Amryt Pharma Share Discussion Threads

[runwaypaul] 29/3/2017 14:43

hang on a min just leafing through the pages of HOTSTOCK ROCKETS to find my next millionaire maker tip.

fxcking clown.

[papillon] 29/3/2017 14:32

runwaypaul29 Mar '17 - 13:13 - 939 of 939 0 0 (Filtered)

He's a ramping idiot! A notorious pumper and dumper!

[runwaypaul] 29/3/2017 13:13

Papillion the 'hot stock' rocket chancer

pmsl

[papillon] 29/3/2017 13:01

mr hangman29 Mar '17 - 12:52 - 936 of 936 0 0 (Filtered)

[papillon] 29/3/2017 12:24

Hopefully the quiet before the storm, alphabravo!! Fingers crossed we get more good news and soon. Like tomorrow!

Looking at the AMYT chart in the header a break up above 24p (and soon) looking very likely as it looks to me that a bullish IH&S pattern has formed on the chart. Of course news (and hype) drives share prices NOT chart patterns! Lets hope we get further good news this week.

[alphabravo321] 29/3/2017 08:51

Quiet today

[cpap man] 29/3/2017 08:00

Amryt Pharma (AMYT.L, 21.13p) – Speculative Buy

The pharmaceutical company focused on best-in-class treatments for rare and orphan diseases, yesterday announced the commencement of "EASE", its Phase 3 clinical trial of AP101, Amryt's lead drug candidate, which offers a potential treatment for Epidermolysis Bullosa (‘EB’). EB is a rare, genetic skin disorder, which causes exceptionally fragile skin. It has initiated the first site for EASE in Sydney, Australia, and will randomise the first patient within the next few days. As previously detailed, Amryt expects to conduct these trials in approximately 15 countries at over 30 sites to enrol a total of 164 evaluable patients. Patients will be randomised in a double-blind fashion to AP101 or placebo, and the proportion of patients with completely healed target wounds within 45 days will be evaluated as the primary efficacy endpoint.

Our view: Investors have been missing the point on Amryt. Two acquisitions and a commercial licensing deal have created a diversified pipeline of therapies ranging from earlier to later stage development along with a commercial offering which together target multiple Rare (or Orphan) Diseases. Such products do not just benefit from extended market exclusivity and reduced R&D costs right across the globe, but also enjoy a major pricing advantage which averages five-times that of traditional prescriptive products. While its business plan is presently unique in Europe, there is already large basket of NASDAQ-listed comparables which command a significant valuation premium to Amryt, despite most being pre-revenue and somewhat earlier in their development. Such anomalies, of course, can and do correct. And for Amryt this cannot be long away. Yesterday’s news opened investor eyes to the fact that its lead product will likely produce its Phase III Topline Data in not much more than a year from now. It then stands to become the treatment of choice for the chronic and debilitating EB condition for which there is currently no cure or successful remedial treatment. There are approximately 500,000 people living with EB worldwide and the global market for a treatment in EB is estimated to be in excess of EUR 1.3 billion. While this stands to create significant short-term value, Amryt shareholders should also be aware that a discounted-NPV for its low-risk licenced treatment of HoFH, Lojuxta, already significantly exceeds the Group’s market capitalisation. Significant upside potential. Beaufort reiterates its Speculative buy recommendation on Amryt Pharma.

Beaufort Securities provides Investor Relations services to Amryt Pharma plc

[big bull billy] 28/3/2017 12:32

MCap should be at least 100m for phase 3.

MUGS do not know how to value Phama with phase 3 stage.

[bigwavedave] 28/3/2017 12:21

Still only 2.75p on old money!

[888icb] 28/3/2017 12:19

It would be could if it could get back to its 24p launch price and continue on to 88p!

[bigwavedave] 28/3/2017 12:10

Very high volume again (for AMYT). Could breach the one-year volume high today.

[papillon] 28/3/2017 11:59

From the SHORE broker note, tjbird, for your information:

"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."

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

So the EURO 20m facility from the EIB will run out in mid 2018, so your forecast that the "begging" bowl will be out soon is a blatant lie!

[pottermagic2310] 28/3/2017 10:02

More +ve steps forward...Come on AMRYT, let's be 'avin' it

;-)

[ny boy] 28/3/2017 09:58

Decent vols on this breakout, if we can close above resistance that is positive for further upside and a continuation of the breakout.

[alphabravo321] 28/3/2017 09:48

As we say in Ireland TJ, "you are in your hole"

[tjbird] 28/3/2017 09:34

Im only providing forecasts

Forecast LOSS for this year £18.4m

FORECAST LOSS £15.8m next year

Cash £10m so will be begging soon



No thank you

[ny boy] 28/3/2017 09:31

We have a breakout, soon to test just under 24p

[alphabravo321] 28/3/2017 09:26

Tjbird deramp somewhere else

[tjbird] 28/3/2017 09:22

Forecast LOSS for this year £18.4m

FORECAST LOSS £15.8m next year

Cash £10m so will be begging soon



No thank you

[ny boy] 28/3/2017 07:27

Great, we're off & running, let's hope pattern trial patients can be successfully treated.

[filterwest] 28/3/2017 07:21

Very good news.