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Share Name Share Symbol Market Type Share ISIN Share Description
Amryt Pharma Plc LSE:AMYT London Ordinary Share GB00BKLTQ412 ORD 6P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 167.50 165.00 170.00 167.50 167.50 167.50 32,976 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 49.2 -56.5 -72.8 - 300

Amryt Pharma Share Discussion Threads

Showing 4626 to 4640 of 6675 messages
Chat Pages: Latest  195  194  193  192  191  190  189  188  187  186  185  184  Older
DateSubjectAuthorDiscuss
30/5/2019
17:56
Bronxville has posted a very long and interesting article on the lse bb. It gives an American perspective on the AMYT RTO of Aegerion. However, Bronxville doesn't give a link to the article. "The group also hopes that Aegerion’s US infrastructure will help it launch AP101 for the rare skin disease epidermolysis bullosa – should its pivotal trial succeed (Amryt awaits crucial readout as it prepares rare disease push, August 14, 2018). Readout is now expected in 2020, a delay of well over a year; one delay was due to a requirement to increase the trial’s enrolment by 25%, which usually implies lack of powering and is rarely a positive sign." The above passage leads Bronxville to surmise that "AP101 is a BUST" The article also states "Myalept’s key US patent expires in 2026, while that of Juxtapid goes next year, leaving Amryt reliant on dosing IP." Because the Juxtapid US patent expires next year, Bronxville assumes that the European patent for Lojuxta also expires next year, but is that true? The article states "According to EvaluatePharma sellside consensus Lojuxta/Juxtapid, Myalept and AP101 could generate 2024 revenues of $49m, $236m and $193m respectively, and next year Amryt expects $25-40m of cost savings from the deal." A predicted turnover of US$478m in 5 years time is not too bad!!!!! A Mkt Cap of 5 x turnover could mean US$2.4bn. NOT TO BE SNIFFED AT!!!!! Will it happen? Who knows? I don't!
papillon
30/5/2019
13:37
mdalos1 - 30 May 2019 - 12:39:47 - 4510 of 4511 Amryt Pharma - AMYT ... and we're going to end up part of a bigger Business that we have a smaller stake in too. A major plus I can see unfolding is that if the formation of the reformed, bigger Business is marketed & communicated well as shares are reintroduced in AIM & NASDAQ, if there is a decent appetite for the NASDAQ shares it could give the AIM shares a reasonable boost and assuming we aren't diluted by the merger/acquisition transaction itself, we could see a brief opportunity to sell off a peak on AIM ? ... but it's months away and we may simply be getting shafted from all angles. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "and we're going to end up part of a bigger Business that we have a smaller stake in too." Yet, mdalos, the day prior to the deal being announced the Mkt Cap of AMYT was higher than that of Nasdaq listed NVLN! So how come AMYT shareholders end up with a smaller percentage stake in the NEWCO (around 34% before cash raising) than the Aegerion bond holders? Admittedly the NVLN shareholders will only own around 10% of the NEWCO, but the Aegerion bondholders really benefit for exchanging some of their JUNK bonds for shares in the NEWCO. They will also reap the benefits of ALL the proceeds of an FDA PRV sale as majority shareholders in the NEWCO. Empire building!!!!!!!!!!!!!!!! PS No wonder Cathal Friel was keen to sell his shares. After all he wanted AMYT to be sold once the AP101 phase III trial was deemed successful. Obviously Joe Wiley had a different ambition for AMYT.
papillon
30/5/2019
09:29
My argument, Bermudashorts, is that AMYT shareholders are getting NOWHERE near as a good a deal as that offered by Amicus to Socioderm. The fact that Zorblisa subsequently failed phase III is immaterial. Your post is missing my point completely!!!!! Please read and digest my posts again. Basically AMYT shareholders are being offered US$85m for AP101 if certain milestones are passed. Socioderm were offered almost TEN TIMES THAT AMOUNT by Amicus if presumably similar milestones were passed for Zorblisa. Also Socioderm were promised extra money (US$100m, or 50% of sale price whichever was the lesser) if a PRV was issued by the FDA and subsequently sold. AMYT shareholders will be getting NOTHING in return for a PRV being sold. These are facts, Bermudashorts. AMYT shareholders are basically being short changed by the deal announced last week when compared to the deal Amicus offered to Socioderm shareholders.
papillon
29/5/2019
14:32
Papillon, Yes, it was a good deal for Scioderm shareholders - less so for Amicus holders in light of the eventual outcome. I guess it all depends on your view on risk/reward of drugs in development versus approved drugs.
bermudashorts
29/5/2019
14:02
Your nemesis Bronxville made reference to that last week 22 May '19 Price: 12.38 Bronxville 1,058 posts RE: info please It could be American hedge funds dumping their worthless Aegerion bonds onto Amryt. You would hope Amryt management are smarter than that. I see AP101 now pushed out to 2020....
chica1
29/5/2019
13:32
Also, Bermudashorts, my Zorblisa link shows that "Zorblisa, given breakthrough and orphan status by the FDA, could win a priority review voucher (PRV) because EB qualifies as a rare pediatric disease. If the FDA grants one and the PRV is sold, Amicus will pay Scioderm shareholders the lesser of $100 million or 50 percent of the proceeds." AMYT will receive such a PRV from the FDA if AP101 is approved (see AMYT RNS dated 2/8/2018). Will AMYT shareholders receive extra cash if this PRV is subsequently sold, like the Socioderm shareholders? NO!!!!!!!!! Novelion/Aegerion bondholders will effectively get 2/3rds of the benefit of any PRV windfall!!!!!!! I think the Aegerion takeover announced on the 21st May is a very good deal for Novelion/Aegerion bondholders and a very bad deal for AMYT shareholders who are being short changed on the AP101 prospects, when compared to the vastly superior terms Amicus were offering to Socioderm shareholders. To me this takeover of Aegerion just smacks of "Empire building"
papillon
29/5/2019
12:49
Hi Bermudashorts. I haven't overlooked Metreleptin. Aegerion are already selling Metreleptin (US$71.4m sales in 2018), but it wasn't helping Aegerion because of it's massive debts. The Novelion balance sheet is a complete mess and this AMYT bid plus putting Aegerion into Chapter 11 is possibly the Novelion bondholders only hope of protecting their investment and growing their investment in the future via a successful outcome of the EASE (AP101) phase III trial. I still think a US$85m windfall for AMYT shareholders if, as seems likely, AP101 comes to market as a treatment for EB and the "milestones" (whatever they are, exactly) referred to in the recent RNS are achieved is not overly generous for the circa 2/3rds of AP101 that are effectively being "gifted" by AMYT shareholders to Aegerion bondholders, especially when AP101 is targeting a "market" of > US$1bn and AP101 will be the first EB treatment to reach market. I'm thinking back to the Amicus takeover of Socioderm and it's EB treatment, Zorblisa. Amicus offered US$847m for Socioderm and US$227m of cash and shares upfront to gain Zorblisa which had passed phase II trials and was ahead of AP101 to be the first EB treatment to come to market. hTTp://www.bioworld.com/content/amicus-buyout-scioderm-worth-847m-gets-rare-skin-disease-cream-phase-iii
papillon
29/5/2019
07:11
On going through the most recent AMYT Aegerion acquisition RNS & presentation (the latter is accessible on their web site and dated the 21st May and marked "strictly private and confidential") the recommended acquisition of Aegerion seems to me to offer greater upside to the beleaguered Aegerion bondholders than current AMYT shareholders. The Novelion/Aegerion balance sheet is an absolute mess, but a successful AP101 with an "Addressable market estimated at > US$1bn", combined with Aegerion being put through a temporary Chapter 11, gives those Aegerion bondholders a stake in a new company with a product, AP101, with great growth prospects. All that AMYT shareholders get in compensation for losing ALL of the potential AP101 upside is a measly US$85m (in cash, or shares). The attraction to Joe Wiley must be that he will now be fronting a much larger company. Empire building? That seems to be the case to me. Of course the US$60m placing obviates the placing that AMYT would have needed if Aegerion wasn't to be acquired The presentation further delays the read out of AP101 (EASE) top line data until H1 2020. AMYT has form when it comes to extending timelines! It was only a few months ago when it was expected in H2 2019. Now the last patient is expected to be enrolled by the end of Q4 2019, whereas a few months ago it was by the end of Q3 2019! Another point to note is that the Gene Therapy Platform, AP103, gets a star billing, but AP102 is conspicuous by it's complete absence! A complete dud? Looks like it.
papillon
27/5/2019
22:49
Bronxville Posts: 1,052 Opinion: No Opinion Price: 12.375 OT:The Sheriff of Nottingham Thu 12:27 has lost his marbles.. Someone get the straight jacket and off to the madhouse. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> LOL. It's a shame I don't live in the Republic of Ireland because they could incarcerate me in the same "madhouse" as Bronxville! LOL. Bronxville and papillon in adjacent beds, both in their straight jackets, in the same Dublin "madhouse"! Now there's a thought! LOL
papillon
23/5/2019
11:54
Pap Your first 2 sentences are blatantly showing your roots ;) lol
richpassi
23/5/2019
08:41
Interesting late RNS from AMYT yesterday evening awarding share options
alphabravo321
23/5/2019
08:25
'I see mdalos has been busy posting on all the AMYT bb's at the same time. All rather pointless because he will soon delete them so no one can check on what rubbish he posted. ('NO FEAR. I COPIED IT!')' Anal!Who cares?Why would anyone in their right mind do something like that.
chica1
23/5/2019
08:24
Life is too short to be angry on a bb! Go to sleep till October!
bazworth
22/5/2019
22:06
chica1 22 May '19 - 19:11 - 4488 of 4491 0 0 0 Oh shut up,you Tool. Who care! >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Why do you care? You're NOT a shareholder. I live in Nottingham by the way. Let's meet up and you can call me a "tool" to my face. That's if you've the guts. You're just another keyboard warrior! All mouth and no bottle! I see mdalos has been busy posting on all the AMYT bb's at the same time. All rather pointless because he will soon delete them so no one can check on what rubbish he posted. No fear. I copied it!
papillon
22/5/2019
21:57
What utter RUBBISH, chica! You're not Bronxville by any chance? I'm beginning to think you are! Bronxville did buy a significant number of AMYT shares last year when the price was around 13p. I can't recall how many he bought, but it was possibly less than 100k, though it could have been more. Why did he buy? Because of the gene therapy treatment for EB, AP103. He did NOT have inside information and I NEVER accused him of having inside information. If you don't believe me look back at my posts from that time (I only post on ADVFN, NOT lse). I think you should see a doctor, chica, only it looks to me like you have a very poor memory. Could be the onset of dementia. He did sell for a profit, though it might not have been as high as 17p. PS Bronxville bought because the Irish government was providing funding for the development of AP103 and because he knew of the female who was leading the University research into AP103 in conjunction with AMYT. He received NO inside information from her and I NEVER suggested he did. Look back at my posts. You're a bigger liar than mdalos. Come to think of it if you're not Bronxville you could be mdalos. LOL. Bronxville is keen on gene therapy for EB. He also bought shares in Kristal Biotech (Nasdaq listed). They have performed very well since he bought them, so it was a good buy. PPS. Why are you posting your lies on this bb, chica. You're not a shareholder. Also Bronxville originally bought shares in FAST. Fact! He mentioned it in the past (I have a very good memory!). They were showing a significant loss even before AMYT RTO'd into FAST. The suspension price of AMYT corresponds to circa 1.6p in FAST taking into account the I for 8 share consolidation when AMYT listed. When he first sold his AMYT shares he made a significant loss which he initially blamed on Cathal Friel and then Joe Wiley. Go sling your hook. You're a liar. You probably lied about the EB in your family and the poor performance of AP101 when a family member trialled it around 7-8 years ago. See, unlike you, I have a good memory. You're a proven liar. Go sling your hook!
papillon
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