Allergy Therapeutics Share Discussion Threads

[nearlythere] 14/10/2020 10:40

Parc1
Fair enough, i’m Still viewing this as a negative indication re the share price but time will tell.

[parc1] 13/10/2020 20:44

nearlythere difficult to say why the CEO sold some shares. May have just been cash needed.

I recall some time back in another company, Game Account Network, the director sold a shed load of his shares. It was around the 80p mark. When I saw that, I assumed he knew something.. but the price later climbed steeply and the company was very successful listing on nasdaq. SCSW covered it and recently they received a letter from a reader saying they had 10 bagged their investment.

[jimmyloser] 13/10/2020 14:13

lol
All that cheap stock being mopped up and you can guess by whom! impo

[nearlythere] 13/10/2020 09:40

IMO
As the CEO has sold a large block of shares and assuming he has a greater understanding of the short to medium term (6 to 36 months ) likely progress I see this as a indication that the share price may be going nowhere for some time.
If someone has another reason why a CEO would sell shares if there was expectation of even a small increase in the share price I would be interested.

[jimmyloser] 12/10/2020 07:03

AS EXCLUSIVELY POSTED
jimmyloser.....9 Oct '20 - 13:05 - 3909 of 3910 Edit
0 0 0
I for one will not be surprised to see another RNS here sooner rather than later!
impo

[timbo003] 09/10/2020 16:03

The recording of Nick Wykeman's (CFO) presentation for the Shares Mag Investor evening last week is now available


One thing I did not appreciate before the presentation, is that there is a deadline of 2026 to sort out decent clinical data for the Germany products which are dispensed on a named patient basis (i.e. 60% - 70% of German sales).

[jimmyloser] 09/10/2020 13:05

I for one will not be surprised to see another RNS here sooner rather than later!
impo

[sphere25] 08/10/2020 14:49

Big buying come here. These speculative ones are always short term plays but worth a watch considering the standout level of interest this afternoon

[eltorres70] 30/9/2020 17:14

Totally agree with you a1samu, this management just doesn’t seem to get one thing right, and this is showing with stock price fluctuating mostly for the worse each time they issue something on the RNS. Now they are promising to cure solid tumors, asthma and psoriasis, a couple of months ago they had the key to COVID diagnostics, but they also had the answer to peanut allergy. 3 years ago they wanted to get into the US market and register products in the EU. Years have gone by yet nothing concrete has happened. It just seems that they have completely lost the plot. Moreover all this self-proclaimed advancements should be led by the newly appointed Alan Bullimore, which has no relevant experience whatsoever (A simple search on LinkedIn will confirm). In my opinion this management should be immediately removed, out of simple respect for shareholders who have seen this stock plummet years ago and never really recover.

[jimmyloser] 30/9/2020 11:10

They presented last night at the AJ BELL/SHARES MAGAZINE webinar

jpuff
AGY presenting on the AJ Bell / Shares Magazine webinar on 29th September at 6pm. Should be interesting to hear what they have to say.

[a1samu] 28/9/2020 16:51

A share fluctuates so much because of infrequent good news, mistrust of the management and mindless management of the share price!

If shares were controlled and any surplus absorbed, MM would have no chance to mess it about, which they do to their own hearts delight with this one! Besides, nobody wants this share because of lack of any inspiration or vision of the future, so this just drifts and drifts as it will continue to do so.

The price went up to over 20p in anticipation of the recent announcement, why should it drift so seriously if there was such a convincing story to tell? It should continue upwards if the market believed the story of the management.

[farmergeorge] 28/9/2020 12:41

a1samu, so why does a share's price fluctuate so much - the market keeps changing it's mind? Get a grip.

[kevraff] 28/9/2020 11:59

What matters most is business fundamentals and the fundamentals of this business look sound.

[a1samu] 28/9/2020 11:07

What matters is what the market says through the share price and the market says this is rubbish!

And on top nobody wants this share!

[jimmyloser] 25/9/2020 09:27

AN AMAZING RESPONSE TO THE BEST RESULTS EVER IN THE COMPANY'S HISTORY!
impo

[a1samu] 23/9/2020 14:32

It may be good for whom?

It does not add anything to me!

It is a long way from 50p TP too!

[catch007] 23/9/2020 12:03

Really like the strong cash position in a challenging Covid world.

[macc1] 23/9/2020 11:08

Morning all,

Short update video from the management:

[wizzkid211] 23/9/2020 07:17

The Group has continued to grow profitably achieving an operating profit excluding R&D(2) of GBP14.2m (2019: GBP11.3m) for the year to 30 June 2020 despite the impact of COVID-19 in the fourth quarter of the financial year. COVID-19 especially impacted Southern Europe with lower Italian sales and slower growth in Spain as can be seen in the segmental reporting section (see Note 4). It is estimated this took roughly two percentage points off the net sales growth this year. Including R&D expense of GBP5.8m (2019: GBP7.0m), the Group reported an operating profit of GBP8.3m (2019: GBP4.4m). The operating profit includes the GBP3.2m received in settlement of legal claims relating to the litigation with Inflamax. The net profit after tax for the period was GBP7.1m (2019: GBP3.5m). The implementation of IFRS 16, Leases, for the 2020 results has introduced all the Group's leases onto the balance sheet as a 'right-of-use' asset and lease liability and uplifted 2020 EBITDA by GBP1.9m and the operating profit by GBP0.3m
Revenue from Germany was 61% (2019: 61%) of total reported revenue. Rebates were higher this year due to changes in product mix sold. Sales of Venomil continued to grow very strongly while Pollinex and Pollinex Quattro achieved reasonable growth. Total sales from other products contributed GBP3.5m for the year ended 30 June 2020 (2019: GBP3.8m).

[jpuff] 18/9/2020 12:35

AGY presenting on the AJ Bell / Shares Magazine webinar on 29th September at 6pm. Should be interesting to hear what they have to say.

[jimmyloser] 17/9/2020 07:58

JANUARY 2020 - PEANUT ALLERGY VACCINE

Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "The development of an effective and safe peanut allergy vaccine would be significant, offering huge and life-changing benefits to sufferers affected by this condition. The science behind allergy vaccination is incredibly difficult given the complexity of our immune systems and at Allergy Therapeutics we have been working on our peanut allergy vaccine for over three years.


"The results from this study are very promising and we're excited to be progressing the vaccine into its first clinical trial in patients this summer."


With manufacturing scale up of the product now underway and following agreement with several regulatory authorities on the clinical trial design a first-in-human phase I clinical trial of the candidate vaccine is due to begin.

[slicethepie] 14/9/2020 13:06

The mm barrow boys won't even offer 5000 at 18p

[ewanwhose] 14/9/2020 10:01

Better than calmer - plenty of buying this morning.

[jimmyloser] 14/9/2020 09:57

That appears to be a return to calmer waters!

:-)