Allergy Therapeutics Share Discussion Threads

[audigger] 03/3/2014 08:40

Well looking set for another good week against a backdrop of a very red day for the FTSE!

[cube boss] 03/3/2014 08:20

Cheers richsawko,

can sell 200,000 @ 18p can only buy 10k

only going back to the £1.45p mark back in 2007...........:0))

May go back to Lanzarote, to live..:0)..

[richsawko] 03/3/2014 07:42

Just addedd the 'share tip summary' at the base of the article (which I missed off)- rated a buy!

[jimmyloser] 03/3/2014 07:39

Brilliant news and an excellent time to share it.

[richsawko] 03/3/2014 07:36

This was an article I found in Hargreaves Lansdown Investor Chronicles tips this morning
Allergy Therapeutics PLC

Thu 27 February 2014

A A A


Recommendation type: Speculative
Harriet Russell
Allergy Therapeutics (AGY) finds itself in interesting times. A biotechnology frenzy is building in the US and London looks set to join the craze when allergy specialist Circassia goes ahead with its ambitious £175m float on the main market next month. The flotation will inevitably draw attention to Circassia and Allergy's shared specialism in allergy vaccination and may well invigorate investor appetite for the emerging global immunotherapy market.

In 2009, management transformed Allergy into a more revenue-focused business, but the innovative biotech side of the operation still exists. As sales of the group's four-injection pollen-allergy vaccine, Pollinex Quattro, thrive in Europe, the product is still battling its way into the US market - healthcare's golden calf.

A suspension of late-state trials of Pollinex was ordered by the US Food and Drug Administration (FDA) in 2007 after a patient started experiencing neurological problems. This has been a serious setback for the company, but in August last year the suspension was finally lifted. Now the priority is making up for lost time in North America and good progress is being made on this front.

Health Canada - the Canadian health authority - has approved a new clinical efficacy study for Pollinex, which will involve two sites in the US, as well as one in Canada and will treat over 600 patients. The lower cost of the Canadian trials, and the relative ease of then seeking FDA approval, if successful, should effectively allow Allergy to take Pollinex further up the value chain before needing to find a development partner or buyer.



Chief executive Manuel Llobet believes the trial is a fresh start for the company. The board is committed to working with the health authorities "one programme at a time", he says, as the company wins back trust in the wake of the suspension. "The US market is a big one," Mr Llobet adds. "We have the potential to reach between two and three million additional patients."

Allergy Therapeutics is not the only company trying to break into the US. Direct competitors, including Alk-Abelló and French company Stallergenes, have similar - albeit oral - products expected to enter the US market by the end of 2014, well before Pollinex is likely to. But Mr Llobet is unfazed: "We can let them open doors and tackle the commercial hurdles," he argues. "Meanwhile, we could attract the attention of big pharma if there's a good response to their products."

In the meantime, existing operations are gaining traction. Allergy's European sales have become less reliant on its single largest market, Germany, and the registration of its dust mite allergy products in Peru and Venezuela prove opportunities in emerging markets are on the company's radar.

Recent trading has also been encouraging. Last month, the share price benefited from news that half-year revenues will grow 12 per cent year on year when the company reports results in March. While the rating, especially the forward PE, is high, we'd expect more growth to continue to power the shares higher given the market's current strong sentiment towards biotech. And, importantly, funding should not be an issue. The company is already cash-generative from its European sales, reporting operating cash flow of £3m last year.
Share tip summary

Making Pollinex Quattro a commercial success in the US will be game-changing, but a strong underlying business model should support the shares until the right partner - or buyer - comes along. And we'd advise buying now before the untapped immunotherapy market becomes less of a tightly-guarded secret following Circassia's float. Buy.

[genises] 02/3/2014 17:59

Hi Cube boss
looking at AGY for the last few years and took the leap after making 200% on Amed.
At least this one is not a dead donkey and has products which sell.
I might see if they would like to take up an offer of my services as I have a few contacts in the pharmaceutical industry who may be interested in the product.
The problem with colostrinin was companies could not get it pass the regulatory authorities.Brazil,Argentina,All the Middle East and the Baltic states had it turned down.

Not many of us here looking at previous posts.
No doubt the herd will be here soon like they were with Amed.
Went to 3.25p while I was at work and went back down to 1.3 got out on the second rise to 1.8p.
Might chuck some of my GWMO shares into here if they spike this week.

[jimmyloser] 02/3/2014 17:30

Cube I have had to double up on the Ramipril!! desist before I pop.

lol

[cube boss] 02/3/2014 16:56

Cheers Lordshaw, Good win for City..:0))

We said a couple of weeks ago that if Circassia float at up to £500 Mill, and they are 5 years behind AGY, then as I've said for months, we are very, very Undervalued.
Circassia have not started Phase111 trials yet, and we are ready to go! bring on the US partner and let's get launched.

Could reach 23p by next week end.:0))

[lordshaw] 02/3/2014 16:13

Well done, Cube. You have followed two blue winners!

Glad you had a good holiday. All went well in your absence.

I have been here since £1 days and looking forward to a return.

Averaged down so hope to be in profit after the results on March 24.

[cube boss] 02/3/2014 12:53

Hi Gen, I take it your on board with us?
Welcome!

Another great week, and nothing more than expected! great end to a very good holiday, had good weather, staff where great.

Back to £1.45p maybe quicker than expected!....:0)))

Will talk later, going to watch MAN CITY Batter Sunderland, Haaa to be BLUE..:0)

Very happy days..:0)

[genises] 02/3/2014 00:09

Edison report out

[genises] 01/3/2014 23:34

hxxp://alergomurcia.com/pdf/Pollinex_Quattro.pdf

The recent positive developments in the US allergy regulatory environment further underscore our confidence that North America will emerge as a valuable market for registered allergy vaccines. We continue to explore our strategic options for the development and commercialisation of Pollinex Quattro in this territory.
" Manuel Llobet, Chief Executive Officer, said "Lifting of the hold will allow for discussions with potential partners with whom we will finalize the clinical development and start the commercialization of Pollinex Quattro in a market estimated to be around $2 billion."


"In Europe we continue to grow the market share of our allergy products and I look forward to reporting on the 24 march our market developments in the forthcoming Interim .

[genises] 01/3/2014 23:21

The prevalence of seasonal allergic rhinitis in the western world is high and increasing. Besides considerably affecting physical and psychosocial aspects of patients' lives, allergic rhinitis is often associated with allergic asthma and may aggravate this condition over time. Specific immunotherapy is currently the only approved therapy that can modify the underlying disease process and induce long-term tolerance to allergens. Pollinex Quattro is a subcutaneous four injections immunotherapy consisting of tyrosine-absorbed specific allergoids and enhanced with the adjuvant monophosphoryl lipid A (MPL®). MPL® induces a significant Th1-type immune response, characterized by an increase of allergen-specific IgG antibody levels and dampening of the IgE response during allergen exposure. Due to this dual action of stimulating the immune system, Pollinex Quattro is clinically effective after only four injections given pre-seasonally. A large clinical program has demonstrated efficacy and tolerability of Pollinex Quattro in children, adolescents and adults with grass and tree pollen allergy. A health economics study concluded that an immunotherapy with only 4 injections might be more cost-beneficial than other application forms of immunotherapy.

[genises] 01/3/2014 23:14

Pollinex Quattro Grass Phase III study, G301, the largest controlled allergy vaccine study ever conducted. The study met its primary efficacy endpoint and demonstrated that Pollinex Quattro has significant clinical benefits over placebo.

[jimmyloser] 28/2/2014 19:15

New research note released from Edison that co-incides with share mag tip to buy.

AGY now on more radars - "all eyes on USA for news from peers in the 'weeks' ahead"

Already passed my short term expectations and has the potential with news of any form of partnership in the USA to be truly AMAZING.

impo/dyor

Can't wait for Cubes first post when he get back from holiday.

[jimmyloser] 28/2/2014 13:05

Thanks for the updates.

Results and News expected March 24th

[mykai] 28/2/2014 13:05

Weekend press could really drive this next week if PI s research

[genises] 28/2/2014 12:53

To buy
40,000 at 16.90p
90,000 at 16.99p

TO Sell
16.73p

looks as if she will tick up on the selling side again with a few more buys

[genises] 28/2/2014 11:59

about to tick up on the selling price.
max buy down from 50,000 to 40,000 with barclays

[genises] 28/2/2014 11:35

full ask on 50,000 at 16.75p

[genises] 28/2/2014 11:29

Nope the dog went overdrive due to Cube being on holiday.
At least his holiday is paid for with todays rise

[audigger] 28/2/2014 11:06

Cubes dog must have been put on a treadmill!

[genises] 28/2/2014 10:30

The market opportunity in the United States is considerable.
The overall cost of treating allergic rhinitis was US$11.2 billion
in 2005 with an estimated 30-402 million people suffering
with the condition, with a further 25 million children and
adults being diagnosed with hay fever within the last
12 months (according to the American College of
Allergy, Asthma and Immunology) and between 2-4 million
are receiving immunotherapy, which could lead into a
market for registered immunotherapy vaccines of about
US$2 billion.

[genises] 28/2/2014 09:54

Pollinex Quattro has the potential to greatly benefit allergy
sufferers in the US in the absence of registered products
by being the first subcutaneous immunotherapy vaccine
to reach that market.

[genises] 28/2/2014 09:33

Health Canada approves submission of CTA to progress ultra-short course Pollinex Quattro Grass efficacy study

Allergy Therapeutics, the fully integrated specialty pharmaceutical company, announces that the Canadian Health Authority, Health Canada, has approved the Company's proposal to submit a full Clinical Trial Application (CTA) for a new clinical efficacy study (G304) for Pollinex Quattro Grass MATA MPL (0.5ml). Health Canada reviewed the proposal and all supporting data at a meeting with the Company on 18(th) February 2014.

The meeting builds on the successful discussions held with the FDA, which resulted in the lifting of the clinical hold on the Company's clinical studies using vaccines containing the adjuvant monophosphoryl lipid A (MPL) in August 2012. Health Canada similarly had a hold on CTAs involving MPL. These decisions enable the Company to plan the start of the G304 study, which will involve two clinical sites in the USA as well as one in Canada.