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Radar..they are a revenue generating pharma company trading at 1× revenue..
Over in the US some of these Pharmas/Biotechs trade 20 to 30×..
AP101 is still up in the air but they seem positive about the results and if it gets approval Amryt will get a Voucher potentially worth up to $100 million..obviously that has not been built into the price..
When they get EBITDA positive later this year (and they said they would) 3× is not out of the question..
As for AP102 it died when Alan Harris (Som Pharmaceutical)left in 2016..
This is going to be a long haul, a very long haul a small cap pharma with big risk.
What ever happened to AP102?....no longer in the pipeline I see. That should have been heading towards the clinic for acromegaly some time ago unless I missed something.
Two sources which basically say saying proof of concept will take 3 years (That would be before phase 1). That is just for the platform. You don't seem to understand this is a novel platform, it isn't like a virus vector that has been used before.
"Clinical proof of concept data: 2023" i.e. data that suggests it is feasible as a concept. Not phase 1 (safe), phase 3 (level of evidence of effect over placebo)...
No timeline mentioned there..
I know clinical trials can take years(Sure AP 101 is 2 1/2 years in phase 3)..but it is something that needs to be probed...
I suggest your information is out of date.
https://youtu.be/P9I48kC6oqY?t=1227 (second source)
From 18:30 minutes
https://www.piworld.co.uk/2018/09/25/amryt-pharma-amyt-investor-presentation-at-sharesoc-september-2018/
Hi here's the pipeline
https://www.amrytpharma.com/pipeline/
Do you mind sharing where you saw that Amryt is entering stage 2 trials for Radiation dermatitis for AP101?
Thanks
https://youtu.be/4_RRJdmA120?t=817 3years quoted here
I'm pretty sure I read somewhere back in early 2019 that the company wanted to initiate phase 1 clinical trials for AP103 4th quarter 2019..
In fact I clearly remember Diamondstar saying that Amryt were about 6 mths behind Krystal Biotech..
AP103 clinical trials are years away.
I'd imagine we will have news of AP103 entering clinical trials.
Hard to know time scale..
Good news and about time too, it should have been done ages ago, Nasdaq and biotech are the best fit and the new investor base should give it a more realistic valuation.
So what’s the likely timescale for the listing of the ADRs, 6 months?
Hope they get one of the top investment banks..
Better pay more now with proper underwriting support to attract proper sticky money..
Has to mean they are pretty confident on getting AP101 over the line..
I notice they are entering stage 2 trials for Radiation dermatitis for AP101 as well..