Allergy Therapeutics Share Discussion Threads

[catch007] 13/1/2021 13:16

Cash position in a Covid world is excellent:

mauricemonkey - I take same viewpoint, self funding developments from cash generation.

Good extremely positive update that should drive share price onwards

[farmergeorge] 13/1/2021 11:24

jl do you have a link to the broker's note? Thanks.

[jimmyloser] 13/1/2021 11:00

We have exceptionally positive brokers notes out this morning.
March may well be the game changer here, dyor
Also an interesing article in yesterdays Mail on work on peanut allergies by Imperial College London, dyor

[jimmyloser] 13/1/2021 07:51

Another positive and interesting line was was that they anticipate updating on peanuts THIS SPRING!

[mauricemonkey] 13/1/2021 07:31

I read that update as the company about to achieve escape velocity - what I mean is, the cash coming in from products created previously is now generating enough to pay for future product developments. Assuming those new products are successful we should get into the virtuous circle of more revenues, more R&D and so more revenues. Future looking pretty rosy.

Happy to be corrected if others think I’m being naive.

Looking forward to seeing what the market thinks :)

[wizzkid211] 13/1/2021 07:06

The Group has continued to generate good cash conversion, with a record cash balance at the end of December 2020 of GBP48.3m (31 December 2019: GBP39.7m).

[wapper] 13/1/2021 07:05

Very decent update. Rerate overdue here. Potential enormous

[jimmyloser] 09/1/2021 07:19

8 Jan '21 - 11:35 - 3955 of 3957 Edit
0 1 0
For sure their will have been much going on behind the scenes, they did say action in 2021!

impo, this really looks a significant milestone and has one asking that if that it works on peanuts/nuts which are really high public profile just what other allergies could be adaptd for.....cats and dogs?

"Allergy Therapeutic's peanut allergy vaccine programme is supported by a strong preclinical research package, providing pre-clinical proof of concept for sustained immunity and protection against peanut anaphylaxis after a single vaccination".

[farmergeorge] 08/1/2021 15:41

Going very well today - up 16% at the moment based on good volume ;-).

[jimmyloser] 08/1/2021 15:18

ENCOURAGING indeed! and deserved.

[jimmyloser] 08/1/2021 11:35

For sure their will have been much going on behind the scenes, they did say action in 2021!

They are making some very strategically sensible tie up's impo
ENCOURAGING!

[farmergeorge] 08/1/2021 10:54

jl agreed. In can only have a positive impact, but of course as to when it will deliver is a question of time. Let's hope this does not drag on and on as the norm with AG. Still, we've had a couple of nice upticks over the past couple of days :-).

[jimmyloser] 08/1/2021 10:30

Peanuts begets Walnuts! lol

I am not a scientist or chemist and this is impo, but a reflection on that RNS shows that this is a significant link up. Less cost and more certainty and maybe speedier trials from start to finish may all now be possible
I welcome others views
dyor etc

[jpuff] 07/1/2021 11:19

Ps as I'm so cheesed off with these shares it's probably a good time to buy! Long suffering holder

[jpuff] 07/1/2021 09:44

Yep, underwhelming response. Not on anyone's radar it seems. I'm holding tight but it's been a dead five years of 50% losses

[jimmyloser] 05/1/2021 09:41

Peanuts, begets peanuts!

[wizzkid211] 30/12/2020 15:29

about bloody time!

[jimmyloser] 30/12/2020 15:28

Unable to buy right now?

[richsawko] 30/12/2020 14:57

A lot of buyers today hope some good news is coming

[jimmyloser] 23/12/2020 08:15

As we approach the rag end of another trading year, I note that both AGY and FUM are trading at exactly the same price this morning. Both appear to hold products in their portfolio's that could well be a game changer in 2021. Perhap's this is harsh, but AGY seem to be permanently in the 'could' phase whilst FUM have time on their hands. I currently do not hold FUM, but for fun will buy some.
Let's see where both are at, come the end of March!
dyor/impo

[jimmyloser] 17/12/2020 13:44

I believe it will, I bought again this morning jpuff at under 15p.
My take (and hope) is that 2021 will be transformational. Brexit deal will no doubt help along with news on that peanut trial.
This has been a dog of a share with far too many failures but as they say, every dog has its day.

Keep the faith
jl

[jpuff] 17/12/2020 13:29

I wonder if this share will ever get back to 30p so I can get out after all these years of losses!