Ripley94
27 Sep 2019
5 free share tips. Looks like i am up on here about 11% two years on. Looks like a consolidation 11 July 2019, at that time i was down 40% it appears. Only two months ago that was time to buy it . Some come back
Ripley94
27 Sep 2019
Video: Amryt Pharma Overview Hi jamesm Can you inform me if there has been some consolation here i bought in October 24th 2017. I think there was a placing around this time at the same price. The price a appears a lot higher but not much improvement in my value .
jamesm
26 Sep 2019
Video: Amryt Pharma Overview
Ripley94
24 Sep 2019
5 free share tips. Got this link up from a lse post end is missing as had to copy quick as kept blocking read with some sort of subscribing thing . Appears might be good news. Novelion’s 100% owned subsidiary, Aegerion, is filing for bankruptcy to reduce its balance sheet debt from approximately $440 million to $225 million. As part of the chapter 11 filing, Aegerion is selling itself to Amryt, an existing distributor of Aegerion’s products. Amryt is raising $60 million in new equity from existing shareholders for 19.4% of pro forma equity implying a total equity value of $309 million. At the implied New Equity valuation of $309mm, Novelion’s 8.1% pro forma stake that it is receiving in Amryt as part of the chapter 11 plan and $5.1mm in money that it is receiving under the Amended Shared Services Agreement with Aegerion would be worth approximately $1.58/share. At a $309 million equity value, pro-forma Aegerion-Amryt would have an enterprise value of $455 million or approximately 3.3x 2018 revenues vs. comps that are valued at a median of 6x 2018 revenue. Editor’s note: Seeking Alpha is proud to welcome Mark Taub as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Essential. Click here to find out more » I recommend buying Novelion equity (NASDAQ:NVLN) at $0.67/share as Novelion’s pro forma 8.1% equity stake in the combined Aegerion-Amryt and $5.1mm in payments that it is receiving under its Amended Shared Services Agreement with Aegerion should be worth at least $1.58/share based on the implied valuation where Amryt is raising $60 million in new equity for a 19.4% equity stake from its existing shareholders and Aegerion bondholders. Background Aegerion Pharmaceuticals, Inc. and Aegerion Pharmaceuticals Holdings, Inc. (collectively, the “Debtorsâ€), together with their non-Debtor affiliates, including their non- Debtor-parent Novelion Therapeutics Inc. (collectively, the “Companyâ€), comprise a rare- disease biopharmaceutical company dedicated to developing and commercializing prescription drug products for individuals living with rare diseases. On November 29, 2016, Aegerion entered into a merger transaction with non- Debtor Novelion Therapeutics Inc. (formerly QLT Inc.) (“Novelionâ€), a publicly-traded company formed under the laws of the Province of British Columbia. As a result of that transaction, Aegerion became an indirect wholly-owned subsidiary of Novelion with Novelion owning 100% of the outstanding equity interests in Aegerion. Through Aegerion, the Company develops and commercializes two products ― lomitapide and metreleptin ― which treat individuals with rare diseases. Despite the Company’s global presence, the majority of its revenue is derived from the sale of these drugs in the United States. For example, in 2018 the Company’s net revenues from lomitapide and metreleptin were approximately $130.4 million. $83.4 million of the net revenue was derived from prescriptions written in the United States with the remainder derived from sales and royalties on sales outside of the U.S. Lomitapide, is a cholesterol-lowering drug designed to treat patients, on an adjunct basis, with a rare disease: homozygous familial hypercholesterolemia (“HoFHâ€). Lomitapide is marketed in the United States under the brand name JUXTAPID. The drug is also approved in the European Union, Japan, Canada, Colombia, and Argentina, among other countries. The Company generated net revenues from sales of lomitapide of approximately $59.1 million in 2018, which marked a $12.9 million decline from the previous year. This decline was primarily attributable to the availability of competing products (known as “PCSK9 inhibitorsâ€) in the marketplace, restrictions on insurance reimbursement, and patients not adhering to the lomitapide therapy. The Company acquired its second product, metreleptin, in January 2015 pursuant to an asset purchase agreement with Amylin Pharmaceuticals, LLC and AstraZeneca Pharmaceuticals LP. Metreleptin is a recombinant analog of human leptin designed to treat the complications of leptin deficiency in patients with lipodystrophy. Lipodystrophy is the medical disease involving an abnormal distribution of fat in the body which can lead to an abnormal accumulation of fat tissue, lipotoxicity, organ damage, and extreme insulin resistance and associated complications. As a result of the deficiency of leptin associated with lipodystrophy, patients experience fatigue and unregulated appetite, among other abnormalities, which are typically resistant to conventional treatments. Metreleptin is marketed in the United States under the brand name MYALEPT. MYALEPT is approved in the U.S. as an adjunct to diet as replacement therapy to treat the complications of leptin deficiency. Metreleptin is also approved in the European Union, where it has been approved as an adjunct treatment to treat the complications of leptin deficiency. In 2018, the Company generated revenues from metreleptin of approximately $71.4 million. The Debtors also receive royalties and other payments pursuant to an outbound license with Shionogi & Co., Ltd., which has the rights, through an outlicense, to commercialize metreleptin in Japan, South Korea and Taiwan. Investigations, Settlements, and Judgments Aegerion has been the subject of several investigations and legal proceedings relating to its marketing and sales activities of JUXTAPID in the United States, compliance with the FDA-mandated Risk Evaluation and Mitig
Ripley94
24 Sep 2019
5 free share tips. AMYT… XXXX Odd looks like a corporate action sale on ( D ) . No news on here.
Ripley94
24 Jul 2019
5 free share tips. AMYT… XXXXX The price is 12.38p shows massive 82% drop each day ( D )
Ripley94
16 Jul 2019
5 free share tips. AMYT XXXX Massive drop showing on ( D ) but not here .
Ripley94
11 Jul 2019
5 free share tips. AMYT… XXXXX No idea how this is doing looks like some consolidation occurred ( D ) Looks from news below recently suspended .
like_investors
01 Mar 2019
AMYT (MC £44 M) Final Phase 3 Readout in 2H 2019 for potential Big Blockbuster A blockbuster drug is expected here, but nothing moves in the stock price. Such a low valuation.This is nothing for this company. The stock should already be at over 200 million market capital. What are the reasons here?
bernstein.babe
10 Feb 2019
AMYT (MC £44 M) Final Phase 3 Readout in 2H 2019 for potential Big Blockbuster Amryt is one of the most attractive and cheapest Biotech lots of upcoming milestones coming this year including the Phase 3 readout for their potential Blockbuster AP101 in Epidermolysis Bullosa a rare disease for which there is NO approved tratment to date a $1.5 BILLION Market . Market Cap of £44 Million is brutally undervalued for this Company . Amryt Pharma adds new element to promising portfolio…11:15 08 Feb 2019 Proactiveinvestors UK Amryt Pharma adds new element to promising portfolio Amryt Pharma PLC (LON:AMYT) - “If successful, this platform [AP103] has potential in other genetic skin conditions and beyondâ€
bernstein.babe
05 Feb 2019
AMYT (MC £44 M) Final Phase 3 Readout in 2H 2019 for potential Big Blockbuster A brutally underpriced and undiscovered biotech which already hit a MAJOR milestone with the positive Phase 3 interim efficacy results for their potential Blockbuster Drug . They have already an Orphan Drug called Lojuxta on the market in Europa and in some other Countries outside . There is strong insider and institutional ownership in this stock and we have the founder of Shire as Chairman on the board .AP101 which is in Phase 3 trial targets Epidermolysis Bullosa (EB) a rare skin disease for which there is NO approved drug to date AMYT could be the first here . If phase 3 results in 2H 2019 is successful then we have a10 bagger gem here . GL Amryt Pharma (AMYT) Market Cap £44 Million Cash £12 Million Price: 16p An Independent Data Monitoring Committee (IDCM) has recommended that Amryt’s pivotal Phase III EASE trial for AP101 - a potential treatment for the currently incurable Epidermolysis Bullosa (EB) - should continue. 7th January 2019 PharmaTimes Green light for Amryt's epidermolysis bullosa study An Independent Data Monitoring Committee (IDCM) has recommended that Amryt’s pivotal Phase III EASE trial for AP101 - a potential treatment for Epidermolysis Bullosa (EB) - should continue, raising hopes for a new therapy for the condition. Presentation amrytpharma.com Amryt-Interim-Results-Presentation-Sept-18_.pdf 1615.81 KB Revenue generating orphan drug company targeting rare diseases with high unmet medical need Proven commercial infrastructure built across EMEA Including Phase III (AP 101) which represents a >€1.0bn potential market opportunity Growing existing assets and exploring in-license opportunities EB is a devastating, rare genetic skin disorder that can cause skin to blister and tear from the slightest friction or trauma and can, in some cases, cause blistering and erosion of the epithelial lining of internal organs. EB is chronic, potentially disfiguring and life limiting. There are approximately 500,000 people living with EB worldwide and there are currently no approved treatments. It is estimated that the annual market potential for AP101 is more than €1 billion. Amryt Pharma: Realizing Rare Disease Treatments [link] Largest Shareholder : Software AG-Stiftung 61 272 920 AXA Investment Managers UK Ltd. 26 940 370 Cathal Martin Friel, 24 697 347 Joseph Wiley PhD, MBA 20 994 487 Legal & General Investment Management Ltd. 14 250 587 Rory Nealon 9 664 623 Amati Global Investors Ltd. 8 500 000 Amati Global Investors Ltd. (Venture Capital) 4 054 877 Raymond Stafford 2 296 369 KBI Global Investors Ltd. 1 804 917
piw
25 Sep 2018
AMYT presentation at ShareSoc September 18 Here’s the AMYT presentation at ShareSoc Sept 18, by David Allmond CCO. piworld.co.uk Amryt Pharma (AMYT) – Investor presentation at ShareSoc September 2018 Presentation by Amryt Pharma CCO, David Allmond. Amryt Pharma plc is a commercial-stage specialty pharmaceutical company focused on developing and delivering treatm A great overview before their results tomorrow, 26.9.18. The team – 00:27 The vision – 02:12 Amryt overview – 04
4 Commercial & development pipeline – 060 Strategy – 3 pillars of growth – 07:43 Lojuxta – 102 Epidermolysis Bullosa (EB) AP101 – 12:20 AP103 – building an EB franchise – Gene Therapy Platform – 18:26 In-License Opportunities – 217 Financials – 22:16 Investment case – 22:55 Q&A – 24:18
nk1999
19 Nov 2017
Mail- Midas [link] SHARE TIPS: Amryt Pharma makes remedies that can save lives - and cheer savers..............................Amryt is a drugs firm with a difference. It focuses on treatments for rare and 'orphan' diseases, that is, conditions that affect fewer than one in 2,000 people. The shares are 17.75p and deserve to be far higher.Amryt is chaired by Harry Stratford, who set up Shire in 1986, a drugs firm now valued at £33billion. Stratford also set up ProStrakan, a pharmaceutical firm sold to the Japanese for nearly £300million back in 2011.Amryt was founded four years later, in August 2015. Though a fairly new firm, it has crossed some important milestones.Many young biotech firms struggle as they focus on a single drug and take years to bring it to market. From the start Amryt spread its net wider.It does not spend time and money discovering new drugs. Instead, it acquires products that are either in trials or approved by regulators. The group then develops these products into fully-fledged medicines and sells them to those in need.Today, there is a growing need for effective drugs to treat orphan diseases. The number of people affected may be small but there are about 7,000 such conditions and large pharmaceutical firms have historically paid scant attention to them.Thousands of conditions go untreated, sufferers are desperate for help and global orphan drug sales are expected to reach more than £150billion over the next five years. It is easier to gain regulatory approval for orphan drugs too, so treatments move from development to commercial sales much faster than conventional medicines.Amryt's team is impressive. Not only is it chaired by a veteran of the industry, but chief executive Joe Wiley has spent 20 years in the healthcare and private equity sectors, having trained as a neurologist.The finance director, commercial officer, chief medical officer, head of medical affairs and head of licensing have worked for an average of 20 years each in healthcare, both here and in the US, the largest drugs market by far. They are bringing this experience to bear, using their networks to find suitable acquisitions and take drugs from clever ideas to commercial sale. In the case of Lojuxta, Amryt acquired the licence to sell it in Europe and the Middle East from a US firm, Aegerion Pharmaceuticals. Amryt's chief medical officer knew Lojuxta well as he held the same position at Aegerion years ago. The deal was signed in December 2016, Lojuxta is on track to deliver sales this year of €11.5million (£10.3million – most sales are in euros) and the market is valued at up to €100million a year. Only last week, Amryt signed a deal to sell Lojuxta in Saudi Arabia, the Middle East's largest drugs market. The group is talking to the NHS about supplying Lojuxta here too.Amryt is also in late-stage trials with a treatment for Epidermolysis Bullosa, a rare, distressing and painful genetic condition, where the skin is so fragile that those affected suffer constantly from blisters and burns, caused by acts as mundane as pulling on socks or shaking hands. There are about 35,000 sufferers in Europe and 30,000 in the US. Amryt is developing a gel to treat it.Trial results are expected next year but early signs are encouraging and, if the treatment is approved, the market is valued at over £1billion.Amryt is also working on treatments for Acromegaly and Cushing's disease, which affect growth and stress hormones. Treatments are at an early stage but the combined market opportunity is estimated at £800million. In the meantime, Stratford, Wiley and the team are pursuing other deals, so new additions to the portfolio should be forthcoming soon.In September, the company raised £13million via a share placement at 20p. That fundraising means the group now has plenty of
Ripley94
15 Nov 2017
Re: 5 free share tips. Beaufort involved in placing , they must be a bit restricted in the fact they can not accept new monies .Favors the big cats who would of been informed and funded accs before they voluntary put block on accepting new monies .
commercia
14 Nov 2017
Re: 5 free share tips. any takers at these levels or shall we wait for 15p. its the managements fault. misleading us all. credibility gone for now
