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.

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

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.



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

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.***

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.



and link to the actual download:

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

Who Should Attend?Date:

Tuesday 27th September 2016

Venue:

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

Event Timings:Sponsored by:

Was just copying that over, cheers Bullshare

saved you :-0)

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

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

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

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

Hardman & Co Report

http://hardmanandco.com/docs/default-source/company-docs/allergy-therapeutics-documents/26.09.16-excellent-performance-drives-market-share-gains.pdf

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

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

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

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

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/

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

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

Tonight's event:

One2One Investor Forum 6th October 2016-UK

10 October 2016 
Allergy Therapeutics plc

 
Allergy Therapeutics presents enhanced efficacy data in a malaria vaccine model
with its novel adjuvant system
 
Data to be presented today at the World Vaccine Congress demonstrates significant improvements in effective infectious disease applications using Bencard Adjuvant Systems technology
 
Allergy Therapeutics (AIM:AGY), the fully integrated pharmaceutical company specialising in allergy vaccines, together with its wholly-owned division, Bencard Adjuvant Systems (BAS), which specialises in developing and optimising adjuvants for prophylactic vaccination and allergen immunotherapy, announces new data using a novel adjuvant system that shows enhancement of efficacy in a malaria vaccine model. These results will be presented today at the World Vaccine Congress in Barcelona, Spain at 16:00 CET.
 
In an oral session entitled: "Platform technologies to emerging pathogens", Allergy Therapeutics' principal scientist, Dr Matthew Heath, PhD, in conjunction with the Jenner Institute, University of Oxford, will present new information on adjuvant activity and enhanced efficacy in a candidate vaccine formulation against Plasmodium vivax (malaria). Microcrystalline tyrosine (MCT), the aluminium-free depot adjuvant used in Allergy Therapeutics' successfully marketed and rapidly growing Pollinex Quattro® immunotherapy product, was shown to elicit high, sustained antibody titres in a preclinical model and demonstrated increased protective efficacy compared to existing adjuvants.
 
Furthermore, Dr Heath will discuss how MCT has synergistic effects when coupled with Virus Like Particles (VLP) to create a combined and unique Adjuvant System, AdSys-VcT. The data indicated a significant increase in specific antibodies and other immune parameters indicative of protective efficacy compared to aluminium salts. The potential for this novel adjuvant system in infectious disease applications was concluded to be highly significant.
 
Allergy Therapeutics has been pioneering the development of novel adjuvant systems with the combination of MCT and monophosphoryl lipid A (MPL) in allergy immunotherapy, allowing for the successful introduction of the concept of ultra-short course immunotherapy in the allergy vaccines market.
 
BAS, the fully owned Allergy Therapeutics division specialising in adjuvant systems, has signed a Memorandum of Understanding with Saiba GmbH, the Swiss-based vaccines company, to develop new applications of its novel adjuvant system, AdSys-VcT, for use in prophylactic vaccination and food allergy immunotherapy. BAS has a portfolio of adjuvants with certain exclusive rights.
 
Dr Murray Skinner, Chief Scientific Officer of Allergy Therapeutics, said: "Our positive data on adjuvant development is great news in an environment where organisations such as the US National Institutes of Health describe a significant unmet need for adjuvants suitable for use in combination with the growing number of emerging and evolving infectious disease targets1. These data support our belief that Bencard Adjuvant Systems has a potentially wide range of applications and we look forward to further results and collaborations, such as this one, in infectious diseases."

Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "It is exciting to announce that our portfolio of adjuvants can be combined to create adjuvant systems that deliver optimised immunotherapy in both allergy indications and infectious disease applications. Our strategy for growth with Bencard Adjuvant Systems focuses on extending the use of MCT with novel adjuvants to create novel adjuvant systems capable of increasing the effectiveness of new and existing vaccines with unmet needs, and or new and emerging infectious diseases that require an effective adjuvant system like AdSys-VcT."

References
1 Mullard, A. NIAID amps up vaccine adjuvant work. Nature Reviews Drug Discovery. 2014. 13:803.
 
ENDS

http://www.moneyam.com/action/news/showArticle?id=5429449