reports
- Martin Hall
Hardman & Co Healthcare Index: 2024 – Tough year for Life Sciences
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the third year running, despite generally good returns in global markets, particularly in the US, performance in 2024 was poor, not helped by the capital-intensive nature of the sector. The HHI fell 17.7% to 398.9, underperforming all its benchmarks – FTSE 100 (+5.7%), FTSE All-Share (5.6%) and the FTSE AIM All-Share Index (-5...
AGL ANGLE PLC
DEMG DELTEX MEDICAL GROUP PLC
TSTL TRISTEL PLC
TRX TISSUE REGENIX GROUP
EKF EKF DIAGNOSTICS HOLDINGS
ODX OMEGA DIAGNOSTICS
AVCT AVACTA GROUP
PHP PRIMARY HEALTH PROPERTIES PLC
AGY ALLERGY THERAPEUTICS PLC
APH ALLIANCE PHARMA PLC
FUM FUTURA MEDICAL PLC
ALNOV NOVACYT SAS
VLG VENTURE LIFE GROUP
IMM IMMUPHARMA
PRM PROTEOME SCIENCES PLC
GNS GENUS PLC
SUN SURGICAL INNOVATIONS GROUP PLC
AMS ADVANCED MEDICAL SOLUTIONS GROUP PLC
OMG OXFORD METRICS
EAH ECO ANIMAL HEALTH GROUP
JDG JUDGES SCIENTIFIC
SDI SDI GROUP
HVO HVIVO
INDV INDIVIOR PLC
VAL VALIRX
FARON FARON PHARMACEUTICALS OY
ONC ONCIMMUNE HOLDINGS
STX SHIELD THERAPEUTICS
SNG SYNAIRGEN PLC
IPO IP GROUP
SCLP SCANCELL HOLDINGS
SYNC SYNCONA
CIR CIRCASSIA GROUP
SPI SPIRE HEALTHCARE GROUP PLC
AGR ASSURA PLC
GDR GENEDRIVE
CTEC CONVATEC GROUP PLC
CREO CREO MEDICAL GROUP
SBTX SKINBIOTHERAPEUTICS
FAB FUSION ANTIBODIES
IXI IXICO
OXB OXFORD BIOMEDICA PLC
TXG 10X GENOMICS INC CLASS A
ABDX ABINGDON HEALTH
IMCR IMMUNOCORE HOLDINGS ADS
POLX POLAREAN IMAGING
AREC ARECOR THERAPEUTICS
ONT OXFORD NANOPORE TECHNOLOGIES PLC
SLN SILENCE THERAPEUTICS PLC
SAR SAREUM HOLDINGS PLC
BAI BENEVOLENTAI
4BB 4BASEBIO PLC
Z29 TISSUE REGENIX GROUP PLC
029 GROUP SE
Hybridan Small Cap Feast - 1 October 2024
1st October 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced, or it is a rumour Dish of the day Admissions: None Delistings: None What’s baking in the oven? Potential**** Initial Public Offerings: ITF announced: 18th September 2024: GenIP aims to list on the AIM market on 2 October 2024. It is targeting to raise £1.5m and anticipating a £6.5m market cap. G...
- Martin Hall
Hardman & Co Insight: Survival of the UK life sciences sector
For two years running, the Hardman & Co Healthcare index has declined, underperforming both the FTSE 100 and the FTSE All-Share indices. This is quite unusual for healthcare stocks. Apart from the general economic influences, which have made institutions more risk-averse, there was a common knowledge that several companies were in need of additional working capital; so, share prices were marked down in anticipation of equity raises. However, the small- and mid-cap life sciences sector has alway...
ETX E-THERAPEUTICS
AGY ALLERGY THERAPEUTICS PLC
AVO ADVANCED ONCOTHERAPY
YGEN YOURGENE HEALTH
ALNOV NOVACYT SAS
C4XD C4X DISCOVERY HOLDINGS
REDX REDX PHARMA
GDR GENEDRIVE
GSK GLAXOSMITHKLINE PLC
AZN ASTRAZENECA PLC
CTEC CONVATEC GROUP PLC
RENE RENEURON GROUP
0008964D INDIVIOR INC
IMCR IMMUNOCORE HOLDINGS ADS
ONT OXFORD NANOPORE TECHNOLOGIES PLC
SLN SILENCE THERAPEUTICS PLC
TRX TISSUE REGENIX GROUP PLC
- Martin Hall
Hardman & Co Healthcare Index: 2023 – Capital demands dent performance
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (...
AGL ANGLE PLC
DEMG DELTEX MEDICAL GROUP PLC
TSTL TRISTEL PLC
TRX TISSUE REGENIX GROUP
EKF EKF DIAGNOSTICS HOLDINGS
ETX E-THERAPEUTICS
AVCT AVACTA GROUP
PHP PRIMARY HEALTH PROPERTIES PLC
AGY ALLERGY THERAPEUTICS PLC
APH ALLIANCE PHARMA PLC
AVO ADVANCED ONCOTHERAPY
OXB OXFORD BIOMEDICA PLC
ALNOV NOVACYT SAS
VLG VENTURE LIFE GROUP
SN/ IMMUPHARMA
IMM PROTEOME SCIENCES PLC
PRM GENUS PLC
GNS SURGICAL INNOVATIONS GROUP PLC
SUN ADVANCED MEDICAL SOLUTIONS GROUP PLC
AMS OXFORD METRICS
OMG ECO ANIMAL HEALTH GROUP
EAH SDI GROUP
SDI HVIVO
HVO INDIVIOR PLC
INDV VALIRX
VAL SHIELD THERAPEUTICS
STX SYNAIRGEN PLC
SNG IP GROUP
IPO SCANCELL HOLDINGS
SCLP SYNCONA
SYNC ERGOMED
ERGO SPIRE HEALTHCARE GROUP PLC
SPI REDX PHARMA
REDX ASSURA PLC
AGR GENEDRIVE
GDR SPIRE INC
SR CONVATEC GROUP PLC
CTEC DESTINY PHARMA
DEST RENEURON GROUP
RENE IXICO
IXI 10X GENOMICS INC CLASS A
TXG INDIVA LTD
NDVA IMMUNOCORE HOLDINGS ADS
IMCR 2SEVENTY BIO INC
TSVT OXFORD NANOPORE TECHNOLOGIES PLC
ONT SILENCE THERAPEUTICS PLC
SLN SAREUM HOLDINGS PLC
SAR BENEVOLENTAI
BAI 123FAHRSCHULE SE
123F 1895 BANCORP OF WISCONSIN INC
BCOW TISSUE REGENIX GROUP PLC
PLP.H 3D SIGNATURES INC
Z29 029 GROUP SE
Allergy Therapeutics: 1 director
A director at Allergy Therapeutics bought 247,935,057 shares at 1.00p and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
Artificial intelligence in UK biopharma and healthcare 11/09/2023
Artificial intelligence (AI) continues to accelerate at full speed, first by imitating the workings of a human brain and now it is drawing concepts of evolution, sometimes with synthetic data, artificially manufactured for training purposes or for privacy protection, and sometimes not even with human intervention. In this note, we examine how AI is being developed and applied by the NHS and UK mid/small cap companies for the benefit of human health and wellbeing. AI in drug discovery and devel...
Hybridan Small Cap Feast - 19 Apr 23
19 April 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv...
Hybridan Small Cap Feast - 27 Mar 23
27 March 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta Lighthouse: Allergy Therapeutics
Trinity Delta view: The pivotal G306 Grass MATA MPL Phase III trial is one of two important clinical studies planned, with the other the Phase I PROTECT VLP Peanut trial. Data for both of these key pipeline assets are expected next year, with results from G306 during Q423. The G306 study is fully funded, and should generate reliable and robust results given the size and scope. Management sees $300-400m peak sales for Grass MATA MPL in the US, which could be transformational for Allergy Therapeut...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Allergy Therapeutics: Manufacturing pause takes it toll on revenues
Allergy Therapeutics has quantified the potential near-term revenue impact from the voluntary UK manufacturing pause. Whilst this is only expected to last around six weeks, FY23 revenues are expected to be 13-18% below current consensus expectations. This is unfortunately due to the interruption occurring during the peak production period, which is undoubtedly disappointing given management guidance of a return to near double-digit growth in FY23. This setback puts increasing pressure on the pip...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Allergy Therapeutics: On the starting blocks towards key data expected...
The next 12-18 months will be key for Allergy Therapeutics, with the base European commercial business set to return to growth, whilst important pipeline readouts could propel the company closer to US market entry. In Europe, temporary headwinds impacted growth in Germany, Allergy Therapeutics’ largest market; these should abate, enabling a return to near double-digit revenue growth. Meanwhile, clinical trials for both VLP Peanut and Grass MATA MPL are set to initiate this year for data in summe...
- Franc Gregori
- Lala Gregorek
- Philippa Gardner
Trinity Delta Lighthouse: Allergy Therapeutics
Trinity Delta view: Revenues continue to be impacted by the planned portfolio streamlining, masking underlying performance, albeit these effects should wash out in FY23 with a return to near double-digit growth anticipated. Tight cost control continues, with phasing affecting various line items, for Net Income to be in-line with consensus. Importantly, the two key pipeline programmes, VLP Peanut and Grass MATA MPL, remain on-track to initiate trials this year. Cash together with some debt should...
Interim Results for the six months ended 31 December 2021
Interim Results for the six months ended 31 December 2021 Allergy Therapeutics plc(“Allergy Therapeutics” or the “Company” or the “Group”) Interim Results for the six months ended 31 December 2021 ~ US readiness plan underway including two pivotal trials Portfolio focused on high value growth products to enhance future profitabilityGround-breaking Phase I trial of peanut allergy vaccine on track to commence in 2022 following recent FDA clearance of IND application with data expected sooner than previously anticipatedPivotal Phase III trial of short-course grass pollen ...
- Franc Gregori
- Lala Gregorek
Allergy Therapeutics: Solid commercial performance with major R&D upsi...
Allergy Therapeutics continues to execute on its clearly defined three pillar strategy for growth in both the near- and mid-to-longer term. In Europe, interim results demonstrate continued robust performance. Key pipeline programmes Grass MATA MPL and VLP Peanut have also made significant progress, with both set to start major clinical trials this year. These high value and well differentiated assets underpin future entry into the commercially important US market. Cash of £41m, plus the £10m cre...
Allergy Therapeutics announces FDA clearance of IND application for no...
Allergy Therapeutics announces FDA clearance of IND application for novel peanut allergy vaccine candidate VLP Peanut Allergy Therapeutics plc(“Allergy Therapeutics”, “ATL” or the “Group”) Allergy Therapeutics announces FDA clearance of IND application for novel peanut allergy vaccine candidate VLP Peanut Paves the way for start of VLP Peanut vaccine candidate’s Phase I PROTECT trial in H1 2022Topline data from first-in-human trial expected in H1 2023Analysis of data from earlier ex-vivo biomarker study, VLP001, demonstrates beneficial mode of action of the vaccine candidate 26 Januar...
- Franc Gregori
- Lala Gregorek
Trinity Delta Lighthouse: Allergy Therapeutics
Trinity Delta view: Our investment case for Allergy Therapeutics centres on the R&D pipeline, where two novel programmes, Grass MATA MPL and VLP Peanut allergy vaccines, are progressing through clinical trials. Success with either of these would propel the company into new geographies, notably the commercially important US market. However, were VLP Peanut to confirm the highly promising preclinical results seen to date in future pivotal human trials, then the outcome would be transformational fo...
- Franc Gregori
- Lala Gregorek
Allergy Therapeutics: Commercialising and developing a differentiated ...
Allergy Therapeutics continues to trade solidly in a challenging environment. Its H122 trading statement confirmed six-month revenues to end-December 2021 of £48.7m (H121: £54.0m, down 5% on CER) reflecting commercial portfolio streamlining, phasing, and German headwinds. FY22 revenue guidance is for an upper single digit percentage decline on FY21, with pre-R&D operating profit in line with current consensus. A strong cash balance of £41.4m, when coupled with modest additional debt, will fund t...
Allergy Therapeutics announces positive top line results from G309 exp...
Allergy Therapeutics announces positive top line results from G309 exploratory field trial to evaluate efficacy and safety of Grass MATA MPL Allergy Therapeutics plc(“Allergy Therapeutics”, “ATL” or the “Group”) Allergy Therapeutics announces positive top line results from G309 exploratory field trial to evaluate efficacy and safety of Grass MATA MPL Primary endpoint Combined Symptom Medication Score (CSMS) achieved with clinically relevant improvement across both active treatment groups compared to placebo Statistically significant reduction in CSMS seen in both active treatment ...
- Franc Gregori
- Lala Gregorek
Trinity Delta Lighthouse: Allergy Therapeutics
Trinity Delta view: The positive top line results of the Grass MATA MPL G309 exploratory field study represent a major de-risking of the planned G306 pivotal trial. In turn, we view the G306 results as the gatekeeper to Allergy Therapeutics medium-term prospects, as subsequent regulatory filings and potential approvals will underpin Europe growth expectations and allow entry into the commercially significant US market. G309 results complement recent encouraging data from the VLP Peanut preclinic...
Preliminary Results for the Year ended 30 June 2021
Preliminary Results for the Year ended 30 June 2021 Allergy Therapeutics plc(“Allergy Therapeutics”, “ATL” or the “Group”) Preliminary Results for the Year ended 30 June 2021 Record pre-R&D operating profit ahead of market expectations reflecting continued sales growth Successful ex-vivo VLP Peanut biomarker study showing 24-fold reduction in allergenicity and beneficial efficacy profile paving the way for first-in-human trial in 2022Strong cash balance of £40.3m providing sufficient funds with a small amount of debt under current assumptions to support Grass MATA MPL pivotal Phase III ...
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