Amryt Pharma Share Discussion Threads

[charlie_munger1] 02/11/2020 11:24

hxxps://www.medpagetoday.com/meetingcoverage/eadv/89434

Seems positive

[bazworth] 01/11/2020 16:09

Hopefully!!

[alphabravo321] 01/11/2020 15:34

One of the more interesting weeks ahead...

[bazworth] 31/10/2020 11:50

Agreed richpassi,

It’s been a long haul - I’ve been adding as the story has improved. I’ll never have enough for a fortune but enough to make matters very interesting!

CVR’s are an added potential bonus!

Cheers

[richpassi] 31/10/2020 11:37

I've always felt I need luck with shares .....but this one feels different now :) May be I was lucky to invest in ........Fastnet !!! LolThinking about it when Fastnet became Amryt a lot of people would have felt despondent and sold in first year just like we have been seeing on Nasdaq since we listed :( For those of us that held and are hopefully now in profit we can only hope that our friends across the water will start to enjoy being part of a happy tribe ;) Looking forward to seeing the value of the CVRs being a reality......if we are lucky ;)

[bazworth] 31/10/2020 10:55

Hear, hear!!

[alphabravo321] 31/10/2020 10:31

Best of luck to us all at the big shindig

[bermudashorts] 30/10/2020 09:33

Timbo,

Thanks - have finally now managed to listen. Lisa Anson very impressive as usual and really appreciate the question about Redmile. All sorts of nonsense being posted about their intentions with SCLP so reaally interesting to hear her comments on the subject.

[ali47fish] 30/10/2020 09:00

timbo so perceptive as ever! very good presentation on amyt yesterday but share price has a mind of its own!

[timbo003] 30/10/2020 07:21

Thanks Bermuda

I always try to ask a couple of questions to all the companies presenting at these events, as they pay good money to participate and I try to support the one2one enterprise, not least as I get on well with Thomas and Sarah and I also have a small (indirect) stake in Proactive Investors through my share holdings in the Mobeus VCTs who are the main institution investors in Proactive.

You might have also clocked my question to Lisa Anson of RedX concerning Redmile (who own 90% of the RedX shares) and whether small shareholders might get shafted somewhere down the line (I had Scancell very much in mind with that question!)

[charlie_munger1] 29/10/2020 23:20

In terms of the CVR's, can holders cash in on them now, or do they have to wait until Amryt reach certain milestones? Also, do they have a choice to receive cash or Amryt stocks?

[bageo] 29/10/2020 21:24

diamondstar
thanks for you informed reply, so useful to have a subject matter expert.

[bermudashorts] 29/10/2020 21:05

Thanks very much.

By the way Timbo, one of the questions I did hear was yours - great question. I had been wondering the same thing - what a dreadful disease this is, those poor kids.

[digadee] 29/10/2020 20:47

hxxxs://www.youtube.com/watch?v=VGGRadLPLqs

[timbo003] 29/10/2020 20:40

Bermuda

The recording seems to be available already

Just open the link on the reminder sent by proactive (just before the meeting) and it will redirect you to the recording, That was quick!

[bermudashorts] 29/10/2020 20:27

Excellent - hopefully a recording will be posted at some stage and I'll be able to catch up. Rory always presents well.

[alphabravo321] 29/10/2020 20:00

He was very bullish on share price and FDA approval, and also, future in licensing

[bermudashorts] 29/10/2020 19:38

Unfortunately I missed most of his presentation and just caught the last couple of questions. Assume there was nothing new?

[alphabravo321] 29/10/2020 18:44

Excellent analysis of the AMYT balance sheet and debt from Rory Nealon on the Proactive webinar this evening

[diamondstar1] 29/10/2020 17:35

Yes, you’re right Bermudashorts - the Amicus data was key - and helped Amryt appreciate that patients with Dystrophic Epidermolysis Bullosa (DEB) and Junctional EB were the best responders. In fact, the sub-analysis of patients in the EASE trial showed that DEB patients were the greatest responders in terms of efficacy.

[bermudashorts] 29/10/2020 17:08

diamondstar,

Yes perhaps cynical is a bit strong and critical is more appropriate.

I meant to mention that it looks like we all should be grateful to Amicus for the role they've played in sharing their data - it may have made a real difference.

[diamondstar1] 29/10/2020 16:57

Thanks Bermudashorts for sharing. I actually appreciate Evaluate and the fact that they try to provide a critical analysis of the data. Better than other groups who do not know how to analyse the data. I’m glad that Evaluate agree that the approval pathway for Episalvan is now more clear. I believe that the £2 million invested today - are coming from institutions or high net worth individuals who have are able to critically appraise the EASE data, or who have access to advisors who understand the potential value of Episalvan.

[bermudashorts] 29/10/2020 16:19

Encouraging article here from Evaluate on today's news. They're a cynical lot so a positive write-up is quite something

[ultrasharp] 29/10/2020 15:27

I agree diamondstar. Biggish volume so far on Nasdaq.

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