Amryt Pharma Share Discussion Threads

[papillon] 27/3/2017 23:55

Michele Bellandi – Chief Commercial Officer

Mr Bellandi has over 20 years’ experience in the pharmaceuticals industry with a focus on specialty and rare diseases. He was most recently the Head of Commercial Europe for Shire where he was responsible for the entire portfolio representing over US$1 billion in revenues and 600 employees. He was previously General Manager of France, Spain and Portugal for the rare disease portfolio where he led multiple pricing negotiations of rare disease products. Prior to joining Shire AG International he was Global Marketing Director for the Neurology franchise at Merck Serono where he was responsible for Rebif and led the global launch preparation of oral Cladribine. Previously he worked with Eli Lilly & Company as Cymbalta Global Marketing Manager and in several other marketing/sales management roles in the US, Italy and Japan. Mr Bellandi holds a Masters in Economics from Pisa University and a Masters in Business Administration from CUOA Business School (Italy).

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He's leaving to be replaced by David Allmond as CCO. I wonder why?

[alphabravo321] 27/3/2017 21:50

Even the most pessimistic holder would have to think that this company is a target for a buyout, as to when I would think shortly before or after the halfway point P3 report as mentioned in the RNS...

[jacksonpollack] 27/3/2017 17:17

Hahahaha. You've got to laugh. Yet another bod added. It's like a feeding frenzy. Here's a thought. Try making a profit and get some shareholder value.

[bigwavedave] 27/3/2017 10:30

Higher volume, decent amount of buying so far today.

[bigsi2] 27/3/2017 08:19

Finally some momentum building-

[888icb] 26/3/2017 12:48

The Shore Capital note is very positive as is their new target price of 88p for this "compelling investment opportunity ". Hopefully the market will agree and we will see the share price moving north in the coming weeks.

[jimduggen] 25/3/2017 18:45

This share is in a pre-herd state.

When they arrive it may be too late imo

[papillon] 25/3/2017 18:36

I'm hopeful the AMYT share price might double in the next few months. Fingers crossed!

[timbo003] 25/3/2017 15:52

There is a new research note from Shore Cap here:



Target price raised from 35p/share to 88p

[jacksonpollack] 25/3/2017 13:36

Curnic1. Wild exagirated share price predictions are brokers bread and butter. The share price is at approx 18p so miles away from 88p and absolutely no interest from investors, big or small here.

[curnic1] 25/3/2017 12:07

Fro Shore Capital research note.
Amryt (AMYT)+ – Opportunity significantly de-risked; FV increased to 88p per share - House stock at 18.5p
Following the recent (6th March) update on the AP101 trial design and the positive newsflow during December (the €20m EIB loan and the licensing of EU/MENA rights to an approved ultra-rare disease product) we see the Amryt investment case as significantly de-risked. The €10m EIB financing tranche, available immediately, significantly reduces the near-term financing overhang, with Amryt now able to fund itself through to the pivotal Phase 3 EB data in mid-2018F. Together with the opportunity for near-term revenues from Lojuxta (lomitapide) in select countries, we see Amryt as a compelling investment opportunity, offering exposure to a promising late-stage clinical candidate (AP101 / Episalvan in EB) as well as a pipeline of early stage (AP102 in acromegaly) and marketed (Lojuxta in HoFH) products. With the additional financing flexibility from the EIB facility, together with the Lojuxta marketing agreement offering near-term revenues as well as the opportunity for Amryt to build its commercialisation infrastructure, we have lowered our discount rate to a still conservative 20% (from 30% previously), reflecting the clinical risk associated with EB. Together with our updated forecasts, to reflect the addition of Lojuxta, our revised DCF fundamental valuation is c. GBp 88/share, corresponding to an equity value of c.£180m.

[papillon] 24/3/2017 11:13

Might see a bit of buying interest in AMYT in the lead up to next Thursday's RNS.

[digadee] 24/3/2017 09:40

hxxp://www.bbc.co.uk/news/uk-england-39350922

[papillon] 23/3/2017 16:03

Just 4 trades so far today. 8181 shares in total. Around £1500. LOL.

[mr hangman] 21/3/2017 14:09

I agree with post 900, there is plenty of bull round here

[papillon] 21/3/2017 13:08

I'm going to copy, JP! YAWN!!!!! Only 3 small trades so far today. All sells. Total shares traded? A miserable 7466.

AMYT is just not on the radar of investors.

[bigwavedave] 19/3/2017 12:43

Shard Capital note:

[icebreaker] 18/3/2017 13:26

I think we may see a push up next week as we near the start of the phase 3 and the results. Whilst there's probably nothing material to report to 31 January 2016 that we don't already know, hopefully the Chairmans statement will hint of progress in 2017.

[papillon] 18/3/2017 12:45

Cheer up, JP. At least AMYT is still listed. Think yourself lucky you don't have shares in either WRN or CTAG. You do have the option to sell your AMYT shares if you are unhappy with their performance (or are bored witless by them); WRN & CTAG shareholders don't have that option. Will they ever have that option again?

PS. At least AMYT have cash resources available to them; cash is something neither WRN or CTAG appear to have available to them.

[papillon] 17/3/2017 12:33

For what it's worth has given 5 consecutive BULL signals for AMYT since the 1st March. 4 of those have been STRONG BULL signals. We shall see. Only time will tell. Fingers crossed!!

[papillon] 17/3/2017 11:45

Consulting my tea leaves (charts) it's looking likely (to me at any rate) that the AMYT share price is poised to rise significantly in the short term. Since it's news that drives shareprices perhaps we are due some good news? Perhaps the coming results at the end of the month could trigger a re-rating of AMYT? Fingers crossed!!

[papillon] 17/3/2017 10:55

Thanks for that, timbo003. Nothing we don't already know, but it does highlight the future investment potential of AMYT. I'm hopeful of a multi-bagger over the next few years, bwtfdik? AMYT have a very good, experienced, BoD, an EIB loan to cover trial costs and an interesting portfolio of orphan drugs that could turn out to be very profitable products in the future. You never know AMYT might even be the subject of a generous takeover bid. Fingers crossed!!!!!!!!!!!!!!!!!!!!