Allergy Therapeutics Share Discussion Threads

[jimmyloser] 06/8/2014 14:25

Read the signs. Every loose share is being hoovered up almost as soon as it hits the market - do not be fooled by the prices being paid they don't increase the bid for nothing.

As sure as eggs are eggs it will take diddlysquat for the offer to move

Cube - any news?

impo/dyor

[sigora] 06/8/2014 14:09

what makes you think that jimmy ?

[jimmyloser] 06/8/2014 14:06

LARGE BUY ORDERS IN?

[jimmyloser] 01/8/2014 16:33

I figure that somebody wants every share. Intriguing.

[jimmyloser] 29/7/2014 07:06

Circassia reported this morning

[jimmyloser] 28/7/2014 18:14

Circassia reporting tomorrow.

[jimmyloser] 25/7/2014 17:42

Your choice but there is now way that I will be on the wrong side of this one

impo/dyor

Thanks Cube, it was you that brought me in here back in January ish at 8.5p

I FIND THIS VERY INTERESTING

Manuel Llobet, Chief Executive Officer, commented as follows:-

"Along with resuming our plans for Pollinex Quattro in the US,

Strengthening our position in Europe has been a top management priority.

Our focus on ultra-short, aluminium free, subcutaneous allergy vaccines is driving..... consistent growth...... across "all our key European markets".

The strong financial performance demonstrates that we are building a.......
" sound, attractive business in Europe ".........

"That will be the platform for our expansion globally."

Notes to editors

About Allergy Therapeutics

Allergy Therapeutics is a specialty pharmaceutical company focused on allergy vaccination. It has a growing business achieving revenues in the prior financial year of GBP39.3 million mainly in Europe ....."through its own sales and marketing infrastructure"................ and further afield through distributors.

[aruntim] 25/7/2014 17:20

STICK WITH US or BUY MORE STOCK?

[jimmyloser] 25/7/2014 16:56

I am not surprised that these are now consolidating at circa 20p - I actually personally believe that we will witness a stampede for stock prior to results based on a very carefully written RNS yesterday - Read it and read the very clear message

GOING FOR GROWTH AND BIG GROWTH - STICK WITH US.

impo/dyor

[essential] 25/7/2014 08:18

Just bought into these. Chart looks strong with good relative strength. We shall see.

[jimmyloser] 24/7/2014 13:37

Manuel MAKES IT CLEAR...

"that will be the platform for our expansion globally."

[cube boss] 24/7/2014 08:28

Sounds like a good set of results again!
As AuDigger says, the only news that will move Agy's share price is the news in the US.
When I phoned the company a few weeks ago, the Company Secretary said when I asked if the US partner would happen this year, he said maybe not!
If that's the case, then the trials won't start until they find one.

I've just got back from holiday, so will phone Ian Postlethwaite in the next couple of days!.. :0))

[audigger] 24/7/2014 07:52

Solid but we really need news of progress in the US to drive this to another level

[jimmyloser] 24/7/2014 07:10

FANTASTIC NEWS - FANTASTIC NEWS

24 July 2014





Allergy Therapeutics plc

("Allergy Therapeutics" or the "Company")



Notice of Results and Trading Update





Allergy Therapeutics, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today provides a trading update for the year to 30 June 2014 ahead of its preliminary results to be announced on 22 September 2014.



The Company reports that it expects revenues, before milestones and rebates, of approximately £45.7m (2013: £39.9m), an increase of 14% on the previous year and marginally ahead of market expectations. This double digit sales growth has been driven by the Company's improving trading performance as it continues to increase its market share in all of its main markets and supported by a foreign exchange benefit of £2.3m.



Manuel Llobet, Chief Executive Officer, commented as follows:-



"Along with resuming our plans for Pollinex Quattro in the US, strengthening our position in Europe has been a top management priority. Our focus on ultra-short, aluminium free, subcutaneous allergy vaccines is driving consistent growth across all our key European markets. The strong financial performance demonstrates that we are building a sound, attractive business in Europe that will be the platform for our expansion globally."

[aruntim] 22/7/2014 17:33

My thoughts too, TY

[jimmyloser] 22/7/2014 17:19

aruntim.
fwiw and I stress that I am not qualified to provide advice but here is my personal take.

AGY are finding solid support at circa 17p/20p

They are expected to issue a trading update in August

They will update the market as per usual in September.

I would wait (if possible) for those indicators before making any move.

jl

[aruntim] 22/7/2014 11:51

Yes I know it WAS at 30p but I thought it was going to 60p

[aruntim] 22/7/2014 11:51

I have a predicament here and I am fully aware of DYOR etc etc.

I'd like to use my AGY share investment on another longer term (Property) project, but if I do this I can't dive back in until early 2015, my fear is a may have held them for SEVEN years only to miss out on the big one ... thoughts?

We're not talking I small speculation, therefore, if it was left and the price went to even 30p would be a very nice pay day!

[jimmyloser] 22/7/2014 11:36

No stock again!

[jimmyloser] 18/7/2014 06:29

For newbies..........taken from the March RNS

On the other side of the Atlantic, the positive recommendation by the Food and Drug Administration's (FDA) advisory committee for several sublingual allergy vaccines suggests that the US market will shortly be opening up for well-characterized, pharmaceutical quality allergy vaccines. These pending changes to that market's dynamics, along with our own progress made with the North American regulatory authorities, underscores our confidence that the US market will emerge as a valuable market for registered allergy vaccines. We continue to explore our strategic options for the development and commercialisation of Pollinex Quattro in these territories where we see a compelling opportunity to be first to market in the subcutaneous segment with short-course products that could revolutionise the way such immunotherapy treatments are administered.

As we recently disclosed, Health Canada, has approved the Company's proposal to submit a full Clinical Trial Application (CTA) for a new clinical efficacy study (G304) for Pollinex Quattro Grass MATA MPL (0.5ml). Health Canada reviewed the proposal and all supporting data at a meeting with the Company on 18 February 2014.

The meeting builds on the successful discussions held with the FDA, which resulted in the lifting of the clinical hold on the Company's clinical studies using vaccines containing the adjuvant monophosphoryl lipid A (MPL) in August 2012. Health Canada similarly had a hold on CTAs involving MPL. These decisions enable the Company to plan the start of the G304 study, which will involve two clinical sites in the US as well as one in Canada.

The study, involving over 600 patients, will use multiple Environmental Exposure Chambers (EECs), allowing for controlled allergen exposure, to study the response to treatment with the new Pollinex Quattro Grass MATA MPL (0.5ml) compared to Grass MATA (0.5ml) and placebo.

The G304 study will also further define the safety and efficacy advantages of the addition of MPL to the MATA products which were previously seen in Allergy Therapeutics' Pollinex Quattro Ragweed MATA MPL (0.5 ml). The full results of this trial, where a relative mean improvement of Pollinex Quattro Ragweed vs placebo of 48% (p < 0.05) and a median improvement relative to placebo of 82% was reported, were recently published in the January print edition of The Journal of Allergy and Clinical Immunology (JACI) and summarised in the Company press release dated 27 January 2014.

[jimmyloser] 17/7/2014 16:28

Expect update mid August

[carolj] 17/7/2014 16:25

thankyou jimmyloser

[jimmyloser] 17/7/2014 15:43

Carol,
That is not it by a long way. It is only letting the market know that someone believes 100% in the future direction

Sit tight. September at the latest, with little stock in play...figure it out.

impo

GL

[carolj] 17/7/2014 15:38

sorry but is that it? I am a holder and was expecting more.