Allergy Therapeutics Share Discussion Threads

[richsawko] 15/10/2015 13:31

Looks like that recommendation the other day has done the trick and unlocked the potential for this, up and away!

[qackers] 13/10/2015 13:04

Allergy Therapeutics has major opportunity in US, says Stifel

10:19 13 Oct 2015
Just for the grass vaccine allergy alone Stifel is predicting sales of US$400mln by 2023.

Allergy Therapeutics has major opportunity in US, says Stifel
The company has already invested over US$100mln developing its flagship Pollinex Quattro (PQ) product portfolio for the US market.
Allergy Therapeutics (LON:AGY) has a good business in Europe, but it is the US opportunity that can transform the hay fever vaccine group according to broker Stifel.

The broker notes the company has already invested over US$100mln developing its flagship Pollinex Quattro (PQ) product portfolio for the US market.

After initial delays, a first US product launch is now slated for 2019 and just for the grass vaccine allergy alone Stifel is predicting sales of US$400mln by 2023.

With around 1m allergy sufferers in the US receiving allergy immunotherapy (AIT) for their grass allergies each year and an annual treatment cost of around $2,000 per person, the grass AIT market is potentially worth $2bn in the US.

Stifel sees Pollinex Quattro Grass achieving a 20% market share.

Ragweed and Trees vaccines are expected to follow and from its full Pollinex Quattro portfolio Allergy believes it can generate revenues of between US$800-1,000.

Stifel has started its coverage with a target price of 79p, compared to a current share price of 27p, or about 200% upside.

Buy is the broker’s investment view.

“With multiple catalysts expected over the next 12-24 months, we expect the shares to outperform.”
Share

Philip Whiterow

[celeritas] 05/10/2015 14:57

Non still available to buy online unless you want 5k.

[celeritas] 01/10/2015 11:21

Just went to buy some, couldn't get 10k of stock online.

[qackers] 21/9/2015 15:22

Allergy Therapeutics chief expects company to more active in M&A
Share
14:36 21 Sep 2015

“We are now much better placed to be a little bit more active on M&A,” said CEO Manuel Llobet.Allergy Therapeutics (LON:AGY) chief executive Manuel Llobet said he expects to be “more active in M&A” following a sharp rise in the company’s valuation.

He told Proactive Investors the advance in the firm’s market capitalisation from £30mln to £145mln would allow it to revisit deals it had been working on.

Transactions in this, the growth segment of the drugs industry, are often funded using equity, so having a strong stock price is important.

“We are now much better placed to be a little bit more active on M&A,” Llobet said.

“Our market cap has gone from £30mln to almost £150mln in a few months and our share price has had a good rally.”

Its last purchase, of Spain’s Alerpharma for an initial £2.8mln, is bedding in well, the Allergy CEO said. In fact the integration should be complete by January next year.

Llobet updated on progress after the company published results for year to June 30.

Revenues from the maker of the Pollinex range of vaccines rose by 11% to £46.6mln in the year to June, giving a £700,000 operating profit. The business generated £2.5mln of cash.

A £20mln equity fundraiser in March will bankroll a US clinical study on its Pollinex Quattro Grass product.

The shares rose 2.1%, or 0.55p, to 26.55p, after profits beat expectations.

Broker Panmure Gordon reckons the stock is worth 47p.

“News flow has been strong recently so today’s statement gives investors a chance to reflect, again, on market-outperformance across Europe, the Alerpharma acquisition and the US opportunity for Pollinex Quattro Grass,” said analyst Mike Mitchell.

[audigger] 21/9/2015 07:12

I thought these were due tomorrow! Solid set of results. As ever difficult to predict share price reaction but perhaps another nudge towards 30p.

[celeritas] 16/9/2015 15:56

I do wonder if Circassia might consolidate the allergy mkt by taking AGY at some point.
AGY would be immediately earnings enhancing plus they'll have a large wedge of the allergy sector, thoughts?

Woodford is very keen on Circassia.

[audigger] 08/9/2015 18:53

A chunky 1.6 million trade on the books today. Would be good to see volume ramp up over next few weeks.

[jimmyloser] 07/9/2015 10:03

The broker re-iterated their 47p price target last week and kept the BUY on the stock.

Two years to go!

[audigger] 07/9/2015 09:45

Looks that way doesn't it. Lots of 15k chunks going through over the last few weeks and a 200k late trade. Other than that volume still seems low yet we are on the up again......must not be many sellers out there!

[jimmyloser] 07/9/2015 08:41

Goldigger
Is somebody very keen to get in here before the 21st? looks like it!

[richsawko] 04/9/2015 08:00

I notice in news overhight that the FDA have approved a number of drugs from other companies. I wonder if this has led to our increase in price - hopefully will raise the visibility of these shares

[audigger] 01/9/2015 09:06

Nice little update on revenue growth.

[jimmyloser] 01/9/2015 08:11




1 September 2015

Allergy Therapeutics plc

("Allergy Therapeutics" or the "Company")

First patient recruited in Pollinex Quattro Birch dose ranging study in Germany and Austria

Allergy Therapeutics, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces that the first patient has been enrolled in its Pollinex Quattro Birch dose ranging study conducted in Germany and Austria.

As a precursor to the Phase III trial, this Phase IIb study will select the optimum dose, and is being conducted in Germany under the Therapy Allergens Ordinance (Therapieallergene-Verordnung), a special regulation designed to register products currently sold under a named patient status. The study will be conducted in approximately 25 centres across Germany and Austria, involving 350 patients and has been designed to deliver the best possible efficacy and safest dose for Allergy Therapeutics' patients.

The Pollinex Quattro franchise has the unique characteristics of: Ultra-short course with only 4 injections,

· Using a biodegradable, aluminium free, depot-adjuvant system, known as Micro Crystalline Tyrosine (MCT).

These characteristics offer patients the most convenient treatment on the market, doctors the best way of ensuring patient compliance, and the health care system efficiency of administration.

As announced in the recent trading update, the Company expects to report revenue growth of 11% for the year at constant currency*. This double digit growth rate in a flat market demonstrates that Allergy Therapeutics has outperformed the market, with its short course treatments driving this growth.
Professor Higenbottam, Allergy's Therapeutics R&D Director said:
"We will continue to invest an estimated £3-4 million p.a., over the coming years, to support our regulatory plans in European markets. The R&D clinical programme in Europe will be funded by the Company's cash flow and is designed to deliver the most competitive subcutaneous allergy vaccine portfolio.
In parallel, our Pollinex Quattro Grass clinical programme in the US is advancing well. Patient recruitment for the G204 study in this programme is progressing according to plan and we expect to announce the enrolment of the first patient in November 2015.

It is an incredibly exciting time for the Company as we progress towards creating the first global franchise of seasonal ultra-short aluminium free vaccines in the field on immunotherapy."

[audigger] 24/8/2015 10:21

Bit of a bloodbath out there today! Think we'll all be a lot poorer on paper by the end of the day! Good buying opportunities!

[jimmyloser] 24/8/2015 07:05

At least we have the Euro strengthening significantly against the pound!!

[celeritas] 13/8/2015 10:48

cir like to consolidate.
You'l never have one product anyway, look at the inhaler mkt for asthma, loads of products with different deliveries.
Pain killers, how many different types?

[jimmyloser] 13/8/2015 08:23

Allergy Therapeutics is also working on expanding its portfolio in other segments of the allergy market, such as those addressing perennial allergens. Thus, the Company is developing Acarovac Quattro, a potential breakthrough treatment for house dust mite allergy. Acarovac Quattro has the potential to replicate the success of the company's Pollinex Quattro product range, which is focussed on the seasonal allergy market and is currently in late stage development in Europe and the US.

Am I correct in believing that the above statement from Manuel Llobar puts AGY on a direct and head to head path with Circassia?

Is it who gets there first and at what price and ease of use for the consumer.

Happy to be corrected

[jimmyloser] 11/8/2015 22:30

28p offer is a lot nearer to 30p than 20p offer

Patience.

[audigger] 11/8/2015 21:06

We must surely make a push towards 30 soon!

[celeritas] 10/8/2015 14:40

Look at aph go.

[qackers] 10/8/2015 08:18

Allergy Therapeutics team publish research

07:42 10 Aug 2015
The team has released a paper and published an article based around its ground-breaking research.
Allergy Therapeutics team publish research
Pictured is microscopic pollen.The team is really understanding the science of allergies.
A team from AIM-listed Allergy Therapeutics (LON:AGY) has published research that looks at the “molecular fingerprint” of allergies.

Work on the paper and article, which appears in the World Allergy Journal, was led by the company’s chief scientific officer, Dr Murray Skinner.

He and his colleagues used what is described as a “novel proteomic approach” to aid their research.

Skinner explained: “Our development of proteomic and allergomic concepts as described in this paper underpins our track record in the scientific advancement of our product portfolio, which is an important part of our growth strategy.

“These advancements reinforce our focus on patient care and our commitment to invest both in existing and future products to ensure patients receive the treatment they deserve.”

[jimmyloser] 07/8/2015 16:00

Inflamax Research Inc.,
Birch Study -Recruiting Now! (Sites in Mississauga and Sudbury ON)


- This study is investigating a birch tree pollen allergy therapy
- Study screening has begun, but all participants must complete a general allergy test before being screening specifically for this study
- Study duration ~ 6months; 8 visits in total
- Compensation up to $4,100 for successful study completion
- Eight visits in total