Amryt Pharma Share Discussion Threads

[papillon] 19/6/2019 17:00

mdalos1 19 Jun '19 - 14:36 - 4605 of 4608 0 0 0 OMG !! Take a look in your mirror... unbelievable codswallop again & again... see above... FFS !! >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Nutter! ROFLMAO

[papillon] 19/6/2019 16:51

Filter me then, Tiananmen, that way you'll have more time to spend with your 2 year old! Meanwhile I'm filtering you! I wont post on here again until the next RNS is issued, APART from recording mdalos's posts for posterity. I wouldn't want his "pearls of wisdom" to be unavailable for scrutiny in the future just because he deletes them. Meanwhile I remain optimistic for AMYT's future. Not that I've got much choice seeing they are suspended until October at least! Edit: Yet NVLN still trades on Nasdaq. NVLN share price currently US$0.85. Current Mkt Cap just US$15.753m. hTTps://www.nasdaq.com/symbol/nvln

[tiananmen] 19/6/2019 14:40

Is it just children posting on this forum now? My 2 year is more behaved than the carry on in here.

[papillon] 18/6/2019 17:25

mdalos1 18 Jun '19 - 16:14 - 4601 of 4601 0 0 0 LOLs... the 2024 MCAP of what you think you'll be calling AMRYT in 2024 won't be at all relevant to you by this year end... LOLs >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> PMSL. ROFLMAO. I have made NO prediction of the AMYT Mkt Cap in 2024 in my post. I haven't even predicted AMYT will still exist in 2024! The 2024 revenue figures quoted in my post are NOT mine. How could I even guess the 2024 revenue figures? Like you I have NO knowledge of the biopharma industry. Like you I'm just an ignorant mug punter. Unlike you I don't make out I'm an expert on the industry. I've bet £2.8k on AMYT shares. I can't trade my shares until AMYT relists. Hopefully that will be in October as promised in the 21st May RNS. Fingers crossed! Until AMYT relist I've written off my £2.8k investment. Joe Wiley has made predictions about the future value of the enlarged company and the likely share price (pre share consolidation news) of a US$60m placing. Whether his predictions are likely to become fact I have no idea. That's because, like you, I'm NOT a company insider and have never worked in the biopharma industry. Pack up trying to give the impression you know what you are talking about, mdalos, because you don't!!

[papillon] 17/6/2019 22:13

Good post, waterloo01. Lets hope that the promise outlined in the RNS dated 21st May is fulfilled. I live in hope. Bronxville posted the following around 3 weeks ago: "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." So according to EvaluatePharma: Myalept could generate revenue of US$236m in 2024 AP101 could generate revenue of US$193m in 2024 (assuming the EASE phase III trial is successful) Lojuxta/Juxtapid could generate US$49m in 2024 Not a good prediction for Lojuxta/Juxtapid!!!!!!!!!!!!!! Sounds good if these predictions prove to be accurate. Of course how will that translate to the AMYT Mkt Cap in 2024? That will depend on revenue growth prospects and the level of debt.

[waterloo01] 17/6/2019 19:51

So far I'm very happy with the deal, as its outlined to-date. Relying on AP101 is like a coin toss, but the thing that has always made this different is the revenue stream. To really make the most of the economy of scale, they needed ANO drug. What this brings to the joint party far exceeds the 'bolt' on I'd expected. I'm hoping they have played blinder as it make the company have a value, not based on trials but also an upside from the phase 3. Sensible IMO and I expect to open a lot higher than the 12.5p or whatever equivalent

[bazworth] 17/6/2019 19:27

Best we all switch off!!

[bermudashorts] 17/6/2019 19:06

I suspect how we all feel will depend very much on results of AP101.

[diamondstar1] 17/6/2019 12:48

My writings are for all to see - at least I do not remove them! Madloss = Mad (psychopathic) loser 😂

[diamondstar1] 17/6/2019 11:14

Yes, I agree with you Paps that we will just have to wait and see with regards to the outcome. However, I remain positive of the overall transaction... I am simply providing my opinion - which was requested here on this site. Based on my personal knowledge, I see the synergistic nature of the acquisition in terms of strengthening Amryt's pipeline and positioning in North America. With regards to MR MAD-LOSS - all I can say is that I agree with previous comments about you - you obviously have absolutely no conviction of the statements you are making, as evidenced by removal of your own postings!

[papillon] 16/6/2019 22:15

mdalos1 16 Jun '19 - 16:32 - 4589 of 4589 0 0 0 Dim-Star... have you worked out how many shares in total will be in issue across the 3 Markets when the bigger, reformed Business re-enters those Markets ? Have you worked out how to associate the (spuriously framed) Valuations (two) of the combined Business to all of those Shares across those Markets ? Have you fathomed fully & properly what the 1:6 dilution to existing (UK) AIM Shareholders will actually mean taking the above into consideration fully & properly, i.e. what portion of the actual total shares in issue for the bigger, reformed Business across those Markets will be attributable to just AMRYT's current UK (pre 1:6) shares ? What portion of the possible combined Market valuation of the bigger, reformed Business will be attributable to the current UK AIM quoted Business ? Just hoping you've worked out the actual Facts & Figures, which hopefully underpin the positivity in your declarations ? >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> The relisted share price all depends on how many shares are in issue following the relisting and at what price Joe Wiley can get the proposed US$60m placing away at. Until those facts are confirmed it's pointless speculating because AMYT is currently suspended so we can't sell if we are very bearish (like mdalos), or buy if we are very bullish (like Bermudashorts). Best NOT to speculate, IMO, since our shares are currently effectively valueless until they relist. Lets just wait and see what happens. We have to be patient because whether one is bearish, or bullish, over the contents of the RNS of 21st May we have no alternative. TINA (shades of Mrs Thatcher)! There Is No Alternative to being patient.

[diamondstar1] 16/6/2019 00:52

Funny Papillon - that Mdalos used the term ‘Eejit’ - which suggests to me that he may be Irish, like Bronxville. We can always rely on Mdalos and Bronxville for their negative postings on Amryt, which is ironic given that Amryt is essentially an Irish Pharmaceutical company. Maybe Mdalos knows Bronxville, or perhaps they could even be the same person? I’m glad that Bronxville made a good call on Venn Life Sciences - I think Contract Research Organisations (CROs) have a major advantage of being based in Ireland - due to the favourable corporate tax rate of 12.5%.

[diamondstar1] 15/6/2019 22:59

Hi Alphabravo, I am extremely positive of the Aegerion transaction. For a long time now, I've written about the need for Amryt to in-license another product, and potentially look into partnering with another pharmaceutical company in USA in light of potential Episalvan approval in USA. They have effectively killed 2 birds with one stone with this move:- the big benefit is now having Metreleptin for both USA and EU markets, and also presence (and sales network) in North America. An added bonus is the targeted Nasdaq listing (which is now closer to reality) plus the fact that the suspension of Amryt share trading was actually well timed - I believe share price would have likely moved further downwards in the absence of positive news. Prior to the proposed Aegerion acquisition, Amryt shares were held mainly (about 65%) by institutions or large shareholders. For example, Software AG held 22.3% shares; AXA Framingham (9.8%), Cathal Friel (9.0%) and Joe Wiley (7.6%). I really do not think that these institutions/shareholders would allow their shareholding to be diluted (and total value reduced) with the Aegerion acquisition and recently announced 6 to 1 share consolidation. I think the diversification of the Amryt portfolio to include Metreleptin will clearly benefit Amryt - Metreleptin sales are growing at a steady rate and Aegerion had recently obtained Marketing authorization for Metreleptin in EU. This is compared to lomitapide which is facing price pressures due to alternative treatments in the dyslipidemia market e.g. PCSK-9 inhibitors. Finally, I think the 24p upside - if Episalvan meets key milestones for EB - is a fair compensation - given that the Amryt share price was down to 12.25p before share suspension. Moreover, my presumption is that the share price of the new company - will also stand to gain substantially - if marketing approval was obtained for Episalvan in EB.

[alphabravo321] 15/6/2019 17:52

Hey Diamondstar, whats your view on the Aegerion transaction? You seem to be in the expert in the room on Pharma