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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% 203.50 200.00 207.00 203.50 203.50 203.50 1,994 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 49.2 -56.5 -72.8 - 365

Amryt Pharma Share Discussion Threads

Showing 4651 to 4667 of 6575 messages
Chat Pages: Latest  191  190  189  188  187  186  185  184  183  182  181  180  Older
DateSubjectAuthorDiscuss
05/6/2019
16:37
You must be D'Artagnan then, alphabravo! D'Artagnan and the three musketeers!
papillon
04/6/2019
23:39
I am in for the long haul too! Come what may
alphabravo321
04/6/2019
21:47
We mustn't forget you, bazworth. Are we the 3 musketeers, or the 3 stooges? Until AMYT relists I've written off my £2.8k investment. Then I'm going to be a happy bunny whatever the price it returns at! LOL.
papillon
04/6/2019
19:14
No, I'm here!! Well done you two!!
bazworth
04/6/2019
18:51
yes probably!
bermudashorts
04/6/2019
18:23
Thanks for that, Bermudsshorts. We seem to be the only ones left posting on this bb. Possibly the only ones reading it?
papillon
04/6/2019
15:28
The Clinical Trials Register has been updated to show the addition of a further 5 study centres in the US - California, Florida (2), Pennsylvania and South Carolina. This doubles the no. of centres in the US to 10 and brings the worldwide total up to 52 different locations.
bermudashorts
31/5/2019
09:30
Papillion, Yes that's true. The point I was trying to make is that you thought Amryt shareholders had been short changed on AP101 but whether that's true is a matter of opinion at this stage and depends on the value you place on having 2 approved drugs and the risk level you attribute to AP101.
bermudashorts
31/5/2019
09:16
Many thanks for your reply, Bermudashorts. Whilst I agree with your comments it's worth pointing out that the US$847m offer by Amicus for Socioderm was made up of Amicus shares and cash so Socioderm shareholders also benefited from Amicus's portfolio and a share of all future revenue for Zorblisa. There was considerable de-risking in the event of failure of Zorblisa built into the deal because Socioderm shareholders were given US$229m (Amicus shares + cash) UPFRONT. Zorblisa did fail, but Socioderm shareholders kept their UPFRONT payment of US$229m!! PS. So Bronxville was telling fibs when he said the report he posted was from a USA commentator! Typical Bronxville. No wonder he didn't post a link to the article.
papillon
31/5/2019
08:59
Papillon, It wasn't an article from the US - it was by well known UK biotech. commentator Jacob Plieth (Evaluate). You should easily be able to find it. By the way, re. your previous comments, I know exactly the point you were trying to make but you can't compare the Scioderm and Amryt deals unless you take into account the fact that Amryt shareholders also received 2 approved drugs, a share in all future potential revenue for AP101 and considerable de-risking in the event of failure of AP101.
bermudashorts
30/5/2019
23:05
mdalos1 - 30 May 2019 - 18:11:27 - 4514 of 4515 Amryt Pharma - AMYT No... LOLs... just get out at the first most obvious opportunity when the reformed Business can be dealt in the Market(s) again. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> You could be right.
papillon
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
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