Amryt Pharma Share Discussion Threads

[babbler] 05/11/2020 12:11

AMRYT REPORTS RECORD Q3 2020 RESULTS 19% YoY revenue growth in the quarter to $49.3M Raising full year revenue guidance to $180M - $182M Both metreleptin and lomitapide driving revenue performance and growth Strong cash generation with cash of $75.4M at September 30 Positive results reported from EASE pivotal Phase 3 study in Epidermolysis Bullosa

[filterwest] 05/11/2020 12:08

Results is out!

[charlie_munger1] 04/11/2020 22:01

hxxps://www.irishnews.com/news/healthcarenews/2020/11/03/news/treatment-for-skin-disease-epidermolysis-bullosa-heralded-as-new-era-of-hope--2118569/

This article seems to have been sent out to lots of newspapers

[bermudashorts] 04/11/2020 20:32

Nice coverage for Amryt and Filsuvez here:-

[bageo] 04/11/2020 20:16

only on AIM not Nasdaq

[tiananmen] 04/11/2020 19:05

Ah yes, the UK tradition

[babbler] 04/11/2020 18:26

Fireworks... Its 5th November.

[bageo] 04/11/2020 17:56

Davy comment: Furthermore, Amryt’s market assumptions suggest that there could be upside to our estimates.

I've only managed to catch up on some of the webinar so far, very useful and glad the company have given this. It has added a lot of detail and makes me more confident that approval is possible and the market is there.

[bazworth] 04/11/2020 17:27

richpassi - priceless!!

[ultrasharp] 04/11/2020 17:26

🤣🤣, richpassi. A brilliant example of Dagenham humour!

ATB PAPILLON

[richpassi] 04/11/2020 17:08

Lots of fireworks ;)

[tiananmen] 04/11/2020 15:53

What are we expecting tomorrow folks?

[ultrasharp] 03/11/2020 23:38

I agree, richpassi, with you on PVR, LOGP & AMYT. Regarding AMYT it looks like holders are going to have to be very patient and wait for the news that will unlock the full potential of the share price Perhaps a predator will recognise the value not currently seen by Nasdaq investors and launch a takeover bid? Here's hoping!

ATB PAPILLON.

[richpassi] 03/11/2020 21:30

I told you I knew ! ;) Still amazes me how so many say they have the faith that ....'this time its different because Al is in charge.....he has done so much more than the tanned one' when in reality its talk with no substance. Enough said on that, sorry to everyone else for off topic. I'm happy here and yes sure it would be £3 now if it weren't for Nasdaq :( but its lockdown on Thursday so wr can't spend it so ......no rush ;)

[ultrasharp] 03/11/2020 21:04

Actually, richpassi, I wish I had had a small punt on LOGP & PVR, back at the end of March. They have been 2 of the best performing shares on AIM since that big shares sell off in March. They must have been 10 baggers last week before the latest disappointing RNS.
I have put all my eggs in AMYT and GPM since March. Both have slightly more than doubled since the big March sell off. The only consolation is that I wouldn't have gambled much money on PVR & LOGP if I had bought them and would probably have taken my profits and sold both of them some time ago, hence missing out on a chunk on the rises. I definitely wouldn't be buying either of them now.

ATB PAPILLON

[richpassi] 03/11/2020 19:03

Blimey Pap you've been up North too long . I'm sitting down here not far from our homeland, I'm happy where we are and have every confidence that across the water will see the light ;) I've still got my old Logp's sitting there. Would you rather be there ? Lol Ps .....I know the answer ;)

[ultrasharp] 03/11/2020 18:41

We have to face facts. There is no enthusiasm for AMYT on Nasdaq despite a stream of good news since the listing on Nasdaq in July. We saw the negative impact Nasdaq had on the AMYT share price back on the 9th September after the good news RNS had propelled the AMYT share price upwards on AIM.
I'm firmly of the opinion that the AMYT share price would now be close to 300p, instead of the current 205p, if AMYT hadn't listed on Nasdaq bearing in mind the very positive RNS newsflow since 9th September.
I can only assume that American investors bad memories of Aegerion and Novelion has soured their enthusiasm for AMYT.

ATB PAPILLON

[bazworth] 03/11/2020 18:05

We've waited so long that I can see no harm in waiting a little longer. The AMRYT Team seem to have done a great job so far, eventually the message will get through!!

[diamondstar1] 03/11/2020 18:00

I think there will be other good news around the corner, example, FDA acceptance of NDA filing.

[ultrasharp] 03/11/2020 17:26

If the AMYT share price doesn't respond positively to Thursday's Q2 figures I'm tempted to give up in disgust because the AMYT share price seems incapable of rising, especially on Nasdaq, in response to good news.

ATB PAPILLON

[alphabravo321] 03/11/2020 11:42

1330 Irish time as per recent RNS

[punter6] 03/11/2020 11:33

Is there supposed to be some "virtual event" taking place today?

[charlie_munger1] 03/11/2020 10:11

Perfect, thanks.

[sidam] 03/11/2020 10:04

Charlie

As long as the conversion price of a convertible bond is lower than the actual price. Every analyst will notionally convert the bond to get a real market capitalisation and earnings per share. The calculation of earnings has changed. In the old days, an analyst would add back interest saved on conversion, but under IFRS that is no longer done. I am pretty certain I am correct in that statement, but it is some time since I checked. The same will apply to warrants etc.

So forget dilution, it has in reality already occurred unless the company bought back the bonds.