Yes, it's all very positive for the future and hence the rise in share price over the last year or so! |
Nice to see us get a mention Banjo. We just needPEI approvalPromising progress on peanuts etc with no setbacksThe ability to meet demand in EuropeProgress with our existing portfolio A deep pocketed predatorNot a lot to ask........ is it?impo |
 Another sector report and as usual it's just a snap shot unless you want to pay a few grand for full report :-)
Allergy Vaccine Unlocking Growth Potential: 2025-2033 Analysis and Forecasts
Jan 20 2025
Key Insights
The global allergy vaccine market is anticipated to grow significantly over the forecast period, owing to the rising prevalence of allergic diseases and the increasing awareness about the benefits of allergy vaccines. The market is estimated to reach a value of USD 1697 million by 2033, exhibiting a CAGR of 7% during the study period. North America is expected to hold the largest market share, followed by Europe and Asia Pacific. Key drivers of the market include the increasing incidence of allergic rhinitis and asthma, the growing adoption of personalized immunotherapy approaches, and the increasing investment in research and development activities.
Concentration Areas:
-The market is concentrated among a few major players such as ALK-Abello, Stallergenes Greer, Merck, Allergy Therapeutics, WOLW Pharma, HAL, Holister Stier, and Leti.
-These companies hold a significant market share due to their extensive product portfolios, established distribution networks, and strong brand recognition.
www.datainsightsmarket.com/report/allergy-vaccine-314240/sample-report |
Yes probably. One concern I have is the dilution this might have. Last round we were able to participate but you needed deep pockets at a time when things were really looking desperate to fully take advantage. There are four billion off shares in circulation now, although most tightly held by our two biggest shareholders. |
jpuff, hard questions to answer to be fair. I would expect an increase on the existing loan facility at some point this year! |
So I guess the immediate question I have is when will they need the next fund raise and at what price? If they've got through 27.5m of the 50m since the last fund raise is that cash burn rate as expected? |
This reminds me of the runaway train! |
So I guess that means they've drawn down £27.5m if the £50m loan facility? |
My understanding is that they were issued prior to the new arrangements. (Needs fact check)
Both of our benefactors (major shareholders) have played extremely fair impo and deserve to make a lot of wonga here.
It will be interesting to learn where all of the manufacturing capacity is coming from if they do hit the jackpot with PEI approval. February update anxiously awaited
We are certainly in happier days.
dyor |
So the new warrants which represent the majority have an exercise price of 4p. So they are in the money already. They are exercisable up until 2030. |
Those 16m ones only represent 2.4% of the new total so I'm not sure if it's that significant but 30p+ would be nice in time :) |
Not sure personally. Maybe those 16m odd warrants were issued prior to the share price collapse? |
"In addition to these Warrants, each of Sky Gem and Southern Fox hold 16,666,666 Warrants with an exercise price of 30 pence per Warrant and exercisable until 28 February 2028."
Does that show where they expect the share price to at least achieve and go beyond? I haven't woken up yet :-) |
PDMR Dealings
Issue of 687,500,000 Warrants
15 January 2025 - Allergy Therapeutics plc (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy vaccines, today announces that, further to the Company's announcements on 16 October 2024 and 27 December 2023, it has issued certificates in respect of 687,500,000 warrants to subscribe for new ordinary shares in the Company ("Warrants").
As previously announced, pursuant to the terms of the £50 million loan facility under the facility agreement dated 6 April 2023 with SkyGem Acquistion Limited (an affiliate of ZQ Capital Management Limited) ("SkyGem") and Southern Fox Investments Limited ("Southern Fox"), as amended from time to time, ("the Amended Loan Facility") the Company agreed to issue 25 Warrants for every £1 drawn under the Amended Loan Facility at an exercise price of 4 pence per Warrant and exercisable on or prior to 15 October 2030. The Company confirms that is has now issued certificates in respect of 457,937,500 Warrants to SkyGem and 229,562,500 Warrants to Southern Fox in accordance with the terms of the Amended Loan Facility.
In addition to these Warrants, each of Sky Gem and Southern Fox hold 16,666,666 Warrants with an exercise price of 30 pence per Warrant and exercisable until 28 February 2028. |
All the more encouraging given it's a down day on the ftse |
And a little tick-up at end of day, which is nice! |
We've now got three straight line fit gradients on the chart - each steeper than the previous. So in mathematical terms the gradient is the first derivative and the change in gradient the second derivative. In essence, the second derivative is positive here which denotes an accelerating trend. |
Whoo, Hoo and so say all of us, and so say all of us.
impo that is :-) |
And just to clarify the actual clinical trial is due for completion October 2025 which I again believe is after the 'Part B' tests and the monitoring for any side effects is carried out. |
Jpuff, Google Systematic Internaliser. |
Thanks tb, I am hoping due to lives and quality of life being affected this is fast tracked!!! |
joe, I may be wrong but I believe it will be another two months or so:
17 September 2024
"As a result of these positive safety outcomes, the trial's external safety review committee has agreed that the doses administered so far have been safe and well tolerated. Based on this assessment, the committee has approved the progression to higher doses in cohort 3 for peanut allergic patients and cohort 4 for healthy volunteers. Final cohorts 3 and 4 are on schedule to complete dosing in H1 2025."
hxxps://ir.q4europe.com/solutions/allergytherapeutics2018tf/3856/newsArticle.aspx?storyid=16223829 |
The peanut trial news back in dec hopefully max dosage update can’t be far off? |
I've seen it in other stocks too, so it's not unique to AGY. |
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