Allergy Therapeutics Share Discussion Threads

[totally banjo] 13/9/2024 19:44

Jpuff,I may be wrong but from years ago those types of trades were deemed as a person moving from a normal trading account to an ISA, I'm sure someone will put me right :-)

[jpuff] 13/9/2024 16:18

The trades today - similar to some seen on previous days - show blocks two or paired buys at exactly the same time. So why are two 20k buys shown and not one 40k buy as there are several instances of this so can't be coincidence of different buyers?

[farmergeorge] 12/9/2024 18:27

Yes jl, very interesting.

[jimmyloser] 12/9/2024 17:35

I find this very interesting..................

impo/etc.

[jimmyloser] 06/9/2024 19:39

Hi Banjo,
That is good work. I reckon that would qualify for being a
‘ BLOCKBUSTER’ size market by anyones reckoning, if they can pull this off.
Jl

[totally banjo] 06/9/2024 17:52

Allergy Treatment Market Size and Share Projected to Surpass USD 34.9 Billion by 2034 at 5.8% CAGR - Report by Transparency Market Research, Inc.

"Lastly, Allergy Therapeutics offers subcutaneous immunotherapy and sublingual immunotherapy. These are the key working verticals for the organization."

hxxps://www.globenewswire.com/news-release/2024/09/05/2941609/0/en/Allergy-Treatment-Market-Size-and-Share-Projected-to-Surpass-USD-34-9-Billion-by-2034-at-5-8-CAGR-Report-by-Transparency-Market-Research-Inc.html


hxxps://www.transparencymarketresearch.com/allergy-treatment-market.html

[jpuff] 06/9/2024 13:45

Cheap as chips Jimmy. Lots of madness in the current dysfunctional markets with AGY a good example. I'm personally looking forward to great returns here and remaining patient.

[jimmyloser] 06/9/2024 13:04

Jimmy rides to our rescue and restores common sense. The price (if you believe)is just stupid
impo/dyor et al

[totally banjo] 05/9/2024 01:35

Got beat 6-3 at pool tonight :-( but I won singles and doubles games :-)

Anyway, in my opinion over the shorter term is seeing increased revenue in Europe due to their expanded manufacturing facilities to facility the demand for their existing products is key!

There is so much potential (that word again) for this company to make massive gains for existing and new shareholders regarding the results of their various trials but they will take time (years) before they are revenue generating!

If AGY issues the results of the PROTECT trial in Q4 2024 and if it's positive the share price will rocket!

As said before, very boring stock to hold but could pay huge and I mean huge dividends from this current share price in a year or three or before if they get bought out!

Do your own research as always!

[totally banjo] 04/9/2024 11:24

The PROTECT trial estimated completion date is a few months into 2025 but this, I believe, is the follow up on subjects after the trial is finished.

Therefore it is likely that we will get the results of the trial in Q4 2024 which will, if positive, give AGY exposure on the global stage which should be reflected in the share price

I'm very positive for AGY future but it does need highlighting that the various on going trials will take time to become revenue generating. It is also quite possible AGY could be bought out before this time!

[coinbase] 04/9/2024 10:27

I’ve edited my last post. It made absolutely no sense in the cold light of day.

Totally Banjo, I completely agree with you. However in the short term keep a beady eye on the “efficacy suggestive biomarker” results from the PROTECT trial which are expected towards the end of this year.

[totally banjo] 03/9/2024 20:14

Hi coinbase, the PROTECT trial is set for completion not until at least March 2025 and then apply for USA FDA approval which will be another year or so.

G306 and G309 have to go through German regulators which will possibly start end of this year and take a year or more to complete.

I would imagine we will get updates on the above as various goals are met.

Over the next year we should see an increase in revenue from Europe due to manufacturing improvements enabling AGY to meet the strong demand for existing products which will/should have a positive effect on the share price

The potential for AGY is massive but it's going to take a while,imo

[coinbase] 03/9/2024 19:10

Jimmy, it feels like we’re being fattened up for Christmas, we just need to wait.

[jimmyloser] 03/9/2024 18:08

Coin,
It really is good to see you back on here and being so bullish.
I have to confess that just at the moment and since that last RNS that I am not very bullish. I have a sizeable holding and have been on board for more than a decade. They never fail to let me down. I really didn't like the throw away line at the end of the last RNS and I hope and pray that for once,just once, they deliver.
6 or 7p by Christmas would make for a very happy Yuletide in the 'loser' household.

impo.dyor

[coinbase] 03/9/2024 15:16

Replacing Panmure with Cavendish towards the end of July was very sensible. Panmure are one of the most expense mid-tier brokers in the city! A solid bit of housekeeping.

[coinbase] 03/9/2024 14:55

I'm starting to get excited! I’ve been buying on any weakness and will continue to do so. The next three and a half months are crucial. With news on G309, G306 and the PROTECT trial due this side of Christmas we could either be celebrating a share price in the mid-teens or gearing up to sell off parts of the company. The risk is very real, but given the massive upside from here and lack of bad news I am extremely bullish.

[jimmyloser] 29/8/2024 08:32

July 2024

"The shareholders are aware of the Group funding needs over the next 12 months and remain supportive of the business"

[jimmyloser] 27/8/2024 13:51

Thanks to all for the responses. @vergeltung, 100%agree and have once again marked your erudite post UP!

[totally banjo] 27/8/2024 12:33

The RNS announcements dated 6th April and 27th December 2023 give the details of the funding agreement relating to today's update.

The funding agreement is why the share price is in the current range, imo.

When or if positive news arrives on European sales and the two main ongoing trials the share price should get into 10-15p range, again imo

[vergeltung] 27/8/2024 12:30

It's a mixed bag, today's announcement.

On one hand, good that the insiders are willing to continue to fund the business.

On the other, late September is very soon and the issue of funding hangs over us again - at some stage the £12.5m remaining will be gone.

Statements like 'the Company continues to explore further funding options to support its ongoing operations and development pipeline' are share-price kryptonite.

As the Dear Leader Sir Kier might put it, things will get worse before they get better (imho - and before you come for me @jimmy, I do think they will get better...)

[jpuff] 27/8/2024 11:30

I guess one objective is to spook weak holders to sell at a low share price Personally, I'm holding on tight myself, but each to their own. Imho

[totally banjo] 27/8/2024 11:28

If we go back to the trading update (22 July) then todays funding news is bang on target! The share price will recover when or if positive news/updates are given:


"The Group expects that additional funding will be required from around late August onwards for trading, working capital, capital expenditure and continuing research and development programmes. The major shareholders have provided sustained funding to the Group over the last 18 months, most recently via the participation in the uncommitted £40m loan facility established in December 2023 of which £22.5m has been drawn leaving £17.5m remaining. The shareholders are aware of the Group funding needs over the next 12 months and remain supportive of the business"

[jimmyloser] 27/8/2024 09:23

Hahahaha, they do say be careful what you wish for. At last a bit of activity, sadly not in the direction I had hoped for.
I take this as the major shareholders being satisfied that all is as stated, though I was intrigued by £5mill being good to the end of September?

Any other views?

dyor.impo etc

[totally banjo] 21/8/2024 00:16

The main short term targets, from what I can gather, is that existing European markets should turn AGY into profit by this time next year with news leading up to this via announcements prior. The reason for this is due to the demand for existing products being very high and now with improvements in their manufacturing and distribution network will see this bear fruit, that's the forecast anyway!

European and USA approvals for the various new products are another year off or more!

If they get the above we are talking 50p++++ per share with a company buy out and in the meantime at least double figures if they return to profitability within Europe next year, that's just my opinion of course!

As investments go it's pretty boring but has the potential (that word again) to at least double the share price from here in a year or go exponential in probably the same time frame if results continue to be positive!

Edit- the above is just my opinion so please do your own research as anything could happen!