Allergy Therapeutics Share Discussion Threads

[marwalker] 15/8/2024 14:37

FDA approves Neff an anti allergy nasal spray. Relavence here ?

[jpuff] 14/8/2024 12:41

Back again - probably a bot trading

[jimmyloser] 07/8/2024 16:38

Thanks jpuff, any trading behaviour would be appreciated right now?

[jpuff] 07/8/2024 16:05

No idea Jimmy but I did observe the same odd trading behaviour.

[jimmyloser] 02/8/2024 18:07

Has anyone with greater market knowledge than I have, got a clue as to what is going on with the last few days weird trading?
I am intrigued.

TIA

[totally banjo] 23/7/2024 23:40

I think the share price will stay around this level for next 5 months or so depending on any updates from the company on sales of existing products!

That being said we could see a gradual or even exponential rise if people in the know believe in the positive outcome of the two trials and then with it USA/EU approvals is worth investment as the returns could be huge or even bigger that that!

It's also obviously worth saying if these two trials/studies fail then the share price will probably be half it is today but just my opinion.

[farmergeorge] 23/7/2024 08:43

jl all noted, thanks.

[jimmyloser] 23/7/2024 06:55

FarmerG, relax, this will recover in the days ahead, it's not the past it's the future that we are all buying into and as Banjo says, Cavendish paint a very rosy picture. Whilst they have a price target of 13p with caveats, they too use the same wording as last weeks Mail article......potentially BLOCKBUSTER territory if they deliver the peanut PROTECT project. Again as Banjo points out, we have lots and lots of newsflow to help (fingers crossed) before year end. I too anticipate 10p by year end. Wait for EUPHORIA to kick in!

impo/dyor

[totally banjo] 22/7/2024 23:41

fg, maybe it's due to the longer timescale but I wish I hadn't sold most of my shares a few of years ago after holding for so long and skint now :-(

Longer timescale is basically what the 37 page and very interesting coverage note is concentrating on with the emphasis on the Grass MATA MPL and VLP Peanut gaining FDA approval - $350 million and over $1 billion sales per year respectively in drug sales in 2030's in the USA alone!

Price target is 13p which I assume is over next few months?

There is plenty of potentially positive news over the next six months or so on both the above products if things progress in both Europe and the USA.

Edit- In my view with no further updates from the company we will see a range between 4 and 10p over next few months.............I've suddenly become an expert...............after another beer :-)

[farmergeorge] 22/7/2024 22:12

So why the drop in the share price today?
Edit; Drop in the AGY sp?

[totally banjo] 22/7/2024 22:11

I see Cavendish brought out a research/coverage note today which I'll have a look at later tonight.

[totally banjo] 22/7/2024 21:48

If I understand right from todays trading update we should get the results from the higher dose trials in Q4, which if positive will cause a bit of interest in both the medical world and the company!

"Efficacy suggestive biomarker analysis is expected to be available in Q4 2024."


Also from the CEO:

"Our financial recovery comes alongside notable clinical progress, reflecting the hard work and dedication of our team."

"Our commitments to enhance manufacturing capabilities and improve supply chain efficiencies are paying off." I believe this relates to keeping up with the demand for the various products they sell which is good to hear.

"Meanwhile our Grass MATA MPL immunotherapy candidate, with its ability to reduce grass allergy symptoms, is on the cusp of its first regulatory filing."

[jimmyloser] 22/7/2024 06:36

An interesting appointment this morning impo, if my memory serves me right both Cenks and Finncap know AGY.



All positive news this morning (impo) but let's face it, now is not the time for anything negative, especially as our profile and star is finally on the rise.

[wizzkid211] 22/7/2024 06:02

Porto
Allergy Therapeutics plc

("Allergy Therapeutics" or the "Company" or the "Group")



Trading update for the year ended 30 June 2024



- Financial turnaround progressing with expected revenue growth in the second half, marking the first period of half year growth since 2021

- H2 revenues expected to be £21.6m (H2 2023: £21.2m) giving full year revenues of £55.2m (2023: £59.6m)

- Significant cost reductions made - overheads expected to be significantly lower than prior year

- Phase I/IIa VLP Peanut PROTECT trial remains on target with healthy and peanut allergic patients receiving subcutaneous doses with no unexpected safety signals

- Pivotal Phase III Grass MATA MPL trial (G306) successfully meets primary endpoint and positive discussions with regulators on pathway to marketing authorization application (MAA) submission

- Cash position of £12.9m at 30 June 2024 (2023: £14.8m) following ongoing funding from amended shareholder loan facility

[jimmyloser] 11/7/2024 16:14

Thanks Coin, wow, if you are correct, I will have no excuse for saying Bah Humbug! this year.Are you able to share with us what you base your forecast on?Jimmy

[coinbase] 11/7/2024 16:00

Post dilution: 17 GBX by Christmas. Beccasan will be forced to eat his/her hat!

[coinbase] 11/7/2024 15:54

Excellent news, but nothing we didn’t already know.

[timbo003] 11/7/2024 06:36

This is probably a better link:



Scancell and Avacta (I hold both of them) get a mention too!

[totally banjo] 10/7/2024 23:42

How to cash in on the next wonder drugs

hxxps://x.com/joannemidas?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

[farmergeorge] 10/7/2024 21:46

jimmyloser, noted. Thanks.

[jimmyloser] 10/7/2024 18:51

Sorry FarmerG, I am away travelling and am unable to provideSomebody will, I am sure

[farmergeorge] 10/7/2024 18:22

jimmyloserI don't have access to the Daily Mail. Is there a copy somewhere? Thanks.

[jimmyloser] 10/7/2024 17:59

This article on page 55 of The Daily Mail is well worth reading. It is by Joanne Hart as is balanced and well written. Speaking of Allergy Therapeutics she says the 5p shares could become 'blockbuster territory ' shares if they manage to deliver. Joanne stresses that people should not invest money that they cannot afford to lose.Do try and catch the article.I stick by my December forecast that AGY has the potential to become one of the most sort after shares on AIMImpo/ Dyor

[jpuff] 10/7/2024 13:47

We've a young relative with a severe peanut allergy too. It's surprising how dangerous it can be and the precautions needed to be taken. I've also been on a couple of flights where the normal small peanuts snacks were totally withdrawn due to a passenger who suffered from the allergy.

[abbynat] 10/7/2024 12:32

tipped in moneymail today! hence the rise!
interesting, as my grandson has just been diagnosed with the peanut allergy!
i will have to buy.