Dino78
08 Mar 2016
Interims TV Interview Good morning,Below is a short TV interview with Manuel & Ian covering today's interim results.www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/
d gaser
18 Feb 2016
Allergy sees double digit growth Allergy Therapeutics sees double digit growth StockMarketWire | Wed, 13th January 2016 - 08:12 Allergy Therapeutics expects to report revenues of around GBP31.5m - up 12% at constant currencies - for the six months to the end of December.This double digit organic sales growth has been primarily driven by the company's positive trading performance as it continues to increase its market share in all of its major European markets, supported by the acquisition of Alerpharma in June 2015. It is therefore anticipated that the company's full year revenue will be in-line with current market expectations despite significant currency headwinds. Chief executive Manuel Llobet said: "We are delivering double digit growth at constant currency and gaining market share despite a flat to low European market. Overall we are executing our business strategy and, in addition to growing our European business, remain focused on executing a pivotal clinical trial programme, potentially paving the way towards the US and expanding into new market segments with a strong new product pipeline. Our business is now in a very strong position to generate continuing growth over the coming years." At 8:12am: (LON:AGY) Allergy Therapeutics PLC share price was 0p at 28.75p
d gaser
13 Jan 2016
revenue growth 12 per cent up to Dec Todays trading up dates states revenues have grown by £12m,that a big boost I just hope they haven't achieved that by reducing profit margins .BE HAPPYDAVE ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- -------- 13 January 2016 Allergy Therapeutics pl("Allergy Therapeutics" or the 'Company"
Trading Update Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces the following trading update for the six months to 31 December 2015, ahead of the publication of its unaudited interim results in March 2016. At *constant currency the Company expects to report revenue growth of 12 per cent. for the period, with first half revenues of approximately £31.5m (H1 2015: £28.2m). This double digit organic sales growth has been primarily driven by the Company's positive trading performance as it continues to increase its market share in all of its major European markets, supported by the acquisition of Alerpharma in June 2015. It is therefore anticipated that the Company's full year revenue will be in-line with current market expectations despite significant currency headwinds. Commenting on the trading update, Manuel Llobet, Chief Executive Officer, said:"We are delivering double digit growth at constant currency and gaining market share despite a flat to low European market. Overall we are executing our business strategy and, in addition to growing our European business, remain focused on executing a pivotal clinical trial programme, potentially paving the way towards the US and expanding into new market segments with a strong new product pipeline. Our business is now in a very strong position to generate continuing growth over the coming years." *Constant currency uses prior year weighted average exchange rates to translate current year foreign currency denominated revenue to give a year on year comparison excluding the effects of foreign exchange movements. Without using the constant currency effect, the Company expects first half reported revenues of approximately £29.0m (H1 2015: £28.2m), representing growth of 3 per cent.; the negative impact from the weakening Euro being £2.5m.
Dino78
16 Dec 2015
Short TV Clip Morning. Short 2 minute TV clip below, discussing Trading Update, Clinical Update and Oversubscribed Placing.[link]
d gaser
08 Dec 2015
GrassMATAMPL ("GMM") US Phase II It seems its full steam ahead in the states with regard to GrassMATAMPL ("GMM" Be happy Dave ALLERGY THERA.07 Dec 2015 07
08Allergy TherapeuticsRNS Number : 0979IAllergy Therapeutics PLC07 December 2015 7 December 2015Allergy Therapeutics plc ("Allergy Therapeutics" or the "Company" US Phase II study for GrassMATAMPL initiated Headline data expected Q2 2016; US clinical development plans on track Allergy Therapeutics, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces enrolment of the first ten US patients in the Company's GrassMATAMPL ("GMM" 204 phase II study (G204). G204 is a double-blind, placebo-controlled cumulative dose selection study for grass allergic rhinitis, which follows the successful completion of the GMM102 (G102) safety study, which demonstrated safety of two new doses of GMM and supports the further testing of efficacy in the current G204 study. The G204 phase II study has been agreed with the FDA, is expected to read out in the second quarter of 2016, and precedes the initiation of the pivotal phase III study for US approval. GMM is developed from Allergy Therapeutics' successfully marketed Pollinex Quattro Grass product, which has been available in Europe for a number of years treating circa 250,000 patients1, and is designed to provide a uniquely ultra-short course of injections to prevent seasonal grass allergy. Grass allergy occurs in up to 50% of the US population2 of those suffering from seasonal allergic rhinitis/conjunctivitis, and is often poorly controlled by anti-leukotrienes and nasal corticosteroids. Manuel Llobet, CEO of Allergy Therapeutics, said: "The US clinical development programme for our ultra-short course, aluminium-free allergy vaccine for grass remains on track. We continue to expect to file for US approval at the end of 2018. The US allergy immunotherapy market has historically been serviced by subcutaneous rather than sublingual compounded vaccines. We are therefore confident that the availability of an FDA-approved subcutaneous vaccine, which we are striving to achieve, will facilitate a fast penetration and broad acceptance of the product among the prescriber base." Referenc
d gaser
02 Dec 2015
chase nomernees and Southern fox 21% SOUTHERN FOX INVESTMENTS LTD. CHASE NOMINEES LTD -CMBLJPPB 5. Date of the transaction and date on which the threshold is crossed or reached: v 17th November, 2015 6. Date on which issuer notified: 2nd December, 20157. Threshold(s) that is/are crossed orreached: vi, vii 127,133,783 Over 21.66%
Baffler
17 Nov 2015
Re: TV Interviews Now it is clear why they have been on the front foot - broadening the offer and another placing.No wonder they now refer to the business as The "GLOBAL"................Bring it on Manuel and Co. and Thanks.
Baffler
28 Oct 2015
Re: TV Interviews Dino,Thanks for this excellent post. Am I alone in believing that the company and its advisors are now actively talking the price up - another placing perhaps for another piece of that growth strategy. Probably when they update the market on the clinical trials in the USA. Was that a Freudian slip by Ian Postlethwaite when he said "We expect to report positive results from the trials" and then quickly corrected himself?
Dino78
27 Oct 2015
TV Interviews Good morning, please find below a link to three short TV interviews with AGY managementwww.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/
d gaser
21 Oct 2015
Latest valuation of 93p thats up from 75p Hardman research report on Allergy Therapeutics StockMarketWire | Wed, 21st October 2015 - 14:55 Hardman & Co has issued a research report on Allergy Therapeutics.It says: "Pollinex Quattro driving US market opportunity. AGY is a long-established specialist in the prevention, diagnosis and treatment of allergies. It has an underlying profitable and cash generative business despite its lead product being available only on a 'Named Patient' basis. However, protocols agreed with EU and US regulators are in place to get Pollinex Quattro approved as a biological. "The US opportunity is enormous and only two players have short-course treatments. There is a valuation mis-match between AGY and its peers, which either have no growth or little marketing experience, which provides scope for considerable upside towards our risk-adjusted DCF valuation of 93p per share."At 2:55pm: (LON:AGY) Allergy Therapeutics PLC share price was +0.25p at 28.5p
Baffler
15 Oct 2015
This gives encouragement to holders [link]
d gaser
21 Sep 2015
Preliminary report profit up 4% ALLERGY THERA.21 Sep 2015 070:20Allergy TherapeuticsRNS Number : 5940ZAllergy Therapeutics PLC21 September 2015 21 September 2015 Allergy Therapeutics plc("Allergy Therapeutics" or "the Company" Preliminary report for the year ended 30 June 2015 Significant progress made towards becoming a global provider of allergy solutions Allergy Therapeutics plc, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, announces preliminary results for the year ended 30 June 2015. Highlights· 11% increase in revenue at constant currency* to £46.6m (2014: £42.0m)· 3% increase in revenue to £43.2m (2014: £42.0m)· Gross profit increased 4% to £31.1m (2014: £30.0m)· Operating profit increased 50% to £1.8m before impact of revaluation of US dollar cash deposits (2014: £1.2m)· Operating profit of £0.7m (2014: £1.2m)· Net cash generated by operations increased to £2.5m (2014: £2.3m)· £20m fund raising (net of expenses) in March 2015 to fund US clinical study programme· Acquisition of Alerpharma S.A. in early June strengthens Spanish business· Positive results from Acarovac Plus clinical study demonstrates excellent patient tolerability· Continued successful rollout of European probiotic products Manuel Llobet, Chief Executive Officer, commented: "This year we have made significant progress towards becoming a global provider of allergy solutions. Following our successful placing to raise £20 million net in March we have resumed the clinical development programme for Pollinex Quattro Grass in the US. Pollinex Quattro Grass has the potential to be the first seasonal subcutaneous allergy vaccine to reach the US market, which would be a transformational event for the Company. We also strengthened our European position, demonstrating double digit growth in a flat market and significantly outperforming our competition. The acquisition of Alerpharma in June enables the Company to continue to build a strong growth platform in Europe and to further open up the opportunity for an increase in market share in Spain. Growth in the European markets is expected to be relatively slow in the coming year but with the continued momentum across the Company's activities, the outlook is very positive and we expect to increase our market share into the next year, delivering improved top-line growth. The Company will continue its plan to consolidate its position in the European markets, as well as progressing with the clinical development programme within the regulated framework in Germany (TAV)." * Constant currency uses prior year weighted average exchange rates to translate current year foreign currency denominated revenue to give a year on year comparison excluding the effects of foreign exchange movements. See table in financial review for an analysis of revenue. www.iii.co.uk/research/LSE:AGY/news/item/1648907/final-results?context=LSE:AGY BE HAPPYDAVE
d gaser
01 Sep 2015
AGY recieves buy rating from Panmure www.tickerreport.com/banking-finance/759743/allergy-therapeutics-plc-receives-buy-rating-from-panmure-gordon-agy/
d gaser
10 Aug 2015
Key paper on proteomics ALLERGY THERA.10 Aug 2015 070:14Allergy Therapeutics RNS Number : 5091VAllergy Therapeutics PLC10 August 2015  10 August 2015 Allergy Therapeutics plc("Allergy Therapeutics" or the "Company" Key paper on proteomics in the field of allergy published in the World Allergy Journal Allergy Therapeutics, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces the publication of a key paper1 and featured article in the World Allergy Journal about proteomics in the field of allergy. Dr Murray Skinner, Chief Scientific Officer, has led a team of scientists at Allergy Therapeutics to use a novel proteomic approach to understand the molecular fingerprint underpinning the causative agents of leading causes of allergy. Using a variety of complimentary analytical techniques, lead author Dr Matthew Heath, Senior Scientist and Principal Medical Writer has identified new functional and evolutionary relationships between allergens across species such as grasses and trees to further understand the specifics of patient sensitisation. This study is aligned with European Medicine Agency guidelines consistent with assessment of complex allergen mixes to support advanced new regulatory requirements. Dr Murray Skinner, Chief Scientific Officer at Allergy Therapeutics, said:"Our development of proteomic and allergomic concepts as described in this paper underpins our track record in the scientific advancement of our product portfolio, which is an important part of our growth strategy, These advancements reinforce our focus on patient care and our commitment to invest both in existing and future products to ensure patients receive the treatment they deserve". 1 - M D Heath et al., Molecular, proteomic and immunological parameters of allergens provide inclusion criteria for new candidates within established grass and tree homologous groups. World Allergy Organization Journal 2015, 8:21 - Ends -
Baffler
23 Jul 2015
AGY on the front foot! TIDMAGY RNS Number : 8311T Allergy Therapeutics PLC 23 July 2015 23 July 2015 Allergy Therapeutics plc ("Allergy Therapeutics" or the "Company" Notice of Results and Trading Update Allergy Therapeutics, the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today provides a trading update for the year ended 30 June 2015 ahead of its preliminary results to be announced on 21 September 2015. The Company expects to report revenue growth of 11% for the year at constant currency*, reflecting revenues** of approximately GBP46.6m (2014: GBP42.0m). This double digit growth rate in a flat market demonstrates that Allergy Therapeutics has outperformed the market, gaining market share of approximately one percent a year. These gains have occurred in all of the Company's key markets, making Allergy Therapeutics the outstanding performer in Europe in this competitive area. Reported revenues are expected to be approximately GBP43.2m (2014: GBP42.0m), slightly ahead of analyst expectations, representing growth of 3%, despite the negative impact from the weakening Euro. Allergy Therapeutics is also working on expanding its portfolio in other segments of the allergy market, such as those addressing perennial allergens. Thus, the Company is developing Acarovac Quattro, a potential breakthrough treatment for house dust mite allergy. Acarovac Quattro has the potential to replicate the success of the company's Pollinex Quattro product range, which is focussed on the seasonal allergy market and is currently in late stage development in Europe and the US. During the year, Allergy Therapeutics raised net proceeds of GBP20m from a placing with existing and new institutional investors to fund the US clinical development of Pollinex Quattro Grass in the US through to launch, with the development programme having now resumed. Additionally, the Company continues to strengthen its position in Europe through both organic growth and M&A, as demonstrated by the acquisition of Alerpharma S.A., a Spanish-based allergy immunotherapy company, in June 2015, enabling the Company to continue to build a strong growth platform in Europe and to further open up the opportunity for market share in Spain. Manuel Llobet, Chief Executive Officer, commented as follows: "I am very proud of the work being done at the Company, where our staff are working incredibly hard and with great passion. The significant market penetration is driven by our short course aluminium free treatments, which are efficacious, patient friendly and save time within the healthcare system, so are optimal from a pharma-economics point of view. The increasing acceptance of our short course aluminium free therapies in Europe, along with the excellent compliance of our Pollinex Quattro franchise, give us great encouragement regarding the prospects for the potential fast penetration that Pollinex Quattro can experience in the US market when launched in 2019, while the acquisition of Alerpharma is a compelling illustration of the Company executing its strategy in Europe." * Constant currency uses prior year weighted average exchange rates to translate current year foreign currency denominated revenue to give a year on year comparison excluding the effects of foreign exchange movements ** Net of rebates and discounts
