Allergy Therapeutics Share Discussion Threads

[qackers] 10/8/2015 08:18

Allergy Therapeutics team publish research

07:42 10 Aug 2015
The team has released a paper and published an article based around its ground-breaking research.
Allergy Therapeutics team publish research
Pictured is microscopic pollen.The team is really understanding the science of allergies.
A team from AIM-listed Allergy Therapeutics (LON:AGY) has published research that looks at the “molecular fingerprint” of allergies.

Work on the paper and article, which appears in the World Allergy Journal, was led by the company’s chief scientific officer, Dr Murray Skinner.

He and his colleagues used what is described as a “novel proteomic approach” to aid their research.

Skinner explained: “Our development of proteomic and allergomic concepts as described in this paper underpins our track record in the scientific advancement of our product portfolio, which is an important part of our growth strategy.

“These advancements reinforce our focus on patient care and our commitment to invest both in existing and future products to ensure patients receive the treatment they deserve.”

[jimmyloser] 07/8/2015 16:00

Inflamax Research Inc.,
Birch Study -Recruiting Now! (Sites in Mississauga and Sudbury ON)


- This study is investigating a birch tree pollen allergy therapy
- Study screening has begun, but all participants must complete a general allergy test before being screening specifically for this study
- Study duration ~ 6months; 8 visits in total
- Compensation up to $4,100 for successful study completion
- Eight visits in total

[celeritas] 04/8/2015 14:33

Here's another one
Shire offering $30b for Baxalta

[celeritas] 04/8/2015 14:29

JL, I agree GW would make a good template.

[jimmyloser] 04/8/2015 10:28

IMPO, consolidation is off the cards for sometime. GW Pharma went alone in the USA and look at them now.

September 21st

House dust mite
European leader
Trials update
Ahead of market expectations and etc etc



impo/dyor

[celeritas] 04/8/2015 10:19

Fresh air above 31p.
Also consolidation is rife in this sector, who knows.

[celeritas] 30/7/2015 14:44

Just looking around and I see agy's Italian division has a microbiome division with products out there.
I'm amazed agy aren't promoting this more given the interest in microbiome now.
Look at 4D, mkt cap close to £600m with no profits at all.

[jimmyloser] 30/7/2015 09:12

Pleasantly surprised and yet again my thanks to Cube Boss for making this look attractive to me at 8.5p

Really appreciated.

[audigger] 29/7/2015 17:00

It's time for a rapid 6p jump to take us in to the thirties......volume is still low, so this should pop if a few big buys come on the books....

[jimmyloser] 28/7/2015 17:24

Interesting times.
My thoughts are that Manuel didn't need to buy that 50k (he has over 3 million)and did so to indicate just how confident he was with the future.
When you have built your business as solidly as these guys have and have gained high credibility ratings from the market you just wouldn't risk it by mis-leading the market when you buy shares. The nomad wouldn't have allowed it either having just lead a £22million fundraising. It will not come as a shock if other Directors also dip their toes in, but in reality they don't need to as we all have the message.
I also liked the bullish comments and especially the strong references to house dust mite being next off the line.

It will not surprise me at all to see these through the mid thirties by the 22nd of September.

impo/dyor

[audigger] 28/7/2015 14:49

Ping! Is an assault on 30p about to happen?

[audigger] 27/7/2015 12:46

Anyone for a breakout?

[jimmyloser] 27/7/2015 07:17

Nice to see That should help underpin the price

[farmer george] 24/7/2015 15:44

Volumes still very low.

[celeritas] 24/7/2015 15:22

That was a very good update yesterday.

[jimmyloser] 24/7/2015 12:40

I should think so!

[jimmyloser] 23/7/2015 21:44

Allergy Therapeutics’ sales (LON:AGY) will beat expectations for the year to June with revenues rising 11% on a constant currency basis.

“This double digit growth rate in a flat market demonstrates that Allergy Therapeutics has outperformed the market, gaining market share of approximately one percent a year” the company said.

Revenues on a constant currency basis are expected to be £46.6mln (£42mln last year), with reported revenues of £43.2mln (42mln).

Chief financial officer, Ian Postlethwaite, said: “When you look our market, which is pretty much flat in Europe, we have grown 11%.

“We have beaten our competitors in our major markets and it is because we have the better products.”

Earlier this year, Allergy raised £20mln to fund the US clinical development of hay fever treatment Pollinex Quattro Grass through to launch.

The Pollinex Quattro product range, aimed at the seasonal allergy market, is currently in late stage development in Europe and the US.

Typically, patients with allergies in Europe require 30 injections a year while in America, that number can be as high as 50, but the company expects Pollinex to reduce that number to just four.

Manuel Llobet, chief executive, said: “The increasing acceptance of our short course aluminium free therapies in Europe, along with the excellent compliance of our Pollinex Quattro franchise, give us great encouragement regarding the prospects for the potential fast penetration that Pollinex Quattro can experience in the US market when launched in 2019.”

The company also bought Spanish-based allergy immunotherapy company Alerpharma in June for €3.8mln.

Panmure Gordon said: “On the basis of today’s announcement, and commercial performance aligned with our expectations, we continue to view Allergy Therapeutics as a business with significant upside potential.”

It repeated its ‘buy’ recommendation and put a target price on the shares of........ 47p, .........more than double yesterday’s close.

DID I READ THAT RIGHT.

[jimmyloser] 23/7/2015 14:25

This was the most interesting bit for me !



Allergy Therapeutics is also working on expanding its portfolio in other segments of the allergy market, such as those addressing perennial allergens. Thus, the Company is developing Acarovac Quattro, a potential breakthrough treatment for house dust mite allergy.

[audigger] 23/7/2015 14:18

Looking good!

[jimmyloser] 09/7/2015 09:49

New note out from Edison and they now have a 48p per share value on Allergy Therapeutics.

Valuation: DCF valuation of £260m
Adding US value across the three PQ indications to a European base valuation of
£88m results in a valuation of £260m or 48p per share compared to a previous EU
valuation range of £96-129m plus indicative US value up to £46m for PQ Grass and
Ragweed.

Potential catalysts include further news on the commercial or
development strategy.

[jimmyloser] 07/7/2015 16:35

Nice report from Edison out today and value is now 48p per share

[ftseproactive] 06/7/2015 16:00

Proactive video with Murray Skinner, director of quality & science at Allergy

[qackers] 06/7/2015 08:50

Proactive investors articleon todays excellent news. Worth visiting the page for a picture of the dust mite alone. Science fiction stuff!




Allergy Therapeutics reveals positive results from dust mite study
07:38 06 Jul 2015 Share
Not the sort of thing you want to see while eating your cornflakes. But 20% of the population is allergic to house dust mites.

07:38
Ian Lyall
(mailto:[e-mail])

The one-year follow-up assessment of Acarovac Plus was carried out by Dr Albert Roger, of the Universitari Hospital Germans Trias Pujol, Badalona, Spain.
It looked at the the safety, tolerability and long-term effectiveness of the injections.

Dr Roger and his team found Acarovac Plus saw a greater than 50% decrease in symptom scores in the 30 patients who took part in the study.
“[The] therapy not only led to a high rate of patient satisfaction early in treatment, but also the convenient maintenance regime of injections every six weeks has the potential to improve the adherence and compliance with the vaccine regime that is essential for a successful treatment," the researcher said.

On the back of these promising results, Allergy Therapeutics has begun developing an ultra-short course dust mite treatment called Acarovac Quattro.
It will sit in the company’s medicine chest of products alongside Pollinex Quattro for hay fever.

Chief executive Manuel Llobet said: “We expect that Acarovac Quattro will have all the benefits of both Pollinex Quattro technology platform coupled with the efficacy seen with Acarovac Plus.
“Over 20% of the population in both Europe and the US have an allergic reaction to house dust mites and so an effective short course allergy vaccine will be an important and potentially valuable addition to our product range."