Allergy Therapeutics Share Discussion Threads

[jimmyloser] 25/4/2014 13:02

Our two top guys now have real 'compelling' reasons to be first to market !!!!

[audigger] 25/4/2014 07:46

Would be nicer to see them buying more shares!

[jimmyloser] 25/4/2014 07:17

Nice to see the top men being incentivised. impo

25 April 2014

Allergy Therapeutics plc

("Allergy Therapeutics" or "the Company")

Grant of Options

Allergy Therapeutics plc (AIM: AGY) announces that, pursuant to the Allergy Therapeutics plc Long Term Share Incentive Plan ('LTIP') on 24 April 2014 provisional shares of 0.1 pence each in the share capital of the Company were awarded to the following Board Directors, Mr Manuel Llobet (Chief Executive Officer) and Mr Ian Postlethwaite (Finance Director) at nil cost, as follows:

Director Number of provisional Date of distribution Total provisional
shares awarded shares held under
LTIPs
Manuel Llobet 845,000 24 April 2014 3,190,000
---------------------- --------------------- -------------------
Ian Postlethwaite 422,500 24 April 2014 1,595,000
---------------------- --------------------- -------------------


The issuance and distribution of ordinary shares of 0.1 pence each under the LTIP is conditional on the Company's performance over the course of three years. The new Long Term Incentive Plan was adopted by the Board on 20 March 2013.

[jimmyloser] 17/4/2014 07:06

("Allergy Therapeutics" or "the Company")

Extension of Convertible Loan Note with CFR International SpA

Allergy Therapeutics plc, the fully integrated specialty pharmaceutical company, announces that CFR International SpA and the Company have agreed to extend the term of the GBP4.04 million convertible loan made available to the Company on 30 March 2012. The date of maturity of the convertible loan has been extended from 20 April 2014 to 30 September 2014. All other terms for the Convertible Loan remain unchanged









Fascinating news and not unexpected.

Have they moved it back to September so that it can be included in the finals and they now expect the share price to be double so will only have have to issue half the amount of shares?

I hope so.

dyor/impo

[jimmyloser] 14/4/2014 22:29

will help it attract a US partner for its PQ platform

That is why the surge in interest.....no mention of doing it themselves...attract a partner!!!!!! IMPO/DYOR

Great report and paid for by AGY

[cube boss] 14/4/2014 17:15

Nice bit of Blue, was down when I went out after lunch!.:0))

[strowan lea] 14/4/2014 12:42

All very positive. Thanks Jimmy.

[jimmyloser] 14/4/2014 11:30

Unable to post report, suffice to say very upbeat - excerpt below.

Investor interest in the allergy immunotherapy (AIT) market remains strong following the FDA's approval of the first AIT tablet product and Circassia's recent high-profile £200m IPO. Allergy Therapeutics, which recently gained Health Canada's blessing for its trial plans for Pollinex Quattro (PQ) Grass, hopes the US approval of its competitors' AIT products will help it attract a US partner for its PQ platform. Such a deal would materially transform Allergy's prospects and substantially increase our valuation.

I believe that the company are a client of Edison. The reports are very unbiased and neutral.

impo/dyor

You can subscribe free for Edison reports

[strowan lea] 14/4/2014 11:21

Holding here. Can you post it please Jimmy?!?

[jimmyloser] 14/4/2014 11:07

New Edison note out

[jimmyloser] 11/4/2014 11:33

I am happy to see this settle at circa 20p and to have the belief that the next piece of news could see AGY go stratospheric - lol

impo/dyor

[audigger] 11/4/2014 11:24

Quietly consolidating at 20p.....

[barefoot141] 08/4/2014 11:11

stirring....

[audigger] 08/4/2014 10:53

Interesting line of thinking....no US partner maybe needed!

[cube boss] 08/4/2014 09:42

Nice bit of Blue!.
I think they will carry on as they are and increase turnover in territories they already have sales in, the US will come before the trials in Canada and the US have finished, IMO.:0)
I think they could create their own sales force, they have around 107 sales people now. :0)

[jimmyloser] 08/4/2014 07:12

Cube et al, we need some debate lol, so here goes.....

I find this line from the interims statement to be intriguing - what is your take on it. It is the word 'options' that has me intrigued.

"We continue to explore our strategic options for the development and commercialisation of Pollinex Quattro in this territory."

Just what do you see their strategic options being?

Sell the company?
Part of the company?
Create our own sales force al la Circassia?
Appoint an International Medical Company?
Appoint several distributors in various states?

[jimmyloser] 04/4/2014 17:47

Not that far away - it's champagne these days

lol

Good Luck Cube.
We appear to be on a winner here. Imagine what even a snicket of positive news will do here and you will not be able to imagine what solid news on the USA would do to the share price in your wildest dreams.

impo

[jimmyloser] 04/4/2014 16:32

Cube
Call by, we're having a party !

This took some shifting today.

Bodes well.

[cube boss] 04/4/2014 16:27

Held up well! Have a nice weekend all.
Going for a weekend of Backgammon in Manchester this weekend..:0)

[jimmyloser] 04/4/2014 09:00

Cant resist.

dyor

[jimmyloser] 03/4/2014 10:16

cube, i bet you are able to sell easily right now. Somebody wants these shares as cheap as they can get them

Looks like holders have rumbled the wicked plan lol

[cube boss] 03/4/2014 08:18

You know my views Jimmy, Totally Agree..:0)
Fill Ya boots..:0)

[jimmyloser] 03/4/2014 07:16

Thanks guys for the information. It appears that flaky, panicky sellers along with those who are satisfied with their profits are having every loose share snapped up by real value investors.

This AGY has made a new higher altitude camp having climbed rapidly from the 8p base camp and any further positive news will see it climb higher. When it does announce the USA tie up/strategy, it will sprout wings and fly sky high and I am sure that no one will disagree with that view.

They need twelve months. I am in no hurry.

INVESTORS SHARE.

impo/dyor