Amryt Pharma Share Discussion Threads

[bigwavedave] 11/8/2016 11:04

11am and no tick up?

[jacksonpollack] 11/8/2016 00:18

Papillon. Don't jinx it.

[alphabravo321] 10/8/2016 17:53

I am glad for all our sakes you were right Papillon!

[papillon] 10/8/2016 17:45

I was right for a change! I called 14.5p the bottom and for once I was right!

[papillon] 10/8/2016 17:44

Up 6% today. It's creeping back up towards the 24p placing price as the big sellers have finished selling. This has the ability to multi-bag from here in the run up to the Phase 3 trial results expected in 2018.

[jacksonpollack] 10/8/2016 14:30

Biotech and Money awards in a months time

ONE TO WATCH' PUBLIC UK LIFE SCIENCE COMPANY IN 2017 AWARD
Adaptimmune
Amryt Pharma
ANGLE Plc
C4X Discovery
Horizon Discovery
IXICO
Oxford Biomedica
ReNeuron
Vectura
Verona Pharma

[jacksonpollack] 10/8/2016 11:56

Nice to see this moving in the right direction, finally. Need it back at 24p level as quick as poss to Instill confidence. Q3 is supposed to be the start of good news flow according to cathal. Well, we are in Q3 now and soon to be Q4 so let's have it.

[bigwavedave] 10/8/2016 11:32

And so it did on flurry of small buys. Volume still good. I need a few more pence to get to b/e though :-/

[bigwavedave] 10/8/2016 11:21

Interesting. No buy quote available on TDD. But can sell at offer price of 17p. Looks like it'll tick up again.

[papillon] 09/8/2016 21:53

Lansdowne (LOGP) won't be striking a partnership with anybody, let alone a major, Icebreaker. They relinquished all their licences this year (Amergin, Rosscarbery & Middleton) because they are skint. Their only remaining asset is a 20% stake in the Barryroe field and all the farm out negotiations (assuming there are any) are being conducted solely by PVR who have an 80% stake in Barryroe.

[icebreaker] 08/8/2016 22:58

Fastnet knew the gas was there - all the geological data told them so; indeed the pressures and flow rates were proven. The problem was, they didn't have a partner to help them extract it. Had they stuck with it, we may still be looking for a partner now and be on our second/third round of fundraising. Sound could have joined the party, but presumably felt they could pick up the option cheaper by waiting it out. It worked for them. They will however require a significant partner as they still need to build a pipeline! High risk!

I am glad we left the space with our shirts and are on a new path.

I don't however think there was any exclusive data that we could sell them, certainly nothing we could call property. Now the Celtic Sea is different! We have some 20 Million value of seismic survey data that will be relevant for some time to come (after all, the geology won't be changing any time soon). Whether we derive any value from this will be determined by exploration take up in this area and this will require both a significant recovery in the price of oil and a company such as Lansdowne striking a partnership with a major (in my view).

I do think we will see a return from the Celtic Sea data, but probably no time soon.

Best of luck.

[pottermagic2310] 08/8/2016 15:40

Why do Sound Energy need to pay for old Data, that appeared to steer Fastnet away from Tendrara. Sound Energy already know what they've got without referring back to Data that Fastnet thought indicated Tendrara was a pointless venture. Seems illogical to me, from SE's perspective.

[jacksonpollack] 08/8/2016 13:06

Defo moving in the right direction. Looks like the market is taking cathal's word for it that news flow should now pick up. Would like to see this pushed past 24p starting price. Also cathal has mentioned that the oil and gas investments held in a trust company, fastnet hydrocarbon, should be floated as a company in its own right mid 2017, and so all shareholders of old fastnet before end of December 2015 will get new visible shares in company. Still think any and all info held on Tendrara should be sold off to sound energy. May as well make some money with it.

[paxman] 08/8/2016 11:47

Maybe the FDA and Europe want to see Episalvan in P3 because unlike burns and skin grafts, EB isn't a trauma, it's a constant genetic defect so Episalvan with it's gel like structure will always help keep the bandages from rubbing the skin and always keep the API acting on the skin.

So constant care always helping the always fragile skin.

Zorblisa looks promising but seems to need once a day application. For many EB sufferers that might not be practical.

So just a guess but maybe the FDA and Europe want both treatments on the market - if the P3 data is good - to cover all EB patients. Maybe Zorblisa will be used on the very worst cases where once a day bandage treatments have to be done anyway and Episalvan used on EB suffers - I think it's the majority - who have their bandages changed every few days.

[bigwavedave] 08/8/2016 10:07

For AMYT, this is shaping up to be a high volume day (albeit relatively paltry amounts). I hope it's more than just twitter ramping.

[jacksonpollack] 08/8/2016 09:32

Not saying this isn't going places, but will it go as far as where it could have gone with tandrara gas find? Cathal seems to think amryt will be bought out in the next 18mths in the 100's of millions market, which would be nice. He also stated in an interview a few months ago that news will start to flow in the latter part of Q3 this year, which is right about now. But talk is cheap, actions very much speak louder than words, especially on the AIM merry-go-round.

[timbo003] 08/8/2016 08:52

I had a nibble at these this morning.

I was quite impressed by the presentation given by Rory Nealon (CFO) at the Biotech Conference on June 17th, some good questions at the end from one of the attendees in the front row ☺

[jacksonpollack] 08/8/2016 08:09

He probably has something to do with sound. A silent partner or something. Tandrara was a world class investment when fastnet had it so why else give it up?

[talkman2] 08/8/2016 07:18

Cathal is a genius . Moved Fasnet out of O&G , gave up the Tendara gas licence which seems to be a company maker for Sound Energy , bought shares rose in Fastnet at 4p , reversed into AMYT and the shares now trade barely over 1p. He gives new meaning to the word " shareholder value ". Thanks Cathal .

[icebreaker] 07/8/2016 20:57

I am with you! Trading update.....anything!

[jacksonpollack] 07/8/2016 19:05

Come on. Give us some effing news this week to at least get us back to the rip off, con, mates rates consolidation price of 24p

[papillon] 05/8/2016 23:53

Saw this post on the lse bb. I'll leave you to make up your own mind on the validity of this posters opinion and price target. No doubt Jackson will think it rather boring! LOL.

Early_Bird
Posts: 4,536
Premium Chat Member
Off Topic

Opinion: No Opinion
Price: 15.50
Traction!Today 15:29Expecting big movement here Q4 and Q1 '17

Nasdaq listing news and P3 trials commencing could see this one keep running and running.

The only other EB competitor got bought out on the strength of its phase 2b trials for circa $840m, a drug that required daily application (not really very practical).

Amyt's Episalvan starts P3 trials q1 and application only every few days when they change their dressings (practical).

We have very strong links to Shire so im sure they are watching with interest.

$840m hmm thats... 22 bags from current levels...... some upside indeed!

Fully funded until completion of P3 so I really dont see any risk whatsoever from these levels.

[papillon] 05/8/2016 23:43

sp closed up today on the highest daily volume since AMYT listed. I'd say that was a very positive sign. Good news soon? I hope so. Even if there is no news due soon I think we saw the bottom for the AMYT share price on the 11th July @ 14.5p. I posted that I thought 14.5p was the bottom 3 trading days after the 11th July when the share price started to recover.