type Share ISIN Share Description
Allergy Therapeutics LSE:AGY London Ordinary Share GB00B02LCQ05 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.25p +1.32% 19.25p 19.00p 19.50p 19.25p 18.75p 19.00p 235,711 13:55:31
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 43.2 0.7 0.0 962.5 113.41

Allergy Therapeutics Share Discussion Threads

Showing 3251 to 3274 of 3275 messages
Chat Pages: 131  130  129  128  127  126  125  124  123  122  121  120  Older
DateSubjectAuthorDiscuss
26/7/2016
17:29
I figure that we had a large overhang which went through yesterday and cleared this morning. They dropped the bid while they cleared the last of the overhang. impo.
jimmyloser
26/7/2016
10:33
Unless they are sells? Think of it as a buying opportunity!
audigger
25/7/2016
18:55
Can any of our regulars (or anyone else)offer a view as to what on earth is going on here? Hundreds of thousands bought Friday and To-day and then 'kerplunk' they drop the price!
jimmyloser
22/7/2016
18:57
Yorkie, Thank you. I thought it was something like that.
jimmyloser
22/7/2016
18:08
Buy recommendation in IC today.
yorkiemike
14/7/2016
21:04
Mike Mitchell Panmure Gordon who covers Allergy Therapeutics PLC (LON:AGY) 14th July 2016 Forex headwinds could turn into tailwinds at Allergy Therapeutics Allergy Therapeutics PLC (LON:AGY) recently announced 19% growth on a constant currency basis in the year just ended http://bit.ly/29W8TWG
dice1950
14/7/2016
21:04
!YOUTUBEVIDEO:kRNhwSgEmaA: Mike Mitchell Panmure Gordon who covers Allergy Therapeutics PLC (LON:AGY) 14th July 2016 Forex headwinds could turn into tailwinds at Allergy Therapeutics Allergy Therapeutics PLC (LON:AGY) recently announced 19% growth on a constant currency basis in the year just ended http://bit.ly/29W8TWG Published on Jul 14, 2016 Manuel Llobet, chief executive at Allergy Therapeutics (LON:AGY), tells Proactive Investors revenues for the year ended June were slightly ahead of market expectations. https://www.youtube.com/watch?v=kRNhwSgEmaA Welcome to Allergy Therapeutics, a European-based pharmaceutical company dedicated to continued allergy prevention. http://www.allergytherapeutics.com/
dice1950
13/7/2016
11:55
"Allergy Therapeutics has announced a trading update for the year ended 30 June 2016. Reported revenues are expected to be slightly ahead of consensus expectations at £48.5m (PGe £48.1m, FY15: £43.2m), reaffirming the strength of sales commentary made most recently within the company’s 27 June 2016 release. This represents a reported YOY growth rate of +12% despite the negative impact of the weakening Euro throughout most of FY16, and a constant currency growth rate of +19%. Today’s news, in our view, further reaffirms our position as stated both at the end of June - in response to the US GrassMATAMPL update - and earlier this week, within our Conviction List for 3Q 2016 note." Panmure update: Https://www.research-tree.com/Company/GB00B02LCQ05
jambo192
13/7/2016
09:22
The impact of that slippage is there now for all to see. Take that out of the equation and this IS the same EXCITING AGY. Well done Manuel and Co. A director purchase when possible would show us all your confidence in the USA future!! lol impo/dyor
jimmyloser
12/7/2016
11:16
"Allergy Therapeutics has been on our Conviction Buy list for 12 months but, following a strong share price performance in 2H15, the stock has been weaker in 1H16. The end-June announcement on US GrassMATAMPL further set the tone on the share price and additional dose-ranging work looks set to add circa 12 months to that development programme vs management expectations, while bringing the timeframe into line with ours. In the meantime, however, +19% YTD constant currency revenue growth sends the message of continued strong commercial traction. With our investment thesis fundamentally unchanged despite the speedbump of the US dose-ranging study, we view the share price reaction offers investors an excellent opportunity." From Panmure's Conviction List Q3 Update: Https://www.research-tree.com/Company/GB00B02LCQ05
jambo192
08/7/2016
13:39
As we appear to have stabilised at 18-19p I decided to add today. I thought it may pull back to about 14p but the EU business growth appears to be sustaining this at a slightly higher level. If we stay below 20p in to August I will add some more....just waiting until I have the cash!
audigger
08/7/2016
10:31
"Allergy Therapeutics has announced publication of 1-year follow up results of its mite allergoid immunotherapy Acarovac Plus™, in the peer-reviewed journal Immunotherapy. The results, in our view, are compelling. The company reports a statistically significant reduction in symptom scores observed at both followup visits (4 weeks and 1 year), with >50% reduction in symptom scores recorded after 1 year. We consider this plays well to the key points of Allergy’s platform which we have outlined previously: namely that an effective technology platform has the potential to deliver differentiated products with improved adherence and compliance, ultimately delivering benefits to the patient." Panmure note out this morning: Https://www.research-tree.com/Company/GB00B02LCQ05
jambo192
08/7/2016
09:27
Excellent research results - to put this into perspective - house dust mites (HDM) are the most common cause of allergy in the world. HDM allergy is estimated to affect around 90 million people in Europe, North America and Japan, and more than 100 million in China. It is estimated that one in 10 adults with allergic rhinitis are poorly controlled with current standard therapies. The condition appears early in life, is present all year round and patients face an elevated risk of developing asthma and other allergies. That's a massive market to go after. Regards, Maddox
maddox
08/7/2016
07:34
BETTER NEWS: 8 July 2016 Allergy Therapeutics plc ("Allergy Therapeutics" or the "Company") Allergy Therapeutics announces publication of 1-year follow up results of its mite allergoid immunotherapy Acarovac Plus(TM) Significant decreases in symptom scores reported with Acarovac Plus Product treatment was proven to be well tolerated and safe Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces the publication of a 1-year follow-up study of patients using Acarovac Plus(TM), its unique, microcrystalline tyrosine-adsorbed, house dust mite-allergoid subcutaneous immunotherapy in the peer-review journal Immunotherapy. A previous study in 2014, led by Dr Albert Roger, Director of the Allergy Unit at Universitari Hospital Trias I Pujol, Badalona, Spain, assessed the tolerability and safety of Acarovac Plus(TM) in patients with respiratory allergy to Dermatophagoides pteronyssinus under conditions of normal clinical practice. This 1-year follow-up investigation, with the existing patient pool and testing regimen, assessed effectiveness using a nasal provocation test and measurement of immunological markers that are indicative of immunotherapy success. A statistically significant reduction in symptom scores was observed at both follow-up visits (four weeks and one year), with >50% reduction in symptom scores recorded after one year. Moreover, significant improvements in immunological markers were noted at the follow-up visits. Patients reported statistically significant improvements in satisfaction scores after one year in relation to overall effectiveness and convenience of the treatment. 2016 has seen a significant increase in sales of Acarovac Plus(TM) to over EUR 1 million in key markets Spain and Portugal, compared to 2015. Sales of house dust mite immunotherapy are expected to increase rapidly over the coming years with over 20% of the population in Europe experiencing an allergic reaction to house dust mites. Therefore, Allergy Therapeutics is continuing to develop Acarovac Quattro(TM), an ultra-short course therapy utilising the adjuvant monophosphoryl lipid A (MPL), which is used in the Company's successful Pollinex Quattro product range currently in late stage development in Europe and the US to complement Acarovac Plus(TM). Commenting on the publication, Dr Albert Roger, principal investigator for the study, said: "The successful clinical results in the 1-year follow-up study clearly demonstrate the effective treatment of house dust mite allergy by Acarovac Plus(TM). We also observed significant decreases in symptom scores and improvement in nasal sensitivity immediately after the up dosing phase of one month and a high rate of patient satisfaction early in treatment." Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said: "This data further reinforces the benefits of Acarovac Plus(TM) in the perennial allergy vaccine market. Using maintenance injections six weeks apart, Acarovac Plus(TM) has been shown to decrease the symptoms of house dust mite allergy one year after treatment. This dosing regime has the potential to improve the adherence and compliance that is essential for a successful treatment. Acarovac Plus(TM) bolsters our portfolio of allergy immunotherapy products on the market in Europe and we look forward to continued good growth."
jimmyloser
27/6/2016
18:28
Excellent JL, thanks for posting this. I am reassured by what Manuel says that there isn't any significant safety or efficacy issue. The waiting game continues!
audigger
27/6/2016
15:44
Feedback from the company: I wrote to Manuel earlier to-day. Here is his reply. Permission given to share this response. Thank you very much Jim. We would have preferred to be able to pick a dose from this study, but I think is part of the process. In a full clinical development program (often 7 or 8 studies involved) there is always one or two inconsistent or inconclusive studies. The G204 has been one of them. We are confident we will get a proper dose response using the CPT technique and then, we will be able to go into phase III with the best dose possible. In the meantime, we are enjoying our progress in our European business, where we are accelerating our market penetration. Best regards Manuel
jimmyloser
27/6/2016
12:48
Exactly mobox. Are we dealing with a trial design issue such that G204 has failed to yield appropriate data or has G204 identified an issue based on sound data? If the latter then Phase III actually happening may not be a raging certainty. Perhaps institutional investors are better informed than us mere mortals?
audigger
27/6/2016
11:24
This is a paragraph from the previous release announcing the G204 trial. The last sentence is important. "G204 is a dose-finding study using, for the first time, two mobile environmental exposure chambers based in Cincinnati and in New Jersey Shore. The chambers are inflatable laboratories that enable subjects with grass pollen allergy to be exposed to a constant concentration of pollen for periods of three hours over four consecutive days. Their great advantage is that they can be used outside of the grass pollen season for accurate dose selection studies. This means that even if it all goes smoothly with a new dosage trial, phase III trials won't start till 2018. Questions for me are: 1. How much money will the new trial cost and can they fun it from funds raised/current cash flow? 2. Could the reasons why the recent dosage trial failed affect whether the FDA will allow the product to progress to Phase III? 3. They state; "The next dose range finding study is planned to start in 2017". The word "planned" does not give me the impression of high conviction . What are the reasons that could prevent this happening? Having been a holder of AGY when the FDA placed a "clinical hold" on GrassMATAMPL back in 2007, I probably won't be around by the time they eventually get this product to market. As with jimmyloser, my basic premise has always been that as it works in Europe, all that is needed to get it into the USA is the ticking of boxes through US approved trials. If the planned launch date is now 2020/21, my patience may finally expire before I do.
mobox1
27/6/2016
10:45
My perspective is that, by not being more open as to the reason behind this then its going to lead to speculation. I think Qackers is probably right as the RNS suggests that the issue is methodological by indicating the switch to a CPT based test for the repeat range-finder. The RNS is quite confusing with regard to the timing of the next steps as they say the repeat dose-range finder (which is presumably still part of the Phase II work)won't start until 2017 yet they indicate they will have an end of phase II meeting with FDA in 2016. Surely they need the repeat range-finder data to set doses for Phase III as well as the implication of G204 findings. Is it just me, or is that confusing!
audigger
27/6/2016
10:15
"This morning Allergy Therapeutics (AGY)... announced that the results from its latest phase 2 dose range finding clinical trial for GrassMATAMPL (the development version of Pollinex® Quattro Grass) were inconclusive. As a consequence, the company is not yet able to recommend a dose to take into the final phase 3 trial as expected... We estimate these events necessitate a delay of around 1 year to the start of phase 3 development for GrassMATAMPL but do not affect any other clinical development programmes being conducted by the company (i.e. the Birch vaccine phase 3 trial)." Zeus Capital note from today: Https://www.research-tree.com/company/GB00B02LCQ05
jollyoldkolz
27/6/2016
09:56
Armageddon it ain't. I personally take great comfort out of the fact that we know the product works and is attractive to the market as can be witnessed by another strong growth figure in Europe. impo, this team will sort this setback and quickly. In the eye teeth of a storm on the markets, the reaction is better than many of us anticipated impo/dyor
jimmyloser
27/6/2016
09:16
Oh well.Time to get into Gold for safetyGWMO
apfindley
27/6/2016
09:07
These results are going to cost time and delay to US launch of 9 to 12 months. On the positive side the 19% growth is very reassuring. Regards Maddox
maddox
27/6/2016
08:33
Trying to understand the RNS Nothing to suggest safety problem. Surely they would be asking for trouble if they tried to conceal this as it would come out eventually. They reported successful dosage trial at lower dose. Going to be generous and sugest that the problem was with the method used. (novel technology of the mEEC (mobile environmental exposure chamber) Positives from the RNS "In Europe, our market penetration continues to accelerate, outperforming the market with 19% year-to-date revenue growth*, an increase from the 12% revenue growth* we had achieved in December 2015. "Elsewhere in the pipeline, we successfully completed a Phase IIb dose finding study for Pollinex Quattro Birch in Germany and Austria earlier this year; we've completed the exploratory dose finding study in the US; set up the protocols for the Acarovac Quattro programme in Spain; and we have initiated the proof-of-concept plan for the VLP Peanut allergy vaccine in Switzerland. "We are progressing with our plans and are very excited by the prospects of building a leading subcutaneous company in Europe as well as in international markets." *revenue growth is at constant currency and is supported by the Immunal acquisition.
qackers
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P:34 V: D:20160726 17:59:40