Allergy Therapeutics Share Discussion Threads

[timbo003] 01/2/2017 07:35

I know we have heard about AGY's innovative adjuvants before, but is this the first time we have heard the term "Virus like particles" (VLPs) when referring to one of their new adjuvants?

(jimmyloser: post #3200, very good!)

[jimmyloser] 01/2/2017 07:24

Hence all the publicity and news on Bencard a few weeks ago!! and the going public in the press.
All these things are stage managed and whoever is doing it, is doing a great job!!

Watch the press and world media to-day!

dyor/impo.

[audigger] 01/2/2017 07:20

Now we know the what stirred those pigeons. Good news. Suddenly a whole new opportunity looks like a reality

[jimmyloser] 01/2/2017 07:09

And to think you have been able to buy these shares for peanuts!!

Incredible piece of news to wake me from my slumbers this morning.

Well Done all at AGY!

I said yesterday that something had stirred this!

[jimmyloser] 31/1/2017 13:54

Something has stirred the pigeons here in the last few minutes....mm

[audigger] 30/1/2017 15:05

Good article....well balanced. Was away last week so hadn't seen that the share price made another move north. Lets hope it can now hold at this level before going beyond 30p.

[dds14] 30/1/2017 07:10

The Telegraph: Not to be sneezed at: profit versus peril in race for allergy vaccines.

[timbo003] 23/1/2017 09:29

New telephone interview on Directors Talk:


INTERVIEW: Zeus Capital Upgrade forecast for Allergy Therapeutics Plc
NewsTeam, 23 Jan 08:11 AM

Allergy Therapeutics Plc (LON:AGY) is the topic of conversation when DirectorsTalk caught up with Dr Gary Waanders the Director of Healthcare Research at Zeus Capital. Gary explains whats driven growth in the 6 months to Dec 31st, affects on the full year and what other things should we be focusing on for Allergy Therapeutics.......(cont)

[paleje] 20/1/2017 08:04

Wonder why they didn't just say it plainly in the trading update instead of paying Hardman to do it.

[jimmyloser] 20/1/2017 07:59

I am sure that you are not on your own AU.

Watch this space.

[audigger] 20/1/2017 07:38

All lining up for the share price to make an assault on 30p.....But when this will happen who knows! I'd be happy with a pull back in the short term so I can top up.

[jimmyloser] 20/1/2017 07:25

A new report from Hardman and Co. A clear plan for USA launch!!!

[audigger] 19/1/2017 08:00

All good stuff....you never know the share price may rise today!

[jimmyloser] 19/1/2017 07:22

"We are confident about the full year and look forward to updating shareholders on further progress throughout 2017."

Regulatory

Further to the Company's announcement on 27 June 2016, the Company has held discussions with the US regulatory authorities in relation to its US Grass MATA MPL programme and is.............. proceeding as planned with the safety trial (G104) in the USA


and the Phase II conjunctival provocation test dose selection study (G205) in Europe in 2017, ahead of the planned pivotal Phase III trial (G306).

[jimmyloser] 18/1/2017 14:56

They seem keen to get hold of shares right now.....I suspect everyone expects a very upbeat trading state but all eyes will be looking for progress in the USA.
Mine will

[jimmyloser] 18/1/2017 14:55

They seem keen to get hold of shares right now.....I suspect everyone expects a very upbeat trading state but all eyes will be looking for progress in the USA.
Mine will

[qackers] 16/1/2017 08:43

Trading update 19th January according to web site

[audigger] 10/1/2017 19:03

And let's not forget that they have already raised most if not all the cash needed for the US trials

[jimmyloser] 10/1/2017 14:47

From elsewhere......................

Allergy Therapeutics

With a quarter of the UK suffering from hayfever at some point in their lives and 10-30% of the global population afflicted, the European allergy immunotherapy market (AIT) is worth $0.8 billion (£0.66 billion). In the US it is worth more than double that, at $1.7 billion.

Look at the potential addressable market and its value surges to around $9 billion. This backdrop is perfect for pharmaceuticals business Allergy Therapeutics (AGY).

The allergy vaccination group's profitable European operation is busy gobbling up market share as it gathers financial momentum. Revenue is expected to grow 23% in 2017 thanks to foreign exchange tailwinds, and gross margin should climb 260 basis points to 73.6% as volumes grow on a fixed cost base.

Before crucial research and development costs and general operational spend, profit should jump by a third to £19 million, finnCap analysts reckon.

Outside the flagship European business, Allergy also houses a US division that is trialing the Pollinex Quattro treatment. While the group continues these studies finnCap thinks it will remain loss-making.

Trading at a chunky 45% discount to its peers, with a profitable business and healthy pipeline, the valuation looks unjustified. finnCap believes the shares are worth nearly double at 40p, which would give them a market value of £235 million.

[jimmyloser] 10/1/2017 08:56

The man from FINN is certainly respected!

[jimmyloser] 09/1/2017 22:19

I think that you will get your news, just listen to that interview again. Lots of clues impo

[audigger] 09/1/2017 20:49

Breakout or retrace depending how you look at it! Some positive news on the repeat dose range finder would add further momentum.

[jimmyloser] 07/1/2017 09:31

Worth listening to - impo

[audigger] 06/1/2017 16:18

An encouraging start to the New Year.....

Allergy Therapeutics plc 92.8% Potential Upside Indicated by finnCap
Allergy Therapeutics plc with EPIC/TICKER LON:AGY had its stock rating noted as ‘Initiates/Starts’ with the recommendation being set at ‘BUY’ this morning by analysts at finnCap. Allergy Therapeutics plc are listed in the Health Care sector within AIM. finnCap have set their target price at 40 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 92.8% from the opening price of 20.75 GBX. Over the last 30 and 90 trading days the company share price has increased 0.67 points and increased 0.57 points respectively.
Allergy Therapeutics plc LON:AGY has a 50 day moving average of 21.27 GBX and the 200 Day Moving Average price is recorded at GBX. The 1 year high share price is 30 GBX while the year low stock price is currently 17.25 GBX. There are currently 598,491,373 shares in issue with the average daily volume traded being 86,871. Market capitalisation for LON:AGY is £122,989,973 GBP.

[audigger] 15/12/2016 15:43

Should there not be news of the meeting with FDA to agree new dose range finding study soon? They said this would happen in 2016...at least I think they did