Totally Wired
10 Mar 2018
Slides from the Investor Evening Slides from the Investor Evening - 7 March:[link]
Dino78
07 Mar 2018
TV Clip Morning. Short TV interview with Manuel Llobert (CEO) and Nick Wykeman (CFO) following this morning's results:www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/
Totally Wired
07 Mar 2018
Interim Results 07 March 2018Manuel Llobet, Chief Executive Officer, and Nick Wykeman, Finance Director, will host a meeting and call for analysts to provide an update on the Group, followed by a Q&A session, at 0930 GMT today. Dial-in details are: +44 (0) 1452 580733. Conference ID: 2485568. Interim Results for the six months ended 31 December 2017- Consistent performance driven by market share gains- Pivotal year with Grass MATA MPL readout due in H2 2018 7 March 2018 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, announces its unaudited interim results for the six months ended 31 December 2017. Highlights (including post period end highlights)Financial highlights· Reported revenue increased by 4.4% to £42.2m (H1 2017: £40.4m) and to £40.9m at constant currency*, representing 1.3%** growth despite an abnormally weak pollen season· R&D expenditure increased to £5.9m (H1 2017: £3.8m) due to investment in the Grass MATA MPL Phase II and PQ Birch Phase III trials· 12% growth in pre-R&D operating profit to £12.3m (H1 2017: £11.1m) as a result of broad investment in the business and the strength of the euro against sterling· Strong cash balance of £25.8m (H1 2017: £27.8m)Operational highlights· Increased market share in the German market to 14% (2017: 13%)· Breadth of portfolio demonstrated by strong performance from Venomil and Acarovac Plus· Completion of recruitment in the pivotal Pollinex Quattro Birch Phase III study for Europe· Completion of recruitment ahead of schedule for the Grass MATA MPL Phase II dosing trial for the US· Contract for scaling up the Polyvac® Peanut product signed with AGC Biologics, aiming for first in human trials in 2019· Acarovac Phase I trial continues with readout expected in H1 2019· Contract for joint development of Oralvac products in the TAV process signed with Ergomed· Bencard Adjuvant Systems continues to build its IP assets with microcrystalline tyrosine manufacturing process patented in key worldwide marketsCommenting on the interim results, Manuel Llobet, Chief Executive Officer, said: "2018 is set to be a pivotal year for Allergy Therapeutics with the key Grass MATA MPL Phase II trial on course for readout in the second half of the calendar year. This could provide us the platform to expand into the lucrative US market. In the first half of this year, we continued to outperform the wider market and delivered an increase in revenue at constant currency despite an abnormally weak pollen season, demonstrating the strength of our differentiated products. This reflects the quality of the Group's highly convenient, ultra-short course, aluminium-free therapy, enabling us to continue to gain market share." This announcement contains insider information for the purposes of Article 7 of Regulatory (EU) No596/2014. * 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. ** Percentage based on figures in thousands (2017: £40.956m, 2016: £40.427m)
Totally Wired
02 Mar 2018
Interim Results date Unless I made a mistake AGY have changed their tentative Interim Results date from the 8th to the 7th
7 03 2018 Interim Results 2018 Announcement (tentative)[link] which now ties in with Investor Evening - 7 March - London - Allergy Therapeutics, Bluejay Mining, Healthperm and Mercia Technologies[link] te start of the European Drug Safety Summit 2018[link]
Totally Wired
28 Feb 2018
Polyvac® Peanut allergy product 28 February 2018Allergy Therapeutics plcAllergy Therapeutics prepares for manufacturing and clinical development of Polyvac® Peanut allergy product- Specialist CMO AGC Biologics engaged -28 February 2018 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces it has signed a contract with AGC Biologics (Heidelberg, Germany) to scale up the manufacturing of its Polyvac® Peanut product for use in clinical studies. Pre-clinical findings using Polyvac® Peanut demonstrated protection against anaphylaxis and induction of protective immunity. It is planned that further development of this product will enable the Group to address the current unmet need. Allergy Therapeutics will now scale-up and validate the manufacturing processes for Polyvac® Peanut as part of the clinical development programme. Food allergy, and in particular peanut allergy, is a significant and strategically important area for Allergy Therapeutics due to the serious and destabilising effects on the lives of both patients and their families. The global addressable market for therapies to help mitigate these effects is estimated at $8 billion per annum1. AGC Biologics is a contract manufacturing organisation (CMO) specialising in expression and purification of recombinant therapies. The company has produced batches of cGMP-compliant material for a variety of pharmaceutical and biotech companies with proven operational expertise in the transfer, development, scale-up and validation of cGMP processes and has prior experience in expression of virus like particle constructs.Manuel Llobet, CEO at Allergy Therapeutics, stated: "The disruption to patients' social and family life as a result of food allergies is significant, and we are committed to addressing these current unmet needs. The Group's peanut vaccine programme complements our current marketed range of ultra-short course vaccines in terms of safety, efficacy and improved patient convenience. We are pleased to start working with AGC Biologics in order to further progress the clinical programme."
d gaser
31 Jan 2018
Re: Trading update looks good Things are looking good for AGY ,I just hope the margins are holding up , as there is no point in selling more products at reduced margins.BE HAPPYDAVE Allergy Therapeutics plc("Allergy Therapeutics" or the "Group"
Trading Update Market share gains driving top line growthStrong cash position sustained by good performance. 31 January 2017 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today provides a trading update for the six months ended 31 December 2017, ahead of its unaudited interim results to be announced on 7 March 2018. Financials The Group reports that it is trading in line with the Board's expectations. Reported revenues for the six months ended 31 December 2017 are expected to be £42.2m (2016: £40.4m), representing 4.4% growth on a reported basis and 1.3% growth at constant currency. The Group has continued to grow in the past six months of 2017, notwithstanding an abnormally weak pollen season in Central Europe1, outperforming the market by an average of 4 percentage points2 thanks to focused sales and marketing strategy and its exclusive technology platform. In Germany, the Group's market share has risen by one percentage point to 14% over the past twelve months on a moving annual average basis.. The fastest growing operations for the Group in the six months ended 31 December 2017 were the Spanish subsidiary as well as the Emerging Markets segment. leveraging additional revenues on current infrastructure, the Group continues to improve its operational margins pre-R&D. This, along with careful planning of working capital and capex investments, has allowed the Group to maintain a strong cash position of £25.8m (31 December 2016: £27.8m). Products There continues to be increasing uptake of the Group's portfolio of convenient and patient-friendly treatments. Pre-seasonal ultrashort course aluminium free vaccine Pollinex Quattro, designed to address the cause of symptoms of patients sensitised to seasonal allergens (grass, trees, ragweed), remains a key growth driver for Allergy Therapeutics based on the benefits of the Group's treatment programs. Venomil, the Group's product that treats the life threatening condition of venom allergy, grew strongly as well as Acarovac Plus3 which continued to outperform the rest of the portfolio in Spain. Pipeline The Group's Phase III PQ Birch trial has recently completed recruitment, with results expected in H2 2018. The successful completion of this pivotal Phase III study would fulfil the requirements for PQ Birch under the Therapieallergene-Verordnung (TAV) of the Paul Ehrlich Institute before anticipated marketing authorisation. The PQ Grass Phase II trial continues to recruit on schedule with results also expected in H2 2018. Following completion of this trial, meetings with the regulatory authorities in the US and Germany will be necessary to enable Phase III trial design. Additionally, all the German TAV plans are on track with the recent incorporation of the clinical development programmes for the oral vaccine Oralvac, under a co- development agreement with Ergomed announced in December 2017. Outlook Post the period end current trading remains positive and the Board remains confident in the outlook for the business for the remainder of the year. Allergy Therapeutics' competitive position continues to improve with increased market share, in the countries in which it operates, increasing in line with its long term plans to achieve 20% market share. Market share gains are consistent across its key European markets, notably in highly competitive markets like Spain, Germany, Austria and Holland.
Baffler
29 Jan 2018
Trading update Monday 29th (Tentative)
Totally Wired
09 Jan 2018
PQ Birch Phase III clinical tria 09 January 2018Allergy Therapeutics plcPQ Birch Phase III clinical trial completes recruitment 9 January 2018 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces that recruitment of the Group's Phase III clinical trial with PQ Birch (PQBirch301) has been completed as expected. The PQBirch301 study is a pivotal Phase III study designed to evaluate the safety and efficacy of the Group's ultra-short course, convenient for patients, aluminium free PQ Birch subcutaneous immunotherapy to address the cause of symptoms of allergic rhinoconjunctivitis due to birch pollen. The PQBirch301 study has randomised over 560 patients from 59 centres in four European countries: Germany, Austria, Poland and Sweden. The primary efficacy data will be assessed during the birch pollen season of 2018 and the results of the trial are expected during H2 2018. The successful completion of this pivotal Phase III study would fulfil the requirements for PQ Birch under the Therapieallergene-Verordnung (TAV) of the Paul Ehrlich Institut before anticipated marketing authorisation. PQ Birch is one of a number of ultra-short course, subcutaneous immunotherapy products in clinical development for various allergies, and these form a key component of the Group's three-pillar growth strategy. This includes: developing a strong pipeline facilitated by investment from the growing, profitable European revenue stream; expanding the existing European business; and preparing for product entry into the US market. The PQ family of products complement the Group's existing European marketed portfolio of convenient short course subcutaneous immunotherapy products and are particularly suited to the changing regulatory environment for allergy products in the USApproximately 6% of the population of Europe alone is allergic to birch pollen1 and there continues to be a need for a safe and well tolerated effective treatment for this significant health issue.Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "The completion of recruitment in our pivotal Phase III clinical study with PQ Birch is an important milestone for the Group. Marketing authorisation of the first MPL-adjuvanted, ultra-short course aluminium free vaccine available to patients will strengthen the Group's portfolio and help address the current unmet needs in allergy."1 DataMonitor Epidemiology Report. 2011
d gaser
12 Dec 2017
co-development collaboration with Ergomed plc Sorry forgot to change the heading .This is an interesting new development it appear Allergy Therapeutics has entered into a co-development agreement with Ergomed plc. This will give AGY both options should the Oral sublingual product development work .Be HappyDAVE 12 December 2017 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces it has entered into a co-development collaboration agreement with Ergomed plc ("Ergomed" (AIM:ERGO) for the clinical development of three OralVac immunotherapy products. Allergy Therapeutics' core focus remains the convenient short course subcutaneous immunotherapy (SCIT) products, with the OralVac sublingual products providing an alternative option for patients who prefer oral products.To capitalise on the changing regulatory requirements in Germany, the OralVac products, which are currently sold in Europe on a named patient basis, are being registered under the new TAV (Therapieallergene-Verordnung) regulation programme managed by the Paul Ehrlich Institute in Germany. The pharmaceutical development and pre-clinical evaluation for these products has already been completed by Allergy Therapeutics.This planned OralVac clinical development expands Allergy Therapeutics' current broad SCIT clinical programme. To manage this expansion, Simon Piggott, Head of Clinical Sciences and Denise Lee, Head of Clinical Operations will lead early and late phase EU clinical development respectively, with Pieter-Jan de Kam, Clinical Director, to lead the US clinical development programme, which is focused on SCIT products and is a key part of the Group's three-pillar growth strategy.Under the terms of the agreement, Ergomed will progress the clinical development of OralVac products for the treatment of grass pollen, tree pollen, and house dust mite allergies. The collaboration includes a future revenue share an
d gaser
12 Dec 2017
Re: Peanut Allergies This is an interesting new development it appear Allergy Therapeutics has entered into a co-development agreement with Ergomed plc.Be HappyDAVE 12 December 2017 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces it has entered into a co-development collaboration agreement with Ergomed plc ("Ergomed" (AIM:ERGO) for the clinical development of three OralVac immunotherapy products. Allergy Therapeutics' core focus remains the convenient short course subcutaneous immunotherapy (SCIT) products, with the OralVac sublingual products providing an alternative option for patients who prefer oral products. To capitalise on the changing regulatory requirements in Germany, the OralVac products, which are currently sold in Europe on a named patient basis, are being registered under the new TAV (Therapieallergene-Verordnung) regulation programme managed by the Paul Ehrlich Institute in Germany. The pharmaceutical development and pre-clinical evaluation for these products has already been completed by Allergy Therapeutics. This planned OralVac clinical development expands Allergy Therapeutics' current broad SCIT clinical programme. To manage this expansion, Simon Piggott, Head of Clinical Sciences and Denise Lee, Head of Clinical Operations will lead early and late phase EU clinical development respectively, with Pieter-Jan de Kam, Clinical Director, to lead the US clinical development programme, which is focused on SCIT products and is a key part of the Group's three-pillar growth strategy. Under the terms of the agreement, Ergomed will progress the clinical development of OralVac products for the treatment of grass pollen, tree pollen, and house dust mite allergies. The collaboration includes a future revenue share an
jres
15 Nov 2017
Peanut Allergies Interesting article on p8 of Daily Telegraph today. Year long trial using patches (not injections like AGY). 50% of those wearing the strongest dosage patches experienced a 10-fold increase in tolerance compared to those using a placebo.Researchers who led the 221 patient trial at the Icahn School of Medicine in New York want to replicate the technique in a broader exercise to determine the optimum dosage.
Chicken Lips
10 Oct 2017
Re: Excellent Volume Harman although I like the sound of Hardpan Research. I could have done with some of that many times in investments made!!
Chicken Lips
10 Oct 2017
Excellent Volume Excellent volume today. The hardpan research or maybe AGY is beginning to be noticed with its excellent product and product pipeline.
penhome
08 Oct 2017
Chart Looking promising.Break above consolidation to form a new ten year high. Price closed well above the upper band with the bands expanding. All averages aligned. [link]
Dino78
28 Sep 2017
TV Clip following results Morning. Short TV clip following today's results:www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/
