Amryt Pharma Share Discussion Threads

[papillon] 26/9/2018 10:47

So the EASE interim analysis is expected in late Q4 2018. When I suggested that a few weeks ago on this bb some said I was being too pessimistic. One poster even thought we would get the EASE interim analysis along with the today's results RNS because the company stated there would be an investor call along with the H1 results. Talk about wishful thinking and clutching at straws!

How the AMYT share price finishes 2018 will dependes on the EASE interim analysis. A good result and we could be looking at an share price of over 30p. A bad result and an announcement that it's futile to continue with the trials and we could see less than 10p.

PS Let's hope the EASE interim analysis result is not postponed again. Don't forget they were originally forecast for end of Q1 2018, though that delay was for a specific reason (Amicus data).

[alphabravo321] 26/9/2018 09:34

Investor call still going, very interesting details, will update later

[greendragon777] 26/9/2018 09:28

As Alphabravo says....steady as she goes. Decent interim report with everything on track. One has to think that the Lojuxta revenues are going to take a fairly dramatic jump over the next several months with all the new territories beginning jo kick in.

Last patient for AP101 being enrolled as we speak. If we get a positive interim readout for the EASE trials at the end of this quarter with no increase in patient numbers then we could be home and dry on this play.....the only way is up from there.....baby, for you and me....the only way is up! 😁 Sorry, it just popped into my head.....I'll get my coat!

[alphabravo321] 26/9/2018 07:16

Steady as she goes

[papillon] 25/9/2018 22:59

I'm holding my 25k for the EASE interim analysis results, bazworth. I don't know if that requires balls, or not. Does it require balls to continue to gamble, or does it require balls to stop gambling? :-)

PS. I read your "paps O/T" post today on the lse AMYT bb, Bronxville, re PVR/LOGP. It is a bit scary that we think alike! I just think we're both realistic in our expectations. We don't see the world through rose tinted specs. Congratulations, by the way, on your successful punt on Krystal Bio. Good timing!

PPS. Re PVR, mdalos1. Just as well I didn't take your recent advice to sell my PVR shares IMMEDIATELY as I would have missed out on a circa 40% plus paper profit since last Thursday's Barryroe RNS.

[bazworth] 25/9/2018 21:33

Dead easy to talk cobblers re AMYT, however the company has done all that it has set out to do. It hasn’t excited investors, yet!! Lojuxta would appear to en going well and all else is as expected! Hold tight if you have the balls to do so and await the trial results.

[papillon] 25/9/2018 17:46

Well unless we get some good news tomorrow 16p could be on the cards. Just as well I have paid for all my 25k of shares and don't have a T20 outstanding.

Unfortunately AMYT has so far proved to be a sh*t investment for me. I can't make up my mind whether to halve my holding pre the EASE interim analysis result expected sometime in Q4 (the current indications are that it will be towards the end of Q4?), or gamble the whole of my circa £5k on the EASE interim analysis result. I'll probably keep all the 25k, but I must admit I'm not overly confident on the EASE result. My confidence has evaporated along with the declining share price Fingers crossed we get good news.

[papillon] 25/9/2018 13:24

And still the share price continues to fall! Volume is light, but some are keen to get out of AMYT at any price (47,592 sold this morning at 16.55p). Let's hope they don't know something! :-). Hopefully the selling is by nervous investors just hedging their bets and reducing their exposure before news is due.

AMYT is a gamble. Sometimes gambling on an AIM share comes off big time. ASOS (ASC) is one that comes readily to mind. However far more often they stumble along issuing ever more shares in the process (ANR is a prime example) as the share price sinks lower and lower. All to frequently they die an undignified death (MTV is another outstanding example of an AIM scam that has sunk without trace).

Is AMYT going to buck the AIM trend and become a runaway success story (like ASC), or will it stumble along issuing ever more shares as the share price sinks lower and lower (like ANR), or will it eventually disappear without trace (like MTV)? Only time will tell and it all depends on the future newsflow from AMYT.

AMYT is worth a gamble, IMO, but don't bet your life savings (or your house!) on it being an AIM success story!

[greendragon777] 25/9/2018 12:27

Thanks for posting Tomps2. Always interesting to hear the Q&A's at the end. I like the way he was talking about using it as a dual purpose treatment for both EB and PTW with possibly getting the same price 'per unit' for each treatment. Not entirely sure how they would achieve that but perhaps it's based on the amount for each treatment might be considerably different, I'm just guessing though!

If this was to be the case then at least it would protect the premium on the product and allow them to open it up to the other mainstream markets. It all comes to very little though until we get a positive readout on AP101!

[bazworth] 25/9/2018 10:49

From the tiny volumes traded it looks as though confidence is ebbing away! I still have too many.....! One day Rodney...

[tomps2] 25/9/2018 10:03

Here's the AMYT presentation at ShareSoc Sept 18, by David Allmond CCO.



A great overview before their results tomorrow, 26.9.18.

The team – 00:27
The vision – 02:12
Amryt overview – 04:04
Commercial & development pipeline – 06:00
Strategy – 3 pillars of growth – 07:43
Lojuxta – 10:02
Epidermolysis Bullosa (EB) AP101 – 12:20
AP103 – building an EB franchise – Gene Therapy Platform – 18:26
In-License Opportunities – 21:07
Financials – 22:16
Investment case – 22:55
Q&A – 24:18

[bazworth] 24/9/2018 21:46

Are we nearly there yet?!

[alphabravo321] 20/9/2018 16:39

This wait is killing me

[greendragon777] 20/9/2018 12:51

haha.....well at least their product 'did what it says on the tin' for the stock price.....the fun is all over now though! :-)

[papillon] 20/9/2018 12:44

Do go to the latest N4P advfn thread, greendragon and look at the long term chart in the header! N4P has only been listed for around 15 months and it's chart is simply amazing. A sheer rise, a very short time at the peak and then a sheer drop. It does look like the share price took a dose of Viagra that was very short acting!

[greendragon777] 20/9/2018 12:24

I guess they learned their lesson the hard way.....or did they? :-)

[papillon] 20/9/2018 12:12

Biotechs are dangerous! More bad news today from recent high flyer N4P. Early this year the share price hit a high of circa 33p. Now it's circa 4p!! That's some collapse in share price It's reformulated Viagra failed to rise to the occasion! It's FLOPPED badly. After the bad news in the summer about the drug it's now as dead as a dodo along with some other N4P hoped for reformulaions. There were great hopes for N4P around 12 months ago as the share price started it's rapid climb from circa 6p to circa 33p. Now it's back to a lowly 4p. It's gone from a hard 33p to a flaccid 4p in less than a year. Like N4p's Viagra reformulation the N4P share price couldn't stay hard and firm for any decent length of time!

[papillon] 19/9/2018 13:10

We can all stay asleep until next Wednesday's RNS. Perhaps we can stay asleep until the EASE interim analysis is released later this year! :-)

[alphabravo321] 19/9/2018 08:21

Anyone else recall when they organized a conf call post interim results?

[greendragon777] 18/9/2018 22:16

I would call myself more of a Crypto-idiot Solomon. I sold out of my large position too early last year leaving a ton of money on the table and then I sold too late after the crash!

That said I did manage to bank a profit thankfully so it's not all bad news but one would expect a very high return on such a high risk asset class.

I'm still bullish on IOTA but it may take years for it to demonstrate full proof of concept and adoption, we'll see! In the meantime I still think the vast majority of Cryptos will go to the wall (and rightfully so) as they simply don't have useful use cases. Among the rubble will emerge some really good ones ie- it'd Google's and Amazon's of the Dot.com era!

Invest at your peril.....a bit like AMYT really! Haha

[solomon] 17/9/2018 21:42

greendragon777 - you are the only person I know who is invested in crypto. Can I ask what you would call yourself? A crypto-aficionado? A crypto-phile? A crypto-nerd? If anything. But please approximate if necessary.

[greendragon777] 17/9/2018 21:31

Thanks for the heads up Paps......I might nick in for a look if I'm around at the time. Should be interesting enough but I think there has been a massive cooling off in the Cryptosphere!