Allergy Therapeutics Share Discussion Threads

[vergeltung] 14/2/2024 13:46

EMA = European Medicines Agency, the EU's FDA

[jimmyloser] 14/2/2024 13:30

Well, coinbase, nothing of any real surprise there. I dont believe that we will see any movement here of any significance until April/May. I remain of the opinion that AGY is a potential blockbuster (impo) and I have been buying steadily over recent weeks including today.

I liked this from Simon Chen
"Furthermore, SkyGem believes its key relationships and capabilities within Asia can unlock additional value for Allergy Therapeutics due to the access it provides to key markets for Allergy Therapeutics' products".

Steady as she goes!

Coin, what or who are EMA?

[coinbase] 14/2/2024 07:30

Half-Year Trading Update - hXXps://www.londonstockexchange.com/news-article/AGY/half-year-trading-update-2024/16331428

[coinbase] 13/2/2024 10:56

We should hear from the EMA soon.

[jimmyloser] 01/2/2024 10:49

All buys today. Inc 2.145p

[coinbase] 30/1/2024 17:54

Absolute madness. I’ll struggle to look at myself in the mirror if we get taken out for less than 350 million. This should be north of 4 GBX on a wet day in the middle of winter!

[jimmyloser] 30/1/2024 11:45

Marked down 20% on nickels and dimes. Ludicrous!It will bounce back just as quickly. Impo.

[blackhorse23] 30/1/2024 08:09

Money moving to APH

[coinbase] 30/1/2024 07:29

Lifting of Suspension and Resumption of Trading -

[jpuff] 19/1/2024 20:43

Hopefully not giving time for the bod to change their identities and fly out to their secret hideouts in those faraway sanctuaries reserved for the super rich?

[jpuff] 19/1/2024 20:39

So what's the delay now in actually releasing the results - whatever they maybe?

[jpuff] 02/1/2024 07:38

Aim suspension pending release of results

[beccasan] 29/12/2023 12:52

All correct considerations in prospective terms. Whether the authorities will register the products and whether the share price will rise. It is also true that all this must then be confirmed by the commercial results, because with these results they will pay the debt. And it is precisely on this point that I have the strongest doubts. I don't think the products will bring in revenue. In any case. The reasons are in my previous posts. Only the debt and the problem of who or how to pay it will remain. ML then still has to explain to us how it is possible that he was not able to guarantee the accounting closure of the last FY after 6 months. Not 6 days or 6 weeks, 6 months....

[jimmyloser] 29/12/2023 12:30

4823 - Thank you.

[vergeltung] 29/12/2023 11:31

I have not read the details (not sure they will be public) but assuming all the important points to be covered in the press release, I am encouraged by this development.
The new financing is best seen as part debt, part equity.
AGY is not a good credit risk. Borrowing money at 12% is not expensive (you would not get a loan from an unconnected commercial lender on this interest alone). So the lending requires an equity 'kicker'.
The warrants are worth little until the share price approaches 4p. Imagine selling call options on AGY equity with a strike price of 4p (i.e. about 60% out-of-the-money) - what would their price be? However, once the shares go over 4p the warrants boost the return on the lending. If the share price rises to 6p (more than 2x the current price), for example, the return to the lenders is 62% after 12 months. Greedy! But that is a big 'if'.
Furthermore, if the warrants are issued they entitle the lenders to buy new shares at 4p - i.e. if all 1bn warrants are exercised the company receives a further £40m in cash.
This funding like an optimistic move - much of the lenders' return depends upon the share price going up 60% from now (2.5p) and I am pleased that the insiders here appear to have confidence that this will happen. I do think this fundraise is good for the company and this seems to be the view of the market.

[jimmyloser] 29/12/2023 11:01

I just wonder if Chinese regulators will be included. 😊

The first scientific advice meeting with regulators is anticipated to occur in late Q1 2024, where discussions will lay out a pathway forward to permit progression to the marketing authorisation application process.

Manuel Llobet, CEO at Allergy Therapeutics , stated: "We are very pleased that the primary and secondary endpoints from this trial strongly align, and all data analysed demonstrate the beneficial effect of our Grass MATA MPL product. These data, alongside the results from our earlier G309 field study, provide a strong, significant and consistent data package for our discussions with relevant health authorities."

[beccasan] 28/12/2023 12:29

Let's see if I understood correctly. Now financiers are moving from a model where they gave money as risk capital (we lose or win together) to money lent out and not even all of it. That is, if we win, we win together, if the company loses I will seize its assets. And as a lender I charge 12% on the loan. This doesn't seem like good news for the company and it seems to me that the financiers are opening their eyes and understanding the characters they are dealing with. Happy 2024.

[babbler] 27/12/2023 12:30

4p warrants. Finance sorted. Nice.

[jimmyloser] 27/12/2023 12:24

This is one ride that I am certainly glad that I came on (fundraising)....currently!

[beccasan] 18/12/2023 11:59

Speaking of science, I was wondering what had happened to the much publicized Immunobon, in this very chat, which thanks to the "barn dust" effect would have represented a scientific breakthrough in allergy therapy. Anyone have any news? It seems withdrawn to me.

[jimmyloser] 18/12/2023 08:04

Timely..................?

[coinbase] 15/12/2023 20:55

That's really kind, thank you.