Quotes delayed, except where indicated otherwise. Currency in GBp.
Allergy Therapeutics plc (AIM: AGY) has pioneered an ultra-short course allergy treatment (typically acute hayfever), Pollinex Quattro, which last year generated revenues in excess of £43m in Europe.
The ability to deliver a disease-modifying outcome as opposed to simply symptomatic relief, with short/ultrashort course treatments significantly differentiates Pollinex Quattro from its competitors.
AGY has established a significant market share in the European market, achieving double-digit compound annual revenue growth over the past 18 years. AGY is seeking to roll out Pollinex Quattro in the US, which has an estimated US$2bn market. To date 14 clinical trials have been completed, including phase I, II & III.
As at 30 June 2017 AGY had a cash balance of £22.1m.
To visit Allergy Therapeutics website, click here
Manuel Llobet (CEO)
Joined 2009. Previously CEO of International Operations of the Weinstein family’s group of companies.
Nick Wykeman (FD)
Ex Group Financial Controller of Skyepharma. Held same role at Quest International (part of ICI PLC)
Peter Jensen (NE Chairman)
21yrs with SmithKline Beecham. Previously NED of several listed businesses.
NED’s – Thomas Lander (25 yrs R&D in pharma), Stephen Smith (management accountant), Jeff Barton (VP licensing & acquisitions, Abbott)
‘15% constant currency revenue growth’ ‘Double-digit compound annual revenue growth over the past 18 years’ Allergy Therapeutics plc (AIM:AGY), the …
Allergy Therapeutics plc (AIM:AGY), the fully integrated specialty pharmaceutical group specialising in allergy vaccines, announces its unaudited interim results for …
Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces the recruitment of the first …
Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today announces that the Phase I clinical …
Positive Efficacy and Safety Data Shown in Peanut Allergy Vaccine 1 February 2017 Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical …
Allergy Therapeutics (AIM:AGY), the fully integrated specialty pharmaceutical company specialising in allergy vaccines, today provides an update on trading …
|Cost of Sales||(14,070)||(12,179)|
|Profit Before Tax/ (Loss)||(12,064)||654|
|Cash & cash equivalents||23,406||21,199
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Manuel Llobet – 0.55%
Stephen Smith – 0.13%
Peter Jensen – 0.03%
Nick Wykeman – 0.03%
Weinstein A ESQ – 40.54%
Southern Fox Investments Ltd – 21.45%
Odey Asset Management – 7.37%
Invesco AM – 5.75%
Blackrock – 3.20%
GlaxoSmithKlein PLC – 1.72%
“…the global vaccine market, in its entirety, has quadrupled in value since 2000 with the World Health Organisation estimating market growth to almost $100bn by 2025.” (Panmure Gordon note, June 2015)
“In the US, it is estimated over 80m people suffer from Allergic Rhinitis (AR), albeit with diagnosis rates which remain low at 31%.” (Panmure Gordon note, June 2015)
Daily Telegraph (July 2017): Hay fever vaccines spike Allergy Therapeutics shares
A big bump in sales of vaccines for hay fever has sent shares in AIM-listed Allergy Therapeutics up 17% today. The treatment, known as Pollinex, can vaccinate patients against the allergy, which flares up in summer, through a short course of four to six injections, the company said, and is proving popular in mainland Europe. Growth in sales of Pollinex spiked revenues by almost a third to £64.1m for the year to June 2017, up from £48.5m the previous year and ahead of market expectations.”
“Allergy Therapeutics (AGY) is attempting to revolutionise the immunotherapy market with the launch of its four-dose injection treatments and, eventually, its orally administered vaccines. The group expects results from its final-phase study into its Pollinex Quattro product for birch allergies in 2018. Launch soon after would make Allergy Therapeutics the first company globally to launch an aluminium-free, four-dose vaccination against any kind of allergy.”
FinnCap (Initiation Jan 2017)
“(AGY) has a solid and profitable underlying European business with growing market share, strong growth (11% CAGR 2014-16) and the prospect of an approved and therefore fully marketable (rather than named patient) product in 2019… Coupled to this, we consider the US clinical programme for Pollinex Quattro …with further strategic assets that could exploit the untapped market for food allergies (e.g. peanut) and perennial rhinitis (e.g. house dust mite).