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Allergy Therapeutics PLC (AGY)     

banjomick - 01 Feb 2016 13:59

logo.png

Mission Statement
To create a sustainable, fast-growing and profitable global speciality pharmaceutical business with a substantial franchise in the allergy sector by developing innovative, patented, registered therapies for both the treatment and prevention of allergy-related conditions.

Chart.aspx?Provider=Intra&Code=AGY&Size=460&Skin=RedWhite&Scale=0&Type=2&Cycle=MINUTE1&Layout=Intra;IntraDate&E&Ind=VOLMA(60);&Layout=Intra;IntraDate&E=UK&YFormat=&XCycle=Hour2&Fix=1&SV=0Chart.aspx?Provider=EODIntra&Code=AGY&Size=460&Skin=BlackBlue&Type=2&Scale=0&Span=YEAR1&MA=&EMA=&OVER=&IND=VOLMA;&XCycle=&XFormat=&Layout=2Line;Default;Price;HisDate&SV=0

NEWS

19th Jul 2018 Proposed placing and subscription to raise up to £10.6 million
13th Jul 2018 Hardman & Co Research
12th Jul 2018 Trading update
25th Jun 2018 Positive data of Pollinex Quattro Grass vaccine
29th May 2018 Positive data with house-dust mite immunotherapy
21st May 2018 Positive top-line results from Grass Ph II study
14th May 2018 Publication of MCT Adjuvant Data
07th Mar 2018 Hardman Research: Clinical development towards submission
07th Mar 2018 Interim Results for the six months ended 31 December 2017


VIDEO/AUDIO
21st May 2018 Allergy Therapeutics on track for phase III grass pollen trial in 2019
September 2017 5 minute pitch
09th May 2016 Allergy Therapeutics boss excited by PQBirch204 Phase II data
08th Mar 2016 Allergy Therapeutics says double-digit revenue growth is sustainable
18th Feb 2016 Allergy Therapeutics hopes to launch "exciting" grass pollen allergy vaccine in 2019
14th Jan 2016 Allergy Therapeutics boss says the firm is outperforming its competitors

EVENTS
27 11 2018 AGM (tentative)
03 10 2018 Shares Investor Evening (London)
26 09 2018 Preliminary Annual Results 2018 Announcement (tentative)


WEBSITES

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banjomick - 13 Jul 2016 08:31 - 30 of 159

13 July 2016
Allergy Therapeutics plc
("Allergy Therapeutics" or the "Company")

Trading Update


Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today provides a trading update for the year ended 30 June 2016 ahead of its Preliminary Results to be announced in September 2016.

Financials

Reported revenues are expected to be £48.5m (2015: £43.2m), slightly ahead of current market expectations. This represents a growth of 12%* despite the negative impact from the weakening Euro during most of the year. At constant currency, this represents a growth of 19%* for the year. This solid growth has been against a flat market backdrop and has allowed the Company to increase its market share two percentage points from 10% to 12% on average across its key European markets. The main contributions in terms of market share gains for the Company have come from Germany, Austria, Spain and the UK.

Product

Allergy Therapeutics' market penetration is consistent across the product portfolio, particularly from Pollinex Quattro, Oralvac (which has benefited from a competitor situation) and our newer products entering the market including Acarovac and Synbiotics.

The Company expects strong revenue growth to continue for several years and aims to achieve a leading European market position in the allergoid subcutaneous immunotherapy product (SCIT) market before 2020.

Pipeline


In Europe, the development program for PQ Birch is on track and the Pivotal Phase III study is planned to start in H1 2017. For the US, the Company will perform another dose ranging study for PQ Grass in order to ensure that the best dose is chosen for the final Phase III study. Acarovac Quattro development is on track and initiation of Phase I studies is expected to start in H2 2016. Finally, the proof of concept study for the novel vaccine, Polyvac Peanut, is progressing according to plan.

Commenting on the positive trading update, Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, said:

Our strong sales growth of 19%* at constant rates and further gain in market share of two points to 12% shows that our ambition to build a world-leading portfolio of aluminium-free, patient-friendly vaccines is gaining increased traction. We continue to invest in our business and remain on course to become the leading company in the subcutaneous segment. We are also very excited about the commercial opportunities in our current broad portfolio."

*The growth figures include 3% which relates to the acquisition of the Alerpharma business in June 2015.

This announcement contains inside information for the purposes of Article 7 of Regulation (EU) No 596/2014.

http://www.moneyam.com/action/news/showArticle?id=5378575

banjomick - 13 Jul 2016 12:05 - 31 of 159

Allergy Therapeutics' revenues top forecasts
11:25 13 Jul 2016

Updating investors, the company said turnover will be around £48.5mln, representing a rise of 12%, or 19% once the figure is adjusted for currency movements.

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Allergy Therapeutics plc (LON:AGY) said revenues for the year ended June were slightly ahead of market expectations.

Updating investors, the company said turnover will be around £48.5mln, representing a rise of 12%, or 19% once the figure is adjusted for currency movements.

Against a “flat backdrop”, the business, which specialises in allergy vaccines, has grown its market share by two percentage points to 12%.

Gains were made in Germany, Austria, Spain and the UK where demand for products such as Pollinex Quattro, Oralvac and newer lines, such as Acarovac and Synbiotics, remains buoyant.

IN DEPTH: Getting under the skin of Allergy Therapeutics

AT A GLANCE: All facts and figures


“The company expects strong revenue growth to continue for several years,” Allergy added.

Turning to the pipeline, it said a phase III study for its PQ Birch product should get underway in the first half of next year, while in the US the company is in the process of deciding the optimum dose for its phase III trial of PQ Grass.

“We continue to invest in our business and remain on course to become the leading company in the subcutaneous segment,” said chief executive Manuel Llobet.

“We are also very excited about the commercial opportunities in our current broad portfolio."

Broker reckons the stock could more than double in value

The shares rose 4% to 19.77p, valuing the business at £122mln. The broker Panmure Gordon reckons the stock is worth 53p.

“With our investment thesis fundamentally unchanged despite the speed bump of the US dose ranging study we view the share price reaction offers investors an excellent opportunity,” said analyst Dr Mike Mitchell.

About the company

Allergy Therapeutics has an 80-year history and is no “jam tomorrow” drug development company.

It has a profitable core business and, as the name suggests, a number of ground-breaking allergy vaccines that trade under various brand names. Its most commonly prescribed vaccines are used to treat pollen-related allergies, particularly allergies to grasses and trees.

It has has a strong presence in Europe with established operations in Germany, Italy, Spain, Austria, Switzerland, the Netherlands and the United Kingdom, while in other markets it often makes its products available through distribution partners.

Its Pollinex Quattro vaccine for the treatment of seasonal allergic rhinitis (hay fever) from grass, tree or ragweed pollen allergy is already established in Europe, and the company wants to replicate that in the US, where it will enjoy first mover advantage in a market potentially worth $2bn.

---ADDS BROKER COMMENT & SHARE PRICE---

Ian Lyall

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banjomick - 22 Jul 2016 13:49 - 32 of 159

Profit from the market's Allergy reaction
By Megan Boxall,
21 July 2016

Using immunotherapy - stimulating the immune system - to treat allergies is rapidly gaining traction. As a scientific discipline it's not particularly new, but for a long time it has been difficult to safely and effectively revamp the body's immune system by injecting a small dose of an allergen. However, recent improvements in science, alongside increased investor interest, has carved a path for a multibillion-dollar global market and Aim-traded Allergy Therapeutics (AGY) is in an excellent position to take a slice of this.

***The content of this section is only available to Investors Chronicle online subscribers.***

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banjomick - 03 Aug 2016 12:22 - 33 of 159

This symposium was highlighted in Post 25 and is now featured on the European Medical Journal website for download:

Disclosure: Prof Matthias Kramer is an employee of Allergy Therapeutics UK Ltd


Adjuvants in Allergy: Elevating Efficacy
August 2, 2016

Meeting Summary

This symposium provided an overview of the current and future technologies and treatments used in the field of allergen immunotherapy (AIT). Prof Ralph Mösges explored the concept of pre-seasonal immunotherapy in overcoming the problem of recurrent allergy, focussing on the use of Pollinex® Quattro versus the use of symptomatic treatment according to current guidelines. The use and mechanisms of adjuvants was explored by Prof Randolf Brehler, who discussed the use of adjuvants in AIT including delivery systems, immunopotentiators, and targeted delivery systems to facilitate optimum immune responses with the potential of a lower injection burden and increased efficacy of treatment. Prof Thomas Kündig concluded the symposium with an overview of the future of AIT and the use of virus-like particles (VLP) in harnessing the innate immune system response to protect against allergens.

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and link to the actual download:

http://emjreviews.com/wp-content/uploads/Adjuvants-in-Allergy-Elevating-Efficacy.pdf

Bullshare - 23 Aug 2016 14:45 - 34 of 159

Shares Investor Evenings showcase presentations from leading companies bringing them together in one room.

 - Directors present their latest plans regarding development and growth

 - An opportunity to talk directly to the companies and personally put forward your questions

 - The chance to network with other attendees over drinks and canapés - private investors, wealth managers, fund managers and financial institutions

Who Should Attend?

The evening exposes investors to companies across various sectors. Perfect for existing investors as well as those looking for new investment opportunities.

Date:

Tuesday 27th September 2016

Venue:

Novotel Tower Bridge, London EC3N, 10 Pepys Street, London, EC3N 2NR

Event Timings:
18.00 
Registration and coffee
+ More to be announced
18.30 
Presentations
• Manuel Llobet, CEO - Allergy Therapeutics (AGY)
• Nick Wykeman, FD - Allergy Therapeutics (AGY)
• Alex Borrelli, Chairman & CEO - BMR (BMR)
• Jeremy Hawke, Mining & Operations Director - BMR (BMR)
• Nick Clarke, Executive Chairman - Central Asia Metals (CAML)
• Neil Sinclair, Chief Executive - Palace Capital (PCA)
20.30 
Drinks reception and canapés
21.30 
Close
Attendance is free, but spaces are limited. Register now to secure your place!
Allergy Therapeutics (AGY)
Allergy Therapeutics (AGY) 

We provide information to healthcare professionals about the prevention, diagnosis and treatment of allergic conditions with a special focus on allergy vaccination (also known as specific immunotherapy or desensitisation therapy). Allergy vaccination is a successful treatment that deals with the underlying cause of allergies and not just the symptoms! Allergy Therapeutics has a long-term commitment to the development of innovative therapies for allergy treatment and allergy prevention.

BMR (BMR)
BMR (BMR) 

BMR has successfully developed a proprietary acid/brine leach process that enables it to achieve high metal recoveries from the different tailings deposits.

BMR Group PLC is listed on AIM under the ticker BMR.

The Company is focused on the recovery of lead and zinc from the tailings deposits of Zambia’s oldest mine at Kabwe.

Central Asia Metals (CAML)
Central Asia Metals (CAML) 

Central Asia Metals plc (“CAML” or the “Company”) is an AIM-listed company incorporated in England & Wales, with operational headquarters in London. Its countries of operation are Kazakhstan, Chile and Mongolia. CAML produces copper in Kazakhstan and has a strategic interest in the Copper Bay project in Chile.

Palace Capital (PCA)
Palace Capital (PCA) 

Palace Capital is a UK property investment company listed on the Alternative Investment Market (AIM) of The London Stock Exchange. The company is not sector specific and looks for opportunities where we can enhance the long-term income and capital value through asset management and strategic capital development.

Real Good Food (RGD)
Real Good Food (RGD) 

RGF is a diversified food business and, following the sale of the Napier Brown sugar business, is focused on three pillar markets; cake decorating, food ingredients and premium bakery. All these markets have the benefit of being spread across a broad spectrum of trade channels: mainstream retail, specialist retail, manufacturing, wholesale, foodservice and export. All are also showing growth. It is proposed that all investment funds, either for capital projects or acquisition, will be focused on building RGF’s scale and presence and in these market sectors.

Sponsored by:
AJ Bell Youinvest

banjomick - 23 Aug 2016 15:09 - 35 of 159

Was just copying that over, cheers Bullshare

Bullshare - 23 Aug 2016 16:01 - 36 of 159

saved you :-0)

banjomick - 31 Aug 2016 15:39 - 37 of 159

Allergy Therapeutics Plc to present at the Shares Investor Evening in London on 27th September 2016

31 August 2016 | 15:29pm

StockMarketWire.com - Manuel Llobet, CEO and Nick Wykeman, FD of Allergy Therapeutics (AGY) (LSE:AGY) will be giving a briefing at the Shares Investor Evening on 27th September 2016. It will take place in London at an investor evening being organised by Shares magazine; the event is supported by AJ Bell Youinvest.

Allergy Therapeutics provides information to healthcare professionals about the prevention, diagnosis and treatment of allergic conditions with a special focus on allergy vaccination (also known as specific immunotherapy or desensitisation therapy). Allergy vaccination is a successful treatment that deals with the underlying cause of allergies and not just the symptoms! Allergy Therapeutics has a long-term commitment to the development of innovative therapies for allergy treatment and allergy prevention.

The Shares event offers a unique opportunity to hear about the latest plans and strategy from the Directors of UK listed companies and Fund Managers, attendees can personally put forward questions to the presenters. The event will take place at the Novotel Tower Bridge, 10 Pepys Street, London EC3N 2NR. Registration begins at 17:15 and presentations at 17.45, followed by a drinks reception where attendees can mingle with the speakers and fellow investors.

http://www.stockmarketwire.com/article/5406664/Allergy-Therapeutics-Plc-to-present-at-the-Shares-Investor-Evening-in-London-on-27th-September-2016.html

banjomick - 05 Sep 2016 08:29 - 38 of 159

Allergy Therapeutics schedules FY results

Allergy Therapeutics will issue its preliminary results for the 12-month period ended 30 June on 26 September

http://www.moneyam.com/action/news/showArticle?id=5408944


banjomick - 05 Sep 2016 11:08 - 39 of 159

Prelim.Results 26th September then on 27th September AGY will be giving a briefing at the Shares Investor Evening.......

banjomick - 26 Sep 2016 11:03 - 40 of 159

26 September 2016
Allergy Therapeutics plc

Preliminary report for the year ended 30 June 2016


- 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 2016.

Highlights

· 19% increase in revenue at constant currency to £51.5m (2015: £43.2m)*

· 12% increase in revenue to £48.5m (2015: £43.2m)

· Increased market share in our main European markets to 12% (2015: 10%)

· Core business (excluding R&D) shows 11% increase in Operating Profit to £4.3m (2015: £3.8m)

· Ramp up on R&D investment with £16.2m (2015: £3.1m) spent, reflecting investment in PQ registration and pipeline

· Achieved primary endpoint for PQ Birch Phase II Study in Europe and selected dose to be used in Phase III, starting in 2017

· Inconclusive results of Phase II dosing study in the US for Pollinex Quattro Grass

· Successfully raised £11.5m (gross) to fund new product development and organic and inorganic growth opportunities

· Acarovac PlusTM one-year study showed statistically significant improvement for patients

· Acquisition of Virus Like Particle technology licence for the development of a potential new injectable vaccine immunotherapy treatment for allergy sufferers with peanut as lead project

· Strong cash balance of £23.4m at year end (2015: £21.2m)

Manuel Llobet, Chief Executive Officer, commented: "This year has seen many events in the allergy market. I would like to highlight Allergy Therapeutics' revenue growth, now accounting for 12% of the share in our competitive market, and progressing well towards our long-term strategic plans with developments across all areas of the business.

Our excellent products and outstanding team have delivered success in product development and marketing and, despite the requirement for our additional range-finding study, we look forward to capitalising on opportunities to continue growing into new markets and delivering patient-friendly, market-leading treatments, to help patients across the allergy spectrum.

We are a thriving, visionary company, led by a self-driven team, totally committed to transforming allergy treatments. We are passionate about what we do and we are convinced that the best is yet to come."

http://otp.investis.com/clients/uk/allergy_therapeutics/rns/regulatory-story.aspx?cid=1045&newsid=789353

banjomick - 26 Sep 2016 16:12 - 42 of 159

MAM managing to report another news item :-)

26 September 2016
 
Allergy Therapeutics plc
("Allergy Therapeutics" or the "Company")
 
Director/PDMR Shareholding
 
Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, announces that on 26 September 2016, the Board of Allergy Therapeutics was informed that today Manuel Llobet, Chief Executive Officer, purchased 100,000 ordinary shares of 0.10p in the Company ("Ordinary Shares") at a price of 18.0 pence per Ordinary Share.  Mr Llobet's beneficial holding now stands at 3,275,000 Ordinary Shares, which represents 0.56% of the issued share capital of the Company to which voting rights are attached.
 
- ENDS -

http://www.moneyam.com/action/news/showArticle?id=5421000

banjomick - 27 Sep 2016 16:02 - 43 of 159

Reminder of tonight's event:

Allergy Therapeutics Plc to present at the Shares Investor Evening in London on 27th September 2016

31 August 2016 | 15:29pm

StockMarketWire.com - Manuel Llobet, CEO and Nick Wykeman, FD of Allergy Therapeutics (AGY) (LSE:AGY) will be giving a briefing at the Shares Investor Evening on 27th September 2016. It will take place in London at an investor evening being organised by Shares magazine; the event is supported by AJ Bell Youinvest.

Allergy Therapeutics provides information to healthcare professionals about the prevention, diagnosis and treatment of allergic conditions with a special focus on allergy vaccination (also known as specific immunotherapy or desensitisation therapy). Allergy vaccination is a successful treatment that deals with the underlying cause of allergies and not just the symptoms! Allergy Therapeutics has a long-term commitment to the development of innovative therapies for allergy treatment and allergy prevention.

The Shares event offers a unique opportunity to hear about the latest plans and strategy from the Directors of UK listed companies and Fund Managers, attendees can personally put forward questions to the presenters. The event will take place at the Novotel Tower Bridge, 10 Pepys Street, London EC3N 2NR. Registration begins at 17:15 and presentations at 17.45, followed by a drinks reception where attendees can mingle with the speakers and fellow investors.

http://www.stockmarketwire.com/article/5406664/Allergy-Therapeutics-Plc-to-present-at-the-Shares-Investor-Evening-in-London-on-27th-September-2016.html

banjomick - 28 Sep 2016 09:01 - 44 of 159

28 September 2016
Allergy Therapeutics plc

Director/PDMR Shareholding

Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, announces that the Board of Allergy Therapeutics was informed that on 27 September 2016 Nicolas Wykeman, Finance Director, purchased 150,000 ordinary shares of 0.10p in the Company ("Ordinary Shares") at a price of 17.75 pence per Ordinary Share. Mr Wykeman's total beneficial holding amounts to 150,000 Ordinary Shares, which represents 0.04% of the issued share capital of the Company to which voting rights are attached.

http://uk.advfn.com/stock-market/london/allergy-therapeutics-AGY/share-news/Allergy-Therapeutics-PLC-Director-PDMR-Shareholdin/72538369

banjomick - 28 Sep 2016 09:12 - 45 of 159

Zeus Capital Q&A: Allergy Therapeutics Plc Preliminary Results (LON:AGY)
Posted by: Amilia Stone 28th September 2016

Zeus Capital Healthcare Research Director Dr Gary Waanders caught up with DirectorsTalk to discuss Allergy Therapeutics Plc (LON:AGY)

http://www.directorstalkinterviews.com/zeus-capital-qa-allergy-therapeutics-plc-preliminary-results-lonagy/412711300


Also

INTERVIEW: Allergy Therapeutics Plc Impress Zeus Capital with Growth Figures
Posted by: giles.arbor 27th September 2016


Allergy Therapeutics Plc (LON:AGY) is the topic of conversation with Dr Gary Waanders the Director of Healthcare Research at Zeus Capital. Gary talks through the preliminary results for the year ended 30th June, tells us if this changes his view of the company and what investors should look for news wise over the next year.

http://www.directorstalkinterviews.com/interview-allergy-therapeutics-plc-impress-zeus-capital-growth-figures/412711151

banjomick - 28 Sep 2016 10:00 - 46 of 159

Financial Presentations

2016 Financial Presentations

Click here to download the preliminary results for the year ending 30 June 2016

Click here to listen to the audio file of the preliminary results for the year ending 30 June 2016

http://www.allergytherapeutics.com/investor-relations/financial-presentations/

banjomick - 28 Sep 2016 11:17 - 47 of 159

Focus remains US, says expanding Allergy Therapeutics
10:02 28 Sep 2016

Allergy Therapeutics (LON:AGY) chief executive Manuel Llobet said: “It’s been quite a good year, we have progressed on all of our strategic goals, namely progressing on our businesses in Europe.”

Allergy Therapeutics said the global allergy treatment market had seen some “turmoil” affecting the competitive market environment in Europe and the US, but the group said it would likely see mid to long-term benefits in terms of its US market share.

“We are building a nice, thriving, sound company in the European market,” says Llobet, but focus remains the US.

“The biggest opportunity we want to tap is the US, that’s our focus,” he says.

The group plans to add two or three new markets a year to expand its portfolio franchise.



Meet Allergy Therapeutics plc, Cello Group plc, Sphere Medical Holding PLC and ValiRx Plc at our event, London, 06 October 2016. Register here »

http://www.proactiveinvestors.co.uk/companies/stocktube/6058/focus-remains-us-says-expanding-allergy-therapeutics-6058.html

banjomick - 30 Sep 2016 10:59 - 48 of 159

29 September 2016
Allergy Therapeutics plc

Director/PDMR Shareholding

Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, announces that the Board of Allergy Therapeutics was informed that on 29 September 2016 Peter Jensen, Non-Executive Chairman, purchased 30,000 ordinary shares of 0.10p in the Company ("Ordinary Shares") at a price of 19.25 pence per Ordinary Share. Mr Jensen's total beneficial holding now amounts to 150,000 Ordinary Shares, which represents 0.03% of the issued share capital of the Company to which voting rights are attached.

http://otp.investis.com/clients/uk/allergy_therapeutics/rns/regulatory-story.aspx?cid=1045&newsid=794731

banjomick - 06 Oct 2016 10:44 - 49 of 159

Tonight's event:

One2One Investor Forum 6th October 2016-UK
Register now or login to post to this thread.