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Full year results released next Friday 3rd Sept, should be all good news
I don't know, but perhaps they are not all sells - often the automatic assignment of buys and sells is misled because the true spread is not symmetrically placed within the published spread. i.e. if published spread is 32 - 33 but one is quoted 32.49 to buy it will be automatically identified as a sell. If they were all sells one would expect MMs to adjust the price down, which hasn't happened.
Can be many reasons to sell which are unrelated to company news. i.e. need cash, or need to wrap assets within tax-sheltered account, or see better use for investment elsewhere.
I am not worried!
2 large sells yesterday, 1.1m each and todays 200k and 125k sell offs, why, no bad news.
What is driving this ?
Mis-type, try these
https://www.***************************/allergy-therapeutics-begin-grass-mata-mpl-exploratory-study/412867783
https://www.standard.co.uk/business/pharmaceuticals/peanut-allergy-vaccine-allergy-therapeutics-fda-b948966.html
This is why we need to stay with this company, generate real revenues increasing year on year and 2 huge opportunities ongoing that could be game changing Grass MATA MPL study has been running for nearly 1 year, soon be results.https://www.***************************/allergy-therapeutics-begin-grass-mata-mpl-exploratory-study/412867783Ground-breaking and disruptive vaccine candidate, VLP Peanut.Investigational New Drug submission at the end of this year and expected initiation of our Phase I trial in 2022.https://www.standard.co.uk/business/pharmaceuticals/peanut-allergy-vaccine-allergy-therapeutics-fda-b948966.html
Good move, Ignore the sells, this is moving slowly towards forecast of 57p based on Grass mata and Ex viva study
half-way there - confess I had another top-up this afternoon
Interesting article in the times 4 page article on new treatment for peanut allergy suffers, doesn’t look as good as the new vaccine treatment that AGY are bringing to market. We need same publicity for AGY to get things moving.
https://www.thetimes.co.uk/article/peanut-allergy-treatment-new-drug-palforzia-djv3bmrdr
Good question about market cap! Something I've tried working out but quickly gave up. A peanut and / or one of the other new drugs in the pipeline would have a transformative effect on the business. It would provide significant cash flow for future projects, deliver bumper long term profits but also put AGY in the shop window (if it's not already). So, I could easily see market cap rising by x3 - but that maybe greed kicking in! I added some more stock earlier in the week. Although I'm confident in low term growth it's always a little worrying buying at an sp a lot higher than it has traditionally been trading at over the past few years!
Next target 35p onwards and upwards
As I said a week ago 30p very soon, encouraging all buys, nothing negative to worry about., who in their right mind would sell knowing what’s coming. Be patient, the share price will move quickly to catch people out.
It's a good board this, I've enjoyed reading some of the contributions. Having dipped my toes in earlier in the year at 24p, I'm interested to know what peoples thoughts are on a realistic market cap for AGY?
I keep reading about the market potential for peanut allergy, which of course AGY are some way off having an approved product, but it does appear they have a promising potential solution. Appreciate the thoughts of others
Slow and steady - just the way we like it!
AGY is a class operation.
this is the sort of SP movement I like: nice steady rise on the back of the very good ex vivo peanut trial results recently made public. I more than doubled my holding about a month ago, and doubled it again this week. As Padd1 noted, this seems a very well-run business. Good calm interviews and presentations this week. What's not to like?
Great news, hope Abbott Laboratories start to increase holding now progress has been made in this development
Trials.
All in good time. Positive news.
yes but years to go....and many trails.
Update on Peanut VLP 001 - fantastic progress made.
Exciting times ahead for AGY!!
Soon be 30p, MM’s playing games at the moment
I`ll be adding over the coming months, if Peanut trials are successful then this will fly. No debt and plenty of money in the bank what`s not to like.
I agree. From all analysis looks like a very well run business. Obviously results of future trials will massively impact sp going forward. I'm surprised a GSK or other major hasn't shown interest in the business - maybe because the free float is relatively small. I'm happy to keep building up my holding - although penny stocks can swing dramatically!
The Group expects results from the VLP Peanut ex-vivo biomarker study in Q3 2021.
How many companies have revenue stream of £80 million increasing year on year 8-10% with cash in the bank with no debt and a share price of 27p, I cannot think of one single company.
If anyone can correct me please do, it is a crazy price at the moment. Q3 VLP should bring news that will finally demonstrate how good this company is.
nice, thanks for sharing this Dazpink - could this report be driving a good slow steady price rise?