Allergy Therapeutics plc (AGYTF) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
Market cap $756M is the value of all shares combined. Beta 0.83: the stock has moved about 17% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAllergy Therapeutics plc (AGYTF) trades at $0.15. Allergy Therapeutics plc is a biotechnology company focused on researching, developing, and commercializing allergy treatments. Market cap: $756M, Sector: Healthcare.
Price as of Sep 11, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for AGYTF: AGYTF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AGYTF against Healthcare peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
These figures come from statements filed 15 months ago — the most recent this company has published.
No score published: this stock trades under $10,000 on a typical day, so the price beside it is not one you could reliably act on.
AGYTF: the 2 scored disciplines are evenly split. Dominant signal: Seth Klarman bearish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Allergy Therapeutics plc (AGYTF) Healthcare & Pipeline Overview
Allergy Therapeutics plc is a biotechnology company specializing in allergy treatments, including injectable and sublingual immunotherapies and diagnostics. Operating in Central Europe, Southern Europe, and the UK, the company focuses on pollen-related allergies and is developing vaccines for various allergens, positioning itself in the specialty pharmaceutical market.
What Is the Investment Thesis for AGYTF?
Allergy Therapeutics plc presents a focused investment opportunity within the allergy treatment market. The company's established presence in Europe, coupled with its diverse product portfolio of injectable and sublingual immunotherapies, provides a stable revenue base. Key value drivers include the continued expansion of its existing product lines and the successful development and commercialization of its pipeline of allergy vaccines, particularly the VLP Peanut vaccine. The company's negative P/E ratio of -11.88 reflects current challenges in profitability, which represents a potential area for improvement. Upcoming clinical trial results for its peanut allergy vaccine and expansion into new geographic markets could serve as catalysts for growth. However, potential risks include regulatory hurdles, competition from established pharmaceutical companies, and the inherent uncertainties associated with drug development.
Based on FMP financials and quantitative analysis
AGYTF Key Highlights
Market capitalization of $756M indicates the company's current valuation in the stock market.
- Negative P/E ratio of -11.88 suggests the company is currently not profitable.
- Gross margin of 45.7% reflects the company's efficiency in converting sales into gross profit.
- Beta of 0.83 indicates the stock is less volatile than the overall market.
- The company operates in Central Europe, Southern Europe, the United Kingdom, and internationally, demonstrating a global presence.
Who Are AGYTF's Competitors?
AGYTF is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BOIRF Boiron S.A. | $31.50 | 0.00% | $547M | — |
| CRLBF Cresco Labs Inc. | $0.73 | -4.21% | $258M | 459-signal |
| GLASF Glass House Brands Inc. | $10.79 | -8.64% | $852M | — |
| HUMDF Hua Medicine (Shanghai) Ltd. | $0.30 | 0.00% | $303M | — |
| JCRRF JCR Pharmaceuticals Co., Ltd. | $3.33 | 0.00% | $406M | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AGYTF's Key Strengths?
Specialized expertise in allergy treatments.
- Diverse product portfolio of injectable and sublingual immunotherapies.
- Established presence in European markets.
- Ongoing research and development of new allergy vaccines.
What Are AGYTF's Weaknesses?
Negative profitability and high operating expenses.
- Limited geographic presence outside of Europe.
- Dependence on regulatory approvals for new products.
- Competition from larger pharmaceutical companies.
What Could Drive AGYTF Stock Higher?
Clinical trial results for VLP Peanut vaccine expected in Q4 2026.
- Expansion of sublingual immunotherapy product line in European markets.
- Strategic partnerships to develop new allergy treatments.
- Increasing awareness of allergy treatments and diagnostics.
- Regulatory approvals for new products in key markets expected in 2027.
What Are the Key Risks for AGYTF?
Regulatory hurdles and delays in drug approvals.
- Competition from established pharmaceutical companies.
- Negative profitability and high operating expenses.
- Patent expirations and generic competition.
- Economic downturns and healthcare spending cuts.
What Are the Growth Opportunities for AGYTF?
- Expansion into New Geographic Markets: Allergy Therapeutics has the opportunity to expand its market presence beyond its current focus in Europe. Entering new markets in Asia and South America, where allergy prevalence is rising, could significantly increase its revenue streams. This expansion would require strategic partnerships, regulatory approvals, and tailored marketing strategies to address local market needs. The global allergy market is projected to reach $25 billion by 2028, providing a substantial opportunity for growth.
- Development and Commercialization of VLP Peanut Vaccine: The successful development and commercialization of its VLP Peanut vaccine represents a significant growth opportunity for Allergy Therapeutics. Peanut allergies are a major concern globally, and a safe and effective vaccine could generate substantial revenue. Positive clinical trial results and regulatory approval would be key milestones. The peanut allergy treatment market is estimated to be worth $2 billion, offering a lucrative market for the company.
- Increased Adoption of Sublingual Immunotherapy: Allergy Therapeutics can drive growth by promoting the adoption of its sublingual immunotherapy products, such as Oralvac. Sublingual immunotherapy offers a more convenient and less invasive alternative to traditional injectable immunotherapy, which could appeal to a broader patient population. Educating healthcare providers and patients about the benefits of sublingual immunotherapy will be crucial. The sublingual immunotherapy market is expected to grow at a CAGR of 8% over the next five years.
- Strategic Partnerships and Collaborations: Forming strategic partnerships with other pharmaceutical companies or research institutions can accelerate the development and commercialization of new allergy treatments. Collaborations can provide access to new technologies, funding, and expertise. Allergy Therapeutics can explore partnerships to expand its product pipeline and geographic reach. Strategic alliances are a common practice in the pharmaceutical industry and can significantly enhance a company's growth prospects.
- Focus on Personalized Allergy Treatments: Allergy Therapeutics can leverage advancements in genomics and personalized medicine to develop tailored allergy treatments for individual patients. By identifying specific genetic markers associated with allergies, the company can create more effective and targeted therapies. This approach could differentiate Allergy Therapeutics from its competitors and attract patients seeking personalized healthcare solutions. The personalized medicine market is growing rapidly, driven by advancements in genetic testing and data analytics.
What Are AGYTF's Competitive Advantages?
- Proprietary formulations and patents for its allergy treatments.
- Established brand recognition and reputation in the allergy treatment market.
- Specialized expertise in allergen-specific immunotherapy.
- Geographic presence in key European markets.
What Does AGYTF Do?
Allergy Therapeutics plc, established in 2004 and headquartered in Worthing, UK, is a biotechnology company dedicated to the research, development, and commercialization of allergy treatments. The company's core business revolves around allergen-specific immunotherapies, offered in both injectable and sublingual forms. These treatments target a wide range of allergies, with a particular focus on pollen-related allergies caused by grasses, weeds, and trees. Allergy Therapeutics also provides diagnostic products to aid in the identification of specific allergens affecting patients. The company's product portfolio includes well-known brands such as Pollinex Quattro, Oralvac, Venomil, ImmunoBON, Synbiotics, and Acarovac Plus. These products cater to different types of allergies and are available through prescription. Additionally, Allergy Therapeutics is actively involved in developing new allergy vaccines, including those targeting trees, grass, house dust mites, pets with fur/hair, and peanut allergies. Allergy Therapeutics operates across Central Europe, Southern Europe, the United Kingdom, and other international markets. The company's strategic focus on allergy treatments positions it within the specialty pharmaceutical sector, where it competes with other companies developing and marketing similar products. The company continues to invest in research and development to expand its product offerings and address unmet needs in the allergy treatment market.
What Products and Services Does AGYTF Offer?
- Researches and develops allergy treatments.
- Sells injectable allergen-specific immunotherapies.
- Offers sublingual allergen-specific immunotherapies.
- Provides prescription treatments for pollen-related allergies.
- Develops allergy vaccines for various allergens, including peanut allergy vaccines.
- Offers diagnostic products for allergy testing.
How Does AGYTF Make Money?
- Develops and patents allergy treatments and vaccines.
- Manufactures and distributes its products through prescription channels.
- Generates revenue through the sale of its allergy treatments and diagnostics.
- Invests in research and development to expand its product portfolio.
What Industry Does AGYTF Operate In?
Allergy Therapeutics operates within the specialty pharmaceutical segment of the healthcare industry, which is characterized by increasing prevalence of allergies worldwide. The market is driven by environmental factors, lifestyle changes, and genetic predispositions. Competition includes both large pharmaceutical companies and smaller biotech firms focusing on allergy treatments. The industry is subject to stringent regulatory requirements and lengthy drug development processes. Allergy Therapeutics' focus on allergen-specific immunotherapies positions it to capitalize on the growing demand for targeted allergy treatments.
Who Are AGYTF's Key Customers?
- Individuals suffering from allergies.
- Healthcare providers who prescribe allergy treatments.
- Hospitals and clinics that offer allergy testing and treatment.
- Pharmacies that dispense allergy medications.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 254 days ago
- ● No analyst coverage
Allergy Therapeutics plc (AGYTF) Valuation Context
Valued at $756M, AGYTF is classified as a small-cap stock.
AGYTF Revenue & Earnings Trend
In Q2 FY2026, AGYTF generated $36.3M in top-line revenue, marking a sequential increase of 19.0%. The company recorded a net loss of $19.9M, with diluted EPS of $-0.00. Quarter-over-quarter revenue has been mixed, typical for a small-cap company operating in Healthcare. Across the four most recent quarters, AGYTF averaged $-0.00 in diluted EPS.
Company Profile
Allergy Therapeutics plc operates in the Drug Manufacturers - Specialty & Generic industry within the Healthcare sector. It is headquartered in Worthing, GB. The company is led by CEO Manuel Llobet. AGYTF has traded publicly since 2010.
Key Financial Metrics
Return on equity for Allergy Therapeutics plc stands at 409.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -69.0%, showing how much profit it generates from its asset base. Its free cash flow yield is -8.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.13 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -10.1%, the inverse of the P/E and a quick read on earnings relative to price.
AGYTF Financials
Bull Case vs Bear Case
Bull Case
- Specialized expertise in allergy treatments.
- Diverse product portfolio of injectable and sublingual immunotherapies.
- Established presence in European markets.
- Ongoing research and development of new allergy vaccines.
Bear Case
- Negative profitability and high operating expenses.
- Limited geographic presence outside of Europe.
- Dependence on regulatory approvals for new products.
- Competition from larger pharmaceutical companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | £36M | -£20M | -£0.0038 |
| Q4 FY2025 | £30M | -£29M | -£0.01 |
| Q2 FY2025 | £34M | -£11M | -£0.0023 |
| Q4 FY2024 | £22M | -£25M | -£0.01 |
Q2 FY2026 · filed 31 Dec 2025 · Financial Modeling Prep
Based on FMP financials and quantitative analysis · Reported in GBP
AGYTF Latest News
No recent news available for AGYTF.
AGYTF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AGYTF.
Price Targets
Wall Street price target analysis for AGYTF.
AGYTF MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AGYTF; grades run from A+ (80-100) to F (below 30).
Leadership: Manuel Llobet
CEO
Manuel Llobet is the Chief Executive Officer of Allergy Therapeutics plc. His background includes extensive experience in the pharmaceutical and biotechnology industries. He has held various leadership positions in multinational companies, focusing on commercial strategy, business development, and market access. Llobet's expertise spans across different therapeutic areas, including allergy, respiratory, and immunology. He holds an MBA from a leading business school and a degree in Pharmacy.
Track Record: Under Manuel Llobet's leadership, Allergy Therapeutics has focused on expanding its product pipeline and strengthening its presence in key European markets. Key achievements include advancing the development of the VLP Peanut vaccine and driving growth in sublingual immunotherapy sales. He has also overseen strategic initiatives to improve operational efficiency and reduce costs. Llobet has emphasized innovation and collaboration to drive long-term growth for the company.
AGYTF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Allergy Therapeutics plc may not meet the minimum financial or disclosure requirements of the higher tiers (OTCQX and OTCQB). Companies in this tier may have limited financial reporting and may not be subject to the same regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier carries a higher degree of risk due to the potential for less transparency and liquidity.
- OTC Tier: OTC Other
- Limited financial disclosure and transparency.
- Lower trading volume and liquidity.
- Potential for price manipulation and fraud.
- Higher risk of delisting or suspension of trading.
- Limited regulatory oversight and investor protection.
- Verify the company's financial statements and disclosures.
- Assess the company's management team and corporate governance.
- Research the company's business model and competitive landscape.
- Evaluate the company's regulatory compliance and legal risks.
- Monitor trading volume and price volatility.
- Consult with a financial advisor before investing.
- Understand the risks associated with investing in OTC stocks.
- Established business operations in Europe.
- Product portfolio of allergy treatments and diagnostics.
- Ongoing research and development activities.
- Experienced management team.
- Presence in the healthcare sector.
What Investors Ask About Allergy Therapeutics plc (AGYTF) — Healthcare
Is AGYTF a good stock?
Stock Expert AI does not rate AGYTF buy, sell or hold. Allergy Therapeutics plc has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about AGYTF stock?
Analyst coverage of AGYTF stock is limited due to its OTC listing and smaller market capitalization. However, analysts generally focus on the company's potential for growth in the allergy treatment market, particularly through the successful development and commercialization of its VLP Peanut vaccine. Key valuation metrics include revenue growth, gross margin, and operating expenses.
What are the key factors to evaluate for AGYTF?
Evaluate AGYTF on fundamentals, analyst consensus, and risk factors. Upcoming clinical trial results for its peanut allergy vaccine and expansion into new geographic markets could serve as catalysts for growth. Not financial advice.
How frequently does AGYTF data refresh on this page?
AGYTF's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AGYTF's recent stock price performance?
Allergy Therapeutics plc (AGYTF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialized expertise in allergy treatments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AGYTF overvalued or undervalued right now?
Allergy Therapeutics plc (AGYTF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of AGYTF?
Yes, most major brokerages offer fractional shares of Allergy Therapeutics plc (AGYTF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track AGYTF's earnings and financial reports?
Allergy Therapeutics plc (AGYTF) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for AGYTF earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may be less reliable than major exchange data.
- Analyst coverage of AGYTF is limited.