Amryt Pharma Share Discussion Threads

[papillon] 15/2/2020 19:53

MyaleptProduced by the international Amryt Pharma
,
Myalept treats generalized lipodystrophy, a condition that removes virtually all the fat from a person’s body affecting the production of leptins — a hormone in the small intestine that helps regulate energy levels and determines hunger. It comes in a powder form, and is meant to be mixed with sterile water for each dose. Just one of these doses costs $6,412 which, at the necessary 30 doses a month, adds up to $192,335.

hxxps://beta.windsorstar.com/pharma/the-worlds-10-most-expensive-drugs/wcm/b3f87ff1-bc09-4e59-bda1-dc1cd2ca46bf/

[digadee] 13/2/2020 22:09

hxxps://windsorstar.com/pharma/the-worlds-10-most-expensive-drugs/wcm/b3f87ff1-bc09-4e59-bda1-dc1cd2ca46bf

[sidam] 31/1/2020 15:16

It looks like a cross but with one side a little bigger than the other. If one is moving stock from one account to another, it is not unusual that the transaction must go through the market.

[papillon] 31/1/2020 14:55

Couple of very big trades done @ 122.5p from yesterday afternoon and only reported today. Just 25 seconds separate the two trades.

One for 398,867 shares (value £488,610), the other for 425,000 shares (value £520,630). That's a million pounds worth traded in just two trades. From the price they look like sells, but why did they have no effect on the sp? All very strange.

[papillon] 28/1/2020 23:42

Bronxville
Posts: 1,423
Price: 125.00
No Opinion
RE: Amryt
Today 12:28
Papillion correct me if I'm wrong but when he sold 1/3 of his holding the last time there was agreement with management that he would be restricted from selling for a certain period and that if he did decide to dispose of more it would be done thru Amryt's corporate broker..

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

That lock in period was for 2 years from May 2018, Bronxville. For the first 12 months of the lock in period he basically couldn't sell, for the following 12 month period he could only sell through Shore Capital Stockbrokers (as you state, AMYT's corporate broker) to ensure an orderly market. Basically we don't know if Friel has the same number of shares as when the Aegerion RTO was completed, has sold part, or all, or has bought more since his shareholding was significantly less than 3% of the total shares in issue when the RTO was completed and he ceased to be a Director in 2018.



PS I enjoy your very sensible posts on the lse PVR bb. I agree with you that Manyana is away with the fairies and is an utter bullsh*tter

[papillon] 28/1/2020 11:29

radar
Posts: 3,026
Price: 125.00
No Opinion
Amryt
Today 09:18
Is Cathal Friel still involved in amryt ?

Bronxville
Posts: 1,421
Price: 125.00
No Opinion
RE: Amryt
Today 10:28
Yes..his position has been watered down since the Aegerion merger..
If memory serves me right he had 24 mil old Amryt so I'm thinking around 4 mil new Amryt..don't hold me to it..

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

How do you know whether Cathal Friel still holds those circa 4m shares in AMYT, Bronxville? For all you know he could have sold part, or all, of those shares. After all his holding was much less than 3% of the shares in issue after the Aegerion deal and he long ceased to be a Director so if he has sold an RNS doesn't have to be issued.

Since the Aegerion RTO was finalised there have been some massive share trades so it's entirely possible that Friel has disposed of part, or all, of his share holding. Conversely it's possible he still holds, or has even added to his shareholding. Since he ceased to be an AMYT Director in 2018 and his shareholding was significantly below 3% since the Aegerion RTO we have no way of knowing what has happened to his shareholding.

PS Ariel YHWH, why is the AMYT chart looking "very very tasty"?

[ariel yhwh] 25/1/2020 12:23

Keep on adding as the chart is looking very very tasty.

[papillon] 20/1/2020 22:51

radar
Posts: 3,022
Price: 124.00
No Opinion
Have a laugh
Today 21:20
If you want a good laugh at a fool go to that other board and look at what pollock is wasting his time doing.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

If you enjoy the ramblings of a prat then just go onto the lse bb and read radar's posts. He thinks he's Nostradamus and Mystic Meg rolled into one and believes he can predict the future AMYT share price His latest prediction is that the AMYT share price WILL NOT achieve last September's high before the final AP101 results are issued. We shall see. If his previous share price predictions are anything to go by radar will be shown up as a prat yet again.

PS Why does radar think it's a waste of time analysing the AMYT trades? Seems a worthwhile exercise to me, but then radar is a know it all prat.

PPS
positivityNicholas 20 Jan '20 - 19:49 - 5236 of 5237 (Filtered)
My stalker appears as soon as I post. I wonder why he wants to stalk me? Another prat!

[positivitynicholas] 20/1/2020 19:49

Thought you were keeping your trap shut until we got some news. You really are full of s’it

[papillon] 20/1/2020 16:42

I spoke too soon. A trade timed @ 16:13 today was another tiny SELL of just 82 shares @ 122.77p. Is this the final straw that broke the camel's back and could we now see the share price fall back?

[papillon] 20/1/2020 16:36

17 trades Thursday, 11 Friday and 4 today and ALL have been SELLS @ the same price of 125p apart from a small one on Friday @ 124p. Some of these trades have been very large, eg 3 @ £67.5k and 2 @ £93.75k. It's possible that there has been the odd rollover @ the bid price, but it appears to me amazing that the share price has held up considering this weight of continuous selling. I wonder why? Anyone any ideas?

[sidam] 18/1/2020 15:35

That congress could create interest and it is good that Amryt will be there and participating. But they are one of the sponsors of the event, so it should be no surprise that they will be presenting.

[delta0091] 18/1/2020 06:04

Heart breaking yet uplifting read, at the same time



My 'butterfly skin' could kill me but I want to raise awareness for others

[papillon] 14/1/2020 17:41

Some very big sells this afternoon. One for £125k. Yet the quoted spread is unaffected. All rather baffling.

[papillon] 13/1/2020 17:14

Candid
Posts: 285
Price: 126.50
No Opinion
chart looking very healthy
Fri 11:49
Breakout above 125p, good chance of run-up to previous highs as we approach key catalyst

radar
Posts: 3,018
Price: 127.50
No Opinion
RE: chart looking very healthy
Today 13:14
Unlikely

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Well that well known oracle (:-)), radar, has predicted that a rise back up to last Septembers high of 140p, as we approach key AP101 news, is "Unlikely". We shall see. I'll remind radar of his pessimistic prediction if we do "run-up" to last Septembers high pre the AP101 results.

[waterloo01] 10/1/2020 08:16

I see they have updated clinical trials and estimated primary completion date has been moved to June.

[digadee] 07/1/2020 19:55

hxxps://www.proactiveinvestors.co.uk/companies/news/903476/amryt-pharma-us-deal-set-to-transform-the-orphan-drug-company-903476.html

[alphabravo321] 07/1/2020 17:50

Interesting timing, I guess nothing will happen for at least 6 weeks

[papillon] 07/1/2020 16:34

Little Willy, or Little Wiley? :-)

[alphabravo321] 07/1/2020 14:54

Little Wiley buy

[papillon] 19/12/2019 12:02

Good news RNS today on the cash position. "Cash is King"

[sidam] 19/12/2019 10:24

Management had said that synergies would be $20-40m, so they maybe a top of the range. That would comfortably cover Old Amryt costs. Aegerion in their filing with the bankruptcy court protected net profits after taxes in 2022 of about £70m.

If those numbers are in correct ballpark, these shares should go much higher.

[panadin] 19/12/2019 10:18

From Irish Times today:


Amryt Pharma, a Dublin-based biopharmaceutical company, said integration of Aegerion Pharmaceuticals, a company it acquired in September, is “progressing well and ahead of its initial expectations.
The company, which focuses on developing treatments to help patients with rare and orphan diseases, noted that its cash position of $60.9 million (€54.7 million), helped by its $57 million fundraising in September, was significantly ahead of expectations at this point.
“Amryt has evolved from a company with a single asset on the market in the Europe, the Middle East and Africa (EMEA) to become a global biopharmaceutical company with two orphan disease products and a commercial infrastructure across North America, EMEA and Latin America. Our strategy is to become a global leader in rare and orphan diseases and we are committed to delivering new therapies to patients in areas of high unmet need,” said Amryt chief executive Joe Wiley.
He added the company is pleased with the progress being made on the integration of Aegerion, adding that synergies achieved so far have resulted in a higher cash balance at this point than was initially forecast.