Shield Therapeutics Share Discussion Threads

[purchaseatthetop] 11/12/2024 10:51

Fish boy. I am an NHS ambulance crew member. I am always at the doctors. I am in A@E right now!

[qipincha] 11/12/2024 10:50

The price change of 4p to 3p is due to market price. This is not surprising. After all AOP want to secure their interest, same as everyone here. Read between the lines, AOP highlight they will drive the BOD to meet target, and they are happy to keep the company as it is. That’s the most important message to us.

[fishboy] 11/12/2024 10:30

Patt, read my post again, you need help, your mind is out of zinc with your body and the real world.

Go see Dr asap.

[antonagis] 11/12/2024 09:53

PURCHASEATTHETOP trying to lure in mug punters with this whopper……;. ‘I feel confident. Just about to add a small £470. Anything below 3p based on AOP now being committed seems too good to be true’

[purchaseatthetop] 11/12/2024 08:11

I feel confident. Just about to add a small £470. Anything below 3p based on AOP now being committed seems too good to be true*


*yes I know….

But it’s not just AOP. Coverage is growing as I posted last week.


Point32health has two medical insurers with 2.1m lives covered. Accrufer is prior authorised effective 1/1/25. With more and more medical care professionals now starting to prescribe Accrufer, more coverage means more sales pretty instantly as they have been waiting for their insurer to include the drug.

[purchaseatthetop] 11/12/2024 05:31

“Fort i sold up 6 to 8 weeks ago, it took 2 weeks to get out of holding, no liquidity here, on the upside ended up with a free carry of xxx shares.”

Helps explain Pwhites question about who is selling to keep the price down. Not AOP but bored or disillusioned holders who bought very low.

“Think BOD are fighting a battle lost against AOP and loan SWP”

Loan SWK is within covenants and interest being paid with capital repayments starting Q1 27 when it will be chucking out cash like crazy. Not a problem.
AOP are on our side. Without them we would all be screwed. That is clear.

“Equity issue was 4p then all changed to 3p - No explanation in RNS’s about change, so a big ?”

Why would AOP pay a 40% premium now that the share price drifted from 3.85p to 2.85p? They still pay a 5.3% premium to the market price. Not discounted! Any PI can buy at a better price than that now. I have added four times since mid Nov at 2.85p odd.

We have two aces to play:
1) Paediatric indication H1 25 with luck. Suddenly a large number of new pent up demand for under 18s will boost the sales figures accelerating growth.
2) Sallyport invoice factoring. At 30/6/24 the cash received in advance was $6.8m on sales in the quarter of about $7.5m. STX get about 90% of invoice value on issue and then repay when cash collected after 90 days. Then they pay Viatris etc their share.
The advance paid balance would have been about the same end Q3 24 as sales only grew marginally. Q4 24 should see US product sales of around 51k at $220 so $11m. That is an extra $3.5m of revenue to get advance cash from. So maybe $3m more. This is the equivalent of obtaining extra funding. So if they get the £1m retail book away, plus this $3m, plus the AOP $10m, they actually have raised nearly $15m. And further sales growth simply increases the Sallyport funding to cash breakeven.

[fishboy] 10/12/2024 22:27

Fort i sold up 6 to 8 weeks ago, it took 2 weeks to get out of holding, no liquidity here, on the upside ended up with a free carry of xxx shares.

Think BOD are fighting a battle lost against AOP and loan SWP - so also STX shareholders may end up with zilch, though hope the STX drugs help patients with Ida, though just think will be in other control under a big pharma.

Equity issue was 4p then all changed to 3p - No explanation in RNS’s about change, so a big ? about how decisions are made at board, broker and AOP level -

Good Luck All

[qipincha] 10/12/2024 20:56

"AOP is committed to supporting Shield’s success and has every intention to act in the best interests of the Company and, in turn, to seek to improve the valuation of the Company for all Shareholders.

AOP does not plan to make any changes to AOP or any of its subsidiaries following the date of Subscription Admission."

read between lines, the BOD will under more pressure from AOP to deliver target

[purchaseatthetop] 10/12/2024 17:13

Q1 25 revenue covenant is $38.9m up from $31.5m Q4 24

Revenue 2024 will be about $32m
Q1 24 revenue was $4m which drops out and we need to add 38.9-28m so $10.9m to hit covenants.
At $220 that is way less than 50k prescriptions and Q4 24 should be in excess of 50k so Q1 25 much higher. So covenants don’t seem to be a threat anylonger which is nice.

[dplewis1] 10/12/2024 16:54

Even their bullish trading update hasn't stopped the rot. Must be squeaky bum time for the board, hard to change sentiment once the market has decided it's a dud. Opportunity cost for investors is significant also, watching your money drift lower here or invest in a company that isn't reliant on one product

[qipincha] 10/12/2024 16:40

Reiterate, just wait for the fund to be in place. News expect to come in the next two-three weeks

[purchaseatthetop] 10/12/2024 15:22

Pwhite. The premium at 2.75p is much higher for the millions they have invested at higher prices like the 6p cash raise!

Certainly the BoD will want the extra £1m from the retail book offer. That needs the share price to rise over 3p. Therefore, November sales data coming in the next few days I think.

[purchaseatthetop] 10/12/2024 13:39

30/10/24 share price was 2.9p

Since then we have had the business update saying average prescription revenue has risen to $220 from $167 in Q3 24 (rise of 33%), that 2024 target of $31m will be hit, and AOP have confirmed another $10m cash at 3p.

Share price to buy now 2.84p! Well, more for me tomorrow.

[cyberbub] 10/12/2024 00:02

PWhite73, what makes you suggest that all AIM shares are going to soar soon?

[robertbarns1] 09/12/2024 21:53

heading to 1p





not looking good

[antonagis] 09/12/2024 20:48

ROBERT BOBARTH desperately trying to keep the last few disciples interested. It’s priceless.

[purchaseatthetop] 09/12/2024 20:32

“Not quite making their targets”

In May 24 they forecast $32.28m for 2024 revenue.


Seems likely that revenue will be about $32m. Given the fact Hardman is the paid analyst, this I think represents a real achievement! Please find any other AIM company that has hit its analyst targets.

[purchaseatthetop] 09/12/2024 16:54

Skcots. When revenues hit $100m a year Viatris start paying the $30m milestone payments. That should be 2026. AOP will be wanted to start selling their shares by then, not buying even more!.

[qipincha] 09/12/2024 14:32

Just be patient and wait for the deal to be done and dusted

[skcots48] 09/12/2024 14:07

My predictions for 2025:-PATT disappears again once he's cut his losses-This board becomes a bit more normal again (quiet reflecting not much news)-Shield continue to grow revenues-Not quite making their targets-But enough to keep going-A deal of some sort is negotiated with Viatris, to get more out of them because their input isn't enough-An AOP move looms into 2026

[zeus19] 09/12/2024 11:22

Where have they stated that? Last time they gave a price target was late november and it was a temporary target, nothing about 2015

[dplewis1] 09/12/2024 10:45

So the Stifel broker target of 3.5p for the end of 2025 is about 15% up on the current share price Not exactly exciting for an AIM share is it? No talk of multi baggers here .. may as well buy a steady FTSE plodder and collect a divi as well