Shield Therapeutics Share Discussion Threads

[cf456] 04/2/2019 09:26

The chart is looking great. Blue sky with no resistance in the way at all.

A quick move up to 100p or so will do nicely for starters.

[cf456] 04/2/2019 09:25

It seems to be the case NY Boy.

Odd given that a rising price normally leads to a busier BB and the share price has been rising strongly here since the beginning of the year.

There are obviously others interested since there are plenty of trades going through.

[ny boy] 04/2/2019 09:19

cf456

Just us two benefiting the early worm approach, unless some silent and content background non posters 🤔

[cf456] 04/2/2019 08:19

150p would certainly be a load of upside from here.

Also the possibility of getting the product into the Asian markets and particularly China and I understand the company is seeing a lot of interest in these areas and discussions are underway.

"Discussions are also underway with third parties for the licensing of Feraccru® commercial rights in certain other countries."



There's a huge market there and a lot of further upside potential for the company.

(from 25:38)

[ny boy] 04/2/2019 07:46

Cf456, if it does what it says on the tin, gets FDA approval over the summer and they get their partner, the share price will take care of itself and start move above the original 150p ipo price imo

[cf456] 02/2/2019 13:00

Excerpts from the Hardman note (Jan 28th):

"Feraccru is a simple product, iron is essential for normal body function, and treatment fits easily into normal clinical practice. Validation by regulatory approval and commercial deals in Europe looks set to be repeated in the US."

"A novel treatment for iron deficiency (ID), Feraccru is approved for use across Europe in adults with or without anaemia. Compared with other oral therapies, Feraccru is very well tolerated."

"STX has very limited risk because of the simplicity and low clinical risk of Feraccru, in addition to the fact that it has received regulatory approval in Europe and a decision date for US FDA approval."

"Feraccru has been shown to be safe and effective in four completed clinical trials"

[cf456] 02/2/2019 12:50

“Following the positive result from the Feraccru® AEGIS-CKD study, a US NDA was filed and accepted by FDA and the 27 July 2019 has been set as the PDUFA date”

[bobf1] 02/2/2019 11:43

There are not many patients in the kidney study (169), compared to other medical trials. Hope that doesn’t delay the fda approval

[cf456] 02/2/2019 11:22

More cash would be handy and further extend the cash runway (which already extends into 2020).

It's reassuring to know that the company is currently so well cashed up.

As per the recent Hardman note:

"a strong balance sheet that supports modest cash burn, which could be boosted by R&D and sales milestones from Norgine and/or upfront payments from new commercial partners."

[ny boy] 01/2/2019 22:14

Next likely news, end of Q1 (End of March)

A positive result in the upcoming AEGIS-H2H trial would trigger an estimated €2.5m receipt from Norgine.

[ny boy] 01/2/2019 17:01

Strong close, investors mostly accumulating now at these levels.

[ny boy] 01/2/2019 13:45

A lot of red trades earlier, showing on L2 were buys.

[cf456] 01/2/2019 12:22

Delayed 35k buy @48p from 10:21.

Clearly some background buying going on.

[cf456] 01/2/2019 12:20

I didn't notice the thread had so few posts.

Definitely a good sign i.e. those getting in now are getting in early and as of yet there is no sign of the herd.

[cf456] 01/2/2019 12:18

All the 7s there TurboCharge.

Quite a few others picking up on the story and buying in this morning too by the looks of it.

The price shouldn't even be here. It dropped from 110p on study results which later turned out to be fine. But the market has been slow to pick up on the fact.

Thus a great buying opportunity. Not only is there the potential re-rate back up to 110p, but there are other catalysts too and in particular the potential FDA approval in July worth an extra 85p on top of the share price according to Peel Hunt.

And the company is fully cashed up until 2020.

And of course the CEO is aligned with shareholders holding 8.7% of equity. That's nearly £5 million worth of his own money he has invested here.

He will be particularly driven to get the share price moving northwards.

[turbocharge] 01/2/2019 12:09

Have pushed the bid up by 1p as well as claiming post 100 on this thread!

[ny boy] 01/2/2019 12:09

I think investors are starting to twig, if they get FDA approval (they already have EU approval)end of July/August and a partner then we should be looking at 150p+ later in the year imo

So potentially a no brainer at 50p

[turbocharge] 01/2/2019 12:07

12:07:01 51.9999 7,777 O 49.0000 52.0000 Buy

[turbocharge] 01/2/2019 12:05

Might as well, on the stroke of 12:07, 7,777 will be purchased

[cf456] 01/2/2019 11:59

CEO sounding very bullish yesterday:

[cf456] 01/2/2019 10:44

There's certainly blue sky on the chart to all the way to 110p. And the share price today should actually be above 110p since the reason for the original drop from 110p was completely invalidated in March 2018:

---

5 Feb 18: initial blended top-line data from Ferracru AEGIS-CKD study shows apparent failure to meet primary end-point

16 Mar 18: AEGIS-CKD detailed analysis shows study did in fact meet primary end-point

27 Mar 18: EU extends approved Ferracru indication to all adults with iron deficiency

--

So in theory the share price should never have dropped in the first place since the AEGIS-CKD study results were positive all along.

As per the most recent presentation:

"Investment proposition – the recovery of the business from the consequences of the initial and ultimately incorrect AEGIS-CKD study results have not yet been reflected in the share price"

- page 4

[ny boy] 01/2/2019 10:26

Upping the bid again lol

[ny boy] 01/2/2019 09:32

MM’s upped the bid to try and seduce some sellers, clearly short of stock

[ny boy] 01/2/2019 09:18

As you can see on the chart in the header, a clear breakout, with a gap to fill around 110p going forward.

[ny boy] 31/1/2019 14:49

Stock shortage imo

L2 2v1 I think they are playing games, some more decent buys will see us mid 50’s +

A year ago we were 100p +, now we have a clearer pic and outlook on revenues etc should be motoring up soon, post brexit and we can head for 100p imo