Allergy Therapeutics Share Discussion Threads

[vergeltung] 13/3/2024 12:31

Coinbase, Jimmy, I am as keen as any of you that AGY should finally escape its period of bad luck (partly caused by atrocious management - but that's a different matter, one Skygem surely must be asking themselves about) and notch up a few clinical achievements. I also agree that the news from the clinic has been good. However:
1) I am underwhelmed at the reaction to the success of G306 announced in November (! 4 months ago!!)- which should occasion the start of final MA approvals and possibly of licensing / M&A activity; it raises questions about management competence that nothing seems afoot at all on this, a target the company has been aiming at since its foundation and
2) this recent Peanut announcement - extremely limited exposure with primarily safety objectives and some blood-chemistry. Highly promising though it is, it's all super-preliminary and represents the very start of the process that G306 supposedly represented the end of.
I agree with you that there is great upside potential here but weighing on this are a) the issue of rudimentary management competence and b) the future financing needs which might turn out badly for us minor shareholders after resolutions 11-14 passed at the AGM.

[jimmyloser] 13/3/2024 11:45

Coin
We are aligned. Yesterdays news on tolerability and using biomarkers was very reassuring.

Commercialisation news is what the market needs as does Skygem :-)

[coinbase] 13/3/2024 11:34

Jimmyloser, we’ll know one way or another by the end of the month. If they don’t kill anyone and the EMA look kindly on them then it’ll explode.

[jimmyloser] 13/3/2024 10:17

I came across this and to me it was an eye opener and shows a small sample of the brains involved and people developing this much needed product.

A product for peanut allergic reaction is much needed but the market I would suggest for food allergic reaction must surely be a much bigger prize commercially. However, the news that should see this start to move (impo) is the response from the likes of the FDA.

Whilst I have skin in AGY's succesful transformation and keep an eye on it, I'll wager that huge corporation's are all watching even closer.....again impo.

Fingers firmly crossed. DYOR ETC

[coinbase] 12/3/2024 09:25

“First patient receives subcutaneous dosing with no safety signals observed” says it all.

[coinbase] 12/3/2024 07:42

Allergy Therapeutics commences subcutaneous dosing in peanut allergic patients in Phase I/IIa VLP Peanut PROTECT Trial - hXXps://www.londonstockexchange.com/news-article/AGY/vlp-peanut-protect-trial-update/16372281

[jimmyloser] 11/3/2024 16:57

?Read the runes :

[jimmyloser] 11/3/2024 07:57

Another piece of confidence this morning impo, and strengthening of the executive board.

Good work.

[jimmyloser] 05/3/2024 17:16

Smacks of confidence impo

The programme of continuous improvement across the supply chain and quality systems paving the way for.......... 'increased capacity' is ongoing and is a multi-year project.

[jimmyloser] 05/3/2024 13:22

I have done the same. Not to-day though.

I know you will be aware, but for others, the 2.42p are sells.

[coinbase] 05/3/2024 13:11

Someone's gearing up.

[coinbase] 05/3/2024 13:03

Bed and ISA?!

[coinbase] 23/2/2024 12:02

DMA: 105,000 @ 2.624.

[jimmyloser] 20/2/2024 11:23

Yes, I agree. I expect this to be sold at much more than. But 5p is my next milestone by summertime.
impo

[coinbase] 20/2/2024 11:02

5 GBX is peanuts!

[jimmyloser] 20/2/2024 10:05

Thanks coin, long may it continue. I re read the mandatory offer over the weekend. I made very interesting reading.
The current price is bobbins. I continue to buy and have bought again this morning.

Somebody on here mentioned 5p a while ago and at the time I thought, not a hope.

No longer.

Patience.

impo/dyor

[coinbase] 20/2/2024 09:58

There’s a tussle going on behind the scenes between Panmure and Shore.

[jimmyloser] 15/2/2024 09:27

"SkyGem has, and still holds the belief that Allergy Therapeutics has the potential to become one of the most prominent allergy immunotherapy companies globally"

2.5p for a stake lovl.

impo

[coinbase] 14/2/2024 16:08

Panmure have upped the bid, narrowing the spread to 2.82%.

[jimmyloser] 14/2/2024 13:49

Thank you, April onwards. EMA/FDA/??

[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