That 100k sell dropped the share price this morning I see but more or less recovered by end of day! |
???????????????? |
Looking very good. |
Whilst to-days news is excellent and a confidence boost it is the results statement (imminent) that serious shareholders and investors will be eagerly awaiting for strong evidence of growth in sales and manufacturing capability along with any update if available of the marketing application. impo.
All credit where it is due, the guys at AGY appear to be doing a first class job and ticking off all the boxes that they have advised us they would. I believe that the share price will reflect their efforts should they report positive progress on both of those items
impo/dyor etc |
Well, I wasn't expecting an update so soon but not complaining, great news!
Professor Mohamed Shamji, Professor of Immunology and Allergy at Imperial College London and senior author of the paper, commented:
"There remains an urgent and compelling need for a therapy that not only ensures sustained protection during extended treatment-free periods but also holds the promise of curing peanut allergies.
Our dedicated efforts are aimed at fulfilling this significant unmet need, and the data we have collected thus far are exceptionally promising.
We have established that the vaccine not only circumvents triggering allergic reactions but also skilfully modulates the immune system, potentially leading to long-term protection. This marks a significant advancement in food allergy therapeutics, and the findings from the clinical trial phase set the stage for new therapies for peanut allergy.'' |
But why the tepid market response |
What an amazing piece of news for sufferers, shareholders, scientists and all involved etc
A UK company to be proud of!
Well done so far but a long way to go impo! |
 HALLELUJAH!
Porto
Allergy Therapeutics plc
("Allergy Therapeutics", "ATL" or the "Group")
Allergy Therapeutics advances to the final phase of treatment in Phase I/IIa VLP Peanut PROTECT trial and announces publication of mechanism of action data
· Healthy volunteers now receiving highest doses with no safety signals observed
· Third cohort of peanut allergic patients progressing through therapeutic dose range
· New peer-reviewed publication in Journal of Allergy and Clinical Immunology validates mechanism of action
27 March 2025 Allergy Therapeutics (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy immunotherapies, today announces that its VLP Peanut Phase I/IIa PROTECT trial has entered the final phase of treatment, with healthy volunteers progressing to the highest dose levels and no safety signals observed to date.
As part of this phase, the final cohort of healthy volunteers is now receiving subcutaneous doses of VLP Peanut, the Group's innovative, short-course peanut allergy vaccine candidate, beyond the expected therapeutic dose level to establish a strong safety margin. Meanwhile, the third of four planned cohorts of peanut-allergic patients is progressing through dose escalation, also including levels beyond the anticipated therapeutic range. These data will supplement previously reported biomarker efficacy findings observed at lower cumulative doses, strengthening the understanding of treatment response at higher doses.
Results from the current patient cohort will also be key in defining the optimal dose range for the upcoming Phase IIb study while reinforcing confidence in the treatment's safety profile. Both healthy volunteers and peanut-allergic patients have progressed through their initial dose escalation, and, following a safety review, the committee has recommended advancing to the second of three planned dose increases for each cohort.
In addition, Allergy Therapeutics announces the publication of a new paper in the Journal of Allergy and Clinical Immunology (JACI), which evaluates the beneficial tolerogenic properties and immunological reactivity of VLP Peanut.
Peanut allergy remains a growing public health concern, particularly in the US and Europe, with limited effective treatment options. Results detailed in the paper, from earlier research conducted by Allergy Therapeutics, demonstrate that VLP Peanut can reduce allergic responses while promoting protective immune mechanisms in cells from peanut-allergic individuals. Preliminary skin testing in six peanut-allergic adults further confirmed the vaccine candidate was safe and well tolerated.
The PROTECT trial continues to progress to plan and the Company expects to announce the initial topline data later this summer.
Professor Mohamed Shamji, Professor of Immunology and Allergy at Imperial College London and senior author of the paper, commented: "There remains an urgent and compelling need for a therapy that not only ensures sustained protection during extended treatment-free periods but also holds the promise of curing peanut allergies. Our dedicated efforts are aimed at fulfilling this significant unmet need, and the data we have collected thus far are exceptionally promising. We have established that the vaccine not only circumvents triggering allergic reactions but also skilfully modulates the immune system, potentially leading to long-term protection. This marks a significant advancement in food allergy therapeutics, and the findings from the clinical trial phase set the stage for new therapies for peanut allergy.'' |
Looks like the flag is now an ascending triangle with a break upward of 7p signalling a future strong upward trend. |
Yet another report but of interest:
Allergy Immunotherapy Market Set to Surge to $4.9 Billion by 2033 at a 10.4% CAGR
March 18th 2025
"WILMINGTON, DE, UNITED STATES, March 19, 2025 /EINPresswire.com/ -- According to Allied Market Research, the global allergy immunotherapy market was valued at $1.8 billion in 2023 and is projected to reach $4.9 billion by 2033, growing at a CAGR of 10.4% from 2024 to 2033. This growth trajectory underscores the escalating demand for effective allergy treatments worldwide.
The global allergy immunotherapy market is poised for substantial growth, driven by the increasing prevalence of allergic disorders and advancements in treatment methodologies. Allergy immunotherapy, also known as desensitization or hypo-sensitization, involves the gradual introduction of specific allergens into a patient's system to reduce sensitivity and alleviate allergic reactions. This treatment is particularly beneficial for individuals who do not respond adequately to conventional allergy medications."
"4. By Region:
? North America: Dominated the global allergy immunotherapy market in 2023, attributed to the high prevalence of allergy conditions and a well-developed healthcare system.
? Europe: Held a significant market share due to high diagnosis rates and supportive healthcare infrastructure.
? Asia-Pacific: Anticipated to witness high growth, driven by rapid modernization, elevated levels of air pollution, and increasing healthcare expenditure."
"Key Players in the Allergy Immunotherapy Market
Prominent companies operating in the allergy immunotherapy market include:
• ALK-Abelló A/S
• Allergy Therapeutics
• DBV Technologies" etc etc etc
hxxps://southeast.newschannelnebraska.com/story/52583214/allergy-immunotherapy-market-set-to-surge-to-49-billion-by-2033-at-a-104-cagr |
By June we should have an update on the USA peanut protect trial along with the half yearly report!
From the last Half Year Trading update (28 January 2025) it looks positive as they stated:
"- Financial turnaround progressing with H1 revenues expected to be £34.0m (H1 2024: £33.6m), 4% growth on a constant currency basis (H2 2024: 2% growth), marking the second consecutive period of half year growth
- Cash position of £21.7m at 31 December 2024 (30 June 2024: £12.9m) following receipt of new £20m five-year term loan
- Increase of 5% in volume of units sold reflecting a recovery in manufacturing capacity"
"The cash balance as of 31 December 2024 was £21.7 million (30 June 2024: £12.9 million). As previously announced, the Group strengthened its cash position during the period with a new £40m facility from Hayfin Healthcare Opportunities ("Hayfin"), comprising a £20m committed five-year term loan and £20m uncommitted incremental facility. The Group also secured additional support from its major shareholders, SkyGem Acquisition Limited and Southern Fox Investments Limited (together the "Shareholder Lenders"), through an amendment to the Loan Facility. The total facility was increased from £40m to £50m during the period, with an undrawn but uncommitted balance of £27.5m as at 31 December 2024. With the £20m uncommitted Hayfin funding, the Group has access to a total £47.5m of uncommitted facilities, from Hayfin and the Shareholder Lenders, to continue to drive the business forward."
hxxps://ir.q4europe.com/solutions/allergytherapeutics2018tf/3856/newsArticle.aspx?storyid=16342359 |
I am pleased to see them back out there again and having the belief and confidence to 'strut their stuff'The timing doesn't go unnoticed either. Could they feel that they have something significant to share?impo |
Proactive One2One Investor Forum
24 June 2025 | London
Hearing the inside story and understanding the team behind the performance is crucial to making informed decisions. Join us at our next Proactive event to see leading growth companies make their pitch
Allergy Therapeutics PLC is an international commercial biotechnology company, headquartered in the UK, focussed on the treatment and diagnosis of allergic disorders, including aluminium free immunotherapy vaccines that have the potential to cure disease.
The company sells proprietary and third-party products from its subsidiaries in nine major European countries and via distribution agreements in an additional ten countries. |
It's formed a flag / pennant on the chart which has now broken to the upside. Let's see as nothing is certain about charting but I'm more optimistic now about further moves upwards. |
I think we're on our way now! |
It would be nice if we could stay above the 7p range from now on! |
Oh yes, I forgot about the half yearly report, cheers jimmy |
I believe what we can all anticipate and possibly w/c 24th March is the first half report and outlook statement. I am hopeful of an upbeat statement regarding sales and production momentum.
As Banjo points out, following on from there are news releases on peanut trials and marketing updates along with our paediatrics trials - Excitement mounts.
From the Trading Statement:
"Overall sales for the full year ending on 30 June 2025 are expected to exceed sales in the corresponding period ended 30 June 2024". |
We should get an update regarding the peanut PROTECT trial within the next two months and if positive that should shift the share price to a new level or at least cement the current position! Exciting year ahead in my opinion |
Think we might see a pop upwards soon imho |
Well.....the American allergy congress finished a few days ago where AGY had six poster sessions from key new potential product lines!
Would we expect an update of how it all went, was just a thought while tidying up after felling a tree? |
Light volume and trading within the 6 to 7p range. Just noise recently. Awaiting some news now. |
Anyway off to play pool, I'll have a look in if I get back :-) |
Oh right, only just seen the volume! I haven't got access to all the information but at the end of the day it's only (he says) about £150k isn't it? That's if they are all sells of course! |
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