Amryt Pharma Share Discussion Threads

[bermudashorts] 15/7/2018 07:42

Nice article featuring Amryt in The Sunday Times

[mdalos1] 14/7/2018 17:09

hxxps://www.amrytpharma.com/investors/shares/


New thread - no rampers nor ramblers welcome!!

[papillon] 14/7/2018 13:00

Both radar & Bronxville on the lse bb were originally invested in FAST. They are Irish and probably bought into FAST because of the outstanding success of COVE (another Irish oiler associated with Cathal Friel). COVE was a very successful explorer and was ultimately taken over. Unfortunately CF couldn't replicate that success with FAST.

Here's a post by radar on the AMYT bb from May 2016:

AMYT We do not know 16 May '16
Even the most enlightened of us here do not know the facts.

We are here by chance, invested in oil ended up in pharma with the same hope and aspiration to make money.

So for me I detest the no hopers who post useless predictions about ifs and ands and buts and the like and then hold themselves out to be right because of over grown but empty self confidence.

For me it's a case of you are as good as your last job because CF et al made a dogs dinner of Fastnet Oil & Gas and they too in my eyes and humble opinion are gamblers looking for the next hit.

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I particularly like this comment from his old post ...... "So for me I detest the no hopers who post useless predictions about ifs and ands and buts and the like and then hold themselves out to be right because of over grown but empty self confidence."

I wonder if radar and Bronxville now "detest" themselves? :-) Thay are now the "no hopers" radar professed to "detest". How IRONIC! You couldn't make it up! LOL.

[papillon] 13/7/2018 15:10

In the continuing absence of buyers I can see the share price gradually drifting back down to the 13.75p low recorded on 1/12/16 as one always gets the odd seller, either selling out of boredom, or because the holder has died (possibly of boredom? :-)).

I don't think the company "leaks" because the day following the all time low of 13.75p (the 2/12/16) the company announced the EIB 20m Euro loan. That caused the share price to close @ 16.50p on 2/12/16. Then the following trading day (5/12/16) the company announced the Lojuxta deal causing the share price to close @ 18.15p on the 5/12/16. If the company "leaked" I don't think the company would have recorded an all time low just one and two trading days before such good news. By the end of December 2016 the share price was 20.4p.

[papillon] 13/7/2018 12:33

I think I'm currently invested in the most boring and most ignored share on AIM! LOL

20,887 shares traded so far today. Just 2 trades, both sells. Total value of these two trades is just £3,321. Trouble is that's not an unusual trading day for AMYT. Unfortunately buyers are just not interested in AMYT. Will that change as we get nearer the EASE phase III trial interim update promised in early Q4, or will we have to wait for that update to be issued for any buying (or selling) interest?

[papillon] 12/7/2018 20:01

Bronxville
Posts: 322
Opinion: No Opinion
Price: 16.05
Known unknowns at AMYT Today 18:50
1 What was the lawsuit in NY about?
2 Are Harris's shares for sale?
3 Why did Friel dump half his holdings?
4 Why is Friel setting up a competing company
'Open Orphan'
5 Why no update on Lojuxta?(they did last year)
6 If Episalvan is a billion € drug why no interest from top analysts especially due to the fact it is in late stage 3 trials.
7 AP102 was supposed to be starting clinical trials on humans in 2017.Why no update?
All valid questions I do believe.

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Here are my answers to your questions, Bronxville:

1/ I have no answer to that question, neither has anyone because AMYT haven't seen fit to tell shareholders what the lawsuit was about. I'd like to know why, but I wont have sleepless nights over it.

2/ Ask Harris; they are his shares. It's not up to AMYT to tell us if he will sell, even if they knew (which they probably don't). Harris has had plenty of time to sell his shares, but hasn't so far.

3/ Again you need to ask Friel why he sold half of his holding, not the company. Suffice it to say that the majority of Friel's shares as one of the founders of AMYT would have been acquired at a price much lower than the price he sold them for. Never wrong to take a profit and he has kept half of his shares. He didn't sell the lot.

4/ Again that's something Friel will have to account for; one can't expect AMYT to answer that question. Of course it would be interesting to know why, but we'll never know why unless Friel tells us.

5/ I'd also like to know the answer to that question. Perhaps Lojuxta revenue is running at lower levels than last year? We'll find out for certain in a few months time when AMYT releases it's interim results.

6/ Again, that is a good question and one I'd like to know the answer to.

7/ The answer to this question has been given to you before. Please pay more attention! The AMYT web site states "These findings will be the subject of future research in human subjects to confirm the safety and efficacy of AP102 starting in 2018."

[papillon] 12/7/2018 18:11

Bronxville
Posts: 321
Opinion: No Opinion
Price: 16.05
Section 15.3 says he worked there Today 17:03 www.ise.ie/app/announcementDetails.aspx?ID=12756772 ....................

15.3. Senior Management

Michele Bellandi is joining the Enlarged Group as Chief Commercial Officer and has accepted an offer of employment, effective from 1 April 2016. Dr Tobias Zahn will become an employee of the Enlarged Group on Admission and Alan Harris will take up the role as Head of the scientific advisory board, following completion of the Birken SPA and Som SPAs.

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No, Bronxville, that doesn't state that Harris worked for AMYT. That RNS you quote from was for the PROPOSED Acquisition of Amryt Pharmaceuticals by FAST. It states that "Alan Harris will take up the role as Head of the scientific advisory board, following completion of the Birken SPA and Som SPAs", but whereas it DOES state that Dr Tobias Zahn will become an employee of AMYT it DOESN'T state that Harris will become an employee of AMYT "following completion of the Birken SPA and Som SPAs." I think the key term is ADVISORY! An advisor doesn't have to be an employee. In fact, IMO, an advisory board would NOT generally consist of employees! If it did then one couldn't be assured of independent advice, because if they were employees they would be afraid of losing their jobs if they offered independent advice. I imagine that Harris agreed to be Head of this advisory board as part of the consideration for the takeover of SOM by AMYT. He received cash & AMYT shares and also agreed to be available to provide scientic advice, specifically on AP102, if and when AMYT needed it.

The Birken SPA and Som SPAs were completed on the 18/4/16 following the shareholder approval at the FAST general meeting. Since then it's never been mentioned that Harris was ever an AMYT employee, or took up the position as the Head of the scientific advisory board. It could be that Harris did take up the position as Head of this advisory board (or maybe he didn't following completion of the SOM deal), but either way it was NEVER mentioned that Harris was ever an employee of AMYT, unlike it did for Dr Zahn. Hence I believe AMYT are NOT telling lies because Harris was NEVER an employee of AMYT and NEVER worked for them!

[papillon] 12/7/2018 16:50

I saw your reply to Bronxville on the lse, Bermudashorts. I think Bronxville should put up, or shut up! AMYT haven't lied about Harris working for them, but Bronxville has. I've got no gripe with Bronxville de-ramping AMYT as he's entitled to his opinion just like the rest of us, but I draw the line when he resorts to lying in order to de-ramp AMYT. Unfortunately Bronxville has form when it comes to being ""Economical with the truth" when it comes to his lse posts on AMYT.

[papillon] 12/7/2018 15:39

Another lie from Bronxville on the lse bb.

Bronxville
Posts: 319
Opinion: No Opinion
Price: 16.05
Harris's linkedin page Today 14:34 It says he exited Som Pharmaceuticals in April 2016...
So he never worked at Amryt???
Why would Amryt lie and hide this from investors.

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Bronxville's comments completely baffle me because AMYT have never said Harris "worked at AMYT". If Bronxville could kindly provide evidence that AMYT said Harris was ever employed by them I will gladly apologise for calling him a liar!

I've been through the FAST/AMYT admission document and can find no mention of Harris being employed by AMYT, or AMYT contemplating employing Harris. So, Bronxville, why do you think AMYT could be lying and hiding this from investors when they NEVER said Harris worked for them? Put up, Bronxville, or shut up!

I know you were originally an investor in FAST, Bronxville and you lost money when you sold your AMYT shares, but I now detect that this has got personal. You obviously blame Cathal Friel for the fact that you bought FAST shares and blame him and by association Joe Wiley and AMYT, for the fact that you lost money when you sold your shares.

PS. It looks like both Bronxville & radar, the AMYT de-rampers, are Irish since they both post on BIRG. radar has only posted on BIRG & AMYTin the past 30 days, whilst Bronxville has only posted on BIRG, AMYT & PVR in the past 30 days. BIRG, PVR & AMYT are all Irish companies.

I've nothing against posters such as Bronxville & radar de-ramping AMYT on the lse bb. After all it is a discussion board and all viewpoints are welcome as far as I'm concerned. However I think they should stick to the facts and stop telling lies!

[papillon] 12/7/2018 14:37

Here is the latest Proactive investors Stocktube video on youtube. It's an interview with David Allmond, COO of AMYT and relates to Monday's RNS concerning NHS England's funding approval for Lojuxta. It's had over 130 views already.

[greendragon777] 12/7/2018 13:14

Nice one Paps, thanks a mil for digging those posts out to remind us. It'll be very interesting indeed to see how the Placebo works with Sunflower oil. I think that's what Diamondstar seems to be most worried about but I'm not speaking for him obviously.

The months are ticking by rapidly so the interims will be upon us in no time!

In the meantime, one thing that's absolutely clear....Football isn't coming home unfortunately! It was in the bag and then it somehow made it's way back out of that bag! 😫 Ah well, it comes around once every 30 years or so so won't be long for the next one! 😁😁🙈

[papillon] 12/7/2018 12:54

Many thanks, diamondstar, for reminding us all of the impairment effects of sunflower oil, when used alone, to treat wounds, even though sunflower oil caused less impairment than the majority of oils when used alone. Here, to remind everyone of our discussion back then, are our posts from the end of April:
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diamondstar1 20 Apr '18 - 18:23 - 2688 of 3038

Yes, these are clearly risks to the EASE Ph 3 program.

Firstly, the choice of placebo using sunflower oil gel. Their Ph 2 in EB used non-adhesive wound dressings only. And from what I can see from their 3 studies in Partial Thickness Wounds, they also used non-adhesive wound dressings as placebo. It appears to me that this is the first time they may be using sunflower oil gel as placebo. If someone else finds more information on this, do let me know.

Secondly, the variability in the baseline EB patient population could also confound the study. To give you a simple example, the Zorblisa Scioderm Ph 2b data (N=48) showed wound age in this study ranged between 21 to a maximum of 1639 days. Imagine that one patient in this study had this skin lesion for 4.5 years. Clearly, inclusion of such patients with very old skin lesions can bias the results. What is the chance of a skin lesion healing with Zorblisa or Episalvan or anything after 45 days (Primary Endpoint) if it has been there for 4.5 years! The Ph 3 protocol for EASE inclusion criteria allows patients with skin lesions > 21 days, but there is no upper limit to the age of the lesions.

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papillon 20 Apr '18 - 18:45 - 2689 of 3038 Edit

diamondstar the following link shows that AP101 (Episalvan/Oleogel-S10) has previously been successfully tested versus Sunflower Oil (SFO) for EB ........

"The ideal formulation of Oleogel-S10 has further been examined by Steinbrenner et al. [32]. The group tested the effect of different oils on wound healing when used alone or in combination with TE. The majority of oils seemed to hinder wound healing to some extent, SFO being among the least impairing oils when used alone. However, when using SFO with TE as in Oleogel-S10, wound healing was significantly improved as compared to both sunflower oil (SFO) and SFO with ethyl cellulose for an improved viscosity."



The link describes the following clinical trial:

"Clinical Study
Betulin-Based Oleogel to Improve Wound Healing in Dystrophic Epidermolysis Bullosa: A Prospective Controlled Proof-of-Concept Study
Agnes Schwieger-Briel,1,2 Dimitra Kiritsi,1 Christoph Schempp,1,3 Cristina Has,1 and Hauke Schumann1
1Epidermolysis Bullosa Centre, Department of Dermatology, Medical Center, University of Freiburg, Freiburg, Germany
2Department of Pediatric Dermatology, University Children’s Hospital Zurich, Zurich, Switzerland
3Research Centre Skinitial, Department of Dermatology, Medical Center, University of Freiburg, Freiburg, Germany

Correspondence should be addressed to Agnes Schwieger-Briel; [e-mail]

Received 20 February 2017; Accepted 18 April 2017; Published 22 May 2017"

This successful clinical study (published 22/5/2017) is most probably the reason why AMYT chose to compare AP101 against SFO for their EASE phase III trials. I'm now much more confident of a successful phase III trial after reading this clinical study. My BULLISHNESS has returned!!!!!!!!!!!!!!!!!!!!! :-)

PS Someone needs to post this link (or my complete post) on the lse bb for Bronxville to see.

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diamondstar1 20 Apr '18 - 18:54 - 2690 of 3038

Thanks Paps - you have made my day :)

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PS. Whilst I never expected the UK NHS, or ny other European health service for that matter, to pay anywhere near the exhorbitant prices for Juxtapid/Lojuxta quoted on the internet, diamondstar, I still can't see why AMYT can't issue a Lojuxta revenue forecast for 2018, especially as we are already more than half way into 2018. I've been gambling on AIM shares long enough to know that companies tend to sit on pending bad news, but when it comes to good news they shout it from the rooftops. I hope that's not the case with Lojuxta revenue. It looks like we will have to await the interim figures released in September to get some numbers.

PPS. I believe that the pair of AMYT de-rampers on the lse bb, Bronxville & radar, were probably the only ones to believe that the UK NHS (and other European health services) would pay anywhere near the quoted cost of £200k per annum per patient. Surely even that pair must have realised that the price the NHS (and other European health services) paid for Lojuxta would be subject to negotiation? :-)

[bermudashorts] 12/7/2018 12:06

diamondstar - re. placebo affect, just wanted to make a comment re. your previous reference to IMM.

As you have mentioned, there was a high response rate from the control group on IMM's Lupuzor phase III. The issue was the fact that both groups on the trial also continued to receive standard of care treatment (steroids) in addition to Lupuzor or the placebo. The high response rate from the control group may largely be down to much closer monitoring and careful prescribing of steroids. Patients may ordinarily have only been seeing their physician/consultant every 3 months but on the trial they were seen and very closely checked and monitored monthly.

Of course any randomised trial can produce surprisingly high placebo response rates and I'm not suggesting for one second that isn't a risk that we should all be aware of here. However, due to the heterogeneous nature of lupus, the lack of biomarkers and the FDA's insistence on the continued use of steroids for all trial patients, lupus trials are notoriously difficult and have a high failure rate and are probably not a good comparison.

[greendragon777] 12/7/2018 11:30

Interesting observation Gents about the sunflower oil used for Placebo, I forgot about that discussion on here from a while back.

Diamondstar, what type of specific data will you be looking for in the interim results that will give you confidence to hold out for the full trial period? In other words, what type of data could change from the interim period to the end period if that makes sense?

[papillon] 11/7/2018 22:30

AMYT need to pull a rabbit out of the hat otherwise I fear the share price will continue to gradually drift downwards. We need some good news. Unfortunately Monday's RNS was good news on Lojuxta, but why no numbers? Why can't AMYT come out with a revenue forecast for Lojuxta for 2018? After all we are over half way through 2018 so they must surely have a good idea of Lojuxta revenue for 2018 by now. Yet they came out with a revenue forecast for 2017 early on in that year. That lack of a 2018 revenue forecast doesn't look good, IMO, to potential investors. To be honest it doesn't look good to me either! I'm continuing to hold for the interim EASE phase III trial report, but I'm not a happy bunny!

[papillon] 11/7/2018 13:32

sp keeps going down. You've got to admit it's consistent if nothing else! :-)

It looks to me as though, at the current sp, the AP101 phase III trial is being priced to fail by potential investors. bwtfdik?

[bazworth] 10/7/2018 23:23

I suspect it will....!

[papillon] 10/7/2018 19:55

"we could see irrational exuberance break out at anytime!!", bazworth. All it needs is a good news RNS, such as a new licensing deal. AMYT say they are keen on arranging another Lojuxta type deal. Will it happen? What's the chance of it happening? No idea!

[bazworth] 10/7/2018 16:01

My comment was very tongue in cheek and more wishful thinking than expectation!!

[papillon] 10/7/2018 15:21

That does happen with some sub penny shares and penny shares on AIM, bazworth, with Mkt Caps of sub £2m (preferably sub £1m) when the pumpers & dumpers and rampers on the bb's can often move these shares up to 50% (up, or down) on no news. However with a £45m Mkt Cap share like AMYT it will take really big news for a big movement in the share price (up, or down, depending on the contents of the RNS). I don't expect that really big news until Q4 when (hopefully, since it's been delayed once already) the interim EASE trial results are issued. Unless we get really good news on Lojuxta revenue growth in the interim results RNS in early September in the meantime.

Of course AMYT could issue really good news on a new licensing deal at any time like they did with Lojuxta back in early December 2016 when we could easily see a big spike up in the share price Not being an AMYT "insider" I don't know the probability of that happening. Judging by the desultory volume (only 25018 shares trade so far today) if there is another Lojuxta type licensing deal on the cards (and soon) the City insiders (City whispers) don't appear to have heard about it yet.

[bazworth] 10/7/2018 13:52

I reckon we could see irrational exuberance break out at anytime!!