Allergy Therapeutics Share Discussion Threads

[coinbase] 27/10/2023 09:51

For those of you that want out, I’m bidding for 164,033 shares at 1.32 GBX.

[vergeltung] 27/10/2023 09:31

@red army - Skygem/ZQ and Southern Fox are acting in concert.
This offer is mandatory - necessitated by the AIM/Takeover Panel rules. It is not priced to succeed.
They have said that they want the listing to stay and have no intention to squeeze out the minority holders. They wouldn't need to say this if it were not a possibility.
I agree with jimmyloser, that the upside potential is huge - but the management is incompetent and there are risks in all those IFs and in the forthcoming financing and in life a as a very small minority generally.

[jimmyloser] 27/10/2023 07:52

IF,IF,IF......as expected the core business returns to health and and as indicated in the offer letter, finds new markets via licensing and the birch/grass trials are the success that 'appears' to be expected, (judging by the amount of money being funnelled in here) and IF, they really do pull off the peanut trials and IF, I live long enough to see it all........I might just get to smile again?IF..

[red army] 27/10/2023 07:47

Southern Fox are key to this and at the moment wont agree so game on.

[red army] 27/10/2023 07:46

This might be the problem unless Southern Fox step up to the plate

Notwithstanding the Equity Financing, the Allergy Therapeutics Board anticipates that additional funding will be required during November 2023 onwards for trading, working capital, capital expenditure and continuing R&D programmes including the G306 Trial which is currently scheduled for interim data read out in or around November 2023.

[red army] 27/10/2023 07:39

Answered my own question. So Skygem have nearly 60% and I assume require 75%

SkyGem Acquisition Limited (ZQ Capital) 2,850,296,476 59.96
Southern Fox Investments 1,307,377,398 27.50
Abbott Laboratories 240,584,571 5.06

[red army] 27/10/2023 07:28

Does anyone have a list of the biggest shareholders???

[jimmyloser] 26/10/2023 15:59

Every share is wanted as can be seen again today!

[jpuff] 26/10/2023 15:05

I doubt anyone in their right mind will be accepting a 1p offer. Certainly not me.

[jimmyloser] 26/10/2023 12:51

A reminder.....................

Operational

- Pivotal G306 Phase III trial investigating Grass MATA MPL underway with interim results expected in, or around, November 2023

- First cohort of peanut allergic patients in the Phase I VLP Peanut PROTECT trial received the peanut allergy vaccine candidate via SPT in March 2023

- The PROTECT trial has subsequently progressed to dose escalation in the healthy subject cohorts, with cohorts 1 and 2 progressing as planned and approval granted to commence dosing in cohorts 3 and 4. Additionally, escalating subcutaneous dosing in peanut allergic patient is to commence imminently

- No safety signal has been observed in healthy subjects during escalating dosing to date

[red army] 26/10/2023 12:01

This offer is a steal and should not be accepted as company worth far morre in my opinion.

[jimmyloser] 25/10/2023 15:37

Thanks coin. I figure that every single share is wanted.

I don't expect anything to stimulate until after this latest corporate action is done. That is circa 6th November.

A masterclass.

impo

[coinbase] 25/10/2023 09:16

For those without L2, there are 3 people bidding for 410,426 shares at 1.35 GBX.

[jimmyloser] 23/10/2023 07:45

Care to elaborate for us?

[bones698] 23/10/2023 07:22

Looks like game over here at 1p would t dare risk buying above that with the news here

[beccasan] 19/10/2023 12:59

I also believe that facts speak louder than words. In fact, the facts revealed a huge disaster led by a group of improvised and inadequate managers. Even announcements of successful clinical trials will not bring any value to the shares. Because the company's credibility is zero, zero, zero. The only fact that will bring value back to the shares will be the news of the change in management, given that now the image is of a group of scammers. Only then and only then can trust be slowly, very slowly rebuilt. The rest is hot air.

[jimmyloser] 17/10/2023 16:54

I concur with that jpuff, however they say time heals all wounds and that actions speak louder than words.Let's see what turns up.

[jpuff] 17/10/2023 16:21

I guess it's not easy to forgive someone whose mugged you.

[jimmyloser] 17/10/2023 14:33

Jimmy's thought for the day.

Whilst we do not like where we are, the facts are clear, we are now where we are. All feeling miffed and unhappy.

Some of us have invested more cash into this ship, me included. It is a credible and well run organisation fundamentally, which has top class Nomad's in Panmure Gordon. We are probably fortunate to have two shareholders with deep pockets who believe in us.
Lets park the suggestions of FSA/FIA et al and sit back and see where our journey takes us. As coinbase pointed out........it's only money!

I look forward to your likes!😊

[jpuff] 17/10/2023 10:20

After all why would the majority shareholders want to retain someone whose totally incompetent with such a record as we've witnessed? Unless of course he was part of the sting operation?