Allergy Therapeutics Share Discussion Threads

[beccasan] 29/10/2018 19:39

They don't seem to be mentioning much about the birch study...

[beccasan] 29/10/2018 19:30

Any feedback re board report? Do you think it's enough to restore confidence?

[ptturner] 24/10/2018 19:40

I am just not sure how this can be financially sustainable with this amount of cash absorption. That is why this downwards trend is especially frightening at this time..

[ptturner] 24/10/2018 19:38

Circassia indeed had good results in phase II but with phase III they must have incurred in a dead end so much to make them pull out all their investments from the project.

[audigger] 24/10/2018 18:12

Discussions with FDA will relate to the Phase III grass trial and its design and patient recruitment. I would expect the next news on that to be announcing the outcome of those discussions and agreement on the way forward for Phase III. The Phase II trial appears very successful so I see no issues here. The Phase III birch trial is the one that appears to be dragging on with headline data later than planned. Bad news would take it to 7p quickly, my first purchase was st 7p! However I think this is unlikely with recovery to mid 20s by end of the year on the cards. But you never know.....!

[ptturner] 24/10/2018 17:48

I would guess results to that kind of trial should be much broader than just related to FDA approval as they would impact the worldwide market. If they have positive results why wouldn’t they want to share asap to raise hope in investors? I fear that stock value might go as low as 8 pence soon as it was in the past

[jimmyloser] 24/10/2018 08:42

I will be surprised if there is any communication for at least six weeks following those purchases yesterday.

any thoughts?

[audigger] 24/10/2018 07:45

Well they got them cheap! I suspect they challenge with the trials will be that they may be difficult to interpret and, at the and of the day, it doesn't matter so much what the company thing, but rather what FDA think. This means their hands are likely to be tied with respect to communication until such time as they have an opinion from FDA.

[jimmyloser] 24/10/2018 07:05

Let's hope that the RNS this morning shuts up those issuing claptrap and conjecture about the trials.
It should certainly boost the confidence here.

[ptturner] 23/10/2018 18:46

Hard to believe this is just about market pullback. If a big investor like Blackrock is selling, and no news after a huge study such as the birch one, they must be in troubled waters. If the study had successful results they would have published them to raise stock value.

[arthur_lame_stocks] 23/10/2018 18:32

How can anyone think this share is cheap? It's a massive cash absorption machine, the deficit on the P&L is over £120m.

[mobox1] 23/10/2018 16:21

Current AGY website states these companies having major holdings:

CFR International SPA & Associated Holding 240,584,571 37.82%
Southern Fox Investments 127,238,783 22.69%
Odey Assest Management 43,747,523 6.88%
Black Rock Investment Management 30,368,413 4.79%
Invesco 28,618,373 4.50&

Black Rock still have someway to go if current % accurate & they want to offload everything. Annoying that they are selling at a time of little news and poor liquidity which knackers the share price. Can't have made them much profit.

[jimmyloser] 23/10/2018 15:36

Now that we all know that it was Blackrock that has been selling all that remains to know are

a) Why?
b) Is that it?


Mmmmm

[jimmyloser] 23/10/2018 12:03

I should think so! Stupid price.

This is AGY.

[mobox1] 23/10/2018 11:55

Topped up this morning...feels like the overhang has cleared. Good price anyway.

[maddox] 22/10/2018 22:36

Mr Market suffers from a bi-polar disorder - he is in a risk-off mood at the moment - nothing underlying needs to have changed.

[jimmyloser] 22/10/2018 09:41

Overhang eaten into this morning 17.6p are buys

[elsa7878] 18/10/2018 19:30

Lots of trials = lots of cash needed to pay for them.

[elsa7878] 18/10/2018 13:16

Hard to be a buyer when you can buy in size at the bid price! (as was the case yesterday - not tried today) Not often that you see that. Clearly a very large seller looking to exit and not getting much interest.

[mobox1] 18/10/2018 08:34

The pullback is definitely more than a simple market correction. I do not know what bad news they could be sitting on as the critical phase III trials do not start till next year. There appears to be someone offloading a large amount of shares but the reason is a mystery. Would be nice to see some buying from the BOD to restore confidence.

[jimmyloser] 18/10/2018 08:28

fwiw
I believe and have been buying this morning!

[audigger] 18/10/2018 08:08

The drop appears more than would be expected from the recent market pull back. Must admit I'm worried they are sat on bad news. The sharesmag video does not exactly convey confidence in the outcome of clinical trials with immunological end-points!

[jpuff] 17/10/2018 21:00

Yet another massive losing dog for my back drawer and forget or write off category. Trouble is I need a bigger cupboard for all of em now!

[jimmyloser] 17/10/2018 15:46

I do hope that this is not too soon but I suspect that the storm has abated - a line of stock gone through in round numbers?