Amryt Pharma Share Discussion Threads

[tightfist] 23/5/2017 11:21

Pap,I see Timbo has resolved most of your queries. Yes, MS did very hesitantly, with plenty of caveats and extrapolations, muse about $40k pp pa for AP101 in the EB market. A broker target of 60p was mentioned; I now see 61p is implied on Stockopedia.IMO I am a buyer at these levels.The market seems to have awoken today, very good volume behind the rise. Cheers, tightfist

[papillon] 22/5/2017 16:18

Well if Thursday's presentation was intended to increase investor interest in AMYT it hasn't been successful so far! Very few shares traded so far today.

[bigwavedave] 22/5/2017 13:25

thanks timbo

[timbo003] 22/5/2017 11:56

A few notes (augmented with links) from the Q&A seesion immediately following the presentation and afterwards overs drinks and Canapes





SD-101 (aka: Zorblisa)


There is one other product in Clinical Development for the treatment of EB and that is SD-101 (aka Zorblisa) which is being developed by Scioderm (Amicus).


SD-101 is a topical cream containing Allantoin 6% that has been compared to placebo in phase II cream studies (see link below)


Allantoin is a metabolite found in urine of many species (but not humans) with a long history of use in OTC medicines to promote wound healing


Details of the EU opinion on granting orphan status for SD-101 can be found here:


Details of the ongoing Phase III clinicals for SD-101 can be found here:






Episalvan


When asked about pricing, MS was reluctant to be drawn, but he did state that based on a number of factors, not least information made public by Scioderm regarding the possible pricing for SD-101 estimated at $40k/annum, Episalvan might be priced at between $40 and $70 per 25g tube. Regarding frequency of usage, this would largely depend on the severity of the disease.

The active ingredient in Episalvan is Birch Bark extract. Birch bark comprises around 80% Betulin, which is the principle active agent.


The Episalvan formulation is remarkable simple, comprising Birch Bark 10% extract suspended in sunflower oil.

Episalvan has already been approved for another indication (partial thickness wounds) in Europe, although there is no intention to launch the product for this indication, but this approval reduces the regulatory risk of obtaining approval for Episalvan to treat EB. The public assessment report for Episalvan (for partial thickness wounds) can be found here:


The forthcoming Phase III study in EB will compare Episalvan with a matching placebo. The matching placebo contains a mixture of Beeswax and cetostearyl alcohol (or similar) in place of the Birch bark extract.

When asked if they had checked whether the placebo had any activity (either agonistic or antagonistic), MS responded that the placebo formulation had shown no activity or irritancy when tested in a EB model which involves inducing damage to the skin of healthy volunteers by applying a partial vacuum.

[papillon] 21/5/2017 22:24

I didn't think AMYT would use outdated slides in their latest presentation, Icebreaker. They are more professional than that!

[timbo003] 21/5/2017 20:55

Sorry about the mix up on the slides folks, I posted the link for the latest Amryt presentation on the Proactive web site without checking the file label which I now realize is May 2016 (not May 2017). Proactive do not have a link to the slide deck used on Thursday night.

I have looked on the Amryt site and found the link to the latest (proactive) slide deck.


The deck consists of 40 slides. Mark Sumeray was only allocated 20 minutes for the presentation followed by 10 minutes Q&A, so needless to say he only used some (probably less than half) of these slides.

[papillon] 21/5/2017 17:03

That's IF timbo003 has posted the correct, latest, link to the slide presentation, Icebreaker?

This is what tightfist posted on Friday:

"There was an updated A5 slide pack handout (but I have given away my earlier one to an EB sufferer family so cannot tell accurately what is new)."

tightfist definitely mentions an "updated A5 slide pack handout"

[icebreaker] 21/5/2017 13:10

Quite disappointed that they would use an outdated presentation - see slide 4.

Bellandi has gone and we appointed a CMO some time ago!

It's the detail that matters!

[timbo003] 20/5/2017 14:51

>>>>tf

Sorry I missed you on Thursday but thanks for the notes

I managed to speak to MS after the presentation along with a few other investors and picked up quite a few additional nuggets on Episalvan, including more details of the trial design, pricing and the competition, so I will write up a few notes on that.

Meanwhile the slide set used on Thursday is here:

[papillon] 20/5/2017 14:33

I'm not sure if this EIB web site link concerning the EURO 20m EIB loan to AMYT was posted at the time. Evidently it's the first-ever direct EIB investment support for an Irish pharma company! A resounding vote of confidence by the EIB in AMYT!



Here's the blurb on the EIB.

"The EU bank

The EIB is the European Union's bank. We are the only bank owned by and representing the interests of the European Union Member States. We work closely with other EU institutions to implement EU policy.

We are the world’s largest multilateral borrower and lender. We provide finance and expertise for sustainable investment projects that contribute to EU policy objectives. More than 90% of our activity is in Europe. But we also are a big investor around the world."

[papillon] 20/5/2017 14:07

Many thanks for your update, tightfist. It looks like this particular investor event will have very little, if any, impact on the AMYT share price However we shall see what happens to the share price next week. Would you buy more AMYT shares at the present price? Did you get the feeling that the other investors present were keen on the AMYT presentation and possible buyers of the shares?

By the way, what was said about the likely "revenue per patient" in "the event of approval"? Were any specific figures mentioned? TIA

[tightfist] 19/5/2017 21:57

Hi All,I went to last night's event and not really a lot to report. Mark Sumerary (CMO) delivered a confident presentation which focussed on Lojuxta and AP101 product/trials. There was an updated A5 slide pack handout (but I have given away my earlier one to an EB sufferer family so cannot tell accurately what is new).One emphasis was the need to retain pricing power by addressing EB indications rather than more widespread use. Naturally there was close interest in, that in the event of approval, what revenue per patient would be forthcoming. Frankly I find it easy to have high confidence in the trials outcome; where are the potential gremlins?Cheers, tightfist

[papillon] 19/5/2017 20:56

pottermagic2310 18 May '17 - 09:53 - 1151 of 1153 0 0
Any news/feedback on the Event ?

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

Obviously NOT! LOL.

[papillon] 18/5/2017 11:05

Here's what I posted on the 5th May tightfist:

papillon 5 May '17 - 22:19 - 1112 of 1153

In the absence of news it looks like the share price is going lower in the short term. I posted the same just prior to the release of the RNS dated 27th April. Will have a top up if it does drop to the lower trend line of my uptrend and another if it drops back to the "neckline" of the IH&S pattern. Fingers crossed it doesn't go any lower than that! LOL.

My log chart:


free stock charts from uk.advfn.com

[papillon] 18/5/2017 11:03

Only one trade so far today! A 10k sell @ 22.14p.

Hi tightfist. I have posted a log chart previously showing the IH&S. I think that chart gave a possible 30p short term target! Here's hoping! Fingers crossed!

[pottermagic2310] 18/5/2017 09:53

Any news/feedback on the Event ?

[timbo003] 18/5/2017 07:49

>>>>tight fist, see you there tonight.

I normally sit near the front (if I can get a seat up there) and ask a few questions if I get a chance.

[tightfist] 18/5/2017 07:45

Hi pap,It's tempting to look for your developing channel. On the other hand the chart looks to be a classic inverted H&S with a nice retouch retracement to confirm resistance has become support at 21p.Here's hoping! tightfist

[papillon] 17/5/2017 19:00

The following AMYT log chart is just a bit of fun on my part! Ignore the BOO chart; it's there just to extend the vertical axis. If the present uptrend continues the AMYT share price could be somewhere between 50-70p in a years time. Of course it's very unlikely that the present uptrend will continue that long. Let's hope the present uptrend will be broken upwards, rather than broken downwards! Fingers crossed.


free stock charts from uk.advfn.com

[bigwavedave] 17/5/2017 17:08

Cheers tightfist.

[tightfist] 17/5/2017 17:02

Thanks for the heads-up Dave. The presentations start at 6pm tomorrow, I have decided to go and kick the tyres:hXXp://www.proactiveinvestors.co.uk/register/event_details/93

[bigwavedave] 17/5/2017 11:55

investors.co.uk/register/event_details/93

[papillon] 17/5/2017 11:47

Could be my log chart uptrend turns out to be correct and runwaypaul's 18p buy target is incorrect. Stranger things have happened! LOL.


free stock charts from uk.advfn.com

[bigwavedave] 17/5/2017 11:38

Investor event reminder-
[...]

[waterloo01] 17/5/2017 10:23

Taken a small position over the last week. I do like the mix of revenue from Lojuxta and phase 3 in development. Not got a handle on costs as yet (ie costs of sales) but looks interesting, hence the small stake.