Shield Therapeutics Share Discussion Threads

[powerp2] 22/6/2021 11:33

Nobby TW said when talk of self launching in US was first raised, that he as a lot of experience in raising debt finance and had a lot of opportunities for this. He ruled out dilution and what happened? He was outside of this at best a jam tomorrow guy and at worst misled - the whole US licensing period showed this when we were continually told all was well and a deal was just around the corner when all of the MNC pharmas and big US players had expressed no interest in reality

[little minx] 22/6/2021 07:51

I think I read that on another thread too. Think they were going to email to raise the issue.

[reviewwworld] 22/6/2021 07:49

Anyone had issues registering for conference?Followed links from STX IR page, got to virtual investor conferences, signed up, logged in... But when I went back to sign up for this particular conf I'm getting a page not found type error

[purchaseatthetop] 22/6/2021 07:02

Cheers little minx...good to consider. I like running over these things to then post audit my thoughts and learn.

[little minx] 22/6/2021 06:59

My two penny worth is GM share grant announced before his official board announcement and his grant is under water. Something I am sure he would like to rectify.No new material being discussed Thursday but we already have RNS re launch June so this can certainly be a topic with details regarding timescales, recruitment etc.

[purchaseatthetop] 22/6/2021 06:56

Nobby....it is quite fun to move from the sheer lunacy of reading the SYME board to the sense of this one. Like ying and yang.

[nobbygnome] 22/6/2021 06:50

I've got to defend TW who I met a number of times. Things may not have turned out as we all wanted but he is a trustworthy guy. Maybe the job was too big for him but he did not deceive us!

[powerp2] 22/6/2021 06:33

It will also be interesting to hear what progress Norgine are making. It will Good not to have to listen to TW who you just couldn't trust

[purchaseatthetop] 22/6/2021 06:17

Looking at LSE they seem to think there will be no RNS before the Thursday 3pm event. They may well be right and me wrong. It is just that I cannot see the reason for this event unless they RNS the US launch beforehand. Otherwise every question will be sbout the USA and Greg will be unable to answer any due to market sensitive information. That is how my logic works. Any different views?

[purchaseatthetop] 22/6/2021 03:50

Review world....good point. Always sensible to consider the flip side. However, IMO Greg would not have taken the job if this was the case, would not have an hour long live presentation where he would be ripped to shreds, and would not have to deal with a collapsed share price. He is very experienced in the USA and would have looked in detail. That is why it is good to look at the flip side!! We would have had this news weeks ago if the launch was being delayed....I hope.

[reviewwworld] 21/6/2021 20:55

I'm on your side, I'm a holder and want this to be good news.But..Caveat emptor... You definitely cannot rule out the new CEO saying "based on my experience in these type of launches, I've taken executive decision to delay launch by 3 months whilst we restratagize our sales plan"As I said. Would love good news but the odds are no better than it being the new guy putting brakes on as he doesn't like what he's already seen.

[purchaseatthetop] 21/6/2021 18:22

Powerp2....21may RNS stated "confirming that the group remains on track for launch before the end of june 2021". I really do not expect such a slippage at this late stage. If they were not going to hit we would know by now. New CEO. New success.

[powerp2] 21/6/2021 17:53

It could be to explain a slippage in the plan - this would be absolutely typical for STX

[purchaseatthetop] 21/6/2021 15:59

Well....whatever the date of an RNS this presentation can only be good news. Would the new CEO want to face the tifosi if he was going to announce a delay? This must IMO mean that he does a lap of honour delivering US launch. The fact jobs are now disappearing from the Shield website means they have recruited and things are happening. I am very excited. That may not surprise some of you who know I have a tendency to get very excited. But it makes me happy.

[babbler] 21/6/2021 14:05

And they could rns on the day. Ie Thurs pre presentation and it won't be new info.

[purchaseatthetop] 21/6/2021 13:58

Machinist....I know that. The point is that there would not be a presentation happening unless an RNS is released for them to have something to talk about. I fully expect an RNS tomorrow.

[machinist] 21/6/2021 13:55

Patt 'No new material information will be disclosed at the event' is standard for these type of events.

[purchaseatthetop] 21/6/2021 13:51

New job on Shield website. Medical liaison south east states. The one for north east and Midwest has gone so that is filled. I love jobs pages. Clearly things are moving. Bought again at 52.33p.

[purchaseatthetop] 21/6/2021 13:45

Gotta be tomorrow. The RNS says no new material information at the event. I cannot see any reason for this unless there is new information. Ipso facto dipso pip so...RNS tomorrow. Glad I bought earlier.

[nobbygnome] 21/6/2021 13:41

Hmmmm.....does that mean we should get an announcement about the launch in the next couple of days?

[purchaseatthetop] 21/6/2021 13:41

Thanks babbler...Thursday is exciting. 3pm STX. 4pm ITX.

[babbler] 21/6/2021 13:37

Rns. Presentation Thurs.

[purchaseatthetop] 21/6/2021 13:23

I did my Porters Five Forces analysis on STX and it looked amazing. No new entrants. No substitutes. Bargaining power of buyers..nil. Bargaining power of supplier..monopoly. You do not get that very often. In fact I just bought another 5,400 at 52.4p because I had forgotten how rare it was.

[cyberbub] 21/6/2021 13:09

The company have the money to launch, they've hired the people to launch, they've started marketing channels to buyers, they have a great lroduct... So why would there be any doubt about the launch?? Whether the official launch is in the next 10 days or the next 20 or 30 days is irrelevant in the scheme of things IMO