Allergy Therapeutics Share Discussion Threads

[coinbase] 04/9/2024 09:27

I’ve edited my last post. It made absolutely no sense in the cold light of day.

Totally Banjo, I completely agree with you. However in the short term keep a beady eye on the “efficacy suggestive biomarker” results from the PROTECT trial which are expected towards the end of this year.

[totally banjo] 03/9/2024 19:14

Hi coinbase, the PROTECT trial is set for completion not until at least March 2025 and then apply for USA FDA approval which will be another year or so.

G306 and G309 have to go through German regulators which will possibly start end of this year and take a year or more to complete.

I would imagine we will get updates on the above as various goals are met.

Over the next year we should see an increase in revenue from Europe due to manufacturing improvements enabling AGY to meet the strong demand for existing products which will/should have a positive effect on the share price

The potential for AGY is massive but it's going to take a while,imo

[coinbase] 03/9/2024 18:10

Jimmy, it feels like we’re being fattened up for Christmas, we just need to wait.

[jimmyloser] 03/9/2024 17:08

Coin,
It really is good to see you back on here and being so bullish.
I have to confess that just at the moment and since that last RNS that I am not very bullish. I have a sizeable holding and have been on board for more than a decade. They never fail to let me down. I really didn't like the throw away line at the end of the last RNS and I hope and pray that for once,just once, they deliver.
6 or 7p by Christmas would make for a very happy Yuletide in the 'loser' household.

impo.dyor

[coinbase] 03/9/2024 14:16

Replacing Panmure with Cavendish towards the end of July was very sensible. Panmure are one of the most expense mid-tier brokers in the city! A solid bit of housekeeping.

[coinbase] 03/9/2024 13:55

I'm starting to get excited! I’ve been buying on any weakness and will continue to do so. The next three and a half months are crucial. With news on G309, G306 and the PROTECT trial due this side of Christmas we could either be celebrating a share price in the mid-teens or gearing up to sell off parts of the company. The risk is very real, but given the massive upside from here and lack of bad news I am extremely bullish.

[jimmyloser] 29/8/2024 07:32

July 2024

"The shareholders are aware of the Group funding needs over the next 12 months and remain supportive of the business"

[jimmyloser] 27/8/2024 12:51

Thanks to all for the responses. @vergeltung, 100%agree and have once again marked your erudite post UP!

[totally banjo] 27/8/2024 11:33

The RNS announcements dated 6th April and 27th December 2023 give the details of the funding agreement relating to today's update.

The funding agreement is why the share price is in the current range, imo.

When or if positive news arrives on European sales and the two main ongoing trials the share price should get into 10-15p range, again imo

[vergeltung] 27/8/2024 11:30

It's a mixed bag, today's announcement.

On one hand, good that the insiders are willing to continue to fund the business.

On the other, late September is very soon and the issue of funding hangs over us again - at some stage the £12.5m remaining will be gone.

Statements like 'the Company continues to explore further funding options to support its ongoing operations and development pipeline' are share-price kryptonite.

As the Dear Leader Sir Kier might put it, things will get worse before they get better (imho - and before you come for me @jimmy, I do think they will get better...)

[jpuff] 27/8/2024 10:30

I guess one objective is to spook weak holders to sell at a low share price Personally, I'm holding on tight myself, but each to their own. Imho

[totally banjo] 27/8/2024 10:28

If we go back to the trading update (22 July) then todays funding news is bang on target! The share price will recover when or if positive news/updates are given:


"The Group expects that additional funding will be required from around late August onwards for trading, working capital, capital expenditure and continuing research and development programmes. The major shareholders have provided sustained funding to the Group over the last 18 months, most recently via the participation in the uncommitted £40m loan facility established in December 2023 of which £22.5m has been drawn leaving £17.5m remaining. The shareholders are aware of the Group funding needs over the next 12 months and remain supportive of the business"

[jimmyloser] 27/8/2024 08:23

Hahahaha, they do say be careful what you wish for. At last a bit of activity, sadly not in the direction I had hoped for.
I take this as the major shareholders being satisfied that all is as stated, though I was intrigued by £5mill being good to the end of September?

Any other views?

dyor.impo etc

[totally banjo] 20/8/2024 23:16

The main short term targets, from what I can gather, is that existing European markets should turn AGY into profit by this time next year with news leading up to this via announcements prior. The reason for this is due to the demand for existing products being very high and now with improvements in their manufacturing and distribution network will see this bear fruit, that's the forecast anyway!

European and USA approvals for the various new products are another year off or more!

If they get the above we are talking 50p++++ per share with a company buy out and in the meantime at least double figures if they return to profitability within Europe next year, that's just my opinion of course!

As investments go it's pretty boring but has the potential (that word again) to at least double the share price from here in a year or go exponential in probably the same time frame if results continue to be positive!

Edit- the above is just my opinion so please do your own research as anything could happen!

[marwalker] 18/8/2024 15:46

Thanks for the pointersRNS 7thMay mentions MAA Q4 in Germany Can't find the full results in June ?Half the risk double the share price though

[jimmyloser] 18/8/2024 15:03

marwalker,
impo, you are not alone in holding back and provided that you are happy to pay (potentially) at least double for your shares their is wisdom.

The reality is that the near term focus for management is Europe via Germany and they are now almost there.

Our expectations are that they will apply for a marketing licence around month 10 or 11.

The next announcement on peanuts is again impo the blue touch paper and that is expected in Q4.

I personally believe that the next three RNS's will be transformational for this company and for those suffering from the various allergies.

Worth reading the last six news items.

Dyor/impo etec etc

[marwalker] 18/8/2024 14:35

Considering investment here but holding me back isDelay to hay fever due to FDA requirement for more US citizens in trial which I assume can only commence during hay fever season next year Why did management not foresee this ?Peanut vaccine bio marker results due Q4 if good will open to ph11b trial surely another yearFinishing posts look at least 2 years awayLike to hear from others better informed than me for opinionContinued financial support from major shareholders is a positive factor

[jimmyloser] 17/8/2024 12:51

You will not be alone in watching with interest.Fingers crossed This time next year Rodney?

[richtea2517] 17/8/2024 12:21

Could be massive. My son has a peanut allergy. I have been invested here. I watch with interest.

[totally banjo] 17/8/2024 10:42

Anaphylaxis is "a severe, potentially life-threatening allergic reaction" with one major cause being peanuts where sufferers are required to carry an EpiPen or perhaps use the new nasal spray.

Therefore if AGY's peanut allergy vaccine is successful people with a previous allergy would potentially not get to the anaphylaxis stage and hence not need or have to carry with them an EpiPen or new nasal spray at all times!

I know from family experiences the effect of just opening a bag of peanuts in the same room as someone with a nut allergy can have, along with the trauma of injecting via the EpiPen and in time!

[totally banjo] 17/8/2024 01:19

there was something else to add marwalker, later

[totally banjo] 15/8/2024 20:16

marwalker, no relevance to AGY and their product range. The nasal spray is an alternative to the EpiPen which is a self-use injection for anaphylaxis.

[farmergeorge] 15/8/2024 14:58

In which case, does that pip?

[marwalker] 15/8/2024 14:39

Correction Neffy