Allergy Therapeutics has been on our Conviction Buy list for 12 months but, following a strong share price performance in 2H15, the stock has been weaker in 1H16. The end-June announcement on US GrassMATAMPL further set the tone on the share price and additional dose-ranging work looks set to add circa 12 months to that development programme vs management expectations, while bringing the timeframe into line with ours. In the meantime, however, +19% YTD constant currency revenue growth sends t ....