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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% 105.00 103.00 107.00 106.50 105.00 106.50 469 08:00:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 13.0 -23.1 -8.4 - 162

Amryt Pharma Share Discussion Threads

Showing 5226 to 5249 of 5425 messages
Chat Pages: 217  216  215  214  213  212  211  210  209  208  207  206  Older
DateSubjectAuthorDiscuss
05/11/2019
18:39
Timing of the options grant is telling in my opinion
alphabravo321
05/11/2019
18:23
Big options grant for the lads
alphabravo321
05/11/2019
17:17
Big buy just after 4pm. 106,352 @ 122.50p. Cost £130.28k.
papillon
05/11/2019
14:23
ADVFN have blocked the link I posted in my previous post because of the word proactive in the link. So here is the YouTube link to the same video and Rory Nealon interview today. https://www.youtube.com/watch?v=dSxt_45OOPo&t=33s In the interview, alphabravo, Rory Nealon just states that a Nasdaq listing is under consideration. No firm date. No confirmation it will happen within the 90 day period since 24th September.
papillon
05/11/2019
14:05
I am sticking with the commitment in the admission doc of seeking a Nasdaq listing within 90 days of deal closure which was Sep 24th.
alphabravo321
05/11/2019
13:41
jupiternmars Posts: 1,286 Price: 121.50 No Opinion Rory Nealon - Proactive Today 13:16 [...] >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> It's well worth watching the video and listening to Rory Nealon being interviewed. The Nasdaq listing is commented on at the end of the interview by Nealon when questioned about it. It doesn't appear to be imminent.
papillon
05/11/2019
12:39
Good sales figures, waterloo, but disappointed with the lack of news on the Nasdaq listing and a lower cash balance than I expected (US$61.2m = £47.44m at 31st October). Combined sales revenue of US$113.1m for the first 9 months of 2019 implies combined sales revenue of US$150.8m for the whole of 2019. That's inline with market expectations.
papillon
05/11/2019
12:14
Yes noticeably absent. No idea why.
waterloo01
05/11/2019
12:10
No mention of the Nasdaq listing in today's RNS. Cash balance of US$61.2m (£47.44m) @ 31st October.
papillon
05/11/2019
11:12
surprised at the lack of trades here. Any broker notes or updates?
gucci
05/11/2019
07:35
Results look excellent. Continued growth.
waterloo01
04/11/2019
13:12
The following is from the AMYT RNS dated 15/3/2018: "Potential competitors working in the area of gene therapy in EB are working with viral vectors to deliver collagen VII to the cell. The patented technology which Amryt has exclusively licenced from UCD involves the use of a novel gene delivery mechanism using HPAE polymer technology. If successful, this will eliminate the requirement for viruses as delivery vectors and provides a potential competitive advantage to Amryt. Recently Krystal Biotech Inc, a US company completed a successful listing on NASDAQ in September 2017, with a topical gene therapy for EB using a viral vector." Krystal Biotech (NASDAQ-CM: KRYS) has a Mkt Cap of US$732.5m (sp US$42.34). Looking at their latest a/c's KRYS doesn't have any sales revenue, but does have US$186.6m of cash and cash equivalents plus US$8.9m of short term investments. Going by the Mkt Cap of KRYS I believe that the AMYT share price should fly upwards when it lists on NASDAQ. KRYS has more than twice the cash of AMYT, but AMYT has over US$130m of sales revenue which KRYS does not have. However KRYS, unlike AMYT, has no debt. Post edited @ 2:50pm 4/11/2019
papillon
04/11/2019
11:00
9 month results to 30th September to be issued tomorrow!! They are getting ready for Nasdaq listing by issuing quarterly results.
papillon
02/11/2019
10:24
This is quite subjective... whether the Ph3 results are a great success. Firstly, there are no current approved therapies for EB, so from this perspective ANY new product approved could be considered a great success. However, we can see from previous studies with Episalvan that efficacy is in the region of 10% (placebo-adjusted). The interim results of EASE resulted in the DSMB recommending an increase in study size to about 230 patients. This could have been due to 2 likely reasons:- 1) The observed treatment difference between episalvan and placebo (during interim analysis) was smaller than expected. 2) The variability in the Primary Endpoint was higher than expected. Hence, my personal prediction is that EASE will be positive, but show efficacy around 7-8%. What does this mean for Amryt? Episalvan will likely get approval by FDA/EMA but their assessment will be that Episalvan has modest efficacy. The drug will have its uses in the EB population, especially to alleviate symptoms. It will be a step in the right direction for EB patients, who will have a first approved product. Episalvan however will not have potent efficacy circa 20-30% reduction in EB lesions. It certainly will not be curative, unlike certain EB gene therapies in clinical development. For potential curative effects, we will have to wait for AP103, their gene-based therapy.
diamondstar1
01/11/2019
19:18
"but don't expect great results from the phase 3" why ?
delta0091
01/11/2019
19:03
That's certainly possible but any. They do have many more rules but any delay won't be by AMYT choice IMO
waterloo01
01/11/2019
18:56
NASDAQ have quite a lot of pre-requisites prior to listing. I’m sure that Amryt share consolidation was due to their requirements. Amryt is clearly well capitalised now. How about requirement for a certain volume of shares traded daily? Just wondering whether NASDAQ listing may have met a slight delay due to certain requirements?
diamondstar1
01/11/2019
18:01
Joe Wiley predicted the Nasdaq listing would take place within 90 days of the Aegerion deal being finalised. The deal was finalised on the 25th September so the Nasdaq listing will occur sometime between now and Christmas Day. Unless Joe Wiley was being over optimistic.
papillon
01/11/2019
17:02
Nasdaq will be 1st, for the reasons discussed last week. Have to say I hope for, but don't expect great results from the phase 3 but it would add enormously to the value (the priority voucher alone is worth $100m.
waterloo01
01/11/2019
16:54
It’s been awhile since anyone has talked about the Ph3 EASE study with Episalvan in EB patients. To be honest, I think most people (including myself) have been focusing on Aegerion acquisition for the past 6 months. During the interim results disclosure for EASE in Jan 2019, it was mentioned that the top line study results would be available in H2 2019. Clinicaltrials.gov now shows 53 sites are actively recruiting for the study and that the Primary Completion Date is Dec 2019. The study will then need a further 4-6 weeks for Database Lock (DBL) and another 2 weeks for analysing data and preparing for press release. Thus, I think a mid Feb or early March 2020 disclosure of full EASE top line data - would be realistic. That’s only 3-4 months away! These would be the 2 drivers for an uptrend in Amryt share price in the coming months:- 1) NASDAQ listing 2) Full EASE Results. Which will come first?... I really don’t know. But I’m quite sure that it will be a very interesting year ahead for Amryt shareholders!
diamondstar1
30/10/2019
16:48
Two massive 250k trades separated by just 14 seconds were reported at 3:25pm. Probably a rollover done at the bid price. A 250k sell @ 116.50p (£291.25k) and a 250k buy back @ 117p (£292.50k). Rollover fee of £1.25k. Some very large bets being rolled over today. Following all this large rollover activity I expect news on the Nasdaq listing very soon.
papillon
30/10/2019
15:28
Good post diamondstar. Three very big 100k trades around 1:30pm. Two are probably a rollover. A sell of 100k @ 116p (£116k) and 21 seconds later a buy @ 117p (£117k). The £1k difference being the rollover fee. Then 5 minutes later another 100k buy at 117p (£117k). Just after the rollover there is a 84,809 trade done at the mid price recorded as unknown on the lse web site. Probably a sell. There was probably another 50k rollover done around 11:35am. 50k sold @ 116 (£58k) and 26 seconds later they were probably bought back at 116.50p (£58.25k). The £250 difference being the rollover fee. PS These rollovers must indicate the big gamblers/traders are expecting news of the Nasdaq listing date soon.
papillon
30/10/2019
12:04
Yes, interesting when Bronxville posts positive things about Amryt! You know for sure that he now holds some stock. You only have to wait around the corner for when he has sold his stake in Amryt - before he starts spouting out negativity again :) Anyway, I agree that Amryt is undervalued at the moment. I wonder where the figure of 8.8 times revenue came from? I suspect US-based biotech companies - hence a more realistic figure of 5-6 times revenue is likely more achievable with our AIM listing. We'll need to wait for the NASDAQ listing for the £5.34 target to be a reality. I appreciate how Amryt have structured the CVRs. If Episalvan (AP101) fails in Ph3, I do not expect Amryt share price to take a significant hit now, because valuation is underpinned by Lojuxta and Myaleptin revenues. The CVRs, in my opinion, have been funded mainly by the FDA Priority Voucher. If AP101 gets FDA approval, then they are due the windfall of the Priority Voucher, worth circa $100 million. The money from the voucher, I believe, will be channelled towards the CVRs, which milestones are largely based on FDA approval (though smaller proportion based on EMA approval and hitting revenue targets for AP101).
diamondstar1
30/10/2019
11:24
Good post by Bronxville on the lse bb Bronxville Posts: 1,277 Price: 116.60 No Opinion Stifel's price target 29 Oct 2019 22:10 Another Shire Pharma? Its story is similar to that of Shire, founded by the company's chairman Harry Stratford, which grew to be one of the nation’s top 50 largest businesses, developing a portfolio of niche medications. “We wanted to create a new investment thesis,” said CEO Wiley. “We wanted to say you can invest in a solid business that will generate cash flow; that is sustainable into the future and will grow with the upside of potential new drugs and the other development pipeline opportunities we have.” What the broker says Stifel’s Herrmann reckons Amryt and Aegerion are stronger together. He reckons sales from sales from Lojuxta and Myalept will be US$309.5m by 2022. He pointed out that revenue-generative orphan drug companies trade at 8.8-times historic earnings. On that basis, Amryt would be worth US$1.2bn, or 89p a share >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Stifel's price target was obviously written before the 1 for 6 consolidation. Hence their price target needs to be adjusted to take that share consolidation into a/c. Their price target for 2022 then becomes 6 x 89p = 534p (£5.34). That price target doesn't include any success achieved with AP101 and AP103. Will the AMYT share price be £5.34 sometime in 2022 even without success from AP101 & AP103? I don't know, but it would be nice if it was! Hopefully it will be higher. Fingers crossed as always! I live in hope!
papillon
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