Proactive One2One Investor Forum 24 June 2025 | London
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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! |
Hi BanjoYea, I call 1.5 million a whirlwind! lol |
whirlwind? |
any thoughts on todays whirlwind was all about? |
I expect that they will, based on whether or not the approval is given for Europe and what AGY have to say with half year results. I am looking for evidence in manufacturing improvement as it is no good having whizz bang products if you cant make them. (Of course, they know that). These guys are about to move into the big boys territory and that should be interesting for us (impo) |
I was just having a look back, as you do!
Cavendish who are AGY's Nominated Adviser and Broker started coverage 22nd July 2024 with a target price of 13p. If I remember right these targets are roughly over a 12 month period so it will be interesting if they issue another in-depth research note with a revised target price in a few months time. |
Allergy Therapeutics implements new LTIP Published: 07:51 03 Mar 2025 GMT
Allergy Therapeutics PLC (AIM:AGY, OTC:AGYTF) has implemented its long-term incentive plan to its senior executives, including the CEO and CFO, along with share options for all employees. These awards are designed to encourage company growth and align staff interests with shareholders. The plan was first announced last November and later approved by 99.7% of shareholders at the company's AGM |
In a nutshell..........I like it! May they do really well.
IMPO |
 Another report and this time mentions AGY's Grass MATA MPL vaccine:
Allergic Rhinitis Therapeutic Market Size in the 7MM was ~USD 10,400 million in 2023, is expected to grow by 2034, estimates DelveInsight 02-27-2025 06:17 AM CET
"DelveInsight's "Allergic Rhinitis Market Insights, Epidemiology, and Market Forecast - 2034" report deliver an in-depth understanding of the Allergic Rhinitis, historical and forecasted epidemiology as well as the Allergic Rhinitis market trends in the United States, EU4 and the UK (Germany, France, Italy, Spain) and the United Kingdom, and Japan."
Allergic Rhinitis Emerging Drugs
"• Grass MATA MPL: Allergy Therapeutics Grass MATA MPL contains an extract of 13 grass pollens modified with glutaraldehyde to form allergoids that reduce the reactivity with immunoglobulin E (IgE) antibodies without a reduction in other important immunological properties, such as T-cell reactivity. The allergoid is adsorbed to microcrystalline tyrosine as a depot adjuvant system formulation. Monophosphoryl lipid-A (MPL) is included as an adjuvant to increase the immunogenic effect of the immunotherapy and to enhance the switch from an allergen-specific helper T-cell Type 2 (Th2) to helper T-cell Type 1 (Th1) like an immune response. Grass MATA MPL is being developed as a pre-seasonal SC immunotherapy product for treating allergic Rhinitis and/or rhinoconjunctivitis. In November 2023, Allergy Therapeutics completed the Phase III study to evaluate the efficacy and safety of PQ grass in subjects with seasonal allergic Rhinitis and/or rhinoconjunctivitis induced by grass pollen."
hxxps://www.openpr.com/news/3889147/allergic-rhinitis-therapeutic-market-size-in-the-7mm-was-usd |
 Already experiencing hay fever? Experts predict a severe season for allergy sufferers Ben Rich Lead Weather Presenter Published 28 February 2025
"The tree pollen season is underway and experts say it is going to be more severe than usual.
An estimated 13 million people in the UK suffer from hay fever - the allergy to pollen.
Only a minority are triggered by trees but itchy eyes, sore throats and runny noses are already affecting those who do suffer.
Alder pollen is at its peak with hazel trees also causing symptoms.
Scientists at the University of Worcester are predicting that high levels will continue for several weeks."
"There are actually three different hay fever seasons relating to three broad types of pollen.
The first - tree pollen - generally runs from March to May or June. However some species such as alder, hazel and elm produce pollen earlier meaning it can start as soon as January.
The Met Office suggests that around 25% of hay fever sufferers are affected by tree pollen.
Grass pollen, on the other hand, has more widespread impacts affecting nearly all sufferers during its season which runs from around May to July.
The third major trigger is weed pollen with a season that peaks between June and September."
"Oak and grass pollen seasons are starting earlier which they say is in line with research from other European countries." |
Six posters being presented is excellent news! We knew about the PROTECT trial paper being presented but not the others! |
Hear, hear! |
What an outstanding achievement it is to have your papers chosen for presentation at a leading forum and to have the confidence in those products to share your work with the world. After all, when all is said and done, we are only a small British company. Congratulations to all involved. It bodes well from several angles Impo/Dyor etc |