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I`ll be adding over the coming months, if Peanut trials are successful then this will fly. No debt and plenty of money in the bank what`s not to like.
I agree. From all analysis looks like a very well run business. Obviously results of future trials will massively impact sp going forward. I'm surprised a GSK or other major hasn't shown interest in the business - maybe because the free float is relatively small. I'm happy to keep building up my holding - although penny stocks can swing dramatically!
The Group expects results from the VLP Peanut ex-vivo biomarker study in Q3 2021.
How many companies have revenue stream of £80 million increasing year on year 8-10% with cash in the bank with no debt and a share price of 27p, I cannot think of one single company.
If anyone can correct me please do, it is a crazy price at the moment. Q3 VLP should bring news that will finally demonstrate how good this company is.
nice, thanks for sharing this Dazpink - could this report be driving a good slow steady price rise?
No, their have £40 million cash in the bank to fund both projects, fully funded without any share issue.
Thanks for posting. Does it look like they'll need to raise more cash before pipeline brings in extra income?
Meant to add this document, strong FY21 trading but pipeline set to drive future growth
Grass MATA MPL
VLP Platforms Peanut Vaccine
https://www.trinitydelta.org/wp-content/uploads/2021/07/AGY-Update-210714.pdf
Trinity Delta is an equity research house focused on the healthcare, life sciences and related industries, regulated by the Financial Conduct Authority, nice to see some positive news, increased Allergy Therapeutics valuation to 53.8P
https://www.trinitydelta.org/companies/allergy-therapeutics/
Positive message from Vox Markets Podcast
https://www.**********.co.uk/articles/vadim-alexandre-dan-lane-a86c22b/
I must admit. I'm surprised AGY have not released any info since they presented at the Academy of Allergy and Clinical Immunology. I did expect some form of an update relating to the main finding .Maybe this is why AGY shares are now showing some weakness, on the other hand it maybe the market makers shaking the tree prior to the info being released .
BE HAPPY
Dave
RNS Number : 5270E
Allergy Therapeutics to present key scientific findings from across its research portfolio at the Congress of the European Academy of Allergy and Clinical Immunology 2021
08 July 2021 Allergy Therapeutics (AIM: AGY), the fully integrated specialty pharmaceutical company specialising in allergy immunotherapy, today announces that the Group will be sharing key scientific findings from across its research portfolio at the upcoming European Academy of Allergy and Clinical Immunology (EAACI) Hybrid Congress, taking place from 10-12 July 2021.
The EAACI Congress is the world's largest scientific conference specialising in the field of allergy and clinical immunology and the flagship meeting of the European Academy of Allergy and Clinical Immunology, an association of more than 12,000 clinicians, researchers, and allied health professionals
· a preclinical study evaluating the plant-based cucumber mosaic virus-like-particle (CuMV) used in the Group's peanut allergy vaccine candidate, which is due to enter the clinic in 2022. This virus-like-particle (VLP) technology, genetically fused with peanut allergen, is a new strategy for peanut allergy vaccination.
· a retrospective cohort study, intending to reflect real world conditions, which used prescription data from patients in Germany to assess the impact of subcutaneous immunotherapy to treat grass or tree pollen allergies.
· three approaches examining the tolerability of, and impact on allergy symptoms from, ImmunoBON, the Group's novel, protein-based oral product for the general treatment of allergies, which is based on the lower incidence of allergies shown by people who live near or on a livestock farm, the so-called "farm effect".
Allergy Therapeutics will also be hosting two symposia; The Group's Digital Company Symposium is being held on Saturday 10 July at 18:00-19:30 (CET) and will consist of three presentations covering Allergy Therapeutics' latest publication on the MATA meta-analysis, lead by Prof. Ralph M?sges; the current landscape of insect venom allergy presented by Prof. Thilo Jakob, and the scientific background of our newest product, ImmunoBON, presented by Prof. Erika Jensen-Jarolim. A Live Q&A will follow the symposium where the audience will be able to ask questions to the speake
Following Erika's presentation on ImmunoBON on Saturday evening, Franziska Roth-Walter will explain the role of iron deficiency and betalactoglobulin in atopy and how supplementing patients with these micronutrients can help to improve their quality of life in a mini hybrid symposium on Sunday
After reading that the presentation that's going to be on the 12th I think it is for more than just investors it's about significant breakthroughs of the treatments being developed & significant financial returns better than expected im hoping that agy is on an upward curve for all of us here. GLA
All the sells can’t be from investors who are following this company, the share price will fly soon in my opinion look at the recent RNS and pipeline best of luck to all
I've held here for 3 years. Very excited about how this is all coming together here, for example the breadth of work to be reported at the forthcoming conference detailed in today's RNS, and have just more than doubled my holding @ 25.45p
as commented in recent threads, am surprised there isn't more attention and hype, but grateful to top up at price below my original punt!
Good day today increased my holding today at a good price before next weeks positive results. Only 22% of the shares in public ownership the remaining 78% is held by major investors and the board. Should be interesting how this affects the share price when the better than expected results come out next week.
Thought the trading update would be better received than it is so far!
Very positive - operating profit expected to be well ahead of market expectations and strong cash position. What's not to like?
Opened up a position here, been monitoring for some months. Got in on the nice dip to 24.6p. GLA
From Stockopedia today: "AGY: Super Stock. Shares in Allergy Therapeutics are currently priced at 25.5p. At that level they are trading at 61.02% discount to the analyst consensus target price of 65.42"
Personally, I think the potential in the company right now is huge.
Exciting times ahead.
AGY on VOX Markets again yesterday. Interview with Vadim Alexandre of SP Angel (who's advise I found to be spot on in the past on several other stocks) Gives glowing report on AGY (bearing in mind of course that he owns stock in AGY)
Finally, some publicity! From the POV of someone with severe peanut allergy - nearly died twice and the parent of a child with severe peanut allergy I cannot begin to explain how incredible this treatment would be. All the other treatments are based on immunotherapy which requires lifelong dosing and not guaranteed. A meta analysis of immunotherapies showed increased anaphylaxis amongst immunotherapy patients. They're eating the allergen all the time so raising the risk. A vaccine is the only remedy. Everything crossed!
AGY have a base in Munich as well as registered products.
The Article in the telegraph should raise more interest in this company, exciting times the the trial will be a success, IMHO
After ALKs Q1 report, it is clear that since December 2020, only companies that have registered products will thrive in the German market, which is accelerating their transition to registered products only. A big chunk of AGYs revenue was coming from the German market and this is bound to change soon. Peanut is way far away and if it is anything like the previous trials, the outcome is very dubious. Troubled times ahead for AGY IMHO.
https://www.telegraph.co.uk/business/2021/05/09/world-first-peanut-allergy-vaccine-begins-human-trials/
The world is one step closer to a vaccine against peanut allergy after UK biotech Allergy Therapeutics announced plans to test its jab in human clinical trials.
Like the bit about the shares being illiquid
“There is absolutely nothing like this,” Mr Llobet said. “It is going to be revolutionary if we can replicate this in humans.”
“Patients are so desperate because these attacks can be fatal, imagine the constant paranoia they live in, and we are so excited that we could alleviate this, on top of making a lot of money, which would be nice too,” he added.
Pity the poor mice who had the placebo
AGY briefly discussed on V O X Markets (Paul Hill interview with River & Mercantile Portfolio Manager, George Ensor) 44:35
https://youtu.be/wEtusObISCQ
Great news for the allergy sector
https://www.google.com/amp/s/www.washingtonpost.com/business/2021/04/23/biden-faster-act-allergy/%3foutputType=amp