Allergy Therapeutics Share Discussion Threads

[jpuff] 10/7/2024 10:31

Could be buying from our Hombre's in Spain then ?

[jimmyloser] 10/7/2024 09:20

Impo, we are carrying the sins of our yesterday and that will be until the euphoria of our tomorrow's take hold and wipes out our nightmaresJL 2024

[jimmyloser] 10/7/2024 06:49

Thank you Banjo, interesting news.

[totally banjo] 09/7/2024 22:15

Had to sell most of my shares in AGY a few years ago but still have enough to be interested!

The European websites have been improved since I last looked (probably 10 years ago), more professional and informative, which is nice and look even better with the addition of a USA inclusion in the next year or so....possibly!

htps://www.allergytherapeutics.es/

[totally banjo] 09/7/2024 21:55

Hi Jimmy, probably start off where it started yesterday regarding SP

Interesting article (translated):

9 July 2024

"Allergy Therapeutics is committed to strengthening its plant in Alcalá de Henares to increase the production of allergy vaccines


Centralizing the manufacture in Spain of its subcutaneous immunotherapy for the treatment of mite allergy will allow the company to guarantee and reduce the delivery times of the treatment to patients.

Allergy Therapeutics Spain has announced the launch of an ambitious project to move and centralize in Spain the global manufacture of one of its most outstanding products, the aluminum-free subcutaneous vaccine for the treatment of mite allergy, one of the most prevalent in our country.

This project will involve a significant investment in the Allergy Therapeutics manufacturing plant, located in Alcalá de Henares (Madrid), where the manufacture of other immunotherapy vaccines for the treatment of the most prevalent allergies in Spain, such as olive and cypress pollens, is currently being carried out. In addition, the Alcalá de Henares plant will continue to be, as it has been until now, the European distribution centre for the products manufactured by Allergy Therapeutics in Worthing (United Kingdom).

According to Gloria García, Managing Director of Allergy Therapeutics in Spain and recently appointed Industrial Director, going on to supervise the Worthing and Alcalá de Henares plants, "centralizing the manufacture of allergenic mite extracts adjuvanted with MCT in our country will allow us to more efficiently face the regulatory process in which allergen immunotherapy is currently immersed in Spain. guarantee the supply and reduce the delivery times of the treatments that patients currently have. This plan is a further step for the growth of the Spanish subsidiary and its quality center within the Allergy Therapeutics group.""

hxxps://www.pmfarma.com/app/noticias/57082-allergy-therapeutics-apuesta-por-reforzar-su-planta-en-alcala-de-henares-para-incrementar-la-produccion-de-vacunas-para-la-alergia

[jimmyloser] 09/7/2024 15:41

Any thoughts as to what brought that on folks?

[jimmyloser] 05/7/2024 16:34

@Vergeltung,I do like your posts and have voted this last one 'up'.As you know we have one prime area where we appear to have a divergence of views and that is the credibility of senior management.You do come across as a disgruntled employee.Keep your posts coming.Impo et al.J

[vergeltung] 05/7/2024 11:00

@jimmyloser, what evidence do you have that Llobet being incentivised with free shares like this, on top of his salary and pension (£412k last year, as the share price fell from 19p to 1p), will a) cause him to work hard (he notoriously does not even visit the HQ in Worthing much, preferring his home in Spain) or, if it does b) this will result in any good for the shareholders? He was, I remind you, the man at the helm when the voluntary ‘pause’ in manufacturing took place in peak making season ‘to optimise quality systems and accelerate capacity improvements’, a managerial act that more or less wiped all the shareholders out. As far as I am aware he has never acknowledged this.

As to beccasan being my 'close friend', I have no idea who (s)he is but would point out to you that, whilst her/his comments are mainly unfocused negativism (to the point that in this thread I wondered if he was even a shareholder and if so why), I try to be positive in my criticisms - one of which you read above. impo, as you like to say, it would be in our interests for him to go, not be given more of our cash.

[jimmyloser] 05/7/2024 06:10

Farmer G,Hopefully it will have medium/long term positive impact as the recipients work hard to deliver the required results, whilst focussed on the rewards.Deliver the potential outlined and the world is their Oyster and our Shrimp, so to speak. LolImpo

[farmergeorge] 04/7/2024 20:45

jimmyloser, no details of share price/performance targets are provided for the options to kick in. What we have is: "Vesting is conditional on the satisfaction of performance criteria over a three year period. The vesting of any share options is subject to a share price threshold." Not sure what impact this will have.

[jimmyloser] 04/7/2024 20:16

I am sure that both Vergeltung and close friend Beccasan with be amongst the first to agree that to-day's news is excellent for us shareholders.

impo that it is.

[beccasan] 02/7/2024 09:20

I don't understand how it is possible that a management that is not capable of doing basic things can even have the courage to promise dreams, and I find it absurd that after all these years someone still has a minimum of confidence. For this company there is only one piece of news capable of increasing the value of the shares: the complete change of management. Only in this way can we at least hope that something good will happen.

[jpuff] 27/6/2024 07:30

Fair points made there which I agree with too.

[vergeltung] 26/6/2024 10:16

Before we can hope for any 'popping' I'd say the company needs to show it can do the basics, which it proved so unable to achieve starting with the inexcusable peak-season manufacturing shut-down and all the misery that brought upon us. Just making and selling allergy vaccines would be a good start, and staying the right side of the regulatory authorities. A bit of good old basic competent management.

Then they can aspire to deliver the more exciting stuff: getting the pollen injectables approved in the EU and identifying a credible and affordable path to the same in the USA; moving the peanut product along; partnering/M&A.

[jimmyloser] 26/6/2024 06:48

MorningJpuff,I hope you are right but I personally can't see this 'popping' until very late this year/early next.News items to influence this, I see as.... Application of Marketing licence Granting of licence Naming of American partner Peanut update with successful resultsBy 'popping' I take it that you mean a price above 10 pObviously there will be other RNS that nudge us along.Of course, a bid approach wouldn't be a 'popping' it would be an EXPLOSION. ?Impo etc

[jpuff] 25/6/2024 19:29

Got a feeling it's going to pop soon.

[coinbase] 25/6/2024 07:27

The spread has narrowed to 4.39% this morning. The market makers are clearly keen to do a bit of two-way business.

[jimmyloser] 21/6/2024 12:14

Imminent?

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] 21/6/2024 07:22

LOL, I should think so from October '23

"Following a thorough internal review of the Allergy Therapeutics business by Allergy Therapeutics' management, and careful consideration of the potential funding options and other strategic alternatives that are available to the Allergy Therapeutics Board, the Allergy Therapeutics Board announced that it believes Allergy Therapeutics' portfolio of products and clinical pipeline remain highly valuable and that, accordingly, it was in the best interests of Allergy Therapeutics and Allergy Therapeutics Shareholders to continue to fund the ongoing operations of the business via the Loan Facility. SkyGem was (and remains) fully supportive of the Allergy Therapeutics Board's conclusion and was willing to fund Allergy Therapeutics' short term cash needs through the Loan Facility and subsequent Equity Financing".

[totally banjo] 18/6/2024 18:17

Interesting stuff coinbase

Nestlé have sold it on last year by the look, with take-up of Palforzia dropping off for various reasons. Saying that it appears it's still prescribed on the NHS!

All eyes will be on the results of the PROTECT trial as it reaches it's conclusion next year, exciting times!

[coinbase] 18/6/2024 09:20

I was reminded by a friend over the weekend that Nesté paid a 174% premium ($2.6 billion) towards the end of 2020 for Palforzia, a dud peanut powder developed by Aimmune Therapeutics. If you can spare the time it’s worth researching.

[totally banjo] 14/6/2024 11:22

I would expect further updates as the trial continues but the completion date is estimated for October 2025 according to the USA clinical trials website!

hxxps://clinicaltrials.gov/study/NCT05476497

I'm sure I read somewhere that AGY expected March 2025 for completion.

There's a lot going on as seen from last interim results:



Interim Results for the six months ended 31 December 2023 (27th March 2024)


"The Group's R&D programmes, including the G306 Phase III trial, the upcoming G308 paediatric clinical trial, and the PROTECT trial, continue to progress the Company's efforts towards its strategic goals of strengthening our pipeline and expanding in Europe.

The ongoing discussions surrounding further funding, coupled with the financing provided by our major shareholders under the Amended Loan Facility underline the confidence held in the Group and the future potential that can be leveraged from the R&D pipeline. The Group is planning for success, and preparations are underway for relevant health authority submissions that will support the unmet need in the market for allergic patients."

[coinbase] 13/6/2024 09:00

There’s some funny business going on behind the scenes. It wouldn’t surprise me if Panmure was working a large buy order.

[farmergeorge] 12/6/2024 18:24

Agreed. The share price does moves continuously in a straight line.