Shield Therapeutics Share Discussion Threads

[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

[cf456] 31/1/2019 14:23

The volume has been rising strongly over the past month as interest rises in the potential here. I can see it, and the price, rising further in the months ahead.

[cf456] 31/1/2019 13:55

Both a buy and a sell.

MMs not likely to be holding that amount of stock so given the size, it's likely one insti selling up and another happy to buy. End result is that the supply has now gone to a new home. And a positive that someone is keen to buy so much at 47p. They must see plenty of upside.

[ny boy] 31/1/2019 13:38

No idea about that trade buy or sell? Let’s see if we get a rns about fund increasing?

Bigger picture expect plenty of action Q2/Q3

[cf456] 31/1/2019 10:40

Bigger volume today with that 510,000 trade.

Maybe one insti buying from another.

[cf456] 30/1/2019 17:23

With regards potential FDA approval:

"Our interactions are ongoing with the agency and we remain very positive about the potential for a good outcome." - 4:39

[cf456] 30/1/2019 15:39

"Shield Therapeutics CEO delighted with further positive results from pivotal Feraccru study"

[ny boy] 30/1/2019 10:29

Buys showing as sells on L2, I added this morning

[cf456] 30/1/2019 07:27

"Shares jump, Liberum repeats 'buy'

In late morning trading, shares in Shield Therapeutics were 10.9% higher at 47.00p.

In a note to clients, analysts at Liberum Capital reiterated a ‘buy’ rating and an 80p per share price target on Shield Therapeutics.

The City broker’s analyst said: 'This data further validates the potential for Feraccru in CKD and should help to convince prescribers of the longer-term benefits of the drug. The key event remains the US FDA approval decision due by the end of July this year.'"

[cf456] 29/1/2019 10:48

The company is certainly getting out there and actively promoting itself:

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"Today Tim Watts, CFO will be presenting at @SHARESmag Growth & Innovation Forum,London. Please let us know if you'd like to meet Tim to find out more about @ShieldTx . #STX #Irondeficiency #feraccru. Presentation will be on the website later today."

[cf456] 29/1/2019 09:53

Agreed with price movement prior to the FDA result.

Peel Hunt's target alone is 70p which is significant uplift from the current price.
But on FDA approval, they have an extra 85p on top of that.

That potential outcome is bound to attract buying.

A spot of profit taking going on just now by the looks of it. Much bigger gains to be had holding on for the longer term though imo.

[ny boy] 29/1/2019 09:21

For sure, mine all tucked away in 30’s

Should start really motoring as we close in on FDA result, end of July.

Looking forward to reading any new broker recs and press reports going forward.

[cf456] 29/1/2019 08:19

And catalysts to continue to drive the price higher.

And a CEO with 8.7% of the company who's closely aligned with shareholders.

[ny boy] 29/1/2019 08:12

Nice chart breakout underway, backed by strong news flow

[ny boy] 29/1/2019 07:31

Excellent news....Positive results of long-term phase of AEGIS-CKD study further demonstrate the benefits of Feraccru(R)

This one continues to tick all the boxes.

[cf456] 29/1/2019 07:06

RNS just out:

"Such positive long-term treatment data for Feraccru(R) in complex patients with chronic diseases like CKD provides a very promising signal for the future commercial success of Feraccru(R)."

[cf456] 28/1/2019 19:11

Sales momentum likely to accelerate with Norgine actively promoting Feraccru:

"I have been encouraged by the sales performance of Feraccru® in the UK and Germany, where upward sales momentum has been maintained through the last twelve months despite the lack of active sales promotion since February 2018 and I believe that Norgine, with its much larger field-based sales team and readily available resources, is well placed to build on the positive momentum we saw in 2018 and drive the Feraccru business forwards in Europe."

Increased interest in the shares in the weeks ahead in anticipation of a successful outcome in the US also likely. Peel Hunt reckon on an additional 85p on top of the share price for this.

So that would mean the share price has the potential to triple from here on US success alone. This is bound to attract new investors.

[best1467] 28/1/2019 18:44

The only negative I can see moving forward and maybe the reason we have this low valuation at the moment.Although it is early days since the deal in Europe the revenue growth was quiet slow the next quarter will give a good picture of the likely growth potential moving forward .

[cf456] 28/1/2019 11:26

Quiet at the moment and no sign of the herd.

So yes, a good time to accumulate at around these levels before the market wakes up as price moves higher to reflect the "substantial valuation potential".

[ny boy] 28/1/2019 11:16

Yes a great stock to accumulate, before the market wakes up to the valuation potential!

[cf456] 28/1/2019 08:18

More to come in due course by the sounds of it.

Hardman reckons the share have "substantial valuation potential".

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"Our next note will provide further scientific background, full financial analysis, and a better understanding of STX’s substantial valuation potential."

[cf456] 28/1/2019 08:11

Positive coverage from Hardman this morning:

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"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"

"There are multiple potential inflection points ahead"

"Given the potential news flow, a market capitalisation of just £49m makes STX a very interesting investment proposition."

[cf456] 25/1/2019 17:15

Proactive Investors presentation from yesterday evening:

Valuation upside
=================

Investment proposition - the underlying recovery from the consequences of the initial AEGIS-CKD study results have not yet been reflected in the share price

• Current market capitalisation - £43m (@36p as of 17Jan19)
• Consensus analyst valuation - £80m-£90m (70p-80p)
• US NDA approval for Feraccru®, positive H2H study data, additional out-licensing agreements

[cf456] 25/1/2019 13:44

Yes, definitely undervalued given the prospects. And obvious catalysts in the months ahead.

Another positive is significant CEO skin in the game. His latest purchase was for £30k worth in Sep 2018. That took him to 10,163,496 shares.



At the current 41p bid, that means he's got £4.1 million invested here.

So he is very heavily incentivised indeed to drive the share price higher. Great to have management fortunes so closely aligned to those of shareholders.