Allergy Therapeutics Share Discussion Threads

[jpuff] 09/5/2019 15:56

Jumped suddenly

[jimmyloser] 09/5/2019 15:48

Looks like it to me but wdik

[jimmyloser] 09/5/2019 15:29

at this price and with their widening portfolio...who knows!

[jpuff] 09/5/2019 15:23

What's going on anyone? I'm still holding these from 25-30p at a considerable loss and wondering whether to average down? No smoke without fire?

[jpuff] 09/5/2019 15:20

Blimin heck look at the volume!

[jimmyloser] 09/5/2019 15:15

No smoke without fire?

[jimmyloser] 09/5/2019 15:08

Directors buys????

lol

[audigger] 08/5/2019 13:45

Seem to recall they also have adjuvants that improve efficacy of anti malarial but been a few years since I heard any news about them. This is still my biggest share holding so I am feeling the pain but am prepared to stick with it. I first invested at 7p during the time of the hold on trials selling and buying back in a number of times since. I should have sold this on the way down as there was plenty of opportunity to get out at 20p plus. However, I remain optimistic that some of their technology will prevail and we'll see better days.will take a few years though. Will be interesting to see what impact the recent failure will have on the bottom line and the named patient use.

[jimmyloser] 07/5/2019 18:27

I actually agree, I no longer wear rose coloured glasses where AGY are concerned.
I find it incredible that they could fail on not one but two very expensive and critically important trials and even more incredible that the share are where they are.

We have had all of the talk of jam coming tomorrow, it is wearing thin.

impo/dyor

[beccasan] 07/5/2019 18:01

I am sorry but does anyone not wonder why this is not an official RNS? Because obviously there is no scientifically relevant data supporting this. No trial, no nothing. This is just a thesis based on theoretical speculation. Not to even start talking about the fact that if ever this is at least a decade away from human trials. Not enough to convince me after the latest developments

[blather1] 07/5/2019 16:20

I flagged this development over their adjuvant research some months ago on this forum . In particular it's relevance to improvement in Influenza vaccines....or my post was at that time. This is an innovative company which has been spending big money on research on an area (allergies and their vaccines) which has seen huge rises in developed (read rich) nations in recent times. Their adjuvant tech is cool too. AGY needs some good,and concrete news, but even so is undervalued relative to its future promise.

[nquaile875] 07/5/2019 15:45

Very interesting change of direction, or adjustment of direction at least! Question is are we seeing director buy-ins on the basis of what this might produce? And again this looks like a long term study!

[jimmyloser] 07/5/2019 07:38

ISSUED THIS MORNING MORNING..................NON RNS


Allergy Therapeutics PLC

07 May 2019

Allergy Therapeutics plc

("Allergy Therapeutics" or the "Group")

Allergy Therapeutics Publishes New Research Exploring Potential of its Adjuvant Systems in the Treatment of Cancer in the Journal of ImmunoTherapy of Cancer

- Research illustrates broad, novel applications of the Group's adjuvant systems portfolio beyond allergy indications -

7 May 2019 Allergy Therapeutics plc (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy vaccines, today announces, through its adjuvant research division Bencard Adjuvant Systems, the publication of new research into the Group's adjuvant system Microcrystalline Tyrosine (MCT(R) ) combined with Virus-Like particles (VLPs).

The research, Vaccination with nanoparticles combined with micro-adjuvants protects against cancer (Mohsen M et al.), undertaken by the Group's adjuvant research division, Bencard Adjuvant Systems and published in the Journal for ImmunoTherapy of Cancer, investigated the protective efficacy of the Group's adjuvant system against cancer and showed that the combination of MCT and VLPs caused tumour regression in an aggressive melanoma mouse model and initiated a highly protective CD8 T-cell immune response.

Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said: "Our strategy for growth with our adjuvant division, Bencard Adjuvant Systems, focuses on extending the use of MCT(R) and VLPs in developing vaccines for unmet needs and disease areas beyond allergy that require an effective depot adjuvant. This ground-breaking work, completed in collaboration with the Jenner Institute at the University of Oxford, supports this strategy and complements the existing work illustrating the potential of our adjuvant systems in disease areas such as influenza and malaria."

About the study: Microcrystalline Tyrosine and Virus-Like Particles in treating cancer

The paper was published in conjunction with collaborators from the Jenner Institute, Oxford, UK and University of Bern, Switzerland and describes how the depot effect of MCT allows release of VLP-antigen to reach lymphoid organs efficiently (<72hrs) for optimal priming of T-cells.

The induction of strong T-cell responses, in particular cytotoxic T-cells, is key for the generation of an efficacious therapeutic cancer vaccine. The study showed that VLPs rapidly drain into the lymphatic system due to their nano-size. However, formulating the nanoparticles with the micron-sized MCT adjuvant resulted in a local depot for the nanoparticles and a longer exposure time for the immune system. In doing so, the MCT:VLP was similarly potent to other commonly used adjuvants such as the potent B type immunostimulatory CpGs and performed better than Alum in inducing cytotoxic T lymphocytes and tumour protection.

MCT has been used in the clinic for decades in allergen-specific desensitisation. The potential shown in this study may therefore readily translate into a clinical setting to optimise the induction of cytotoxic T-cells in humans to drive protection against melanoma.

[nquaile875] 25/4/2019 11:12

Ah, jam tomorrow! Naked Trader's favourite thing to avoid, unless it's on toast!
I'm sceptical of many of the small pharma companies at the moment as they burn through huge amounts of cash and rely too heavily on a very limited range of products. As we've seen with AGY they're only one failed trial away from share price disaster.

[jimmyloser] 25/4/2019 10:48

NQ875
I totally agree and sitting on the sidelines appears to be the best way.
I am now becoming tired of getting knock backs and being tantalised with promises of jam tomorrow.

We are now in a situation where those bloody trials that are due to report had better be better than promising but mind blowing
imho

[nquaile875] 25/4/2019 10:23

Wigwammer,

I think the October buys were a reflection of director confidence that the Phase III trial would yield positive results and they were trying to also show the way to pull in more buyers. Now they're stuck with those shares at the current level. If they maintained confidence I think they'd be buying more to mitigate the 17p purchases and strengthen their position for an eventual uplift but there's no sign of that. If they were to buy at this stage I think that would be a clear signal to the market, but I'll sit on the sidelines for now. dyor

[blather1] 25/4/2019 09:22

Yes.....a director's pay packet should enable significant purchases at this price!

[jimmyloser] 25/4/2019 08:35

If ever their was a time for some largish Director buying then now is it...show us the way!

[jimmyloser] 25/4/2019 07:09

The sighs of relief from jimmyloser this morning almost blew the roof of his shed!
Yes, I used to live in a Mansion but at 9.5p I have had to downsize

Not all of the above is true!

dyor et al

[wigwammer] 18/4/2019 22:22

A successful restaurant does not invest in trials. Well that clears that up :)

[eltorres70] 17/4/2019 17:21

@blather1 competitors are already listed in my previous messages, and their valuation is a google search away. The result of the comparison is obvious. AGY annual revenue is comparable to one of a very successful London restaurant. Yet, a very successful restaurant does not invest hundred millions of euros in failed trials. Food for thought I guess.

[blather1] 01/4/2019 14:50

Who do you reckon are the other competitor companies eltorres70 and what are their valuations? AGY aren't scammers..... it's just taking longer for them to hit paydirt. Allergies are a worldwide and rising problem particularly in developed wealthy Nations. AGY have been spending many millions on r&D for many years..... That has hit their profit figures. Without that r&D spend they would have made money. There are plenty of loss making businesses valued at crazy money UBER LYFT!!! Non or low profit PHARMA outfits with big r&D spends often have big valuations. The r&D spend is seen as a positive because it may deliver future promise. Perhaps the bigger problem with allergy therapeutics is it's a "quasi" pharmaceutical company..... Only becoming a true pharma outfit once the trials confirm the technology works. There was also some work they were doing on novel adjuvants to vaccines for other illnesses which showed promise. Not sure where they are now in relation to adjuvant research. I reckon that they will come through and valuations will rise considerably. But a bit of good news would certainly be good to hear!