Amryt Pharma Share Discussion Threads

[bageo] 07/7/2020 21:29

Krystal Biotech is interesting but apart from EB seems a very different company to Amryt as you have said. They also have (small built, large in progress) manufacturing facilities - big cash burn but if products succeed very useful.

Wonder how much pre buying has been going on from the US or whether it is more localised here in anticipation.

[papillon] 07/7/2020 21:00

According to Yahoo, Krystal Biotech, which is specialising in research on "orphan" treatments for rare skin diseases, such as EB, has a Mkt Cap of US$841m. That's around £660m at the current exchange rate. That's more than double the current AMYT Mkt Cap. Their main, and most advanced, product is a gene based treatment for EB (competition for AP103 and maybe AP101). It hasn't entered phase III yet. It hasn't yet passed phase II.

It hasn't got the revenue that AMYT has, but then it has raised it's money through placings, so as far as I know, it has no debt.

Be interesting to see how Nasdaq investors value AMYT. How will they compare AMYT & KB? How will the revenue of AMYT be compared to the lack of debt of KB?

Be nice if we could get closer to the KB Mkt Cap. A £4 AMYT share price before AP101 phase III results are issued would do nicely!! 👍😊

[bazworth] 07/7/2020 16:45

Try this:




Cheers

[alphabravo321] 07/7/2020 16:40

Any insights into best way to watch NASDAQ live?

[nick rubens] 07/7/2020 16:29

5 shares per ADR, so at todays close it should be around 12.5 dollars on NASDAQ on opening. Will be interesting to see how the US Investors take to it.

[richpassi] 07/7/2020 16:24

Sorry I've just completely forgot exchange rate ! That's me being delirious with the recent rise :)

[richpassi] 07/7/2020 16:22

On present price I would expect trading to be $10 as adr's are equal to 5 shares, in my understanding but if its $12.5 no one here will complain ;)

[punter6] 07/7/2020 15:54

So the ADR's will trade tomorrow morning at around 12.5 Dollars.

[nick rubens] 07/7/2020 13:11

Yes, no dilution, just making the existing share capital available to US investors. I would expect that there is some kind of campaign promoting the listing on NASDAQ.

[alphabravo321] 07/7/2020 11:10

They are not issuing new shares

[punter6] 07/7/2020 11:07

Does this mean we get diluted again?

[richpassi] 07/7/2020 10:56

Had just seen it but was checking to verify it ......but supposed to be working ;)

[ultrasharp] 07/7/2020 10:50

Bermudashorts has just posted on the lse bb that AMYT lists tomorrow on Nasdaq.

Papillon.

[ultrasharp] 07/7/2020 10:37

Yes, we've had a classic bullish "flag/pennant" chart pattern form on the AMYT chart in the last month, or so, richpassi. That pattern gave a likely £2 price target. It looks like that could be just the beginning and a significant rerating of the AMYT share price upwards will then start when it actually lists on Nasdaq during this month.

ATB papillon.

[ih_116147] 07/7/2020 09:58

DNL =BIG Drug with potential FDA approval in 2 months = 5+ BAGGER GEM

Diurnal Group (DNL) = MCap £38 M / Cash £15 M or enough untill early 2022 / LOTS of BIG milestones on the way = Still the MOST attractive and CHEAPEST pharma stock in UK has potential to run toward 200p very fast especially on approval of Alkindi in USA (expected in September) and Chronocort in Europe (expected in Q1 ) =STRONG BUY AGGRESSIVE a sleeping iant here .GL

Market Cap £38 million
Cash £15 million
Price 30p


Alkindi approval in Australia expected this Quarter
Alkindi approval in Israel expected this Quarter
FDA decision for Alkindi on September 29
EMA Decision for Chronocort expected in early Q1 2021

[richpassi] 07/7/2020 09:31

Spot on call by Pap :) and I'm not referring to the investors of PVR ;) we all know how loved he is over there ;)

[nick rubens] 06/7/2020 16:33

The Americans might really take a liking to this on NASDAQ. Smart move by the company.

[bazworth] 03/7/2020 20:13

Don't know about the 'butterfly of hope' but I'm certainly enjoying the ride after what feels like a zillion years....

[waterloo01] 03/7/2020 19:53

Hope the house 'butterfly of hope' is at least enjoying the rise.

[digadee] 03/7/2020 19:51

From the annual report"A lead development asset (FILSUVEZ®) for Epidermolysis Bullosa ("EB"), a greater than $1bn market opportunity asestimated by the Company in a pivotal Phase 3 trial, which reported positive unblinded interim efficacy analysis resultsin H1 2019 and we anticipate top-line read out in H2 2020 "

[digadee] 03/7/2020 17:17

Much appreciated guys. Thanks

[ultrasharp] 03/7/2020 17:09

Ab321 is correct digadee. Krystal Biotech is the company. Bronxville on the lse bb first mentioned it. He was a KB shareholder. Whether he still holds I have no idea. It's Mkt Cap was very high despite no revenue. Its value seemed to be be based entirely (or almost entirely) on it's early stage gene based EB therapy. It is ahead of AMYT'S AP103, but AP103 appears to be non viral based as opposed to that of KB. So AP103 would have advantages if it works.

[richpassi] 03/7/2020 16:45

Completelyinpenerable .......I totally agree .....well I would agree if I knew what it meant lol

[alphabravo321] 03/7/2020 16:39

Ok Sweetheart