Shield Therapeutics Share Discussion Threads

[ny boy] 19/7/2019 09:41

Nobby, best ignore

SLN has nearly doubled since yesterday’s news so, I am sure we can match that on fda approval

Reasons to be excited, not set in stone but nothing is, all a gamble even crossing the road

GLA all long term holders

[nobbygnome] 19/7/2019 09:09

>> borromin

Still haven't answered my question about your trouble making interest here. If you answer that question, I will converse with you.....

[ny boy] 19/7/2019 09:06

Quite a few waiting, bottom in on this pull back imo, getting close to fda news, not to see some just coming in for a quick punt.

I think the action starts warming up from today, especially as it’s a Friday

[montyhedge] 19/7/2019 08:33

Shareprice will tread water until announcement, all speculators are in, fund managers won't gamble, they will wait for confirmation before investing. Profit takers has soon as announced. So may hardly move at first.

[borromini1] 19/7/2019 08:27

Anyone with a view on this competing product ...

Iron is the only nutritional deficiency common in both developed and developing countries. It is prevalent in women of childbearing age, children and older people. The current world market is dominated by a range of poorly absorbed and poorly tolerated products. Active Iron was developed in a response to global need to produce an iron product that is both tolerable and easy to absorb.

Solvotrin Therapeutics is an Irish healthcare company focused on developing innovative science for significant unmet clinical needs. Active Iron was launched to the market in 2016 and is available in leading pharmacies throughout New Zealand, US, UK, Germany and Ireland and online.

[nobbygnome] 19/7/2019 07:35

Strange price movements in the last few days. I expected the price to drift up ahead of the expected approval...but of course it has done the exact opposite! Yes there could still be an issue but this really is a very simple file by the standards of most drugs. It is very difficult to see why they should be push backed.

However, there is one aspect of the file which I suspect most people are not aware of, which may affect the label they get. The non inferiority trial with Ferinject was not part of the file to the FDA because they got the results after it was submitted. They could have submitted it late but that would have caused a clock stop and delayed the result from the FDA. So it was a prudent decision but as I say may affect the label in the short term.

[ny boy] 19/7/2019 00:25

(SLN) + 66% today, good investor appetite for the sector, should get the same kind of rise on fda approval imo

[97peter] 18/7/2019 17:48

Cranky aware Berromini in disguise?

[crankyman] 18/7/2019 16:39

@maximus nothing’s going on. Just killing time. I don’t think anyone is scared or enthused by what anyone is saying

[maximus72] 18/7/2019 14:13

This chat site seems to be a s strange selection of investors/ traders. I just cannot understand what on earth is going on at present. A clearly undervalued stock with lots of small time inexperienced investors. Is this an exercise in benefit to those with inside knowledge who are scaring the small guys to sell cheap? Someone please enlighten me.

[ny boy] 18/7/2019 13:15

Market manipulation coming to an end soon, very few left to mug. Onwards & upwards

[nobbygnome] 18/7/2019 12:25

>> borromin

I am going to use IMM as a comparative valuation for you. Before the disasterous phase III result IMM was valued at more than STX is now. Yet Feraccru is approved in Europe and Switzerland already, has highly positive phase III data including a non inferiority trial with the more expensive comparator and is about to be approved (hopefully) by the FDA whereas even if that Lupuzor trial had been positive, IMM would probably have needed to another phase III trial for approval. Yes you could argue the potential market for Lupuzor was higher but that is debatable and would have depended on the label they got assuming a positive result.

So which do you think is the better bet.....

[nobbygnome] 18/7/2019 12:18

Yes I added a few more to my spreadbet position.... Assuming it is approved, the price is a steal at this level!

[ny boy] 18/7/2019 12:15

Added another 2000 @ 104p, took a while to go through, very low vols but expect some press soon

[ny boy] 18/7/2019 11:54

Talk about market manipulation, low summer marked down, can sell lots at a fixed price quote but can’t get a fixed price quote for any quantity, not even 100 shares ffs!

Going up, only going one way, another gentle mugging day but buyers will come in on this 15% pull back.

[hashertu] 18/7/2019 11:15

Pages 6 to 9 of the annual report give a very clear description (at least to me) of the market STX is addressing.
I am happy to wait and see if they are proved right in the not too distant future.

hxxps://www.shieldtherapeutics.com/wp-content/uploads/2019/04/STX_Annual-report_31Dec18_FINAL_website-version-1.pdf

[ny boy] 18/7/2019 11:06

Borromini best ignore, suspicious postings just before pdufa lol

They are trying to get cheap stock, as most are happy to hold, this type of activity happens all the time.

Borromini, you could address all your concerns by emailing the CEO for comment and clarification, we look forward to your reply from STX

Right adding a few more it’s in my buying zone. GLA holders.

[peachie 74] 18/7/2019 09:30

Low cost oral iron is proven to be not well absorbed. Hence IV used. Hence Feraccru advantages over both

[crankyman] 18/7/2019 09:29

Lots of patients can’t tolerate oral iron. That’s true. That they will be prescribed Feraccru, we’ll see. That they get IV, that’s mostly not true. IV uptake is relatively small. In the US it’s very very small. In Switzerland it’s crazy high. This drug needs a big primary care player to sell it. Shield could never do that hence the focus on IV.

[peachie 74] 18/7/2019 09:03

Borromini is deliberately using misleading facts.
Yes the Scottish Health Authority turned Ferracru down. This was due to lack of evidence of its efficacy comparatively.
This efficacy has now been PROVEN. So that decision is now not relative and will surely be reviewed.

The argument cost wise compared to IV is such a small part of the argument.
Do patients want to go to hospital for infusions of a drug that is poorly tolerated and has potentially lethal side effects ? Or a tablet ? I know my choice. The savings may not be huge, but there is far more too it than that. As you actually probably well know. But that does not help your obvious shorting agenda