I expect that they will, based on whether or not the approval is given for Europe and what AGY have to say with half year results. I am looking for evidence in manufacturing improvement as it is no good having whizz bang products if you cant make them. (Of course, they know that).
These guys are about to move into the big boys territory and that should be interesting for us (impo) |
I was just having a look back, as you do!
Cavendish who are AGY's Nominated Adviser and Broker started coverage 22nd July 2024 with a target price of 13p. If I remember right these targets are roughly over a 12 month period so it will be interesting if they issue another in-depth research note with a revised target price in a few months time. |
Allergy Therapeutics implements new LTIP
Published: 07:51 03 Mar 2025 GMT
Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF) has implemented its long-term incentive plan to its senior executives, including the CEO and CFO, along with share options for all employees. These awards are designed to encourage company growth and align staff interests with shareholders. The plan was first announced last November and later approved by 99.7% of shareholders at the company's AGM |
In a nutshell..........I like it! May they do really well.
IMPO |
 Another report and this time mentions AGY's Grass MATA MPL vaccine:
Allergic Rhinitis Therapeutic Market Size in the 7MM was ~USD 10,400 million in 2023, is expected to grow by 2034, estimates DelveInsight
02-27-2025 06:17 AM CET
"DelveInsight's "Allergic Rhinitis Market Insights, Epidemiology, and Market Forecast - 2034" report deliver an in-depth understanding of the Allergic Rhinitis, historical and forecasted epidemiology as well as the Allergic Rhinitis market trends in the United States, EU4 and the UK (Germany, France, Italy, Spain) and the United Kingdom, and Japan."
Allergic Rhinitis Emerging Drugs
"• Grass MATA MPL: Allergy Therapeutics
Grass MATA MPL contains an extract of 13 grass pollens modified with glutaraldehyde to form allergoids that reduce the reactivity with immunoglobulin E (IgE) antibodies without a reduction in other important immunological properties, such as T-cell reactivity. The allergoid is adsorbed to microcrystalline tyrosine as a depot adjuvant system formulation. Monophosphoryl lipid-A (MPL) is included as an adjuvant to increase the immunogenic effect of the immunotherapy and to enhance the switch from an allergen-specific helper T-cell Type 2 (Th2) to helper T-cell Type 1 (Th1) like an immune response. Grass MATA MPL is being developed as a pre-seasonal SC immunotherapy product for treating allergic Rhinitis and/or rhinoconjunctivitis. In November 2023, Allergy Therapeutics completed the Phase III study to evaluate the efficacy and safety of PQ grass in subjects with seasonal allergic Rhinitis and/or rhinoconjunctivitis induced by grass pollen."
hxxps://www.openpr.com/news/3889147/allergic-rhinitis-therapeutic-market-size-in-the-7mm-was-usd |
Already experiencing hay fever? Experts predict a severe season for allergy sufferers
Ben Rich
Lead Weather Presenter
Published
28 February 2025
"The tree pollen season is underway and experts say it is going to be more severe than usual.
An estimated 13 million people in the UK suffer from hay fever - the allergy to pollen.
Only a minority are triggered by trees but itchy eyes, sore throats and runny noses are already affecting those who do suffer.
Alder pollen is at its peak with hazel trees also causing symptoms.
Scientists at the University of Worcester are predicting that high levels will continue for several weeks."
"There are actually three different hay fever seasons relating to three broad types of pollen.
The first - tree pollen - generally runs from March to May or June. However some species such as alder, hazel and elm produce pollen earlier meaning it can start as soon as January.
The Met Office suggests that around 25% of hay fever sufferers are affected by tree pollen.
Grass pollen, on the other hand, has more widespread impacts affecting nearly all sufferers during its season which runs from around May to July.
The third major trigger is weed pollen with a season that peaks between June and September."
"Oak and grass pollen seasons are starting earlier which they say is in line with research from other European countries." |
Six posters being presented is excellent news! We knew about the PROTECT trial paper being presented but not the others! |
Hear, hear! |
What an outstanding achievement it is to have your papers chosen for presentation at a leading forum and to have the confidence in those products to share your work with the world.
After all, when all is said and done, we are only a small British company.
Congratulations to all involved. It bodes well from several
angles
Impo/Dyor etc |
Allergy Therapeutics plc
("Allergy Therapeutics" or "the Group")
Allergy Therapeutics presents scientific advancements in its pollen and food-allergy research portfolio at the 2025 AAAAI / WAO Joint Congress
27 February 2025 Allergy Therapeutics plc (AIM: AGY), the integrated commercial biotechnology company specialising in allergy immunotherapies, today announces that it will be sharing key scientific findings from across its research portfolio at the 2025 American Academy of Allergy, Asthma & Immunology / World Allergy Organization (AAAAI / WAO) Joint Congress, taking place in San Diego, California from tomorrow, 28 February, to 3 March 2025.
The 2025 AAAAI / WAO Joint Congress is a premier conference in the field of allergy, asthma and immunology, hosted by the American Academy of Allergy, Asthma & Immunology (AAAAI), a leading membership organisation of more than 7,100 allergists/immunologists, and the World Allergy Organization (WAO), an international umbrella organisation whose members consist of 115 regional and national allergology and clinical immunology societies. The congress brings together thousands of clinicians, researchers and allied health professionals from around the world who are dedicated to advancing the understanding and treatment of allergic and immunologic diseases.
Among its six posters being presented, Allergy Therapeutics will share:
· A positive comparative assessment highlighting the efficacy of the pivotal Phase III trial with Grass MATA MPL, the Group's short-course subcutaneous allergen-specific immunotherapy (SCIT) candidate that aims to address the cause of symptoms of allergic rhinoconjunctivitis due to grass pollen, against two regulatory approved grass immunotherapy products
· Design details of the G308 Phase III trial investigating the long-term safety and efficacy of Grass MATA MPL in grass allergic children and adolescents, which began in November 2024
· Supporting safety and tolerability data from the ongoing Phase I/IIa PROTECT clinical trial of the Group's novel virus-like-particle (VLP)-based peanut allergy vaccine candidate ("VLP Peanut") in peanut allergic patients, which reported positive interim biomarker efficacy data in December 2024, demonstrating the first evidence of the candidate's benign safety profile in peanut allergic patients
Manuel Llobet, Chief Executive Officer at Allergy Therapeutics, said: "We are delighted to be showcasing our leading research at this year's AAAAI / WAO Joint Congress, with six posters that highlight our commitment to transforming patients' lives through innovative therapies. Last year's submission of our marketing authorisation application for Grass MATA MPL, the initiation of our G308 Phase III trial in paediatric patients suffering from grass pollen allergy and the positive interim data from our ongoing VLP Peanut PROTECT trial, all illustrate the strength and pace of innovation at Allergy Therapeutics. We look forward to sharing more about our progress and learning from others at this important congress."
The complete list of Allergy Therapeutics-sponsored abstracts accepted by AAAAI / WAO for presentation are available on the Group's website.
No new material price sensitive information will be disclosed on Allergy Therapeutics at the 2025 AAAAI / WAO Joint Congress |
That's a bloody cold wind out there today!
I think this part from Proactive (Dec 2024) sums up AGY nicely:
"Historically, Allergy Therapeutics has operated in a niche market, relying on the “named patient” model - a system in which bespoke treatments are prescribed under regulatory exemptions. While this approach offered a reliable revenue stream, it limited scale and broader market penetration.
Now, the company is pursuing fully licensed therapies, aiming for a more standardised and globally accessible business model. Crucially, it also has its eye on the US, the world’s most lucrative drug market.
This transition isn’t merely about process; it’s about ambition. Licensed medicines unlock larger markets and open doors to pharmaceutical partnerships. It should also be noted they meet rigorous regulatory benchmarks, bolstering credibility with both clinicians and healthcare systems.
The company’s flagship PQ platform, which targets allergies to grass and tree pollens, exemplifies this shift." |
Hi jimmy, although great to see both Grass MATA MPL paper and Peanut PROTECT trial being highlighted in the scientific community but they are only potential revenue generators albeit huge!
The Grass MATA MPL vaccine trials are complete but awaiting approvals for distribution within Germany and if successful the rest of Europe after some basic paperwork!
As I said before not sure when they will go for USA approvals but it looks to me that they will wait on the Germany outcome, which makes sense in my opinion.
Therefore we should see some speculative buying as we near the results of the Germany approval decision.
Regarding the Peanut PROTECT trial, there should be an update in the next couple of months which might spark some investor interest and the same with the trial ending around July this year if positive of course!
At the present time apart from a slight increase in revenue, which is great, AGY have spent a fortune on trials and future distribution approvals for their two new vaccines which 'IF' successful will be transformational for the company and shareholders alike...you would hope but this is the AIM :-) |
Nice to see the positive market reaction to our exciting outlook. One has to ask if the fact that our research papers being chosen for publication bodes well for our application for European marketing approval with DEI?And what does having our progress on peanuts chosen for the upcoming symposium indicate for peer group and market interest? Much I would say.Requires fact check.Impo/ Dyor |
Another or possibly the same one (very expensive) report:
Allergy Immunotherapy Market Is Booming Worldwide 2025-2032 | Stallergenes Greer, ALK-Abello A/S, Allergy Therapeutics, Allergopharma
02-17-2025 11:34 AM CET | Health & Medicine
Press release from: Coherent Market Insights
Global allergy immunotherapy market is estimated to be valued at USD 2,495.8 Mn in 2024 and is expected to reach USD 4,739.6 Mn by 2031, exhibiting a compound annual growth rate (CAGR) of 9.6% from 2024 to 2031.
hxxps://www.openpr.com/news/3871316/allergy-immunotherapy-market-is-booming-worldwide-2025-2032 |
We should get the results from the Marketing Authorisation Application to the Paul Ehrlich Institute in Germany between November 2025 and April 2026 regarding Grass MATA MPL.
This then, if positive, allows the Grass MATA MPL vaccine to be distributed through out Europe.
AGY stated (06 November 2024) "Concurrently, we are exploring US registration opportunities, with plans to engage with the FDA regarding the clinical programme to meet US requirements." I initially assumed AGY would announce the start of the FDA process before the results of the European marketing application but it's quite possible they will wait for the European results first but I could be wrong.....usually am :-) |
Yes, very positive news in bringing the Grass MATA MPL vaccine to the fore regarding the allergy scientific community.
Might even get an RNS on the AAAAI/WAO JOINT CONGRESS (February 28 to March 3, 2025) where an abstract for the Peanut PROTECT trial presented within one of the Scientific Sessions! |
This is rather good news this morning and a big achievement for AGY to have this article led by Professor SZ. The publication is a must read for researchers in the space of Allergy etc. It is worth taking a look and you will surprise yourself at just who reads and publishes in here. Every potential suitor! impo
Brief Bio
Prof Dr Stefan Zielen MD is a specialist in respiratory and allergic diseases and director of allergology, pulmonology, and cystic fibrosis in the Department of Paediatrics at the Frankfurt University Hospital. Dr Zielen has published over 230 peer reviewed articles. He is an expert in asthma, rare lung diseases, and allergic diseases. He treats children, adolescents, and adults.
The department features complete diagnostics and treats acute and chronic lung diseases in children, adolescents, and adults. With a team of specialised doctors, it is one of the leading working groups in this field. Dr Zielen and his team care for young patients and their families using the latest medical knowledge. For immune processes or allergies, the clinic's own laboratory offers a wide range of tests.
In the special area of respiratory and allergic diseases, Dr Zielen frequently treats asthma and other rare lung diseases as well as allergic diseases (allergic rhinitis, bee/wasp stings, and and peanut allergy). Dr Zielen is a proven specialist in hyposensitisation (short-term and rush immunotherapy)
impo/dyor etc |
Allergy Therapeutics plc
("Allergy Therapeutics", "ATL" or the "Group")
Allergy Therapeutics announces publication of Grass MATA MPL Phase III data in the journal Allergy
17 February 2025 Allergy Therapeutics (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy immunotherapies, today announces the publication of comprehensive data from its pivotal G306 Phase III trial of Grass MATA MPL, the Group's innovative subcutaneous immunotherapy (SCIT) candidate designed to address the cause of symptoms of allergic rhinoconjunctivitis due grass pollen, in the journal Allergy.
The successful G306 Phase III trial, which completed in November 2023, met its primary endpoint, demonstrating a highly statistically significant reduction in the Combined Symptom & Medication Score (CSMS) of 20.3% (p=0.0005) compared to placebo over the peak pollen season. The trial's results supported the recent submission of a Marketing Authorisation Application to the Paul Ehrlich Institut in Germany.
Grass MATA MPL is an aluminium-free, pre-seasonal short-course immunotherapy designed to address the cause of symptoms of allergic rhinoconjunctivitis due to grass pollen, using just six injections prior to the grass allergy season.
The publication includes new mechanistic insights into Grass MATA MPL's mode of action, supplementing the previously reported positive efficacy and safety data:
· The study reveals how Grass MATA MPL works at a molecular level, showing it triggers multiple protective immune responses through the induction of both IgG4 and IgA (specifically IgA1 and IgA2) antibodies - a more comprehensive immunological effect than seen with other allergy treatments.
· Newly published comparative analysis reveals that no other subcutaneous immunotherapy for respiratory allergies has achieved greater than 14% efficacy improvement in Phase III trials over the past decade - highlighting the significance of Grass MATA MPL's previously reported 20.3% improvement over placebo.
· Patients reported significantly better rhinitis quality of life while using Grass MATA MPL, with a 27.7% improvement compared to placebo - notably higher than achieved with other grass immunotherapy products.
· The publication provides new context showing how Grass MATA MPL's six-injection format, which achieved >95% trial completion, contrasts favourably with traditional immunotherapy treatments requiring up to 100 injections or daily tablets over several years with higher discontinuation rates.
Professor Stefan Zielen, lead author and Principal Investigator from Goethe University, Frankfurt, said: "These comprehensive findings represent an important advance in allergy immunotherapy research. The data demonstrate that Grass MATA MPL stimulates a broader protective immune response than we typically see, activating multiple antibody pathways that help reduce allergic reactions. This deeper understanding of the treatment candidate's mode of action helps explain the strong efficacy we observed in the Phase III trial and, importantly, the significant improvements patients reported in their daily lives."
Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "The publication of our G306 data in Allergy, one of the world's leading allergy journals, provides important validation of our innovative approach to allergy immunotherapy. These results reinforce our confidence in Grass MATA MPL's potential to provide an important new treatment option for patients affected by seasonal grass allergy." |
If all goes to plan then yes AGY will be bought out |
Whether they have read your forecast or not, Providing that they deliver as they have indicated, I strongly suspect and hope that AGY will long gone by then.
PS: Talking of delivering on promises, here is the OUTLOOK statement from last March
Outlook:
In the second half of the financial year, sales are expected to be slightly higher than the previous year. Consequently, overall sales for the full year ending on 30 June 2024 are expected to be slightly lower than the corresponding period ending 30 June 2023. The Group will continue with cost control initiatives but will undertake selective investments such as the programme of continuous improvement across the supply chain and quality systems paving the way for increased capacity. This is an ongoing multi-year project.
The Group's R&D programmes, including the G306 Phase III trial, the upcoming G308 paediatric clinical trial, and the PROTECT trial, continue to progress the Company's efforts towards its strategic goals of strengthening our pipeline and expanding in Europe.
The ongoing discussions surrounding further funding, coupled with the financing provided by our major shareholders under the Amended Loan Facility underline the confidence held in the Group and the future potential that can be leveraged from the R&D pipeline. The Group is planning for success, and preparations are underway for relevant health authority submissions that will support the unmet need in the market for allergic patients.
ALL BOXES TICKED
impo |
It is what it is and in three years time we will be selling Grass MATA MPL vaccine to Europe and the USA if all goes to plan! AGY possibly will be selling the peanut vaccine in the USA in that time frame too again if all goes to plan!
If they can achieve their goals on the above then I have no real issue with the share options.
They have obviously read my forecasts! :-) |
Yes, nice valentines present on top of their salary!
"Vesting is conditional on the satisfaction of performance criteria over a three year period. The vesting of any share options is subject to a share price threshold."
and then:
"The Group's Remuneration Committee will review the performance conditions at periodic intervals to ensure they remain appropriate. As a result of any such review, the Committee will retain discretion to amend the conditions where appropriate having regard to overall Company performance and wider stakeholder experience."
In a positive way for all shareholders one would hope! :-) |
Cor I wish I had those many options at 0.1p for reward of wiping out ordinary small time shareholders |
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