Allergy Thera. Share Price (AGY)

From yesterday:

Interim Results for the six months ended 31 December 2025

https://allergytherapeutics2024eutfm.q4web.com/news/news-details/2026/Interim-Results-for-six-months-ended-31-Dec-2025/default.aspx

04 March 2026

Positive biomarker results from the PROTECT Phase I/IIa trial following achievement of the primary safety endpoint

The comprehensive panel of biomarkers of efficacy demonstrated the strong immunomodulating response which was highly consistent in all peanut allergic subjects after treatment with VLP Peanut:

· Significant reduction in basophil sensitivity for peanut and Ara h2 compared to baseline

· Ara h2 binding to the effector B-Cells (IgE-Fab) demonstrated a relevant downward dose response, reaching statistical significance for the highest dose of VLP Peanut

· A clear dose-dependent increase seen in Ara h2-specific IgG across the dose ranges tested reaching statistical significance

· An absolute reduction in wheal diameter after skin prick testing with peanut was observed

Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "These interim analysis results from the PROTECT trial demonstrate clinical proof of concept of the product. In addition to its supportive safety profile, these biomarker results highlight the transformational clinical potential with the unique opportunity to offer a potent immunomodulating treatment option with a limited number of injections, not currently offered by oral immunotherapy nor monoclonal options currently available or under development.

"We are greatly encouraged to see recent health agency expert opinion panels aligning with our strategy to provide solutions that the patients in the US and beyond deserve. Coupled with the supportive safety and tolerability data we've already shown, the team is very keen on progressing to the Phase IIb trial to establish dose-range and efficacy via food challenge. VLP peanut and the underlying technology platform remain key to helping the millions of patients who live with the consequences of peanut and other food allergies."

Allergy Therapeutics presents further scientific progress in its pollen and food-allergy research portfolio at the 2026 AAAAI Annual Meeting

26 February 2026 - Allergy Therapeutics plc (AIM: AGY), the fully integrated commercial biotechnology company specialising in allergy immunotherapies, today announces that it will be sharing key scientific findings from across its research portfolio at the 2026 American Academy of Allergy, Asthma & Immunology (AAAAI) Annual Meeting, taking place in Philadelphia, Pennsylvania from tomorrow, 27 February to 2 March 2026.

The 2026 AAAAI Annual Meeting is a premier conference in the field of allergy, asthma and immunology, hosted by the American Academy of Allergy, Asthma & Immunology (AAAAI), a leading membership organisation of more than 7,000 allergists/immunologists and related professionals around the world.

Among its three posters being presented, Allergy Therapeutics will share:

• Positive biomarker and clinical data demonstrating that Grass MATA MPL effectively induces tolerogenic properties through modulation of both humoral and cellular immune responses, with a statistically significant improvement of −22.5% in Combined Symptom Medication Score (P<0.00004) compared to placebo across the G306 and G309 Phase III clinical trials, supporting the Group's short-course subcutaneous allergen-specific immunotherapy (SCIT) as an effective and well-tolerated treatment for seasonal allergic rhinitis

• Supportive short-term blinded safety data from the first cohort of 190 paediatric participants in the G308 Phase III long-term adaptive trial investigating Grass MATA MPL in children and adolescents with grass pollen-induced seasonal allergic rhinitis, demonstrating a benign safety profile and a low trial discontinuation rate

• Positive safety, tolerability and interim biomarker data from the Phase I/IIa PROTECT clinical trial of VLP Peanut, the Group's innovative, short-course peanut allergy immunotherapy candidate, in healthy and peanut-allergic adults, confirming its potential as a promising therapeutic candidate for peanut allergy treatment

Manuel Llobet, Chief Executive Officer at Allergy Therapeutics, said: "The three presentations at this year's AAAAI Annual Meeting reflect the breadth and momentum of our clinical portfolio. The combined biomarker and efficacy data across two Phase III trials reinforce the compelling profile of Grass MATA MPL as a differentiated short-course immunotherapy, while the supportive paediatric safety data from G308 further extend the evidence base into a younger patient population. In parallel, the continued progress of our VLP Peanut programme demonstrates the versatility of our platform approach. Following the recent regulatory approval of Grass MATA MPL in Germany, the first subcutaneous grass pollen immunotherapy to be authorised under the TAV framework, these data mark another important step in our mission to deliver innovative, disease-modifying therapies

Hi form, it's very positive in my opinion! There's a lot going on this year!

"Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "This long-term funding transaction, together with the launch of Grassmuno and continued progress of our key R&D programmes, provides the working capital to put Allergy Therapeutics in the best strategic position for the future as we work towards or Hong Kong listing."

Howard Rowe, Head of Healthcare at Hayfin, commented: "Allergy Therapeutics represents the best of British pharmaceutical enterprise within the field of allergy treatments and we are delighted to provide additional support through this new £40m facility.""

Time to leave? The interest rate on this credit is usurous imo and if no deals are forthcoming Hayfin ends up owning the company.

"The 2026 Hayfin Facility has substantially the same terms as the 2024 Hayfin Facility and is subject to an upfront arrangement fee and has a variable interest rate based on SONIA plus 9.5% per annum with interest payable based on Company selected interest periods."