Shield Therapeutics Share Discussion Threads

[ny boy] 20/5/2019 15:35

After that huge mass of buying @ 100p solid move higher now, 115p first target in sight. Run up to 150p before FDA imo

[ny boy] 20/5/2019 12:02

Every decade since the 20's punters have been mugged selling a few, rinse and repeat!

[crankyman] 18/5/2019 20:32

No agenda - I know a fair bit about this market and came across your thread. Ive owned the shares since May 18. Patents are always a vulnerability. The data is great, no doubt. It’s the first oral to actually have any data versus placebo and it’s matched IV. The following 12 month data will also be important because they are looking at relapse. You relapse on IV but not (potentially) on Feraccru. Long term it prevents relapse. That’s huge for patients because they are on a see saw with IV.
The potential could be huge (oral market is massive) but whether being a prescription drugs hurts or massively aids uptake is a question

[nobbygnome] 18/5/2019 20:00

Hmmm interesting. You only joined ADVFN today so clearly you have some sort of agenda here with the alarmist vocabulary you use. Why on earth does the US licensee need to be 'desperate'? There is however some truth in what you say and I agree it will probably be cheaper for whoever is looking to sign a deal in the US just to buy them out.

The patents after 2030 are being challenged by Teva who are interested in the generics market as I understand it, which in itself is a vote of confidence in the drug! So whatever happens they have exclusivity until around 2030 I think (can't remember the exact date). Not an issue then in the short to medium term.

So what is your agenda?

[crankyman] 18/5/2019 19:49

The important points with Feraccru include: will US prescribers prescribe an oral iron. There are no oral irons in the US with an indication. It’s all OTC supplements in the US. IV is, obviously, prescription only. Feraccru will be the first prescription only US oral iron. That could supercharge value growth because the price can be much higher. Oral iron unit sales are about 300 times IV (but only half the total market value because they cost peanuts). So far UK and German sales have been pretty unimpressive but that’s without promotion.
Next, can they protect the patents? They did recently successfully defend a challenge. They’ll need a lot of money backing them to keep it up.
Next, if this product really has huge value potential, someone is going to buy this firm out-take it in house. I’d be surprised if the board held out beyond £3. Depends on who they sign up in the US. Norgine was a reasonable catch but it’s not big pharma. They need someone desperate to fill a hole for a primary care sales force.

[nobbygnome] 18/5/2019 13:55

>>valufinder

Can you describe the gist of the article as you have to pay to access it?

TIA

[valufinder] 18/5/2019 13:34

Shield in the FT: https://www.ft.com/content/980c7460-7891-11e9-bbad-7c18c0ea0201

[sharestobuy] 18/5/2019 13:23

What is the expected target price before the news on 27th of july?

[nobbygnome] 18/5/2019 08:46

Couldn't agree more! Closing above £1 is significant although I think the pre plunge level of 112ish will prove a barrier in the short term.

I was just checking my portfolio in all my different accounts and discovered I have 1000 more shares than I thought. Happy days.....although it also suggests Alzheimer's is setting in....

[ny boy] 17/5/2019 17:48

A few small time sells, otherwise an uneventful end of week, apart from we closed the week over 100p, base to build now before the next move up

Good weekend all

[nobbygnome] 17/5/2019 13:58

I don't think the non inferiority trial was submitted because it would have caused a clock stop and hence a delay to the FDA decision. Can someone else confirm this? Timbo? It was talked about at the Investor day.

The annual PSUR safety updates for the EMEA have definitely been submitted to the FDA. My only worry was something in the safety updates once the product had been on the market for a while but the CEO said nothing new had appeared. So from my long experience in the industry I am confident as I can be that the drug will be approved.

[jimbob49] 17/5/2019 12:29

Held since 50p here, can't forsee any possible downside till July, positive safety results and other p3 trials put strong support under this. Did anyone read the notes on EMA approval? It would also be great to know if the FDA will take into account the recent data published (safety + non inferiority) as this data came out after the application to the fda..

[ny boy] 17/5/2019 11:38

A silly effort at a mini tree shake, can’t see it going sub 100p, after all those hundreds of recent trades.

Slight wobble probably down to end of brexit talks Gov/Labour

Best stay focused on forthcoming potentially game changing event FDA decision 27 July

[ny boy] 17/5/2019 07:56

Early indications L2 perky 2v1, first time I have seen this for a while. Let’s see if we can have a go at taking out 115p resistance.

[ny boy] 16/5/2019 21:19

best1467

what comment is a tad naughty?, we just referred to The Edison coverage note

“discussions with Chinese companies are underway”







No one on here said it was a done deal but I agree about being under-valued

[best1467] 16/5/2019 19:04

The comment refchina deal a tad naughty ceo said in discussion with number of potential parteners and hoped to conclude a deal this year and that is as far as it goes.
I don’t know when that may arrive and I would suggest you don’t it could be this week it could be 6months away the shares are rising because more people are waking up to massive under valuation it’s that simple.

[ny boy] 16/5/2019 16:42

We are in a strong rising trend channel, top of channel around 140p area, this should rise to test this level over the coming weeks.

Automatic technical analysis. Medium term, May 10, 2019

Shield Therapeutics plc shows strong development within a rising trend channel in the medium long term. This signals increasing optimism among investors and indicates continued rise. The stock has support at pence 30.00. RSI above 70 shows that the stock has strong positive momentum in the short term. Investors have steadily paid more to buy the stock, which indicates increasing optimism and that the price will continue to rise. The stock is overall assessed as technically positive for the medium long term.
Recommendation one to six months: Positive

[ny boy] 16/5/2019 16:16

Aye, not surprised after all that relentless buying at 100, a good test of patience, much the same now, after all that buying, one wouldn’t want to sell and get caught out on a nice rns 🤦🏻‍♂️

Just tuck away ride the next few months at least

[nobbygnome] 16/5/2019 14:20

Hallelujah! The dam has broken at last....

[ny boy] 16/5/2019 13:58

Wuzy, I posted my main reason for investing on MSYS thread

STX...

Not unusual to get a few PI’s selling, it’s been happening every decade since 30p’s! (Most recently in the early 90’s but most it seems are content to hold.

I only add on pull backs as I am taking a calculated risk, STX will likely get FDA approval 27 July, as they already have EDA approval in Europe and are selling the product and recently into Switzerland, obviously the US market approval is a huge event, it’s not guaranteed, so the risks are there, like any risk in life.Obviously everyone should do their own research GL

[juuunx2] 16/5/2019 12:47

Yes I cashed in but wish I hadn't. Easy in hindsight. Good luck to all who remain

[stoneme] 16/5/2019 12:37

NY Boy. Well done, and thanks. Your confidence here, backed by calm Research and logic ensured a few of us stayed with this, even when sitting on decent profits. Which normally means a investor / trader like me cashes in. Appreciated.

[wuzy] 16/5/2019 11:48

Well said NY, cheers

[ny boy] 16/5/2019 11:45

Wuzy, best discuss on the MSYS thread, I will post on there later as out for a while thanks.

Here I remember the lonely thread days in the 20’s & 30’s pays to be patient, not all these small caps perform well but here I feel investors are starting to take notice.