Allergy Therapeutics

Allergy Therapeutics

AGY.L
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AGY.L · Stock Price

GBP 0.10+0.03 (+44.37%)
Market Cap: $936.1M

Historical price data

Market Cap: $936.1MPipeline: 105 drugs (16 Phase 3)Patents: 2Founded: 1999Employees: 600+HQ: Worthing, United Kingdom

Overview

Allergy Therapeutics is a mission-driven company committed to transforming lives by pioneering convenient, disease-modifying immunology treatments. Its core achievement is the development of a proprietary, aluminium-free adjuvant platform that enables ultra-short-course allergy vaccines, dramatically improving patient adherence and access. The company's strategy leverages its established commercial operations in Europe, particularly Germany, as a foundation while advancing a late-stage pipeline targeting major allergic indications like grass and peanut allergy, positioning it for significant growth in the expanding immunotherapy market.

Allergic RhinitisPeanut AllergyTree Pollen AllergyHouse Dust Mite Allergy

Technology Platform

Bencard Adjuvant Systems (BAS): A proprietary, aluminium-free adjuvant platform designed to modulate immune responses, enabling ultra-short-course allergy immunotherapy regimens with 4-6 injections over 3-5 weeks.

Pipeline

105
105 drugs in pipeline16 in Phase 3

Opportunities

The global shift towards convenient, disease-modifying allergy treatments presents a major growth opportunity, particularly for its ultra-short-course platform.
Successful development of its peanut allergy vaccine could unlock a multi-billion dollar market adjacent to its core business.

Risk Factors

High dependence on positive late-stage clinical trial outcomes for pipeline growth.
Significant revenue concentration in Germany exposes the company to regional market risks.
Sustained net losses require continued access to capital in a competitive funding environment.

Competitive Landscape

Competes against larger AIT players like ALK and Stallergenes, as well as novel food allergy specialists like DBV and Aimmune. Its key differentiators are its aluminium-free, ultra-short-course regimens and vertically integrated European commercial model.