Allergy Therapeutics Share Discussion Threads

[jimmyloser] 03/5/2024 16:05

I suspect that major interested parties are certainly lining up already, though a little early. impo.

The next couple of RNS's may well be all time game changers here. Hopefully we get to hear about regulatory progress and the magic word.....'commercialisation', again impo and with my fingers firmly crossed.

This very clearly has the potential to be a very interesting few months.

*Great investing by our two white knights and exceptional work from the team at AGY. impo

[jpuff] 03/5/2024 15:47

You would think if AGY were onto something big then companies would be queuing up to buy us at this depressed level but no sign of that - just yet.

[jimmyloser] 03/5/2024 13:32

Am I alone in being puzzled at this being held at 2.75p?

[farmergeorge] 18/4/2024 09:41

Good to hear jimmy.

[jimmyloser] 18/4/2024 09:34

Significant clinical and "regulatory progress"

Financial turnaround "on track". Strengthened balance sheet and restructuring plan paves the way to "future growth".

[jimmyloser] 15/4/2024 07:40

Good morning Farmer G.I am sorry but I feel the need to disagree. I believe that AGY have behaved professionally towards stakeholders and that news flow is where it should be.I am also in another share and if you were in there you would have cause to grumble. Not a peep for five months.Patience required here and in abundance.JL

[vergeltung] 13/4/2024 10:37

@Jimmyloser, what was dramatic about the good lady's resignation?

I've also been wondering about what good news you are anticipating. Personally I am concerned at the lack of any apparent movement with the FDA; indeed the FDA was not mentioned at all in the context of G306 in the recent interim statement. Progress in the USA would have been what I was hoping for...

[jpuff] 12/4/2024 20:43

It says a valued contribution over a five year period when the share price collapsed from 40p to 2p. I guess that I don't get it either!

[farmergeorge] 12/4/2024 19:42

jimmyloser, I agree, nothing indicated why she left. Mind you, this is AGY's style,so at least they are consistent in not providing any news or updates.

[jimmyloser] 12/4/2024 18:21

Hi Farmer G.You know that this is AGY and that means that those of us who bought in for the ride need buckets of patience and the luck of the gods, I suspect a bit like sowing winter barley,I personally anticipate news this side of month end though I remain puzzled at the recent dramatic resignation by Mary T.Thoughts?

[farmergeorge] 12/4/2024 17:49

jimmeyloser, we all have our fingers crossed. Be nice to see some solid, and overdue, positive movement in the share price

[jimmyloser] 27/3/2024 07:53

Fingers crossed, exciting times at last. (impo)

"The Group expects to be the first company to register SCIT Grass immunotherapy under the Therapie Allergene Verordnung (TAV) programme".

Preparations are also ongoing for the initiation of the G308 combined short-term and long-term paediatric clinical trial that is due to commence in Q2 2024. This trial is designed to support a paediatric indication for the Group's Grass MATA MPL product and to also provide long-term efficacy and ................."disease modifying" data.......................................................This trial will meet the previously communicated requirements of Paediatric Committee for a paediatric registration in Germany.

[jimmyloser] 26/3/2024 17:52

CoinOdd movement today. Do you have any thoughts?ThanksJimmy

[jimmyloser] 22/3/2024 11:08

Farmer George,
I obviously can’t say what others views are but I am tentatively optimistic and hope that my optimism will be proved to not be misplaced within the next ten days and possibly as soon as next week!
As I have posted on numerous occasions I believe the potential here is huge!



Impo

[farmergeorge] 20/3/2024 22:10

Are we optimistic about the outlook for AGY - been out of the loop for a while.

[coinbase] 20/3/2024 21:39

I’m sorry, it wasn’t meant as a criticism. Someone’s been trying to buy in bulk at just below the mid-price for over a week.

[jimmyloser] 20/3/2024 21:21

CoinI said... appearJimmyI don't have level 2Thanks

[coinbase] 20/3/2024 21:15

Jimmyloser, I don’t agree with you. Our ‘friends’; at Panmure bought 754,373 shares at an average of 2.63151 GBX (£19,851.41) and sold 880,000 shares at an average of 2.72 GBX (£23,936). Keep half an eye on the bid tomorrow morning.

[jimmyloser] 20/3/2024 15:32

What a rum day, mm's appear to have bought over 1million and as yet, with no impact on the bid or offer at 15.32hrs.

Coin, any thought?

[jimmyloser] 15/3/2024 13:55

Thanks Coin.

[coinbase] 15/3/2024 10:23

Jimmyloser, they’ll know EVERYTHING post phase 1. Think of it as all 3 phases rolled into 1.

[beccasan] 15/3/2024 06:17

G306 is the study that ends the series of failures that began with the first study, on grasses, which failed the registration process already in 2009. G301, 4 injections promised an improvement of about 20% in symptoms. Although significant, this improvement has been judged inadequate by regulatory bodies as it is not so important if the improvement is demonstrated, but if this improvement, combined with a strong tolerability profile, brings a strong innovation compared to treatments already available and already registered. And that's exactly the point. The G306 study, which came after 5 unsuccessful attempts, seems to show (it seems because nothing is transparent and much is instead opaque) that the improvement in symptoms is significant although it is not known by how much (strange, no??) and this improvement is combined with a "acceptable" tolerability. "Acceptable" is too partial a judgment and together with the opacity regarding the degree of symptomatic improvement obtained, it casts serious doubt on whether the product is approved. Last potentially tragicomic aspect. It is unclear how many injections were administered in the G306 study. The product currently on the market and currently promoted requires 4 injections. If the number of injections in the G306 study were greater than 4, I leave it to you to imagine the reaction of the medical profession to such news. Stay away from the management of this company.

[jimmyloser] 14/3/2024 18:59

CoinI love your positive outlook but what do the initials mean?ThanksPS: I dream of a third of that figure

[coinbase] 14/3/2024 17:42

21 GBX by Christmas. #MicDrop