Allergy Therapeutics Live Discussion

ajaxx 26 Sep 2017

Telegraph article Article in today's Telegraph business section on "the £6bn race to find cures for food allergies".This on AGY:UK-based biotech Allergy Therapeutics is pioneering a different, vaccine-based approach, which requires far less sticking power. [Different to Aimmune]It believes it has already cracked another prevalent, if rarely life-threatening, allergy: hay fever.Its range of Pollinex vaccines for the condition are a big seller in mainland Europe, helping lift revenues of the Aim-listed firm by almost a third to £64.1m in its last set of results.The product vaccinates people with severe hay fever through a short course of four to six injections.“Normally people get treated with symptomatic remedies,” says Nick Clark, finance director at Allergy Therapeutics. “But some people can’t go outside during the the hay fever season and so that’s not good enough.“The treatment we provide is based on our immunology platform. We actually try and cure the allergy.”The company, which was originally spun out from GSK in 1999, is developing vaccines for other allergies including bee and wasp stings and dust mites.It is also working on a potential blockbuster vaccine for peanut allergy, development of which is at a very early, pre-clinical trial stage. But it has proved “very successful” in a lab setting, says Mr Clark.Panmure’s Mr Mitchell is “really excited” about Allergy Therapeutics’ early-stage peanut work. “They’re working on a system to present allergens to the immune system to induce a protective immune response – a molecular ‘Trojan horse’,” he says. “The data they’ve revealed so far have been very encouraging.”For the millions of people on high alert due to food allergies, it’s a case of watch this space, says Allergy Therapeutics’ Mr Clark.“Over the next 10 to 15 years we will see some significant changes that will address and potentially cure patients with food allergies,” he says.

Chicken Lips 24 Sep 2017

Re: Sunday Times Peanut Allergy article Saw this very positive news.

Baffler 24 Sep 2017

Sunday Times Peanut Allergy article [link]

Baffler 24 Sep 2017

Sunday Times - Peanut Alergy article Wake up at the back! More interesting news regarding AGY fastracking its peanut vaccine in to-days Sunday Times! It quotes Nick Wykeman.AGY appear to be on the offensive. Thursday will be very interesting. impo

Baffler 21 Sep 2017

Tipped as a BUY in the IC Tip Update: Buy at 32.3p Tip style - GROWTH Risk rating -HIGH Timescale - LONG TERM Our previous tip -We said BUY at 19.8p on 21 Jul 2016 Tip performance to date - +63% Megan Boxall The US allergy pharmaceuticals market has the potential to be very lucrative. Roughly 18m Americans sniff and itch their way through the hay fever season each year and, at present, treatment options are limited. But it is also a notoriously tricky sector to navigate. Allergy Therapeutics (AGY) is proof of that, gaining the go-ahead for the phase II clinical trial of its new grass allergy medicine – Pollinex Quattro (PQ) – after 10 years. In 2007, Allergy’s final trial into the efficacy of PQ was put on hold after a participant reported numbness and weakening, which regulators couldn’t be sure had nothing to do with the treatment. That hold was only lifted in 2011, and since then the group has failed to show US regulators an acceptable dosage of the drug. But with demand for PQ so strong, Allergy has been given the go-ahead to try again. The newest dosing study will begin imminently, according to management, and is expected to release results by the second half of 2018. If approved, PQ will be the first injectable allergy treatment available in the US. But as well as sidestepping tight regulation, Allergy Therapeutics must hurdle another demon of the allergy drugs market: the placebo effect. In 1999 a food allergy vaccine made by Peptide Therapeutics successfully helped 75 per cent of patients on a clinical trial tolerate more of the food they were allergic to. Unfortunately, a similar number of patients on the placebo treatment responded the same way, meaning the trial was deemed a failure. It was a similar story at Circassia (CIR) last year when its cat allergy treatment failed to show any significant benefits above the placebo drug, which had improved symptoms by 59 per cent. Many academic studies have found this high placebo effect to be common in allergy drugs trials, but no-one can fully explain why. Allergy Therapeutics should be more immune to placebo effect than its peers. PQ has already successfully improved the symptoms of more than 250,000 patients and is marketed in seven countries. Moreover, the trial has not been designed using the self-report measures that have caused problems for many allergy studies; instead patients’ eyes will be observed for signs of improvement before and after treatment. IC View Investors have been slow to forgive Allergy Therapeutics for its US misfortunes. The share price has gained good momentum in the past few months, but at 32p it is still far from its 2006 highs. There are factors to be wary of that are outside of the company’s control, such as tight US allergy regulation, but demand for PQ is clearly high. If Allergy can crack the tough US regulatory environment, the financial rewards could be big. Buy. Last IC View: Buy, 25p, 03 Apr 2017

Baffler 18 Sep 2017

Re: Screaming at us .....and those screams just got a lot louder, with Professor Tim H. guiding this one, they certainly appear to be taking a belt and braces approach this time. exuding confidence.wowThanks AGY.

Baffler 11 Sep 2017

Screaming at us They are certainly exuding confidence with that announcementTim doing the USA says it all for meBring it on

d gaser 18 Jul 2017

Re: As good as it gets at this stage. it appears that finnCap have today reaffirms its buy investment rating on Allergy Therapeutics PLC (LON:AGY) and raised its price target to 46p (from 43p).This follows AGY update see below . Allergy Therapeutics plc("Allergy Therapeutics" or the "Group" Trading Update  15% constant currency revenue growthDouble-digit compound annual revenue growth over the past 18 years 18 July 2017 Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today provides a trading update for the year ended 30 June 2017 ahead of its Preliminary Results to be announced in September 2017. Financials Revenues for the year are expected to be ahead of market expectations at £64.1m (2016: £48.5m). This strong performance represents 15% annual growth on a constant currency basis and 32% on a reported basis which reflects the favourable euro exchange rate. The Company is continuing to gain market share within its core markets in Europe. Revenues have grown over the past 18 years at a double-digit compound annual growth rate. Research and development expenditure for the 2017 financial year is anticipated to be lower than market expectations due to the phasing of activities across the year end and these costs will now be incurred in financial year 2018. The ongoing pipeline trials continue to progress well and timing remains in line with Board expectations. The cash balance at the end of June 2017 was £22.1m (30 June 2016: £23.4m). Products Allergy Therapeutics' market penetration has continued with strong growth in Pollinex Quattro and Pollinex. Venomil sales have also performed well due to the pre-stocking of raw materials compared to elsewhere in the market where there have been shortages of stock. Sales of the newer products in the Group's portfolio (Synbiotics and Acarovac) continue to develop well. Pipeline In Europe, recruitment of patients for the pivotal Phase III PQ Birch trial is on track with the trial still expected to start in the autumn of 2017. Likewise for the US, the Phase II Grass MATA MPL trial is also still planned to start this autumn. Patients for the Acarovac Quattro Phase I trial are being recruited and results continue to be expected in the autumn of 2018www.iii.co.uk/stockmarketwire/429970/broker-forecast-finncap-issues-broker-note-allergy-therapeutics-plc?context=LSE:AGY

Baffler 18 Jul 2017

As good as it gets at this stage. Well done and thanks to all at AGY.You will not see many updates better than that one!

jres 17 Jul 2017

Dates for your diary: Dates for your diary:18 07 2017 Trading update28 09 2017 Preliminary Annual Results 2017 Announcement (tentative)22 11 2017 AGM (tentative)

Baffler 11 Jul 2017

TRADING UPDATE ON MONDAY NM

cloakey 06 Jul 2017

Re: An alert, in more ways than one? have held this share for more than 10 years, wish I`d been `alert` way back then !

Baffler 06 Jul 2017

An alert, in more ways than one? NON RNS Alert Allergy Therapeutics PLC Publication of adjuvant studies in journals 06/07/2017 70amRNS Non-RegulatoryAllergy Therapeutics PLC 06 July 2017 Allergy Therapeutics plc ("Allergy Therapeutics" or the "Group" Two studies of adjuvants in malaria and influenza vaccines published in peer-reviewed journals Publications demonstrate the potential of Allergy Therapeutics' novel adjuvant systems in infectious diseases, further broadening the product pipeline 6 July 2017 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, today announces that two preclinical studies carried out through its Bencard Adjuvant Systems division have been published in peer-review journals. The two papers report that the novel depot adjuvant behind Allergy Therapeutics' successful allergy immunotherapy Pollinex(R) platform, microcrystalline tyrosine (MCT), both alone and in an adjuvant system, have broad applications and elicit high, sustained antibody titres demonstrating enhanced protective efficacy compared to conventional adjuvants including aluminium. Commenting on the recent publications, Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said: "These publications underpin the strategy for our Bencard Adjuvant Systems division, which focuses on extending the use of MCT(R) and VLP in further developing vaccines against unmet needs, and new and emerging infectious diseases that require an effective depot adjuvant." The two publications are: Comparison of a novel microcrystalline tyrosine adjuvant with aluminium hydroxide for enhancing vaccination against seasonal influenza: Heath et al., BMC Infectious Diseases (2017) 17:232 The paper authored by principal scientist Dr Matthew D. Heath & collaborators from Public Health England discusses the use of MCT(R) in a seasonal influenza vaccine model. The use of MCT(R) displayed higher binding affinity compared to the conventional depot adjuvant, aluminium, demonstrating the suitability of MCT(R) as a depot adjuvant in applications outside of allergy immunotherapy. MCT(R) elicited an immune response (HAI titre) indicative of protection in a pre-clinical model. The data provide evidence of the suitability of using the MCT(R) platform in an influenza model and address some of the issues associated with weakly stimulating vaccine targets/antigens. Virus-like particle (VLP) plus microcrystalline tyrosine (MCT) adjuvants enhance vaccine efficacy improving T and B cell immunogenicity and protection against plasmodium berghei/vivax: Cabral-Miranda et al., Vaccines (2017) 5;10. This publication authored with The Jenner Institute at the University of Oxford has been published investigating the use of adjuvants MCT and adjuvant system MCT+VLP (AdSys-VCT) in malaria. In a pre-clinical model, malaria antigens conjugated to VLP and formulated in MCT induced highest antibody responses, highest T-cell responses, and offered the best protection against malaria compared with antigens formulated with aluminium. Moreover, the study demonstrated that MCT(R) alone is able to elicit high and sustained IgG antibody responses that are specific and protective against P.vivax (malaria).

jres 26 Jun 2017

FTWeekend Small Cap Focus Pharmaceuticals (Sarah Neville)'From gene-editing to remedies for potentially fatal allergies, a cohort of biotechs is making scientific leaps that could radically change the outlook for people suffering from an array of diseases and conditions - and simultaneously propel their revenues to new heights............For three, in particular, the next 12 months could prove pivotal.'The three are: Oxford BioMedica, Horizon Discovery & Allergy Therapeutics.

Baffler 21 Jun 2017

Read between the lines RNS - 19.06.2107Manuel Llobet, Chief Executive Officer, commented: "We are delighted with our progress in developing the next generation of allergen immunotherapy products. Our latest clinical data on dose-ranging confirms that our unique allergen-specific immunotherapies are formulated to the optimal strength and we believe Allergy Therapeutics has the potential to transform allergy treatment with optimised-dose, well-characterised, aluminium-free products."