Allergy Therapeutics Share Discussion Threads

[beccasan] 27/11/2018 17:28

I don't fully understand the point of today's TU?
MHRA audit is routine, and Birch Trial results have been postponed to Q1 2019? The rest is old news, how is it any good news?

[audigger] 27/11/2018 16:33

14p ever closer.

[audigger] 27/11/2018 08:41

Yes, this is definitely a TU in response to concerns from the big investors

[jimmyloser] 27/11/2018 07:44

100% agreed, I never had any doubts. This I believe is unusual these days for them to issue a TU so early

[audigger] 27/11/2018 07:22

So an attempt to steady the ship. I think it certainly dispels the myth they are sat on bad news. So we will have to await good news in 1Q 2019 to see this start a journey back north.

[eltorres70] 23/11/2018 20:40

Well this is what happens when no one believes you anymore. Now I can see why Postlewaite sold all of his stock!

[jimmyloser] 23/11/2018 18:04

We are in the doldrums but nobody knows what is to come and nobody knows what the share price will be next week.
The Directors who bought at 17p certainly don't know.

Are we moving into being snapped up territory?

impo/dyor

[audigger] 23/11/2018 17:03

Agree, 14p next week. And the market chaos has yet to happen!

[richsawko] 23/11/2018 14:49

Looking very sad now?

[eltorres70] 22/11/2018 07:16

Wow 16.75, thankfully saw that coming, made the right decision by selling.

[ptturner] 21/11/2018 18:35

New low today, at this pace I'm not sure they have 6 months

[jimmyloser] 20/11/2018 18:39

ptt
I wholeheartedly agree with you. You are correct in all that you say. However in reality I really don't know the timescale or USP's of our peanut allergy products. Do you?
Yes, mistakes have been made but this is cutting edge stuff. Stocks do go on journeys. Let's give them six months and if we have not had a dramatic improvement by then, it won't only be you shouting for change.

My personal view is that we will never see that day.
impo/dyor

[ptturner] 20/11/2018 17:26

Jimmy, I wish I had your positive mindset. However the fact that “our” peanut project is light years away if anything it’s what makes it more concerning, as “we” are light years away from competitors. A lot of promises from this management were not kept, and goals not reached. Stock value is at a 4 years low, feels like moving backwards instead of forward.

[jimmyloser] 20/11/2018 14:49

3516
Fully agree.

[audigger] 20/11/2018 14:01

Negative sentiment abounds! What's the basis for believing the investor presentation didn't go as well as planned? I've always viewed the management team as competent, well informed and as having a clear strategy. It will need to adapt as they grow but they are already hiring with this in mind. As for peanut allergy, it's encouraging tolerance can be developed with incremental dosing but I would expect a vaccine to be more effective

[beccasan] 20/11/2018 06:47

I am afraid it is also because of the peanut breakthrough, as it looked like that was the next big step for Allergy. If investor's meeting didn't go well and now this big crush from competition, they are in a really stagnant position and indeed some big management changes are needed to redirect the company to a better pathway.

[jimmyloser] 19/11/2018 19:45

I think that this is down to several factors. The fact that the last results were not as good as hoped. (They have indicated that the next ones will be normal) the sell off by the insti and the fact that results on various trials are awaited.
Talk of internal changes is rather premature.
We are unlikely to see any impact of the new story on Peanuts as ours is light years away.

Dark minds in the lack of news!

impo/dyor

[ptturner] 19/11/2018 19:04

It might be related to peanut research as well, and it looks like investors presentation didn’t go well as planned. Probably some big internal changes are needed now to try and restore confidence

[richsawko] 19/11/2018 13:40

Is this down due to today's article on BBC news website about breakthrough in peanut allergy?

[jimmyloser] 12/11/2018 12:03

Allergy Therapeutics PLC

12 November 2018

Allergy Therapeutics plc

("Allergy Therapeutics" or the "Company")

Allergy Therapeutics to present at Jefferies 2018 London Healthcare Conference

12 November 2018 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, announces that Manuel Llobet, CEO, and Nick Wykeman, CFO, will attend the Jefferies Healthcare Conference in London on Wednesday 14 November 2018.

Nick Wykeman, CFO, will lead an investor presentation at 15.20 GMT on Wednesday 14 November.

For further information, please contact:

Allergy Therapeutics

[phone]

Manuel Llobet, Chief Executive Officer

Nick Wykeman, Chief Financial Officer

Panmure Gordon

[phone]

Freddy Crossley / Emma Earl, Corporate Finance

Erik Anderson, Corporate Broking

Consilium Strategic Communications

[beccasan] 09/11/2018 17:19

Personally I am not yet sold on all these latest events. I would have liked to see more scientifically relevant data regarding the birch trials on their recent report, which is nowhere to be found. All this massive stream of "news" since Blackrock's selling looks like they're desperately trying to restore confidence. Also the retirement of Jeff Barton is having me raise more questions, why didn't he buy stocks with the rest of the board? If it was such a good deal at that price, it would have been a great move, yet he didn't. This worries me a lot because it makes it look like board buying shares was not real confidence, but only a purchase under pressure to try and restore confidence in investors.

[audigger] 09/11/2018 11:11

And they are hiring with the US opportunity in mind. My life science shares have taken a battering in recent weeks but this week they have all bounced back so I think there is definitely been a sector influence and perhaps sentiment is changing.

[mobox1] 09/11/2018 10:27

I like your optimism Jimmy, your eyesight is better than mine. Not easy to know if Blackrock have stopped selling. I don't believe they have any inside info on trials. It could just be they are trimming certain sectors and the computers do the rest. I was reasurred by the BOD buying shares. Not reason at all to do this unless they were optimistic.

[jimmyloser] 09/11/2018 09:06

Do my eyes deceive me this morning, an upward trajectory.!

[eltorres70] 01/11/2018 17:50

Dodged a bullet selling months ago. US registration won't mean anything, vaccines in the US are made and sold by private clinics, with no interest whatsoever in loosing business in favor of outside companies, same old thing, happened before with ALK when they managed to register in the US.
Also hiding behind the excuse of a weak pollen season when pollen forecasts and competitor's results clearly say otherwise.