jres
30 Jan 2017
Daily Telegraph Business section Interesting interview with Manuel Llobet on p4 of today's Business section of The Daily Telegraph. Vaccine for peanut allergy perhaps the next big breakthrough for Allergy Therapeutics.
Baffler
20 Jan 2017
Re: Detailed Report from Hardman - USA l... I agree and I stand corrected. Reading the latest missive from Hardman it seems that we have eighteen months of cash left to run. It would appear to me that it is imperative for AGY to have the next trial deliver positive results to enable them to be able to whet appetites for further cash.Risk? or do I read it wrong - any views?impo/dyor
Baker2005
20 Jan 2017
Re: Detailed Report from Hardman - USA launc... I dont think you can really call it a "launch" - its a trial. AGY have been battling to get new trials approved by the FDA for several years after the first being blocked a few years back. Note that any trial should it happen then has to show succesful results and no patient cases that would cause the FDA to give a negative descision. I gave up on this one several years ago having been very optimistic about its prospects. I still like the product , but the FDA hurdle is fast process
Baffler
20 Jan 2017
Detailed Report from Hardman - USA launch plan A new report from Hardman and Co. A clear plan for USA launch!!![link]
Baffler
20 Jan 2017
Deatiled insight from Hardman A new report from Hardman and Co. A clear plan for USA launch!!![link]
Baffler
19 Jan 2017
Re: What I wanted to hear and expected! This was scant information as expected in a trading update. Meat on the bones is clearly indicated in the coming weeks and months. Whilst we can take heart in the upbeat headline news there was also a sentence slipped in warning about rising costs. Caveat emptor?Current price seems fair value and still needs tangible news on those USA discussions and plan.impo/dyor
Chicken Lips
19 Jan 2017
Re: What I wanted to hear and expected! Looks like the markets agree.What they expected.
Baffler
19 Jan 2017
What I wanted to hear and expected! "We are confident about the full year and look forward to updating shareholders on further progress throughout 2017." Regulatory Further to the Company's announcement on 27 June 2016, the Company has held discussions with the US regulatory authorities in relation to its US Grass MATA MPL programme and is.............. proceeding as planned with the safety trial (G104) in the USA and the Phase II conjunctival provocation test dose selection study (G205) in Europe in 2017, ahead of the planned pivotal Phase III trial (G306).
Totally Wired
10 Jan 2017
iii Allergy TherapeuticsWith a quarter of the UK suffering from hayfever at some point in their lives and 10-30% of the global population afflicted, the European allergy immunotherapy market (AIT) is worth $0.8 billion (£0.66 billion). In the US it is worth more than double that, at $1.7 billion.Look at the potential addressable market and its value surges to around $9 billion. This backdrop is perfect for pharmaceuticals business Allergy Therapeutics (AGY).The allergy vaccination group's profitable European operation is busy gobbling up market share as it gathers financial momentum. Revenue is expected to grow 23% in 2017 thanks to foreign exchange tailwinds, and gross margin should climb 260 basis points to 73.6% as volumes grow on a fixed cost base.Before crucial research and development costs and general operational spend, profit should jump by a third to £19 million, finnCap analysts reckon.Outside the flagship European business, Allergy also houses a US division that is trialling the Pollinex Quattro treatment. While the group continues these studies finnCap thinks it will remain loss-making.Trading at a chunky 45% discount to its peers, with a profitable business and healthy pipeline, the valuation looks unjustified. finnCap believes the shares are worth nearly double at 40p, which would give them a market value of £235 million.[link]
Baffler
07 Jan 2017
Re: Broker view Worth listening to, impo. though nothing new really.[link]
Totally Wired
06 Jan 2017
Broker view A leading small-cap broker said it is ‘nuts’ about Allergy Therapeutics plc (LON:AGY), which it reckons has the potential to double in value.Initiating coverage of the vaccines business, finnCap set a price target of 40p a share based on its analysis of the company’s peer group. Currently, the stock is changing hands for just over 20p.Analyst Mark Brewer reckons the allergy immunotherapy market is worth around US$800mln here in Europe and US$1.7bn in the US.“The potential addressable market, however, is estimated to be much larger at nine billion dollars,” he added.The company’s lead product is Pollinex Quattro (PQ), a short-course hay fever treatment administered by injection.On sale here in Europe, it is undergoing trials ahead of regulator sign-off in the US. In fact Brewer reckons there is “substantial further upside” when PQ gets the green light Stateside.“A development programme that should result in an approved product in Europe and the US in 2021 provides significant upside to the current valuation,” said the finnCap number cruncher in his investment conclusion.“We consider the current share price to be out of line with its nearest peers.”The 33-page report gives a comprehensive overview of Allergy and also provides some financial grist.finnCap reckons Allergy will turnover £59.4mln this year, rising to £65.4mln and then £71.4mln.[link]
Baffler
10 Nov 2016
Re: Panmure November 2nd it's just a dream DaveTodays price is about right impo. We moved up[ recently on the back of the rec from interactive investor which was future thinking. I will be happy once we have American progress, Bencard progress and solid sales news on new products.I don't wish to play my hand but I am lining up to back my beliefs.Two years and patience. I feel that we have some pleasant surprises in store40p and I would be very disappointed.dyor/impo
d gaser
10 Nov 2016
Panmure November 2nd it's just a dream Baffler how often have we seen a note like this,only to see the share head back south again,I brought back in at just 0.9 pence two & half years ago , the brokers guide price then was 0.25p, to be honest, if some body offered us 0.40p in a take over bid I would bite their hands off. But we can all live in hope . .BE HAPPYDave .
Baffler
10 Nov 2016
Panmure November 2nd Allergy Therapeutics PLC (LON:AGY) RatingThe financial company have set price target of GBX 53.00 on Allergy Therapeutics PLC (LON:AGY) shares. This is 130.43% from the last stock close. In a note made public on Wednesday, 2 November, Panmure Gordon maintained their Buy rating on shares of AGY.Allergy Therapeutics plc (LON:AGY) Ratings CoverageOut of 3 analysts covering Allergy Therapeutics PLC (LON:AGY), 3 rate it a “Buy”, 0 “Sell”, while 0 “Hold”. This means 100% are positive. GBX 79 is the highest target while GBX 37 is the lowest. The GBX 54 average target is 130.38% above today’s (GBX 23.44) stock price. Allergy Therapeutics PLC has been the topic of 26 analyst reports since July 23, 2015 according to StockzIntelligence Inc. Panmure Gordon maintained the stock with “Buy” rating in Friday, June 10 report. On Monday, September 26 the stock rating was maintained by Numis Securities with “Buy”. Panmure Gordon maintained the stock with “Buy” rating in Monday, September 21 report. The rating was maintained by Panmure Gordon on Wednesday, November 2 with “Buy”. The stock of Allergy Therapeutics plc (LON:AGY) has “Buy” rating given on Monday, October 10 by Panmure Gordon. Panmure Gordon maintained Allergy Therapeutics plc (LON:AGY) rating on Wednesday, January 13. Panmure Gordon has “Buy” rating and GBX 51 price target. The firm has “Buy” rating given on Monday, December 7 by Panmure Gordon. Panmure Gordon maintained it with “Buy” rating and GBX 47 target price in Thursday, July 23 report. The rating was maintained by Panmure Gordon on Monday, August 10 with “Buy”. The rating was maintained by Panmure Gordon on Tuesday, September 1 with “Buy”.
Chicken Lips
09 Nov 2016
Re: Trading up due? Could do with some news. Its dipped a bit from the highs.
