Allergy Therapeutics Share Discussion Threads

[oshy92] 08/3/2016 09:13

Good morning,

Below is a short TV interview with Manuel & Ian covering today's interim results.

www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/

[jimmyloser] 08/3/2016 07:38

Another solid and encouraging RNS from AGY this morning. We do appear to have a significant number of potentially pivotal announcements in the next twelve months. Steady away until the USA results which quietly slipped from quarter two this morning to later this year! or perhaps another piece of infrastructure.

Congratulations AGY. SUREFOOTED AS EVER.

[audigger] 08/3/2016 07:33

Solid growth, otherwise not too many surprises. Next 6 months will be key in terms of the US opportunity. I don't expect any fireworks with the share price until we have positive outcomes in the ongoing trials. At some point the US upside will start being priced in but we're not there yet.

[audigger] 07/3/2016 12:14

Well no big rise pre-interims. Not expecting any big surprises but hopefully the currency tailwinds will work in their favour

[celeritas] 02/3/2016 09:24

Salted or dry roasted?

Agy still flying under the radar but I'm sure some are grabbing when they can as stock keeps going very tight, only 1k available online this morning.


Hardman & Co issues research report on Allergy Therapeutics

Development progress: AGY is a long-established specialist in the prevention, diagnosis and treatment of allergies. It has an underlying profitable and cash generative business despite its lead product being available only on a 'Named Patient' basis. However, protocols agreed with EU and US regulators are in place to get Pollinex Quattro approved as a biological. The US opportunity is enormous and only two players have short-course treatments. There is a valuation mis-match between AGY and its peers, which either have no growth or little marketing experience, which provides scope for considerable upside towards our risk-adjusted DCF valuation of 89p per share.

[jimmyloser] 29/2/2016 16:13

Its news on peanuts that I am particularly interested in.

[celeritas] 29/2/2016 15:54

Added a few, stock is very tight.
Interim results aren't far away, might get a mention that the pound is a lot weaker against the Euro which bodes well as I'm used to the wording currency headwinds.
It's been looking a lot better since the start of December.

[celeritas] 24/2/2016 08:13

Just a change in spread really. It should get more interesting as US results approach.

[jimmyloser] 24/2/2016 08:11

this is why!!!!!!!

[jimmyloser] 24/2/2016 08:06

AN INTERESTING HIKE THIS MORNING!

[audigger] 24/2/2016 07:44

Well they are trying hard to move the share price north!

[jimmyloser] 22/2/2016 12:12

Sir,
Am I alone in scratching my head at the share price travails here?
Do we have exposure to China?
Does the weakened pound impact negatively?
Are the various trials all behind schedule?

Yours etc

[jimmyloser] 18/2/2016 07:46

Nobody can say that that the company are unsure about the success of this revolutionary product.....

Tim Higenbottam, Research & Development Director of Allergy Therapeutics, said:

"We have completed recruitment in the G204 US study within schedule., We are confident that the results will build on the previous positive data for our MATAMPL studies and, combined with the commercial success of Pollinex Quattro in Europe, this will prepare the ground for entry in to the high value US market. GrassMATAMPL has the potential to become the best in class ultra-short course SCIT in the US market and we look forward to reporting headline data at the end of the first half of 2016."

[jimmyloser] 15/2/2016 07:34

Results March 8th and September 26th 2016

[jimmyloser] 05/2/2016 13:49

Celeritas - another good find.
I reckon that there is a bigger buy still to show here.

Markets are not conducive!

[celeritas] 05/2/2016 12:35

Grass Pollen Allergy Market to Nearly Triple by 2020 Globally!

[jimmyloser] 01/2/2016 12:22

Offering comfortably above 27p if you wish to sell.

[celeritas] 01/2/2016 12:02

Don't know how I missed this.
Stick http at the front.
://www.proactiveinvestors.co.uk/companies/stocktube/4547/allergy-therapeutics-boss-says-the-firm-is-outperforming-its-competitors-4547.html

Note he points out an adverse currency move in 2015 from 127 to 139, some 9.4%
Since the end of November it's been a lot better with the pound weakening. Currently circa 131, much healthier. Currently only 3% above 2015.
Guidance was inline with the currency headwinds which have now dissipated somewhat.

[celeritas] 29/1/2016 16:05

Stock is very tight now, only 10k up for sale online.

[celeritas] 29/1/2016 15:42

That 50k at 26.75 is a buy

[jimmyloser] 29/1/2016 15:04

I should think so!
With an update on the USA/Canadian trials imminent too.

[aim_trader] 21/1/2016 11:00

Allergy Therapeutics Financial Director Ian Postlethwaite will be presenting to investors from 6pm on 28th January at the Proactive One2One Forum in Mayfair. To register to attend, please click here:

[celeritas] 13/1/2016 09:37

In-line, could really have done with ahead.
PHTM put out a great update looking likely to be materially ahead with Japan 90% higher than the previous year. It's up a tad on what should have been a huge uplift.
The mkt just doesn't seem to want to know lately.

[audigger] 13/1/2016 07:42

May halt there ent drift although I want to top-up in Feb so any short-term pull back is welcome from my perspective.