Shire Share Discussion Threads

[jeffcranbounre] 14/2/2015 15:23

Shire is featured in yesterday's ADVFN podcast as part of my chat with technical analyst Zak Mir.

To listen to the podcast click here>

 

In the podcast:

- "How to put the odds in your favour when it comes to investing, with very little effort"

- Technical Analyst and PR at Materinvestor.co.uk Zak Mir chatting and charting San Leon Energy #SLE Mariana Resources #MARL Sareum #SAR Shire #SHP Bacanora Minerals #BCN Standard Chartered #STAN Countrywide #CWD

Zak on Twitter is @ZaksTradingCafe

- The micro and macro news

- Plus the broker forecasts

 

Companies mentioned in today's podcast include:

Segro #SGRO
Bacanora Resources #BCN
32Red #TTR
Mariana Resources #MARL
Land Securities #LAND
Intu Properties #INTU
Kier Group #KIE
Sareum #SAR
Hammerson #HMSO
Derwent London #DLN
Shire #SHP
Severn Trent #SVT
Capital & Counties Properties #CAPC
Fitbug #FITB
Standard Chartered #STAN
“Buy” British Land #BLND
Hogg Robinson #HRG
Croda International #CRDA
Countrywide #CWD
Rolls-Royce #RR.
ITV #ITV
Fresnillo #FRES
TalkTalk #TALK
Anglo American #AAL
Rio Tinto #RIO
Aeorema Communications #AEO
Quartix #QTX
Utilitywise plc #UTW
Aggreko #AGK

 

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just  for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[karateboy] 12/2/2015 23:45

SHP ADR rose more than 7% in New York while it went up only 4.6% here. So we may expect further rises tomorrow.

[zho] 12/2/2015 14:43

Shire hails 'historic' year with record sales but says 2015 will be slower

[inki] 09/2/2015 17:07

It is time people stopped pointing fingers.
Either a company is complying with law or not. The legislators are responsible for making the laws. As for tax mitigation, most individuals with the opportunity would have an Isa or SIPP, with a distinct objective to save tax. The government proposes these packages as tax saving products. Finally from a moral viewpoint, this company is not serving coffee to individuals with free time to fill in, but they are providing healthcare research and manufacturing which if additional tax had to be paid, would effect the NHS costs or us individuals.

[steeplejack] 09/2/2015 14:11

This tax business is a good excuse to give the price a bit of a tonking after recent strength.The day a Finance Director stands up at an AGM and boasts that he's maximised his tax payments to Governments is the day that a battalion of Ed Millibands bestride the corporate world raining detritus upon the capitalist system.

[khitchen] 02/2/2015 23:20

does anyone know if SHP is going to be involved in the manufacture of DELTA 9

[jeffcranbounre] 02/2/2015 15:15

Shire’s #SHP binge eating disorder drug approved by US Food and Drug Administration.

Featured on today's ADVFN Podcast>

[gbb483] 19/1/2015 08:04

What a load of waffle. I'm sure the 26 minutes could be condensed to less than 1.

JeffCranbounre 16 Jan'15 - 19:36 - 1001 of 1001 0 0 (Filtered)

[jeffcranbounre] 16/1/2015 19:36

Shire is featured on today's ADVFN podcast.

To listen to the podcast click here>

In today's podcast:

- Technical Analyst and PR at Materinvestor.co.uk Zak Mir chatting and charting Quindell and it’s good news if you’re Quindell investor, Nanoco, Afren, Blur and should you invest in BP or Royal Dutch Shell?

Zak on Twitter is @ZaksTradingCafe

- And the micro and macro news including:

Quindell #QPP
Afren #AFR
Royal Bank of Scotland #RBS
Blur #BLUR
Nanoco #NANO
BP #BP.
Royal Dutch Shell #RDSB
Moneysupermarket.com #MONY
GlaxoSmithKline #GSK
Synthomer #SYNT
JD Sports #JD.
HSBC #HSBA
Google #GOOG
Standard Chartered #STAN
Vedanta Resources #VED
MyCelx Technologies #MYXR
IG Group #IGG
Shire #SHP
AstraZeneca #AZN
Smith (DS) #SMIN
Dignity #DTY
Tristel #TSTL
Lancashire #LRE
Wolseley #WOS
Robert Walters #RWA

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[zho] 14/1/2015 12:38

Shire’s indigestion risk

[tiptv1] 12/1/2015 17:01

What are Moose and Richard saying about this?

Seem more at:

[jeffcranbounre] 12/1/2015 15:05

Shire is featured into today's ADFVN podcast.

To listen to the podcast click here>

In today's podcast:

- Technical Analyst Nicola Duke will be chatting and charting, Anite, Big Yellow Group, ITE, Union Jack Oil, Afren. Nicola on Twitter is @NicTrades

- And the micro and macro news including:

Quindell #QPP
Afren #AFR
Shire #SHP
ITV #ITV
Taylor Wimpey #TW.
Big Yellow Group #BYG
ITE #ITE
Union Jack Oil #UJO
Anite #AIE
Unite Group #UTG
Pace #PIC
Royal Mail #RMG
Prudential #PRU
Hikma Pharmaceuticals #HIK
AO World #AO.
Betfair #BET
Sound Oil #SOU
Advanced Oncotherapy #AVO
International Airlines Group #IAG
Afren #AFR
Ophir Energy #OPHR
Premier Farnell #PFL
New River Retail #NRR
Victrex #VCT
Catlin Group #CGL

Every Tuesday is Ten Bagger Tuesday on the podcast. If you know of a stock, whose share price has the potential to increase ten fold, just click the link below.



(All it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

Once a week, on a Friday, I feature a tip from a listener to this podcast, if you'd like to suggest a stock click the link below:



(Again all it involves is filling out a form that will take you around 5 minutes and you don't personally appear on the podcast).

You can subscribe to this podcast in iTunes by clicking

To follow me on Twitter click

As a listener to the ADVFN podcast you can take advantage of some exclusive first year discounts on popular subscriptions:

Bronze - £50 (normally £73.82/year)
Silver - £145 (normally £173.71/year)
Level 2 - £350 (normally £472.94/year)

Call 0207 0700 961 and ask for the ADVFN Podcast discount to take advantage of these reduced rates or just for more information.

Please DO NOT buy any stock recommended in this podcast basely solely on what you hear. The opinions in this podcasts are just that, opinions. Please do you own research before investing.

Justin

 

 

[zho] 12/1/2015 10:36

London-listed drug company Shire is to buy US biotech NPS Pharmaceuticals for $5.2bn (£3.5bn) in an all-share deal.

[zho] 12/12/2014 09:12

With leading shares falling for the fourth day in a row, pharmaceuticals company Shire bucked the trend.

The company jumped 136p or 3% to £45.65 after a positive response to its investor day on Wednesday. Analysts at Jefferies said:

The R&D day provided the first opportunity to meet a broad selection of senior management within Shire and we were impressed by clear strategic direction and rational development plans. We also gained visibility on Shire’s early-stage research and technology platforms, as it highlighted its 22 product pipeline. We came away with the view that there is more value in the pipeline than is ascribed in the current $41bn valuation.

Credit Suisse kept its neutral rating but raised its net present value on the business:

Management kept the broad $10b revenue by 2020 made up of $7b from marketed and $3b from new drugs. Since the target was set, there has been some delay to SHP465 and more FDA discussions regarding lifitegrast. Management stated that the $3n does not include new acquisitions, early development, or business development.

We have made minimal changes across the late- and early-stage portfolio to launch timings, peak sales expectations, and risk-adjustments. The net effect is to increase total ..net present value from £30.81 to £31.41.

[zho] 08/12/2014 16:30

The accountant PricewaterhouseCoopers and drugs giant Shire are due face a tense parliamentary showdown over tax avoidance with an angered Margaret Hodge today

[arja] 03/11/2014 19:48

getting hammered in USA for some reason ! Anyone any idea why ?

[arja] 03/11/2014 11:54

not helping the share prioe on friday or today but might rebound later this week hopefully !

[zho] 01/11/2014 15:47

AbbVie's bill for abandoned Shire deal spirals to almost $2bn

[baron83] 27/10/2014 07:55

CEO takes £626K on Friday - very nice.

Deutsche Bank lift buy target today to £48.50

DB Comments:
Shire's independent future is an exciting one, in our opinion. Its goal of market leadership in rare diseases, coupled with strong current momentum (evidenced by raised guidance for "high thirty percent" EPS growth this year) and a pipeline that could deliver peak sales of >$4bn pa, by our estimates, point to a
stock that is undervalued on just 16x 2015E EPS - a multiple in-line with slower-growing large cap pharma. With the biggest mid-term risk to earnings removed (as a result of the Vyvanse patent win), we lift our TP and reaffirm our BUY rating.

3Q highlights strong current momentum; high 30% FY EPS growth expected Despite the potential distractions in the quarter, Shire delivered exceptional 3Q results (sales/EPS up 32%/60%) and lifted its FY EPS growth guidance to the ‚high thirty percent range‛ (implying c.5% consensus EPS upgrades, assuming market forecasts reflected prior guidance for low/mid 30% growth). While the launch of Intuniv generics would slightly crimp 2015, we lift our EPS forecasts by 4-6% pa and now expect an EPS CAGR to 2018E of 18% (was 17%).

Reiterating pipeline optionality ahead of R&D day on 10 December In this report, we update our commentary on Shire’s new drug pipeline which, by our estimates, includes a potential blockbuster (lifitegrast for dry eye
disease) plus six drugs with sales potential of $0.5bn pa or greater. In aggregate, we calculate that drugs/indications to be launched by 2018 have a peak sales potential of c.$4bn pa, with an additional $1bn+ potentially coming from the introduction around 2019 of two rare disease programs (Sanfilippo A,
MLD). Supported by initial launch sales from this portfolio, we note that our forecasts are broadly consistent with the ‚10x20‛ program unveiled by Shire in June under which it targets sales of $6.5bn by 2016 and $10bn by 2020. We expect to hear more at an R&D day for analysts and investors on 10 December

Valuation - raised to 4850p (from 4550p)
Our new TP is derived by applying a 20x multiple (unchanged) to 2015E non GAAP EPS. This multiple is arrived at by comparison with a group of fast growing mid cap pharma companies and reflect our confidence in the sustainability of growth. In support of this, our DCF indicates a somewhat higher value/share (>5,500p). Risks relate to sales trends for key brands, pipeline news, rare disease competition and Lialda patent challenges.

GLA

twitter: @barondaytrading

[tsmith2] 24/10/2014 12:23

Great figs..Break fee paid too

[steeplejack] 21/10/2014 08:30

The $1.6bn (equivalent of a years's profit) is some solace :)

[orchestralis] 21/10/2014 07:12

Offer terminated

[tiptv1] 16/10/2014 16:50

Looks like the Hedge funds were caught out by possible AbbVie exit.

hxxp://www.tiptv.co.uk/archives/live-market-round-up-zak-mir-editor---16-10-14/