Allergy Therapeutics Live Discussion

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Totally Wired 17 May 2017

Malaria This AGY sponsored research from Bencard Adjuvant Systems (a division of Allergy Therapeutics UK) makes for interesting reading:[link] on Micro Crystalline Tyrosine (MCT) can be found from page 7 from the Bencard Adjuvant Systems brochure:[link]

Baffler 05 Apr 2017

Hardman note well worth reading, imo h p://hardmanandco.com/docs/default]source/company]docs/allergy]therapeu cs]documents/agy]interim]resultsupdate]5th]april.pdf

Chicken Lips 29 Mar 2017

Re: Interims TV Clips I nearly fell asleep the middle of this. Figures, stuff and more figur

Dino78 29 Mar 2017

Interims TV Clips MorningShort TV clip following results announcement today:www.fmp-tv.co.uk/company/allergy-therapeutics-investors-video-and-news/

Totally Wired 29 Mar 2017

Re: Interim Conference callManuel 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 0900 BST today. Dial-in details are: +44 (0) 1452 555566. Conference ID: 75062637.Commenting on the interim results, Manuel Llobet, Chief Executive Officer, said: "In the first half of this year, we delivered an increase of 18% in revenue at constant currency, despite flat or low growth in European markets, driven by the quality of the Group's highly convenient, ultra-short course, aluminium-free therapy enabling us to continue to gain market share. This, linked to the recent announcements on progress with our pipeline projects, illustrates that the approach of investing both in the current business as well as the pipeline is working, paving the way for our long-term strategic international plans for a world-class allergy vaccines portfolio."[link]

Chicken Lips 29 Mar 2017

Interim That looks pretty good and healthy. With a positive news flow for 2017

Baffler 16 Mar 2017

TWO POTENTIAL GOLD NUGGETS IN THE RNS If approved, Pollinex Quattro Birch will be the "first" MPL adjuvanted ultra-short course aluminium-free vaccine ever approved. "Combined with our clinical programme in the US" focusing on Pollinex Quattro

Totally Wired 09 Mar 2017

Notice of Interim Results Allergy Therapeutics plc("Allergy Therapeutics" or the "Group" Notice of Interim Results 9 March 2017 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, will issue its interim results for the six months ended 31 December 2016 on Wednesday 29 March 2017. Manuel Llobet, Chief Executive Officer, and Nick Wykeman, Finance Director, will hold a presentation and conference call for analysts on the day of results at 90am at Panmure Gordon, One New Change, London, EC4M 9AF. Please contact Consilium Strategic Communications for further details. - ENDS - 

Chicken Lips 15 Feb 2017

Re: Stifel reaffirm BUY rec - target 60p Haven't they dropped the target from 79p about a year ago?Mind you I'm not greedy and I like/hope for this company.

Baffler 15 Feb 2017

Stifel reaffirm BUY rec - target 60p Now Stifel up the anti to 60pBroker Forecast - Stifel issues a broker note on Allergy Therapeutics PLC Tue, 14th February 2017 - 11:20 Stifel today reaffirms its buy investment rating on Allergy Therapeutics PLC (LON:AGY) and set its price target at 60p.

d gaser 14 Feb 2017

.CTA approval in Spain for Phase I AM101 This could be a classed as a blockbuster drug ),defernition of a blockbuster is a product that turns over, more than 1 billion per year ) if it gets final clearance from the Europe or the F.D.A. Thing have moved forward quite nicely over the past 6 months, lets hope with news like this our S/P continues to head north .BE HAPPYDAVE Allergy Therapeutics plc("Allergy Therapeutics" or the "Company" Novel House Dust Mite Allergy Vaccine Gains Clinical Trial Application Approval CTA approval in Spain for Phase I AM101 clinical study evaluating safety of adjuvanted, modified house dust mite allergy vaccine 14 February 2017 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces that the Phase I clinical study investigating the safety and tolerability of Acarovac MPL (monophosphoryl lipid A) has received Clinical Trial Application (CTA) approval in Spain. House dust mites are a major cause of perennial allergic rhinitis and allergic asthma1. Acarovac MPL builds on the strong foundation of technologies employed in the successful Pollinex® Quattro range of subcutaneous allergy immunotherapies, and builds on the demonstrated efficacy2 of the existing successful product platform of Acarovac PlusTM, the fastest growing "named-patient product" in Allergy Therapeutics' Spanish subsidiary. Acarovac MPL is the only house-dust mite immunotherapy in development utilising MCT® (microcrystalline tyrosine), a natural, biodegradable depot, and the adjuvant MPL for the treatment of perennial allergic rhinitis making this vaccine unique in a $1.5 billion per annum market3. CTA approval has been granted and the Company now expects this formulation to begin Phase I studies immediately, to assess the safety and tolerability of two different dose regimens. Both treatment regimens include a two-to-four week initial up-dosing phase but differ in the duration of the later maintenance phase. The Phase I trial of 32 patients is expected to last one year, and to be delivered on-time in-line with the Company's stated strategic plan when funding the programme in November 2015. If the Phase I trial is successful, the Company expects to launch Acarovac MPL in Spain on a named-patient basis. Commenting on the CTA approval, Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said: "using the successful biodegradable adjuvant system of MCT® and MPL, integral in our seasonal marketed vaccines, in a perennial house dust mite vaccine, we aim to improve both safety and efficacy for the thousands of patients who suffer year-round due to house dust mite allergy. Acarovac Quattro will provide convenience to our patients and doctors and more efficient pharmacoeconomics. Effectively, the dosing regime in Acarovac Quattro has the potential to improve the convenience, adherence and compliance that is essential for a successful treatment, and builds on the acceptance of the existing Acarovac Plus platform." For further information, please contact: Allergy Therapeutics+44 (0) 1903 845 820Manuel Llobet, Chief Executive OfficerNick Wykeman, Finance Directo

Baffler 01 Feb 2017

Upside still not evident according to Finncap Allergy Therapeutics (LON:AGY) will take its Polyvac vaccine for peanut allergy into a phase I clinical trial after it delivered positive pre-clinical results.The findings showed a single dose of the company's unique adjuvant when combined with recombinant peanut allergen successfully protected against the serious allergic reaction anaphylaxis.The company is developing Polyvac as a short course of injections that is safer and more effective than the current treatments.“Hundreds of patients die each year in the United States as a result of food allergies (mainly peanut) and we are committed to saving these lives,” said Allergy Therapeutics chief executive Manuel Llobet.“This peanut vaccine programme complements our current range of marketed ultra-short course vaccines in terms of safety, efficacy and improved patient convenience."The shares rose 6% in afternoon trade to 27.5p. However the company’s broker, finnCap, thinks they have further to go.Analyst Mark Brewer points out Allergy trades on an enterprise value/sales multiple of just two-times when its peers are on 3.2-times.He reckons the shares are worth 43p each with “substantial further upside” as its hay fever drug Pollinex Quattro progresses through the development phases.“We currently attribute no value to Polyvac Peanut and will re-assess as it moves into human studies,” said Brewer.---addds broker comment, share price---

Totally Wired 01 Feb 2017

RNS-Peanut Allergy Vaccine    Positive Efficacy and Safety Data Shown in Peanut Allergy Vaccine 1 February 2017 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces positive results from preclinical research into its unique therapeutic peanut allergy vaccine, Polyvac® Peanut. Having delivered these positive preclinical Proof of Concept results, Allergy Therapeutics will now progress the vaccine in accordance with its stated strategic plan when funding the programme and will proceed to Phase I development following completion of a first in man safety data trial. The findings demonstrate that a single dose of the Company's virus-like-particles (VLP) adjuvant combined with recombinant peanut allergen successfully protected against anaphylaxis when challenged with peanut. Additionally, when examining symptom scores in the investigational model, those vaccinated with the candidate vaccine exhibited no symptoms compared to placebo. Furthermore, the safety profile of the product was evaluated via an intravenous challenge and found that the vaccine itself did not induce anaphylaxis in peanut sensitised subjects (a hypoallergenic vaccine). Allergy Therapeutics' innovative peanut vaccine is focussed on a subcutaneous application of recombinant peanut allergen coupled with its state-of-the-art VLP adjuvant to increase the safety and efficacy profile. This approach aims to induce protective immunity, enabling shorter therapy duration and an enhanced safety profile and thus has significant implications for peanut allergy therapy with the potential to redefine the market for food allergy products. Alternative peanut vaccines in development often require repeated and long-lasting exposure transdermally or orally which may limit patient adherence. Food allergy represents a significant and strategically important area for the Company, with peanut allergy treatments alone being an $8 billion p.a. addressable market globally. Allergy Therapeutics has the exclusive rights to develop VLP technology, a carrier system to present allergens to the immune system, for allergy vaccines. Allergy Therapeutics intends to publish full data from this study in a peer-reviewed journal. Commenting on the data, Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said: "Part of our international growth strategy has been to expand our immunotherapy platforms into other indications to widen our total addressable market. Consequently, whilst recognising the early stage nature of this project, we are extremely encouraged by these results. The data clearly demonstrate that when our unique adjuvant is coupled with recombinant peanut allergen it provides protection against anaphylaxis and also indicated no safety concerns often associated with traditional injected peanut vaccines. Hundreds of patients die each year in the United States as a result of food allergies (mainly peanut) and we are committed to saving these lives. This peanut vaccine programme complements our current range of marketed ultra-short course vaccines in terms of safety, efficacy and improved patient convenience." 

Baffler 01 Feb 2017

These shares cost peanuts compared to ... And to think you have been able to buy these shares for peanuts!! Incredible piece of news to wake me from my slumbers this morning. Well Done all at AGY! I said yesterday that something had stirred this!

Chicken Lips 30 Jan 2017

Re: Daily Telegraph Business section Good article if a little jam tomorrow or even the day after tomorrow, ten years away, liked this:Llobet believes the industry could be worth $4bn to $5bn in five years’ time, as companies such as Allergy Therapeutics, Stallergenes and ALK-Abello, a Danish company, bring a new generation of products to market, that are safe, easy to use and effective. He thinks the allergy immunotherapy market will grow in the double digits for the next seven years.Llobet also believes more people in the world’s emerging economies will start to suffer from allergies as their nations grow richer and more developed.Dr Mike Mitchell, an analyst at Panmure Gordon, agrees. “I think the advent of new technological approaches is likely to generate more interest in the area,” he says. “We are seeing a real change in terms of efficacy of treatment.”Didint really pan out AGY products and timeframesHers a link[link]

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