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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 - 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

banjomick - 10 Oct 2016 09:05 - 50 of 159

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

banjomick - 10 Oct 2016 10:46 - 51 of 159

Presentation for the Proactive event last week:
One2One Investor Forum 6th October 2016-UK

Presentation-Proactive Investors 6th Oct 2016



Video from the Shares Investor Evening:
Shares Investor Evening 27th September 2016-UK

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banjomick - 10 Oct 2016 10:52 - 52 of 159

Allergy Therapeutics' malaria boost
07:53 10 Oct 2016

The firm's scientists used what’s called an adjuvant, which enhances the body’s immune response to an illness or disease.

757z468_malaria.jpg

Allergy Therapeutics plc (LON:AGY) said that a subsidiary company has found a way of potentially improving the efficacy of the malaria vaccine.

It uses what’s called an adjuvant, which enhances the body’s immune response to an illness or disease.

In fact Bencard Adjuvant Systems’ technology identical to that found in the company’s highly successful jab for hay fever, Pollinex Quattro.

The latest data will be presented by Allergy Therapeutics' principal scientist, Dr Matthew Heath, at the World Vaccine Congress in Barcelona later Monday.

"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 targets,” said the company’s chief scientific officer, Dr Murray Skinner.

“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."

Ian Lyall

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banjomick - 24 Oct 2016 13:38 - 53 of 159

24 October 2016
 
Allergy Therapeutics plc
("Allergy Therapeutics" or the "Company")
 
Annual Report and Accounts
 
Allergy Therapeutics (AIM:AGY), the fully integrated pharmaceutical company specialising in allergy vaccines, announces that the Annual Report and Accounts for the year ended 30 June 2016 are available on the Company's website in the Investor Relations section. They can be located at:
 
www.allergytherapeutics.com/media/1241/allergytherapeutics_ra_15-16.pdf

Annual Report and Accounts

Printed copies of the Annual Report and Accounts for the year end 30 June 2016 were posted to shareholders on 22 October 2016, together with the Notice of the Annual General Meeting.

http://www.moneyam.com/action/news/showArticle?id=5436752

banjomick - 27 Oct 2016 17:06 - 54 of 159

27 October 2016 
Allergy Therapeutics plc
 
Issue of equity in respect of the exercise of options
 
Allergy Therapeutics announces the issue and allotment of 80,000 new ordinary shares of 0.1p each in the capital of the Company ("Ordinary Shares") pursuant to the exercise of 80,000 share options by certain employees.
 
Application has been made to the London Stock Exchange for admission to trading of the new Ordinary Shares on AIM ("Admission"). It is expected that Admission will take place and that dealings in the new Ordinary Shares on AIM will commence at 8:00 a.m. on 3 November 2016. The new Ordinary Shares will, when issued, be credited as fully paid and will rank pari passu in all respects with the existing Ordinary Shares in the capital of the Company, including the right to receive all dividends or other distributions made, paid or declared in respect of such shares after the date of issue of the new Ordinary Shares.
 
Allergy Therapeutics' enlarged issued ordinary share capital immediately following Admission will be 593,444,020 Ordinary Shares with voting rights attached. The Company has no Ordinary Shares in Treasury; therefore the total number of voting rights in Allergy Therapeutics is 593,444,020. This figure may be used by shareholders as the denominator for the calculations by which they will determine whether they are required to notify an interest in, or a change to their interest in, the share capital of the Company under the FCA's Disclosure and Transparency Rules.

http://www.moneyam.com/action/news/showArticle?id=5438949

banjomick - 02 Nov 2016 08:33 - 55 of 159

2 November 2016
 
Allergy Therapeutics plc
("Allergy Therapeutics" or the "Company")
 
European Patent Office grants new and expanded patent underpinning Allergy Therapeutics' core Microcrystalline Tyrosine technology
 
Patent already granted in the United Kingdom and New Zealand
 
Allergy Therapeutics (AIM:AGY), the fully integrated pharmaceutical company specialising in allergy vaccines, today announces that the European Patent Office has granted a broad technology patent relating to the Company's unique Microcrystalline Tyrosine (MCT) depot adjuvant manufacturing process. This patent covers the novel manufacture and physiochemical characteristics of MCT in combination with one or more antigens, further strengthening the Company's core intellectual property.
 
The granting of this patent further strengthens Bencard Adjuvant Systems, the wholly-owned division of Allergy Therapeutics which specialises in developing and optimising aluminium-free adjuvants for infectious diseases. Recent data generated have shown how MCT has a synergistic effect when coupled with another adjuvant from BAS's portfolio, Virus Like Particles (VLP), to create the adjuvant system AdSys-VcT. As recently announced, this adjuvant system demonstrated protective efficacy in a malaria model in a study performed in collaboration with the University of Oxford, UK.
 
Manuel Llobet, Chief Executive Officer of Allergy Therapeutics, commented: "We are pleased to expand this key patent and are excited by the potential for MCT as a core technology within our adjuvant portfolio to create novel and efficacious vaccines, both in allergies and also in infectious disease areas such as malaria and influenza. This further underpins the future pipeline for products, and the long term success of Allergy Therapeutics to continue innovating and producing novel medicines."

http://www.moneyam.com/action/news/showArticle?id=5441981

banjomick - 02 Nov 2016 09:11 - 56 of 159

From todays news "The granting of this patent further strengthens Bencard Adjuvant Systems, the wholly-owned division of Allergy Therapeutics which specialises in developing and optimising aluminium-free adjuvants for infectious diseases".

More info:

Bencard Adjuvant Systems
Bencard Adjuvant Systems is a division of Allergy Therapeutics UK; based in Worthing, on England’s south coast.

Bencard Adjuvant Systems specialise in developing and optimising adjuvants for infectious diseases, cancer immunotherapy and allergen immunotherapy and are committed to engaging in long-term partnerships with those who require our patented platform of adjuvant technologies.

Please click on the link below to download a copy of our brochure to find out more.

http://www.allergytherapeutics.com/media/1238/bencard-adjuvant-systems.pdf

***********************************************************

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http://www.bencard-as.com/

banjomick - 30 Dec 2016 15:53 - 57 of 159

30 December 2016
Allergy Therapeutics plc
("Allergy Therapeutics" or the 'Company")
 
Grant of Awards under Long Term Incentive Plan
 
Allergy Therapeutics (AIM:AGY), the fully integrated pharmaceutical company specialising in allergy vaccines, announces that, pursuant to the Company's Long Term Incentive Plan ("LTIP") the following conditional awards of shares of 0.1 pence each were made to Executive Directors at nominal cost of 0.1 pence each on 30 December 2016.

The issuance and distribution of ordinary shares of 0.1 pence each under the LTIP is conditional on the satisfaction of performance conditions which include an earnings growth test over a three year testing period to 30 June 2019 and share price growth over the 3 year plan cycle.

http://www.moneyam.com/action/news/showArticle?id=5473207

banjomick - 06 Jan 2017 13:35 - 58 of 159

Broker 'nuts' about Allergy Therapeutics; reckons stock could double in value
08:34 06 Jan 2017

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.

757z468_Pollen2.jpg

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.

Ian Lyall

69060_163846843643689_7687549_n.jpg?oh=52ef742edebb7fc9a008d00944f4ae79&oe=587E150A

banjomick - 06 Jan 2017 16:26 - 59 of 159

Financial Calendar

16 01 2017 Trading update

01 03 2017 Interim Results 2017
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