Amryt Pharma Share Discussion Threads

[papillon] 27/3/2022 15:57

🤣 bazworth

[bazworth] 27/3/2022 14:17

Was just about to have a slap-up lunch given the excitement of it all. Perhaps a fried-egg butty may be more in keeping!!

[papillon] 27/3/2022 14:11

👍 Onceaday.

[onceaday] 27/3/2022 13:44

The FDA CVR is worthless. The EMA CVR is only 1/3 the value of the FDA CVR and is being eroded every week until it too becomes worthless by July. The revenue CVR (which pays out at €75M) is probably also worthless given that the drug has been rejected by the regulator in the world's largest drugs market and EMA are also on the fence.

[gnnmartin] 27/3/2022 12:50

I was pondering the same possibility, papillon.

[papillon] 27/3/2022 12:39

👍 Brummy_git. Perhaps my CVR's might have some remaining value after all, or is that just wishful thinking on my part?

[brummy_git] 26/3/2022 15:39

Positive long term clinical data out today wrt AmrytPharma's Oleogel.

Indeed most investors seem to have entirely written off this novel EB treatment. So any future approvals from the EMA, UK &/or FDA should provide a major boost to the shares.

[papillon] 10/3/2022 20:15

Sadly, chica1, as a holder of the CVR's I have to agree with you.

[chica1] 10/3/2022 18:20

If the got approval,they would get the voucher worth $100 million potentially and that is how they planned to pay the CVR's.

My thinking is they will expire worthless.

[dingodollars] 10/3/2022 13:44

With discussions ongoing with FDA, albeit unlikely to change their minds, if they did, can Amryt still avail of the voucher or did that have a time limit?

[richpassi] 10/3/2022 06:10

We seem to have a lot to regret here Bazworth :( Good to see it held up yesterday but its another day today. Can they continue to smile across the Atlantic for 2 days in a row ? .......it'll be a first

[bazworth] 09/3/2022 20:51

Good point well made richpassi!!

Sold half of mine last week, hope I don't regret it now!!

Cheers

[richpassi] 09/3/2022 20:39

Baz we are talking Nasdaq .....it can't last !!! :( We ain't seen them happy !

[bazworth] 09/3/2022 20:18

Results would appear to have been well received!!

[chica1] 09/3/2022 12:31

A hell of alot of cash used to acquire Chiasma.

[chica1] 09/3/2022 12:26

Results
21.9% growth in FY 2021 revenues YoY to $222.5M (2020: $182.6M) driven by 32.2% increase in metreleptin revenues
Operating loss before finance expense for FY 2021 of $71.2M (2020: $46.5M). Excluding non-cash items, acquisition and severance related costs and share based compensation expenses, EBITDA for FY 2021 amounted to $41.9M
Strong cash generation during 2021 with $29.8M of cash from operating activities before Chiasma deal costs
Cash of $113.0M at December 31, 2021 (2020: $118.8M)

[richpassi] 05/3/2022 17:37

Cheers Paul, I don't feel so lonely now lol

[gnnmartin] 04/3/2022 20:52

Thanks for that.

[brummy_git] 04/3/2022 15:46

Justin Waite & I of Vox Markets discussed Amryt Pharma here today (starts 31:25).

www.voxmarkets.co.uk/articles/stocks-to-follow-on-vox-markets-4th-march-2022-ef5d2a0

[chica1] 02/3/2022 15:05

Cannacord drop price from $40 to $19.still very bullish.


[...]

[papillon] 01/3/2022 12:18

Bit unfair, on Friel, chica1. He hasn't been involved in AMYT for a long time and the ORPH share price 10 bagged in 12 months, during 2020 and 2021, when going from under 5p to 45p. Of course those lucky shareholders should have sold, because if they haven't their paper profits are rapidly ebbing away as the share price could possibly go from 45p to 5p again and all inside of 12 months!

[papillon] 01/3/2022 11:50

Nasdaq investors got it correct around 9 months ago. AMYT obviously overpaid for their latest acquisition. That acquisition was a sign of desperation on the part of Wiley, but UK investors, including me, were slow to acknowledge that fact. An acquisition was the only way AMYT were going to get another drug to add to their existing 2 (and Wiley guessed it) and they had to overpay to acquire it.

[papillon] 01/3/2022 11:41

gnnmartin, bazworth & alphabravo. You have my sympathy, but presumably that's not much of a consolation. At least, as you say bazworth, AMYT still have a revenue stream from 3 drugs, but they have now lost the opportunity to add to that revenue stream with another treatment. They also have a lot of debt. At least the CVR's will not be a drain on the company in future as they are effectively worthless.