Allergy Therapeutics Share Discussion Threads

[audigger] 24/2/2015 17:56

Bit of a pull back over last few days

[jimmyloser] 17/2/2015 17:38

More up the hoover!

[audigger] 17/2/2015 13:40

I agree. Everything points in the direction of a big jump north. I'm definitely in for the longer term as the potential reward well outweighs the risks imho. Hard to predict how Abbot will play this but I suspect they will be part of the journey as they must be able to see the potential value. Clarity on the US strategy and a firm date for the key US cinical trials will have this up to 40 in a flash!

[jimmyloser] 17/2/2015 09:43

Gold Digger,

impo, I expect fireworks on the 2nd of March and attractive ones.
My reasoning is that this BOD knows what they are doing
They have a new NOMAD (for a reason)
They know the market now expects
I will not be at all surprised if there is strategic activity announced
They have Abbott about to take control - or are they?

Interesting times - and finally a buyer is hoovering up all loose shares.

impo/dyor

50,000@ 26.62p evidence of the hoover in action.

[audigger] 16/2/2015 22:43

The risk here is that it builds up to results and results bring no news of USA. If that happens a sharp pull-back is likely

[jimmyloser] 16/2/2015 19:49

Edison indicate mid thirties on solid USA news + some.

dyor

[audigger] 16/2/2015 16:59

Expectation building ahead of results...

[jimmyloser] 16/2/2015 10:12

ONLY NINE TRADING DAYS TO GO after today.

This looks to be interesting to someone!

impo/dyor

MARCH 2ND

[jimmyloser] 12/2/2015 12:12

Lord only knows where this could go on the 2nd of March.

Bring it on. For certain it will be an interesting statement

impo.
dyor

[jimmyloser] 02/2/2015 11:07

One month to-day?

[jimmyloser] 23/1/2015 07:28

imo, somebody is very, very, very confident that this is going to fly - apart from me that is!

Will it be March 2nd? results three weeks earlier than last year - why? lol

[jimmyloser] 12/1/2015 10:29

Patience is required here and that has been the case for sometime. However we cannot ignore the fact AGY are making strong and solid progress in their existing market and it appears that another buyer hasn't ignored that fact either. Hence the price being so strong.
This is impo, but I just cannot see these guys failing with regards to the USA.

What an excellent track record and base they have created, to launch into the USA from.

Well done AGY.

[audigger] 12/1/2015 07:23

Solid but not the news we were hoping for wrt USA. Patience required!

[jimmyloser] 09/1/2015 12:52

Yep, moneyMy hunch is that will soon be resolvedDoor. Impo

[richsawko] 09/1/2015 12:27

I see verylittle action on this so far this year. Seems to be stuck in the mid 20'S range now which is good considering the past few years.
Anyone know what is holding up the USA trials which were cleared to continue a long time ago now

[jimmyloser] 30/12/2014 14:45

He smiles to himself and repeats quietly 'when will they ever learn'?

Somebody hoovering up all loose shares?

w/c 5/1/15?

[audigger] 24/12/2014 14:09

Jan 16 is bonus day but I'm also of the view that that may be too late so I think a short term loan is in order (interest free!). I think news on usa should see this go through 30p in short order but as JL suggests the watch out is they may go alone which will likely mean a fund raising. Difficult to know where the share price may land if they announce a lone venture and fund raising. If they find a partner then I think 40p by March is as high as I see it going but that's not a bad return for those that got in at 7-8p.

[aruntim] 24/12/2014 11:53

Thank you, and see your point. I'm going to take a close look over Christmas and if I do come out, I'll come out in small batches.

[jimmyloser] 24/12/2014 11:21

According to the latest Edison note and I would like you to check it out, they indicate around 10-13p uplift on positive based USA news. It will depend on the news. Add speculation and by the end of March we 'could' be 40p but that does depend on many factors.

I and also Cube have said many times that these are an investment share and that 2016 is the timescale that I have set for 60p+

Up to now since Cube shouted about these and I got in at 8.5p, I have not seen one item of bad news and don't expect any.

I expect mid 30's by mid January latest.

It is worth re-reading Manuel's comment

Outlook

The European allergy market continues to face a number of challenges, but with the continued momentum across the Company's activities, the outlook is positive and we expect to continue to improve our market share into the next year whilst also showing continued momentum in the other areas that I have reported upon. The Company expects to continue to consolidate its position in the European markets as well as progressing its clinical development program within the TAV framework in Germany.

Finally, we are very excited by the opportunity in the US market, and in making the transformational opportunity happen by developing an agreed roadmap to registering MATA MPL Grass in the US and we continue to explore a range of options to exploit this commercial opportunity.

Manuel Llobet


impo and dyor

[aruntim] 24/12/2014 11:03

Fully acknowledge that people need to do own research etc but I'm at a cross roads here. Sat on 150,000 shares and I want to use the money for something else. Now, here's my predicament, if I don't sell these I could use the other money to top up by about 30,000 shares?

My dream scenario is these fly (60-75p) by end of Mar and then I still have time to act on other opportunity.

When people talk about US news, shares flying what, in your own opinions, do you think that really means? Fly as in 60p? When, as in Mar '15?

[jimmyloser] 23/12/2014 18:08

Gold digger,
I hope that your bonus is paid in the first week. This does have all of the signs of getting ready to fly.

Fund raising to pay for American strategy? Any thoughts out there?

impo/dyor

[audigger] 23/12/2014 17:54

First buy of the day was mine...a small top-up with the only spare cash I have now that Xmas is paid for. Will add more when I get a bonus in Jan. I think this may fly early next year with news of the U.S. Strategy.

[qackers] 23/12/2014 15:01

141700 buys. From 14:25 to 14:38. unusual. Watch and wait.

[aruntim] 23/12/2014 14:53

What sort of value are the trades?

I'm in for a fair bit but deliberating on taking a bit more.