AGY - Ticker AI Digest

Allergy Therapeutics 📰 1
Desk Snapshot GO VIP Login
Important AI Risk Notice

Charts, catalyst summaries, AI scores, forecasts and price context are AI-driven and can hallucinate, lag or miss market-changing information.

Not investment advice. Markets can move fast and any trade or allocation decision remains your responsibility.
AI can hallucinate. Summaries, rankings, forecasts and commentary can be wrong, incomplete or misleading.
AI-driven data only. Signals, dates, prices, sentiment and automation outputs may be delayed, estimated or stale.
Always verify externally. Confirm prices, filings, broker notes and trade setup details with independent sources before acting.
Mobile Command Deck
Allergy Therapeutics in one cleaner mobile flow.
Tap straight into the module you want. No sideways tab hunt, just a clean route into charts, news, Today’s AI, and the deeper desks.
AGY Data 2026-01-29 Preview Mode
Core Deck
Deep Dive Modules

Digested News

Today's Catalysts (AGY) 1
AGY 13:14
Allergy Therapeutics
Result of Annual General Meeting
AI 0
No items for this category on selected date.
Acquisitions 0
No items for this category on selected date.
Agreement 0
No items for this category on selected date.
Approvals 0
No items for this category on selected date.
Authorisation 0
No items for this category on selected date.
Awards 0
No items for this category on selected date.
BTC 0
No items for this category on selected date.
Blockchain 0
No items for this category on selected date.
Breakthrough 0
No items for this category on selected date.
BuyBack 0
No items for this category on selected date.
Cancellations 0
No items for this category on selected date.
CashOffer 0
No items for this category on selected date.
Collaborate 0
No items for this category on selected date.
ContractWin 0
No items for this category on selected date.
Covid-19 0
No items for this category on selected date.
Deals 0
No items for this category on selected date.
Diamond 0
No items for this category on selected date.
DirectorDealing 0
No items for this category on selected date.
Discovery 0
No items for this category on selected date.
Exceeded 0
No items for this category on selected date.
FCA 0
No items for this category on selected date.
FDA 0
No items for this category on selected date.
Grants 0
No items for this category on selected date.
InvestmentPlan 0
No items for this category on selected date.
JV 0
No items for this category on selected date.
Launch 0
No items for this category on selected date.
Litigation 0
No items for this category on selected date.
NewContract 0
No items for this category on selected date.
Offers 0
No items for this category on selected date.
Offtake 0
No items for this category on selected date.
Orders 0
No items for this category on selected date.
Partner 0
No items for this category on selected date.
Patents 0
No items for this category on selected date.
Placing 0
No items for this category on selected date.
Positive 0
No items for this category on selected date.
Proposals 0
No items for this category on selected date.
Reports 0
No items for this category on selected date.
Results 0
No items for this category on selected date.
Significant 0
No items for this category on selected date.
Speculation 0
No items for this category on selected date.
Strategic 0
No items for this category on selected date.
Suspension 0
No items for this category on selected date.
TR1 0
No items for this category on selected date.
Takeover 0
No items for this category on selected date.
Understanding 0
No items for this category on selected date.
Updates 1
AGY 06:01
Allergy Therapeutics
Half Year Trading Update
AI Expand: Explanation + Tables
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Allergy Therapeutics PLC released a half-year trading update for the six months ended 31 December 2025, highlighting strong performance and strategic advancements. Key points include
1. **Revenue Growth**H1 revenues are expected to reach £36.3 million, a 7% increase from £34.0 million in H1 2025, despite the phase-out of unregistered TAV products in Germany. This growth reflects robust performance in the company’s registered product portfolio.
2. **Grassmuno® Launch**The company successfully launched Grassmuno®, the first new subcutaneous grass pollen immunotherapy in Germany in 20 years, following marketing authorisation in December 2025. Commercialization began in January 2026, with sales expected to accelerate in H2.
3. **Financial Position**Cash balance stood at £10.1 million as of 31 December 2025, down from £12.8 million in June 2025, after repaying all outstanding shareholder loans. The company secured a new £50 million unsecured loan facility and has access to £70 million in uncommitted funding.
4. **Strategic Milestones**The approval of Grassmuno® in Germany marks a pivotal moment, offering brand differentiation and expanding market reach. The company is also progressing its VLP Peanut program and exploring a dual primary listing on the Hong Kong Stock Exchange.
5. **Outlook**The board remains confident in delivering revenue growth for the year ending 30 June 2026, supported by strong momentum in operations, supply chain reliability, and regulatory approvals.
CEO Manuel Llobet and Chairman Peter Jensen emphasized the company’s strategic achievements, regulatory milestones, and commitment to transforming allergy treatment, positioning Allergy Therapeutics for sustainable growth and value creation.
Below is the HTML table code comparing the financials and debt year-on-year based on the provided text:
MetricPeriodValuePrior Year ValueChange
RevenueH1 2026 (6 months ended 31 Dec 2025)£36.3 million£34.0 million+7% (reported), +3% (constant currency)
Cash Position31 December 2025£10.1 million£12.8 million (30 June 2025)-£2.7 million
Debt RepaymentH1 2026All outstanding shareholder loans repaidN/ASignificant reduction in debt
New Loan FacilityH1 2026£50 million (unsecured, undrawn as of 31 Dec 2025)N/AN/A
Total Uncommitted FundingH1 2026£70 millionN/AN/A
### Explanation: 1. **Revenue**: Compares H1 2026 (£36.3 million) with H1 2025 (£34.0 million), showing a 7% increase on a reported basis and 3% on a constant currency basis. 2. **Cash Position**: Compares 31 December 2025 (£10.1 million) with 30 June 2025 (£12.8 million), indicating a decrease of £2.7 million. 3. **Debt Repayment**: Highlights the repayment of all outstanding shareholder loans in H1 2026, significantly reducing debt. 4. **New Loan Facility**: Notes the addition of a £50 million unsecured loan facility, undrawn as of 31 December 2025. 5. **Total Uncommitted Funding**: Shows the total available uncommitted funding of £70 million. This table provides a clear year-on-year comparison of key financials and debt-related metrics.
Vaccine 0
No items for this category on selected date.
Wins 0
No items for this category on selected date.
Worth 0
No items for this category on selected date.
All Market News (Last 30 Days) 4
AGY 13:14
Allergy Therapeutics
Result of Annual General Meeting
AGY 15:49
Allergy Therapeutics
Grant of Options under Long Term Incentive Scheme
AGY 06:01
Allergy Therapeutics
Half Year Trading Update
AI Expand: Explanation + Tables
Return to today’s catalyst cards, chart beacons and AI charts.
**Summary**
Allergy Therapeutics PLC released a half-year trading update for the six months ended 31 December 2025, highlighting strong performance and strategic advancements. Key points include
1. **Revenue Growth**H1 revenues are expected to reach £36.3 million, a 7% increase from £34.0 million in H1 2025, despite the phase-out of unregistered TAV products in Germany. This growth reflects robust performance in the company’s registered product portfolio.
2. **Grassmuno® Launch**The company successfully launched Grassmuno®, the first new subcutaneous grass pollen immunotherapy in Germany in 20 years, following marketing authorisation in December 2025. Commercialization began in January 2026, with sales expected to accelerate in H2.
3. **Financial Position**Cash balance stood at £10.1 million as of 31 December 2025, down from £12.8 million in June 2025, after repaying all outstanding shareholder loans. The company secured a new £50 million unsecured loan facility and has access to £70 million in uncommitted funding.
4. **Strategic Milestones**The approval of Grassmuno® in Germany marks a pivotal moment, offering brand differentiation and expanding market reach. The company is also progressing its VLP Peanut program and exploring a dual primary listing on the Hong Kong Stock Exchange.
5. **Outlook**The board remains confident in delivering revenue growth for the year ending 30 June 2026, supported by strong momentum in operations, supply chain reliability, and regulatory approvals.
CEO Manuel Llobet and Chairman Peter Jensen emphasized the company’s strategic achievements, regulatory milestones, and commitment to transforming allergy treatment, positioning Allergy Therapeutics for sustainable growth and value creation.
Below is the HTML table code comparing the financials and debt year-on-year based on the provided text:
MetricPeriodValuePrior Year ValueChange
RevenueH1 2026 (6 months ended 31 Dec 2025)£36.3 million£34.0 million+7% (reported), +3% (constant currency)
Cash Position31 December 2025£10.1 million£12.8 million (30 June 2025)-£2.7 million
Debt RepaymentH1 2026All outstanding shareholder loans repaidN/ASignificant reduction in debt
New Loan FacilityH1 2026£50 million (unsecured, undrawn as of 31 Dec 2025)N/AN/A
Total Uncommitted FundingH1 2026£70 millionN/AN/A
### Explanation: 1. **Revenue**: Compares H1 2026 (£36.3 million) with H1 2025 (£34.0 million), showing a 7% increase on a reported basis and 3% on a constant currency basis. 2. **Cash Position**: Compares 31 December 2025 (£10.1 million) with 30 June 2025 (£12.8 million), indicating a decrease of £2.7 million. 3. **Debt Repayment**: Highlights the repayment of all outstanding shareholder loans in H1 2026, significantly reducing debt. 4. **New Loan Facility**: Notes the addition of a £50 million unsecured loan facility, undrawn as of 31 December 2025. 5. **Total Uncommitted Funding**: Shows the total available uncommitted funding of £70 million. This table provides a clear year-on-year comparison of key financials and debt-related metrics.
AGY 06:01
Allergy Therapeutics
Notice of 2025 Annual General Meeting

Today's AI

Today's AI Starts With News

1 live catalyst is opening Today’s AI for AGY.

Start with the live headline tape first. Today’s AI findings sit next, and the AI Blend stack drops lower once the news context is framed. Financial Forecastist now feeds the blend too.
Live Tape Data 2026-01-29 Blend Lower Down
Read the alert tape first, then open Today’s AI findings. Use AI Expand on any card to open the AI explanation, results tables and financial forecast rows instantly.
1 Today
Front Of Desk
Allergy Therapeutics has fresh news flow live now, so Today’s AI is leading with the tape before the blended signal stack below.
13:14 Today's Catalyst Result of Annual General Meeting
Single-Ticker Today's AI
AGY signal theatre built from scored market catalysts, automated AI forecasts, financial forecasting and live trigger logic.

This is the ticker-specific Today’s AI desk for Allergy Therapeutics. It compresses the live catalyst tape, bullish and bearish scoring, AI price forecasts, financial forecasting and trigger logic into one cockpit so users can judge conviction without hopping across screens.

Subscription Required Bullish vs Bearish Scoring AI + Financial Blend Buy / Sell Trigger Engine Today's AI Findings
Create Account Member Login
Subscriber Unlock
Subscribe to unlock the full AGY Today’s AI cockpit.

Subscription turns this tab into a live signal desk with today’s news findings at the top, AI plus financial blend comparisons at the bottom, buy and sell trigger logic, and the full findings ledger behind every scored row.

  • AI-scored market headlines with sentiment buckets and buzzword breakdowns.
  • Forecast leaders ranked by projected gain against current market price.
  • Advanced technical scans, AI forecast stacks, and predictive MACD inside the live stock terminal charts.
  • Single-ticker AI Crunch desks with buy or sell trigger logic and full catalyst ledgers.
  • Scored earnings shock board with predicted direction, sector pulse and catalyst narrative.
  • Fast market scan built for event-driven trading, not passive dashboards.
Subscribe to unlock the ticker-specific Today’s AI stack, sentiment gauges, AI blend stage, and the full findings ledger for AGY on 2026-01-29.

Fundamentals Matrix

Overall Fundamentals
Signal: Pending
Capital Strength
Signal: Pending
Float Liquidity
Signal: Pending
Short Pressure
Signal: Pending
Target Setup
Signal: Pending
Market Profile
Signal: Pending
Market Cap
506.6M
Enterprise Value
91.9M
Public Float
11.1
Broker Target
13
Shares Out
6.3B
Long Interest
100
Short Interest
0
Exchange
LSE
Currency Code
GBX
ISIN
GB00B02LCQ05
Market
LSE - AIM
Sector
Health Care
Float / Shares Ratio
-
Short vs Long Delta
-
EV / Market Cap
-

Financials Matrix

News And Alerts First

1 live alert now opens the financials desk for AGY.

Start with the headline flow and alert tape first. Then drop straight into Financial Forecastist below for the revenue path, EPS shape, cash pressure and balance-sheet read while the catalyst context is still hot.
Live Alerts Data 2026-01-29 Forecastist Below
Read the alert tape first, then move into Financial Forecastist below. Use AI Expand on any catalyst card to open the AI explanation and results tables without losing the ticker context.
1 Alerts
Front Of Desk
Allergy Therapeutics has fresh filing flow live now, so the tape is framing the revenue, leverage and valuation story below.
13:14 Today's Alert Result of Annual General Meeting
Overall Stability
Signal: Pending
Profitability
Signal: Pending
Debt & Cash
Signal: Pending
Valuation Risk
Signal: Pending
Forward Expectation
Signal: Pending
Dividend Safety
Signal: Pending
Divi Rate
-
Ex Divi
2009-01-01
Earnings Date
2026-03-30
Net Debt
47.5M
Cash
12.8M
EPS
-0.01
Net Income
-40.1M
Revenue
55.0M
Enterprise Value
91.9M
Trailing PE
-
Forward PE
106.383
Price Sales TTM
8.8422
Price Book MRQ
125.19
EV Revenue
9.5752
EV EBITDA
-4.1496
Financial Forecastist

Mixed financial engine

Revenue is accelerating +8.1% against the prior comparable period. Net margin is compressing by 8.3 pts. Net debt is coming down +553.9%.

Revenue +8.1% Net Income +27.3% FCF +14.9% Current Ratio 1.13x Forward Rev 0
Mixed
Quarter Revenue
36.3M
+8.1%
vs prior comparable quarter
Net Margin
-54.9%
-8.3 pts
profitability pulse
Free Cash Flow
-14.5M
+14.9%
cash conversion
Net Debt / EBITDA
-1.7x
-553.9%
lower is cleaner
Revenue Engine

Latest quarter printed 36.3M with the top line pushing higher against the last comparable period.

Profit Stack

Net income landed at -19.9M and the margin profile is tightening. That usually tells us whether operating leverage is finally kicking in.

Balance-Sheet Pressure

Cash sits near 10.1M while net debt is 16.7M. The leverage stack is cleaning up.

Quarterly Revenue Runway

Actual revenue bars, consensus revenue where available, plus the terminal model path.

Profit And Cash Conversion

Net income and free cash flow moving together is usually what separates genuine improvement from noise.

Balance-Sheet Pressure

Cash, net debt and liquidity tell us whether the business is strengthening or just surviving.

Annual Power Curve

Longer-cycle revenue and net income help frame whether the company is compounding or rolling over.
Q1 2024
Consensus
0
Revenue Path
0.00
EPS / Earnings
Growth cue -
Q3 2024
Consensus
0
Revenue Path
0.00
EPS / Earnings
Growth cue -
Q4 2024
Consensus
0
Revenue Path
0.00
EPS / Earnings
Growth cue -
Q1 2025
Consensus
0
Revenue Path
0.00
EPS / Earnings
Growth cue -
FY 2026
Consensus
63.0M
Revenue Path
-0.01
EPS / Earnings
Growth cue +0.1%
FY 2027
Consensus
0
Revenue Path
-
EPS / Earnings
Growth cue +0.5%

Quarterly Statement Tape

Last 6 Quarters
Period Revenue Net Income FCF Net Debt
Q4 2025 36.3M -19.9M -14.5M 16.7M
Q2 2025 21.0M -29.0M -22.8M 47.5M
Q4 2024 34.0M -11.1M -9.2M 24.3M
Q2 2024 21.6M -24.6M -23.4M 18.3M
Q4 2023 33.6M -15.7M -12.6M -3.7M
Q2 2023 19.7M -34.6M -25.1M 21.1M

Annual Financial Power

Last 5 Years
Period Revenue Net Income EBITDA FCF
FY 2025 55.0M -40.1M -29.4M -32.0M
FY 2024 55.2M -40.2M -30.7M -35.5M
FY 2023 59.6M -43.1M -36.2M -35.6M
FY 2022 72.8M -13.8M -8.7M -17.2M
FY 2021 84.3M 2.9M 7.6M 6.0M

Structure DNA

Market Structure DNA has not been loaded for this ticker yet. Once the A15 loader runs, this desk will light up with regime labels, ownership lock, dividend cadence, and structure charts.

Capital Radar

Capital Regime
—
Building signal blend...
Smart Money Tilt
—
Public vs institutions
Target Conviction
—
Broker coverage pulse
Insider Pressure
—
Director + TR1 flow
Last Held Position
6332529550
Public Hands
11.08
Institutions
-
Institutions As Of
-
Avg Broker Target
-
Upside Vs Price
-
Purchase Director Dealing
1
Sale Director Dealing
1
Purchase TR1
0
Sale TR1
0
Broker Coverage Rows
0
Institution Holders Tracked
0
Public Vs Institutional Ownership (3D)
Top Institution Holders (Latest Per Holder)
Director Dealing Sentiment Flow
Broker Target Bias
Signal: Pending
Capital Momentum Matrix
Broker Targets Vs Price
Aggregated Institution Weight By Holder

Short Data - Last 30 Days

Nexus Pulse Engine

Overall Buy/Sell/Hold
Signal: Pending
Technical Composite
Signal: Pending
Financial Composite
Signal: Pending
Fundamental Composite
Signal: Pending
Short Pressure
Signal: Pending
Momentum Bias
Signal: Pending

Volatility Lab

ATR(14)
Realized Vol (20d)
Volume Spike Z

AI Charts

News And Alerts First

The alert tape opens the door for AGY, and AI Charts sits just below.

Start with the headline flow and live catalyst tape first. Then move straight into AI Charts below for price reaction, AI targets, chart structure and catalyst beacons while the news context is still hot.
Live Tape Data 2026-01-29 AI Charts Below
Read the alert tape first, then move into AI Charts below. Use AI Expand on any catalyst card to open the AI explanation and results tables instantly.
1 Today
Catalyst Pulse
Allergy Therapeutics has fresh news flow live now, so the tape is framing the chart workspace below.
13:14 Today's Catalyst Result of Annual General Meeting
AI Charts Studio
AGY Price History
Live structure, automated forecasts, technical overlays and catalyst beacons in one chart workspace.
30 Day View Window 30D Data 2026-01-29 Open Preview Studio Brief
Chart Intelligence Suite
Swipe the timeframe, call the overlays, and keep the AI signal stack fused into one chart cockpit.
The mobile chart console is now framed as one connected surface so forecasting, structure, catalyst beacons and chart tools all sit inside the price workspace.

Automated signalling scans momentum shifts, crossovers and volatility breaks in real time. Automated AI forecasts map best, average and worst simulation paths forward, predictive MACD extends the momentum story, and catalyst beacons pin market-moving headlines directly onto price action so users can connect news, signals and structure without leaving the chart.

Automated Signalling Automated AI Forecasts Predictive MACD Catalyst Beacons Live Price Structure
Desk Snapshot Member Login
Indicators0
Technicals0
AI Forecast -3.70%
RSI Gauge
Price Change
AI Forecast