Allergy Therapeutics Share Discussion Threads

[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

[jpuff] 13/3/2024 15:22

Maybe an 8p bid will do it

[beccasan] 13/3/2024 13:50

Jimmy I gather you are a good taster as you are able to measure acidity. You and your alter ego, the CEO, have the same followers, same results, same attitude.

[jimmyloser] 13/3/2024 13:14

Vergeltung,
I do like your thought provoking and reasoned posts, rather less acidic than your alter ego, beccasan.

1) You do seem rather keen on bashing management at every opportunity. I actually believe that they are doing a sound job and there can be zero doubt that they simply would not be there if they weren't. Yes, I know about the issues regarding quality systems etc. (Let me add that I will be personally happier when I see management awarded share options !)
impo, you need have no fear regarding the commercialisation of the products when we have two major shareholders now in the driving seat. Expect news circa 2/4 weeks on that front.
2)We have a long way to run before we are at the stage of G306 and above all right now the news on safety was really welcome.
Finally, agreed, but lets hope that they play fair. They certainly have up until now impo.

[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!