Allergy Therapeutics Share Discussion Threads

[jammyjim] 30/11/2018 14:35

I just made my loss back on SBTX (skin biotherapeutics)in two days. This is a speculative share and not for the faint hearted. Anybody with a bit of spare cash I would suggest you take a look. This isn’t my attempt at ramping. Good luck.

[beccasan] 30/11/2018 08:53

Audigger, I did some research, as facts are always stronger than words, and apparently they were right. They are manufactured from certified allergists making their own mixtures and doses of allergens.

"Allergy shots are normally provided by a board certified allergist […] Allergy shots should be completely individualized based on clinical history, allergen exposure, and allergy test results. A unique treatment mixture is then created for every individual. Allergy vaccines should be prescribed by a board certified allergist with specific training in formulating allergy vaccines.

SOURCE: hxxps://www.allergyofblakeney.com/faq/

This for instance is a manufacturing laboratory that supplies compounds to support the practice of immunotherapy
hxxp://www.allergylabs.com
So basically doctors manufacture custom vaccines themselves, so wouldn’t be very convenient for them prescribing a finished product and losing the sale of their own manufactured product? I wish AGY would disclose how they intend on breaking through this barrier once and if they get FDA approval?

Re Blackrock, last trades didn’t indicate much buying, so what I am assuming is the percentage changed only because the percentage of total holdings from all investors changed after those big sales

[audigger] 30/11/2018 07:26

I'm sorry, but doctors manufacturing vaccines themselves in private clinics does not sound plausible. Having previously lived in the USA for 5 years I've never seen or heard of such practice. Can't recall who posted this originally nor can I be bothered checking. And the RNS suggests Blackrock have just added going from 5% to 5.33% though you'd think the opposite was more likely!

[jimmyloser] 30/11/2018 07:02

beccasan, try a half full glass of water!

[beccasan] 30/11/2018 06:45

All of those big sales were quite a warning. If it is Blackrock, an USA company, selling, what if they don't believe in the US project? I have read some comments ago someone was mentioning the fact that the USA allergy system works quite differently from EU and they make vaccines manufactured by doctors themselves in private clinics, if this is the case and even Blackrock thinks that AGY can't break the USA market, I fear we are at risk even if trials bring positive results!

[audigger] 29/11/2018 21:45

Just to be clear my average for my current holding is about 25p so I'm feeling the pain. The 7p purchase was a one off many years ago when I bought and sold 2 weeks later doubling my money. It was a modest sum. My current holding is well and truly in 5 figure deficit so I am far from being on the right side of the deal.

JimmyL, I just read that RNS and was perplexed like you. Surely it's a mistake? Or is it a bizarre form of bed and breakfast! Everything suggests they have been dumping not accumulating. May be this will be up 4p tomorrow!!!!

[jammyjim] 29/11/2018 19:21

Audigger. It’s okay when you’re on the right side of the deal buying in at 7p. I wasn’t so fortunate and started losing money. For it to go from 14p to 7p Is too much of a gamble for me to hold and hope. I will keep my Eye on this share as I did think it had potential when I first bought some. All the best anyway.

[audigger] 29/11/2018 19:03

As ever, you have to respect peoples decisions. I originally bought these at 7p a few days before the FDA hold was removed and within a week they were at 14p! That was pure luck. I've been in and out several times since then but about 2 years ago decided to start accumulating a more significant holding. Over the years when its dropped significantly its tended to stick at 14p or, if not, then it will go to 7p. I'm hoping we now stay where we are. If not I'll be sitting on a huge (for me) paper loss. However, I've been here before waiting for approval with FDA with EAH (veterinary use antibiotic)and that came good. I've also invested in several life science start ups with mixed success; some big gains, some big losses. Personally, I still believe AGY will be successful in breaking the US market. Their products have been shown to be effective so we have proof of concept. The challenge is that clinical trials are notoriously difficult for these kind of products and hence agreeing what constitutes efficacy and what doesn't with FDA will always be challenging. So I will ride it out and see what happens....main be very painful or very rewarding. That's investing!

[jammyjim] 29/11/2018 09:34

Whingeing and whining isn’t the case. I have watched this go down and down over the last three years. You have to have a stoploss and stick to it sometimes. I may buy back if it goes Sub 10p but my confidence for the moment isn’t here. I do invest in speculative shares but I think the big sells say a lot.

[maddox] 29/11/2018 09:09

AGY is a speculative investment with a lot hanging on FDA approval. We've just had an update that tells us that all is ok progress is being made, the underlying business is profitable and the risk/reward improving every day (esp. in light of share price decline). They are well ahead with already proven cures with a truely colossal market opportunity.

However, if you haven't got the stomach for this type of investment get out - whinging and whining isn't achieving anything.

[jammyjim] 29/11/2018 08:28

I was hoping it would turn before Hitting 14p yesterday. After those string of big sells I sold at a loss. And moved the remaining money over to ticker SBTX as I think this is the way to get my money back. Good luck to all that still hold here but after three years that’s my lot.

[jimmyloser] 28/11/2018 19:44

I am not losing any sleep and I have a large holding here. Trust can be regained in the blinking of eye.

The mind plays strange games on us all.

Look beyond the sinister views.

Upbeat trading and BOD buying and a blue chip company.

'nuff said

Keep calm
dyor/impo.

[beccasan] 28/11/2018 19:26

Your positivity is enviable Jimmy, but truth is right now there is only uncertainty. Personally right now I see too much of a dark future for my likings, I have already lost most of my trust.

[jimmyloser] 28/11/2018 18:05

No, this is a large seller. The big buyers will sit on their hands until the storm blows through and results are in on the Spanish news.
Impo.dyor

[beccasan] 28/11/2018 17:52

I used to think like you but now I am not that sure anymore. This looks like a solid downwards trend, as share price is dropping at last 5% every day! In case bad news awaits in 2019 for the trials, things can get real bad real quick, I am personally very worried, very risky moment

[jimmyloser] 28/11/2018 09:33

3539....best post for some time on here impo.

[jammyjim] 28/11/2018 08:34

This could easily turn around next year. It’s a cheap share at the moment and it’s one for the bottom drawer.

[eltorres70] 28/11/2018 06:21

Well this is the same old Allergy, filling investors with meaningless stuff, while avoiding mentioning important news, like they did last year with Spain's health ministry officially banning from market their bacterial vaccines, they always avoided mentioning it, while the news has always been public... With this kind of approach towards investors I am surprised stock price hasn't fallen even further yet

[jimmyloser] 27/11/2018 19:08

I wouldn't be too hasty here. This is a solid business with a credible BOD and they are excellent at executing strategy and are growing the business.
A number of negative factors are at play.

>Lack of confidence following Blackrock.
>Brexit uncertainty
>Delays to results of key trials
>Concerns over the key trials linked to the USA.

impo/dyor

[audigger] 27/11/2018 18:48

There is no good news, that was my point. Good news is some way off. What the update indicates is that, right now, there isn't any bad news either. If I was brave I should be adding at these levels, but this sharebis already my main holding and poses enough risk to my portfolio so I will buy on good news.....hopefully!

[arthur_lame_stocks] 27/11/2018 18:21

All this company does is consume huge amounts of cash, they deserve to fall further imo.

[jimmyloser] 27/11/2018 17:52

Anything they had was thrown in, but still rather large clouds hang over the stock with a huge overhang.
I confess that my confidence is being tested.

Director buying

Trading updates

....and still they are sinking with not a friend in sight.