Shield Therapeutics Share Discussion Threads

[maximus72] 26/6/2019 09:36

You have got it montyhedge. The MM tactics seem odd when the sellers seem thin on the ground but squeezing the toothpaste tube might get the ten bob millionaires to panic sell.

[montyhedge] 25/6/2019 08:27

When it's a risk off day.Market maker take the cautious view and mark most things down.

[nobbygnome] 25/6/2019 08:18

Something strange going on here this morning. The MMs have dropped the price....yet there is nothing on offer on the RSP! Curious.....

[crankyman] 22/6/2019 05:47

A couple of things that I think the VC sees that the market does not see.
Not much mention of China. China approves medicines very quickly these days. Approval could literally double global sales in 2021. I don't think this is priced in.
Positioning as second line to oral and taking a share of oral failure rather than a share of IV hugely increases potential. Not many patients get IV. IV works for some patients - like CKD patients that have to go regularly to hospital anyway and can fit in a quick infusion. At the same time women with menorrhagia are not going to have IV. With sufficient resource invested, Feraccru can own a market 10-20 times bigger. I think the clinical trial strategy for a head to head vs IV was fine. It worked out in the end (even if it was numerically 9% less). I don't think targeting IV patients make any sense once big partners are signed up. It would be good to see upside price projections based on these two outcomes that could better inform the price target.

[sharestobuy] 21/6/2019 23:18

Does £2.50 sound right if approved on the 27th of july

[nobbygnome] 21/6/2019 08:26

Tried to get 5k on a T+20 this morning and was quoted 117p. Going up......IMHO

[ny boy] 20/6/2019 11:34

Should start to see renewed buying, especially at the end jun/ beginning Jul
After the recent light mugging!

[ny boy] 20/6/2019 09:32

Time ticking on, only 27 trading days to place your bets Ladies & Gentlemen

[crankyman] 19/6/2019 14:11

Typical VC managers are looking for a 10 times return. I actually don’t know what the VC came in at. If it was £1.25, I assume they would be looking at £10 plus before agreeing a sale

[crankyman] 19/6/2019 14:04

I presume so. They would decide if it goes through. They aren’t going to settle for £2.50.

[maximus72] 19/6/2019 13:39

If Inventages has provided most of the VC crankyman would it give some protection to a takeover attempt?

[crankyman] 19/6/2019 12:25

STX is almost 50% owned by a VC firm that are backed by Nestle. I'd be looking in that direction.hxxp://www.inventages.com

[maximus72] 18/6/2019 20:34

There are a lot of rumours about some of the big boys waiting in the wings and ready to press the button on a takeover after July 27 but no evidence. Has anyone any real facts? The volume of trades today must be a world record low. Something is going on behind the scenes. But what?

[stoneme] 17/6/2019 17:23

I think tomorrow, or later this week, we will see the 3rd attempt to break 120p. . Let's see

[dansjhall] 17/6/2019 16:46

Interesting reading on Cost vs. IV and scale of usage. Not sure if this has already been shared.

hxxps://www.sps.nhs.uk/wp-content/uploads/2016/06/LMEN_Ferric_Maltol_IDA_IBD_FINAL_May16_v2.pdf

[nobbygnome] 17/6/2019 12:03

Likewise I took advantage of the MM inspired plunge to pick up 2000 via spreadbet.

[ny boy] 17/6/2019 11:27

Well done, I don’t really need anymore but was tempted with this mornings drop but probably got a bit greedy! I guess the games will go on a few more mugging ahead of 27 July. Onwards & upwards

[stoneme] 17/6/2019 11:05

Those 2 x 2,300 buys were mine. As you say, impossible to buy in quantity. Strange drop over the last few days. A little profit taking, or just a shake?

[ny boy] 17/6/2019 10:57

Tried to buy a chunk @ 108p not easy to buy quantities on the pull back. Will try and add more in smaller quantities