Allergy Therapeutics Share Discussion Threads

[volsung] 12/10/2017 17:32

If you weren't called jimmyloser I'd be encouraged by that post

[jimmyloser] 12/10/2017 17:30

It has surprised me on the upside. I have this to be 35p by year end in my forecast. It has murdered that.
I would say that the dynamics at play here are
>That the market is starting to forget the American setback.
>The strength of performance with added consistency.
> The strategy and management have credibility
> The portfolio is strong and coming to fruition is some cases.
>They are 100% on a charm offensive

SOLID/RELIABLE AND WITH HUGE UPSIDE POTENTIAL

impo/dyor

I am now seeking 55p by the end of next year. Fingers crossed.

[aruntim] 12/10/2017 17:08

I've had this stock since 2009, we've always said it was a slow burn, I don't think I realised how slow. I have a sell set from 60p in small parcels up to 90p, what others thoughts on this?

[aruntim] 12/10/2017 17:01

Non-exec buying shares

[audigger] 10/10/2017 20:19

We appear to have a breakout situation! The company are spreading the word and people are waking up to the potential.

[friendzarin] 10/10/2017 07:46

Today’s RNS released by AGY featuring Hardman and Cos paper would be a good reason. Not showing above in News re RNS as I post. Company sponsored but very positive appraisal.

[stefanj26] 09/10/2017 17:00

wow - this is going well.

Any thoughts as to why this is flying?

[timbo003] 09/10/2017 15:29

See Link to slides from Thursday nights presentation given by Nick Wykeman (CFO)


I made a few brief notes (mainly from the Q&As) so I will endeavor to write those up this evening

[jimmyloser] 09/10/2017 14:11

AGY please slow down, there is no hurry!

[jimmyloser] 09/10/2017 06:59

THIS TAKEN FROM ANOTHER BOARD...............

Looking promising.

Break above consolidation to form a new ten year high. Price closed well above the upper band with the bands expanding. All averages aligned.

[friendzarin] 06/10/2017 09:13

Would be grateful to hear if anyone went to Proactive last night and has some feedback.

[gersemi] 05/10/2017 10:16

Tipped in Shares mag

[timbo003] 05/10/2017 09:55

Allergy Therapeutics are at Proactive investors tonight, you have to register to attend, but its free. I've booked my place, so happy to ask any (sensible) questions anyone here may have.

[shauney2] 05/10/2017 09:05

Also tipped in todays Shares Magazine under Great Ideas.

[jimmyloser] 05/10/2017 08:49

Investors magazine
Tip Update: Buy at 33p
Tip styleGROWTH
Risk ratingHIGH
TimescaleLONG TERM

[oshy92] 28/9/2017 09:59

Morning. Short TV clip following today's results:

www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/

[audigger] 28/9/2017 07:30

Excellent results. Let's hope it provides impetus for the share price to push towards 40p.

[aim_trader] 26/9/2017 11:33

Allergy Therapeutics will be presenting to investors at the upcoming Proactive One2One Healthcare Forum on the evening of 5th October in London. For details and registration, please click here:

[audigger] 26/9/2017 11:27

Must be a mistake....don't think there is anyone called Clark on the Board or Exec Team.

[jimmyloser] 26/9/2017 09:35

I thought our FD was Nick Wykeman! am I wrong, who is Clark?

Looks like a heavy sell yet to be seen.

[audigger] 26/9/2017 09:09

I plan to retire in the next 10 years so bring it on!

[lordshaw] 26/9/2017 08:42

Big article in today's Telegraph business section on "the £6bn race to find cures for food allergies".

This on Allergy Therapeutics:

UK-based biotech Allergy Therapeutics is pioneering a different, vaccine-based approach, which requires far less sticking power. [Different to Aimmune]

It believes it has already cracked another prevalent, if rarely life-threatening, allergy: hay fever.

Its range of Pollinex vaccines for the condition are a big seller in mainland Europe, helping lift revenues of the Aim-listed firm by almost a third to £64.1m in its last set of results.

The product vaccinates people with severe hay fever through a short course of four to six injections.

“Normally people get treated with symptomatic remedies,” says Nick Clark, finance director at Allergy Therapeutics. “But some people can’t go outside during the the hay fever season and so that’s not good enough.

“The treatment we provide is based on our immunology platform. We actually try and cure the allergy.”

The company, which was originally spun out from GSK in 1999, is developing vaccines for other allergies including bee and wasp stings and dust mites.

It is also working on a potential blockbuster vaccine for peanut allergy, development of which is at a very early, pre-clinical trial stage. But it has proved “very successful” in a lab setting, says Mr Clark.

Panmure’s Mr Mitchell is “really excited” about Allergy Therapeutics’ early-stage peanut work. “They’re working on a system to present allergens to the immune system to induce a protective immune response – a molecular ‘Trojan horse’,” he says. “The data they’ve revealed so far have been very encouraging.”

For the millions of people on high alert due to food allergies, it’s a case of watch this space, says Allergy Therapeutics’ Mr Clark.

“Over the next 10 to 15 years we will see some significant changes that will address and potentially cure patients with food allergies,” he says.

[jimmyloser] 25/9/2017 08:22

Up 0.75 at the moment

[audigger] 25/9/2017 08:08

Thanks for posting JL. Another potentially significant opportunity. The share price is starting to reflect the potential upsides. Will be a long journey with some bumps in the road but hopefully we will be handsomely rewarded!

[jimmyloser] 24/9/2017 13:08

Wake up at the back! More interesting news regarding AGY fastracking its peanut vaccine in to-days Sunday Times! It quotes Nick Wykeman.

AGY appear to be on the offensive. Thursday will be very interesting. impo