Member Info for jimbobtechstock

Trevor, are you done yet, or are you just playing the c2.3p support/resistance horizontal for a bounce before dumping your last few? Be good to know so I can get a top up timed better than my 2.7p buy. Mind you, as you know, I was buying a lot sub 1.5p so I'm not grumbling. Many thanks, James

We aim to please. As I said on ADVFN I'm not posting for your benefit, to argue with you. I'm posting a counterview to yours for the benefit of wider debate. I note no comment on my post about the FDA position being somewhat irrelevant to Amryt as they operate under EMA authorisation is not addressed, just a personal attack. That's right, play the man, not the ball...

Only posts after 11am, must be a 7am riser stateside.

Still says they're planning the PIP if you read the annual report. No reason to doubt them and, as I said, no reason to tar all Aegerion staff with the same brush, ESPECIALLY the clinical staff. The issues with Aegerion seem confined to sales and financial and your post therefore seems yet another desperate deramp. One question third party readers of this BB should be asking themselves is simply about motive. As a shareholder my motive is to set the record straight against these slurs. What is the motive to post the slurs and deramps? Shorts or sour grapes - take your pick.

Just to be clear, Amryt does not sell to territories covered by the FDA license, that belonged to Aegerion (now merged into QLT after their own trouble). Yet another attempt to deramp Amryt. Share price is acting like bears won't let any buying survive. Bulletin boards are full of spurious deramps. Can mean only one thing: THEY WANT YOUR SHARES. And are not prepared to pay the going rate for them. I have honestly never held a share where 3 different IDs contacted me out of the blue on Twitter to drop deramps on Amryt. Never. It's under an increasingly desperate short attack IMO. Trying to tarnish an ex Aegerion employee now working for Amryt. Trying to imply something from a US NGO kicking up a fuss about US taxpayer funding (which will only affect the *US* license)... Desperate. Bronx or Yorkville. You decide.

OK but assume all this doesn't affect the EUROPEAN LICENSE which Amryt works under. Which runs till 2024, from memory? But thanks for your interest, Yorkville.

(Public court order is here as image linked from my tweet: https://twitter.com/jimbobtechstock/status/998134272732155904 )

Got word from a very reliable source on some interesting snippets from the settlement with Harris. * Get a feeling AMYT not looking for a punitive defeat. Amryt still own exclusive license to AP102 and nothing brought up in court changes this. * Settlement is confidential but does not include forfeiture of any AMYT shares (otherwise that would have to be declared as a transaction in own shares by AMYT) * Interestingly as far as company is aware, Harris still owns all his shares in last declared holding and they do not believe the <2% holding rule applies to Harris as there is an exception in a former agreement that they believe still holds going forwards. So they don't believe Dr Harris will be forced to sell shares. * I have it on excellent authority that the Rights Assignment described in the settlement is Harris signing over to Amryt the rights to all work carried out on AP102 allegedly in breach of the prior agreements signed by Harris in the original RTO SPA. So a research gain at no cost to Amryt here. * I don't believe there is a large financial settlement, so again I don't think Harris will be forced to sell shares. Looks like company got what it wanted in terms of: demonstrating they will protect their IPR, preventing further work in competition potentially in breach of their exclusive license and taking ownership of all research carried out allegedly in breach of these agreements. * Costs order is each party bears their own costs Get the distinct feeling Amryt now want to move on and so probably won't be issuing an RNS to shout about this win. I believe lots in progress at the moment outside this case.

Yes, but... He only bought 17.3m Fastnet shares at 4p. 8:1 consolidation means just over 2m equiv in AMYT today. Yet Frield had 33m AMYT shares at peak holding so to say he was selling at a loss when he still holds considerably more than 2m is a little simplistic. He signed up to 2 more years of selling restrictions having released a fraction of his capital tied up in AMYT in order presumably to finance another venture. I see no issue with any of this. The issues we should be discussing: - possible commercialisation sooner than we thought under existing PTW MA in Europe? (March RNS and subsequent UKIS presentation) This would be huge if achieved. How likely, what about these small scale studies mentioned, and how quick to first sale, 2018 or 19? - Harris settlement. Will we see an RNS? What can it mean for AP102 - presumably can ONLY be good news for Amryt because at the very least Harris is injuncted against working on a rival (see my twitter for photograph of court order) - Amicus data set, what it means for EASE, and separately are we still expecting an IND and US trial centres for EASE, and when? Just points of interest. - Interim readout - hearing conflicting accounts from early Q4 to 'december' as mentioned in UKIS presentation, thought the latter could be slip of the tongue 'by end of December'? Too much interesting stuff going on here to be raking over old ground or casting aspersions on a staffer because of what his former employer got up to. Far too much.

What marks out Amryt as different to probably any other share I've watched closely is the lack of public support on BBs, which means the free float is probably spun dry with every loose holder, stale bull etc pushed out by now. It's exhausted the initial supply of supporters/investors throughout this very long pullback to here, painful for LTHs. But it hasn't quite acquired a second wave of PIs ready to take it through to the next stage of the Amryt journey. Looking at the chart there was a huge play from 24p RTO placing down to 14p before a correction. May be a while off here but I fully expect to see a bounce, given the chart. Looks a great opportunity at 17p and the derampers only serve to bring that home.

IMO is brokers heard Frield wanted to sell a portion in order to launch Open Orphan.. Have no issue with Friel starting OO as it's complimentary rather than directly competitive. He's also keeping the bulk of his holding here to get ROI. Those brokers fed this board with titbits like 'look what Friel is doing at OO' and 'Harris in court' etc etc along with passive agressive deramps sowing seeds of doubt for LTHs. Same time I guess they sold short into any buying over last few months in order to kill sentiment and keep momentum from moving it. Seen it before on other pharamas, at those times I had access to reliable short interest markers and knew 100% what was going on. Here it's just a strong hunch but let's run with it... Friel sells down at 17p, not great but exactly what the shorters wanted. Wait up tho, Friel sold a big chunk directly to an II! So those left short are spending their sad life deramping here in the hopes they don't lose their jobs over a Bad Play. Their only hope now is to shout Amryt down through impending good news, like Harris settling out of court with an injunction restraining him from working on an AP102 rival for 18 months. As yet undisclosed damages but since he's not allowed to hold more than 2% in any company developing som products then will he have to sell 1.5% of AMYT to get under that threshold? If that the derampers next play? Wonder what's going to happen to the Harris company that got away? Som theranostics or something, since the text of the injunction reads to me like he's not allowed to own that co now either. Anyway. This public service post will help genuine holders try and make sense of the stream of negativity on here. Best of look everyone. Except shorters - hope you lose your houses.

You're the guy who posted that management are leaving the ship when clearly you know Friel has not been mgt for a while then, if you're so ckued up. Bunged up, more like. Full of ****

1.) We don't know the terms of the settlement with Harris re his shares and if confidential we might never know any damages awarded. But why does it matter, as derampers on this very forum have variously argued (a) size of any damages would be a drop in the ocean for Amryt and (b) the competition angle was the most damaging (I guess (c) would be the ironic point that derampers here raised the possibiloty that AP102 was worthless, but then if so why was Harris hell bent on working on it against his agreements with Amryt?!l 2.) Cathal's shares sold below 2 capital raise levels are nevertheless in profit to him as a founder. He didn't sell them all and he did sign an additional lock-in and orderly market agreement covering 2 years. If he was not comfortable leaving the bulk of his investment alone he would not have voluntarily signed that agreement. 3.) I don't trust your motives for posting here one but so I'll leave you to argue with yourself. Anyone wants to see the signed injunction granted by the judge in New York PM me on Twitter.

If any of the derampers on here could cough up 40cents between them and had the nous to sign up for a PACER account they could read the full settlement agreement: - settlement agreement reached (terms not disclosed) - injunction preventing Harris working on AP102 and any similar product which would be in breach of the anticompete until 4th Dec 2020, also preventing Harris owning or investing in such a company *except* where it is less than 2% of a publicly traded co. So looks like Amryt got what they wanted out of this. Not sure whether RNS on Monday to describe outline of the settlement or whether will remain confidential

'Glad I'm out' - why the hell are you wasting time posting here? Dismissal of court case was what we were expecting assuming an out of court settlement reached. Unless the settlement is Harris gets to do whatever he wants to do this has to be good news for shareholders. Hence the derampers. And the amateur brokers position-posting. I don't doubt the fundamental investment case here and Cathal selling has given extra value for a top up. Hold for recovery now is my plan.

Outrageous slur. Management is not selling. Cathal Friel has not been management since last year. There has been no PDMR RNSs to indicate current management is selling.

Lol - MM following the background market, behind the scenes you have the likes of World Quant etc fecking with it. Bluffs and spoof all the way...

UT against bid at morning auction suggests some MM well aware of the grant and wanted the book looking weaker than it was. I think only 1xMM on bid on open and 3x on offer - another double bluff no doubt.

Also look at the recent managerial appointments this year. It looks like there's been some fresh thinking on how to use the existing PTW MA in Europe. Appointed January: "Derval O'Carroll as Head of Regulatory Affairs. Derval has over 25 years' experience in pharmaceutical industry regulatory affairs. Prior to joining Amryt, Derval was Senior Director of Regulatory Affairs for the NASDAQ-listed rare diseases company Retrophin Inc., where she provided regulatory, strategic and operational input to product teams managing Retrophin's development-stage and commercial products. " Appointed March: "appointment of Jordi Casals as the Company's Head of Europe. Jordi will be responsible for leading and further developing Amryt's European operations, including product launches. His initial focus is on the continuing sales growth of the Company's commercial asset, Lojuxta, a treatment for adult patients with Homozygous Familial Hypercholesterolaemia." "Product Launches"???

That's just the point! You say "everything else is being pushed further out" but this is a way to commercialise AP101 now under the existing PTW EU MA (Episalvan is just AP101). Company has been holding back commercialising as a PTW treatment under the license acquired by Birken because it's a commodity space with lots of competing existing treatments. But this list in the March update is for rare cases which fits with Amryt's strategy. And, I firmly recommend listening to the UKIS video - whilst Kieran isn't the most confident public speaker there is the key technical information within, around the 14:45 mark - they claim they only need a small proof of concept study to launch for these rare treatments under the EXISTING MA. That's huge news - especially as the potential market according to the March update is about the size of EB again. " Early indications suggest that collectively these indications of TEN/SJS, radiotherapy and chemotherapy induced dermatitis, and bullous pemphigoid and pemphigus vulgaris may have a market potential greater than the EB opportunity which the Company is currently investigating in its EASE Phase III study."