Allergy Therapeutics Share Discussion Threads

[jpuff] 20/11/2020 08:05

RNS Director purchase

[jpuff] 02/11/2020 07:32

Horizon has this morning received a bid for 188p with Friday closing price of 88.8p. Out of the blue. Let's hope a similar thing happens here. Shorters could be caught with their trousers well down if so!

[a1samu] 30/10/2020 09:24

TrinityDelta 51p. More like pie in the sky! But next leg down 12p, then 10p.

[farmergeorge] 27/10/2020 12:10

Thanks - found it here:
hxxps://www.trinitydelta.org/companies/allergy-therapeutics/

[jimmyloser] 27/10/2020 11:42

Trinity Delta

[farmergeorge] 27/10/2020 11:28

jimmyloser, who put the note out? Thanks.

[kevraff] 27/10/2020 10:58

Can you share this note please?

[jimmyloser] 27/10/2020 09:10

A new note out this morning valuing AGY at 51p+ dyor

[farmergeorge] 26/10/2020 19:22

Totally agree jimmyloser.

We continue to hold that in the event this should take-off, we'd be kicking ourselves for having given-up. Should something very positive emerge then this may just give it kick-start we've been waiting for. In the extreme, perhaps only FDA approval will see this take-off. Meanwhile, the clock ticks and we remain hopeful.

[jimmyloser] 26/10/2020 18:41

Farmer George, great factual humour.You like me have been around here long enough to know that historically news of today's nature would have caused excitement and a frisson in the price. What did we get instead today. A case of we have heard that all before and a fall in price. I am finding it hard to see how this will kick out of this malaise in the short term, but hey ho! just what do I know.

[farmergeorge] 26/10/2020 09:57

...we have peanuts now ;-).

[jimmyloser] 26/10/2020 08:14

A most encouraging and to me impressive piece of news for longer term shareholders. impo
Peanuts next?

[wizzkid211] 26/10/2020 07:06

This double-blind, placebo controlled, randomised study will run for one year and involve approximately 150 patients over 12 sites across Germany and the USA. The primary objective of this exploratory field study is to evaluate the safety and efficacy of its optimized Phase III dose of 27,600 SU Grass MATA MPL on grass pollen-induced rhinoconjunctivitis. The primary endpoint is the combined symptom medication score (CSMS) averaged over the peak grass pollen season. Results from the study will provide valuable information in preparation of the pivotal Phase III study (G306).

[jimmyloser] 23/10/2020 16:04

Fundamentals, fundamentals, fundamentals

Just bought two tranches!

Much ado about nothing! impo

[ewanwhose] 22/10/2020 17:30

You could find out with a couple of minutes on Google

[jpuff] 22/10/2020 12:38

Let's hope he makes a bid and replaces the directorate to improve our dire fortunes here.

[a1samu] 22/10/2020 11:24

Why has Mr Zheging Shen a China individual from Hong Kong and a merchant banker increased his holding in this company on the 12 October 2020 to 20.1% or 128,622,798 shares for no reason at all?

[jimmyloser] 22/10/2020 10:35

What a difference a day makes, 24 little hours.....

[jpuff] 21/10/2020 16:06

Hope so, as it's been an unmitigated disaster as an investment over the past three years with no sign of reversing its downward spiral!

[kevraff] 21/10/2020 12:29

At these levels I can see a bid for AGY by larger industry peers sooner rather than later.

[jpuff] 21/10/2020 10:09

I'd like to see the directorate step up to the plate or else bring some fresh blood in to help revitalise their flagging fortunes

[jpuff] 21/10/2020 10:08

Very disappointing here and for some reason which I cannot fathom either the market doesn't seem to like it. I'm holding tight at a loss but can't hide my frustration here.

[jimmyloser] 21/10/2020 09:59

Can someone tell me if I am missing something here

- Record level of pre R&D operating profit supported by robust sales and operational efficiency

- Strong cash position with Grass MATA MPL Phase III programme and initial Phase I peanut trial fully funded

- Exclusive licencing agreement signed for further virus like particle(VLP) candidates

23 September 2020 Allergy Therapeutics plc (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy immunotherapy, today announces its preliminary results for the year ended 30 June 2020.

Financial Highlights

-- 7% revenue growth at constant rate* and 6% at reported rate to GBP78.2m (2019: GBP73.7m)

-- 25% increase in pre-R&D operating profit to GBP14.2m (2019: GBP11.3m) as a result of sales growth and lower overhead cost growth

-- Strong cash balance of GBP37.0m at 30 June 2020 (2019: GBP27.4m)

-- Net profit of GBP7.1m for the year including one-off, legal settlement of GBP3.2m (2019: Net profit of GBP3.5m)

Operating Highlights (including post period)

-- Good growth across all key products in the portfolio with further incremental increase in market share in European business

-- Exploratory field study for Grass MATA MPL will begin in Q4 2020, moving on to the second stage Phase III trial in H2 2022 to improve outcome and mitigate risk

-- Licence agreement signed with Saiba and DeepVax, VLP partner to explore new therapeutic areas, including solid cancer tumours and asthma

[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.