Allergy Therapeutics

AGY.LPhase 3

Worthing, United KingdomFounded 1999allergytherapeutics.com

Allergy Therapeutics is a pioneering immunology business with a mission to transform lives by breaking new ground in allergy treatment. The company maintains a strong commercial presence across 19 European markets, with Germany being its largest, generating approximately 53% of revenue. While it is revenue-generating from its commercial allergy vaccines, the company is investing heavily in R&D for novel candidates, resulting in net losses as it advances its pipeline and technology platform.

Market Cap

$3.4M

Founded

1999

Focus

Vaccines

AGY.L · Stock Price

USD 5.408.85 (-62.11%)

Historical price data

AI Company Overview

Technology Platform

Proprietary aluminium-free adjuvant systems designed to enhance and modulate immune responses, used in ultra-short-course allergy vaccines and with applications in cancer and infectious disease vaccines.

Pipeline Snapshot

105

105 drugs in pipeline, 16 in Phase 3

Drug	Indication	Stage
Efavirenz + Emtricitabine/Tenofovir disoproxil fumarate	HIV Infections	Approved
Atripla (r) + Efavirenz + Truvada + Rifampin/isoniazid/pyrazinamide/ethambutol F...	HIV Infection	Approved
Sofosbuvir/Velpatasvir (SOF/VEL)	Hepatitis C	Approved
Moderna mRNA-1273 COVID-19 vaccine + Pfizer BNT162b2 COVID-19 vaccine	Covid19	Approved
Doravirine 100 Mg + Integrase strand transfer inhibitors + Tenofovir alafenamide...	HIV Infections	Approved

Opportunities

Significant growth opportunity lies in expanding the application of its proprietary adjuvant platform beyond allergy into the large markets for cancer and infectious disease vaccines.

Further penetration in existing European markets and expansion into new geographic regions also present commercial opportunities.

Risk Factors

Key risks include dependence on the German market for over half its revenue, sustained net losses due to high R&D spend, clinical development risks for pipeline candidates, and intense competition in both the allergy and broader vaccine markets.

Competitive Landscape

Competes with other European allergy immunotherapy specialists like ALK-Abelló and Stallergenes Greer, differentiating on aluminium-free, ultra-short-course regimens. In adjuvant technology, faces competition from large vaccine developers (GSK, Sanofi) and biotech firms.

Publications

Patents

Pipeline

105