Allergy Therapeutics Share Discussion Threads

[audigger] 15/5/2014 07:15

I am waiting to see if it can hold at 14p before buying back in. If we dip below 14p then it may drift a long way further south from there.

[jimmyloser] 14/5/2014 17:14

I have done my bit here this week - money has gone where my mouth is.

Patience required.

[jimmyloser] 09/5/2014 18:26

Storm abated?

This company has made massive strides and the following explains just why the safety net has come out this afternoon. I was not amongst todays buyers but as they say...watch this space.

I expect this to recover to circa 19p in short order ahead of any news. Only a fool would bet against 40p+ on the back of positive USA news. impo.

"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. Allergy reported a strong H114 financial performance based on a 12% increase in market share in its key European markets"

[cube boss] 09/5/2014 08:44

I've always thought a deal would have been done subject to!..


Have a nice weekend all, going to London for a long weekend! Backgammon London Open at the Hippodrome, if I win can have another top up here. :0)))

[jimmyloser] 08/5/2014 18:01

Cube
I cant see that deal being tied up until the results of the Canadian/USA trials are concluded which if I am correct will late this year.

Do you see it differently?

On another note;
On the regulatory side the Company reported the result of an informal meeting with the Paul-Ehrlich Institute (PEI) in Germany in November 2013. In this meeting the regulatory pathway for Grass Mata MPL 0.5ml (the smaller volume version of the current Grass Mata MPL 1.0ml marketed under the TAV regulation) was discussed. Following a strategic analysis of our product portfolio and alternatives, the Company decided to proceed with the registration of the 1.0ml Grass MATA MPL product, and as a consequence, withdrew its application for the 0.5 ml version. The most cost and time efficient registration process for the 1.0ml product is to register Grass Mata MPL in Germany as the Company has already submitted the Chemistry and Manufacturing Controls section of its dossier for the 1.0ml product in 2010 under the Therapeutic Allergen Regulations ("TAV") process. This decision has enabled the Company to concentrate its efforts on continued development and successful marketing of the Pollinex Quattro 1.0ml product, which has recorded double digit sales growth during the first six months of the current fiscal year. Plans are being drawn up for efficacy testing for Pollinex Quattro Birch and also a phase II dose ranging study for 1.0ml Pollinex Quattro Grass

jl

[cube boss] 08/5/2014 17:50

Totally agree Jimmy, nothing as changed and the results where the best AGY have shown ever! I think the market want to see the US deal tied up, and so do I.
I personally thought we would consolidate at around 20p. Good call AD..:0))

[malcolmdgama04] 08/5/2014 17:05

Sell now and buy at 10p

[jimmyloser] 08/5/2014 16:44

Good call AU.

Am I alone in being fascinated by the fall from favour of AGY?. I suspect like others I am sat on the sidelines watching for support.

I can't see anything that has changed. This was always a long burn stock to me and I am on record stating that September 2015 was my target date for this to justify itself.

I never expected it fall by 50% from its recent high but then again I never expected it to increase by almost 100% from my purchase point!!

Will hold my cards but ready to play again.

dyor/impo.

[audigger] 07/5/2014 11:04

Thanks CB. I'll be buying back in as I still believe in the story, but I couldn't just sit there and watch this slowly crawl back to 14p. You never know, we could even go back to 7p again which would be an excellent buying opportunity! If it jumps back to 30p whilst I'm out, then so be it. I've made a profit on these so have no issue if others benefit from a sudden jump. GLAH

[cube boss] 07/5/2014 09:15

Good luck AuDigger, Patience needed! ..:0)

[jimmyloser] 06/5/2014 20:13

Keep this selling up please. dyor.

Amazing.

[audigger] 02/5/2014 19:33

I sold today for a modest profit. Wish I'd sold at 30p though! Will buy back assuming it goes lower as looks very likely.

[jimmyloser] 02/5/2014 19:12

I see this weeks non RNS as being very significant - impo
Well done AGY

[cube boss] 30/4/2014 14:57

Audigger, In the RNS this AM, IP says "the facilities are now prepared for producing clinical trial material for US trials"

So by this statement, I take it the trials have not started!

The trials can start before they get a partner to launch in the US, and IMO will.
Buywell, As I've said before, the only guy I would like to see buy would be Tim Higenbottam! the other BOD hold a shed load..:0)))

[buywell2] 30/4/2014 13:15

I note the convertible loan notes extension RNS

Is cash short ?

I note the AGY BOD were sellers in 2012 at around 11p

Not been buyers since

[audigger] 30/4/2014 13:02

From the September 2013 results......."At the beginning of the financial year we were pleased to report that the clinical hold on the Group's development program for Pollinex® Quattro in the United States had been formally lifted by the US FDA (Food and Drug Administration). The Group is focussed on securing a suitable partner with whom it intends to complete late stage clinical development, submit a BLA (Biologics License Application) to the FDA, and launch Pollinex® Quattro in the important US market." I take this to mean that they need a partner in order to be able to conduct that Phase III trials. So, in the ansence of said partner, the trials may not have started.

[jimmyloser] 30/4/2014 11:04

Everything coming out of AGY these days has a positive tone to it...impo

[audigger] 30/4/2014 08:50

I don't think they have started. I say that based on the fact that nothing has been said to indicate that, since the hold was lifted, protocols for trials had been agreed. There was something last year about protocols being submitted to FDA, but I didn't think these had been approved.

[cube boss] 30/4/2014 08:42

Morning guys, Ian Postlethwaite's comment in the RNS sounds like the US trials have not started yet! have I read it correctly?
I thought they had started! :0)

[audigger] 30/4/2014 08:03

An interesting RNS. It mentions quite a few things not directly related to the licence renewal and it is clealry designed to make you read between the lines; in a positive way! Had the desired effect on the SP; assuming it lasts!

[cube boss] 29/4/2014 10:54

Jimmy, my thoughts have always been a partner would sign up subject to a positive outcome!
on the report, not sure how long the trials will take, will try and phone the company later.
Nothing has changed, and results where very good.:0)

[cube boss] 28/4/2014 16:18

What a dog walk that was!..:0))

[jimmyloser] 28/4/2014 09:30

Cube
Did I read it right that the trials in USA and Canada are not due to report until NEXT YEAR.

Do you think that any potential partner would want to read those results before committing?

Interested in your answer.

I remain a fan.

[cube boss] 28/4/2014 09:22

Just about to take him for a walk Jimmy! Need some news! my other 2 shares I'm in are also down, and all going the wrong way.
Even an update on trials in Canada and the US would give comfort..:0))

[jimmyloser] 28/4/2014 08:52

Did the dog die? if so, we should have had a RNS

;-)