Allergy Therapeutics Share Discussion Threads

[audigger] 22/10/2015 09:53

Like it 4pens, made me laugh did that!

[audigger] 22/10/2015 09:49

I was hoping this would happen, let's hope it's sustained

[gersemi] 22/10/2015 08:15

On the cusp

[audigger] 22/10/2015 07:19

Nice note! So we finally hit 30p again. Will be very interesting to see what this does today and tomorrow. Would be nice to see it drive towards 35p. Although I have never posted my views on long term value of AGY, I have always believed the potential value in the business will take the share price beyond 100p once the US potential is realised. As the note says, you only have to look at the share price of Allergie's peers to see the kind of upside we could achieve.

[yorkiemike] 21/10/2015 18:18

A very good read. The potential is clearly very exciting. Hopefully this will get AGY on the radar of a wider group. Good luck, especially to all very patient long term holders from the 7p days.

[jimmyloser] 21/10/2015 16:33

What an excellent article and bring it on.
To think, that I was hoping for 30p by Christmas.

Celeritas, thank you.

[celeritas] 21/10/2015 15:32

Excellent research, shows how far agy is undervalued.

[celeritas] 15/10/2015 13:44

Started to climb again, this isn't a fast stock, nice and steady away.

[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!