Announcement • Jun 12
Allergy Therapeutics plc Presents Data From Pollen And Food Allergy Research Portfolio And Hosts Symposium At EAACI Congress 2026 Allergy Therapeutics plc announced that it will be presenting data from across its pollen and food allergy research portfolio at the European Academy of Allergy and Clinical Immunology (EAACI) Congress 2026, taking place in Istanbul, Türkiye, from 12 June 2026 through to 15 June 2026. Allergy Therapeutics will present 15 posters and oral presentations at the conference, including: Data from the Group's Phase I/IIa PROTECT trial of VLP Peanut, the Group's innovative, short-course peanut allergy immunotherapy candidate. The PROTECT trial met the primary endpoint, demonstrating a benign safety profile of VLP Peanut, with a strong dose-response in immunomodulating tolerogenic immune responses induced confirming clinical proof of concept. Blinded safety data from the first year of the Company's G308 Phase III trial evaluating the short- and long-term efficacy and safety of Grass MATA MPL in a paediatric population with grass-induced seasonal allergic rhinitis and rhinoconjunctivitis, demonstrating a benign safety profile in the first year of treatment and a low trial discontinuation rate. The Company will also host a symposium at the EAACI Congress from 15:00-16:00 TRT, co-chaired by Dr. Mohamed Shamji, Professor of Immunology and Allergy at Imperial College London, and Dr. Janice Layhadi, Research Associate at the Immunomodulation and Tolerance Group of Allergy & Clinical Immunology, Imperial College London. The symposium, titled Scoring Against Allergies: New Therapeutic Strategies on the Horizon, will focus on Allergy Therapeutics' ongoing work with Grass MATA MPL in a paediatric population and highlight the Company's progression of VLP Peanut as a novel therapeutic candidate for peanut allergy. In addition, the EAACI Early Career Research Award, supported by Allergy Therapeutics, will be presented to this year's recipient, Juan Luis Paris, PhD, at this year's congress. Juan Luis is a Principal Investigator at the Instituto de Investigación Biomédica de Málaga (IBIMA, Málaga, Spain), where his research is focused on developing bio- and nano-materials for therapeutic immunomodulation in allergic diseases and other pathologies. The EAACI Early Career Research Award provides an unrestricted research grant of up to EUR 30,000 and is open to EAACI Junior Members who have previously published their high-impact research on allergy and immunology and demonstrated their drive and dedication in the area of immunotherapy. Data from the Phase I/IIa PROTECT trial of VLP Peanut have confirmed a strong safety and tolerability profile of this novel immunotherapy candidate while also demonstrating clinical proof of concept, and preparations for the Group's Phase IIb trial are continuing. Clinical progress with Grass MATA MPL has continued following regulatory approval of the product in Germany, with encouraging paediatric safety data strengthening the evidence base that the product could provide a differentiated treatment option for grass-induced seasonal allergic rhinitis and rhinoconjunctivitis in a younger patient population. The complete list of Allergy Therapeutics-sponsored abstracts accepted by EAACI for presentation are available on the Group's website. No new material price sensitive information will be disclosed on Allergy Therapeutics at the EAACI Congress 2026. Reported Earnings • Apr 02
First half 2026 earnings released: UK£0.004 loss per share (vs UK£0.002 loss in 1H 2025) First half 2026 results: UK£0.004 loss per share (further deteriorated from UK£0.002 loss in 1H 2025). Revenue: UK£36.3m (up 6.6% from 1H 2025). Net loss: UK£19.9m (loss widened 68% from 1H 2025). Announcement • Mar 05
Allergy Therapeutics plc Announces Consistent Biomarker Results Fromits Phase I/IIa PROTECT Trial Allergy Therapeutics plc announces consistent biomarker results fromits Phase I/IIa PROTECT trial, supporting the strong immunomodulating potential of the product. Increasing doses of VLP peanut were associated with a reduction compared to baseline in basophil sensitivity for whole peanut extract and Ara h2. Notably, at the higher dose, the reduction reached 376% (p=0.003) and 489% (p=0.04) for peanut and Ara h2 compared to placebo respectively. The functional assay measuring the main allergen (Ara h2) binding to the effector B-Cells (IgE-Fab) demonstrated a relevant downward dose response, reaching statistical significance for the higher dose of VLP Peanut. Both these positive outcomes in basophil sensitivity and IgE-FAB were associated with a strong dose-response in Ara h2-specific IgG change from baseline when comparing each of the cumulative doses with placebo, reaching statistical significance for all but the lowest dose compared to placebo reaching p=0.0005 for the higher dose. A reduction in wheal diameter was observed 1-month post treatment while placebo wheal diameter slightly increased consistent with the beneficial immunological shift seen across the full panel of efficacy biomarkers. New Risk • Feb 23
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-UK£32m free cash flow). Negative equity (-UK£28m). Earnings have declined by 49% per year over the past 5 years. Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (UK£35m net loss next year). Share price has been volatile over the past 3 months (9.2% average weekly change). Announcement • Jan 29
Allergy Therapeutics plc Announces Board and Executive Appointments Allergy Therapeutics plc at its AGM held on 29 January 2026 appointed Helge Weiner-Trapness as a Executive Director. 30 January 2026- the company announced the appointment of Helge Weiner-Trapness as Chief Strategy Officer. He also joins the Group's Board as an Executive Director. Helge has more than 30 years of experience across leading global investment banks in the US and Asia. He most recently served as Vice Chairman, Global Banking at HSBC Holdings plc (LSE: HSBA; HKG: 0005), one of the world's largest financial organizations which is dual-listed on the London Stock Exchange and the Hong Kong Stock Exchange. He was a Founding Partner of Hong Kong-based Quintus Partners, an independent financial advisory firm offering investment banking, strategic advisory and capital raising, particularly in the US and Asia. Earlier, he held senior roles at Barclays Bank, Asia Pacific Land, J.P. Morgan Securities and Goldman Sachs. In his newly created role as Chief Strategy Officer, Helge will drive Allergy Therapeutics' long-term growth strategy, including corporate development, partnership strategy and portfolio prioritisation as Allergy Therapeutics advances its next-generation pipeline and explores opportunities to deliver on its global ambitions. Allergy Therapeutics also announced that Lawrence Allen Wang will join the Company's Board as an independent Non-Executive Director. Lawrence has more than 20 years' experience across healthcare and investment roles. He currently serves as Chief Financial Officer of Adicon Clinical Laboratories Inc. (HKG: 9860), one of China's leading independent clinical laboratory service providers, where he played a key role in the company's financing and its listing on the Hong Kong Stock Exchange. Prior to Adicon, Lawrence held roles in private equity, asset management and investment banking groups, including positions at Vivo Capital, Primavera Capital, Macquarie Group and Goldman Sachs (Asia). Announcement • Jan 19
Allergy Therapeutics plc Provides Earnings Guidance for the Six Months Ended 31 December 2025 Allergy Therapeutics plc provided earnings guidance for the six months ended 31 December 2025. For the period, the group expects revenue to be £36.3 million (2024: £34.0 million), representing growth of 7% on a reported basis,or 3% on a constant currency basis. Overall Group sales for the full year ending 30 June 2026 are expected to exceed those achieved in the year ended 30 June 2025.