Shield Therapeutics Share Discussion Threads

[peachie 74] 27/7/2019 05:28

hxxps://www.morningstar.co.uk/uk/news/AN_1564138578440559300/shield-therapeutics-gets-us-approval-for-feraccru-shares-surge.aspx

[peachie 74] 27/7/2019 05:27

hxxps://www.sharesmagazine.co.uk/news/shares/fda-approval-for-iron-deficiency-drug-boosts-shield-therapeutics

[peachie 74] 26/7/2019 23:45

Great interview
Still undervalued in the CEOs opinion
Great how Carl emphasises how Feraccru is not only targeting the massive market of patients with IDA, but people in the precursor phase of low iron that leads to anaemia
Circa 9 million with IDA
2/3 times that with low iron leading to IDA
A massive market

[crankyman] 26/7/2019 21:50

I misheard Sterritt. It’s actually 9 million people with anaemia. About 30 million with iron deficiency. If they can get duration to 3 months, it’s $750 per patient. 30% can’t take oral iron. 1 million patients would by about 1/3 of their maximum target market. At 40% that is $300 million in US revenue. Europe revenues will be tough to know because prices are going to be much lower. In a bigger population, I’d say $150 million. China could be as big as the US. All together it’s approaching 1 billion. When Ferinject goes off patent in a few years, it will have total domination of share of voice.

[frrinvest] 26/7/2019 21:17

Thanks crankyMan. I suppose you are right but I have an enormous gut feel about STX after the FDA approval. Will be mega if/when they get commercial partnership and upfront payments. The anemia market and STX potential share is huge. I must admit I don't know as much as some 'experts' here. So others can perhaps enlighten me and the rest.

[diversification] 26/7/2019 21:16

hxxps://www.voxmarkets.co.uk/articles/vox-markets-podcast-260719-8205a85/

[crankyman] 26/7/2019 21:09

You risk what you can. No regrets.

[frrinvest] 26/7/2019 21:01

That Proactive Investor interview is so upbeat. It will fly past the rather very conservative broker target of 231p on Monday alone. Wish I had bought more today.

[crankyman] 26/7/2019 20:50

Way undervalued. If you think you’ll only get a part of the IV market it’s fair enough. If you can get a good share of 80 million people with anaemia in the US it’s a different story. As Sterritt said, they are looking at $250 per 28 days. If only 10% get a prescription of Accufer thats $2 billion in revenue. Average duration would have be closer to 3 months. Shield will bank 40% of that revenue. We are talking revenue in the low billions if the US partner is competent and ambitious.

[ny boy] 26/7/2019 20:10

Edison have revised their valuation

Valuation: £273m or 231p/share
Our revised valuation of Shield at £273m or 231p/share vs £177m or 152p/share (derived from an rNPV model) reflects the removal of regulatory risk from our valuation and the increased market opportunity as a result of the broad US label.

208p is a technical chart level

We should start trading up to & around 200/225p area imo

Unless there is further good news flow

[peachie 74] 26/7/2019 19:33

Great interview with Carl. Cheers NYBoy

[nobbygnome] 26/7/2019 19:03

I agree this will take off on Monday morning. All risk has now been removed and it is just about finding a fair value for Feraccru......and that is comfortably above the current level!

[ny boy] 26/7/2019 18:55

Enormous opportunity Carl says, this is really going to be big, here’s interview with proactive

[diversification] 26/7/2019 17:45

Monday will be a corker. Market absorbs this over the weekend and expecting a rise similar to that of SLN

[frrinvest] 26/7/2019 17:44

146000 shares bought after the bell. Abodes well for Monday.

[ny boy] 26/7/2019 16:45

Stoneme yes there will be bigger investors wanting a piece of the action now, should be a steady riser until the licensing deal for US

Right I am off

[ny boy] 26/7/2019 16:27

US buying, remember the US has multi time zones. Looking forward to Carl’s next interview with Proactive investors

Good weekend all, off out to do some shopping the missus is happy 😃

[stoneme] 26/7/2019 16:17

They will take 50k at 173.5p as an auto sell. . Someone wants these shares. They can have mine now for 300p

[ny boy] 26/7/2019 16:16

dansjhall welcome!

Don’t see why some have sold, the hard work and risk has been reduced substantially this is game changer news, I just hope STX don’t sell out early if a bid comes

Potentially 350-500p over the next 6-12 months, upon a major licensing deal in the US and China approval and licensing partner.

[stoneme] 26/7/2019 16:15

This is going to get continue rising - the MMs have been trying to force sellers all day - 29% or c. 40m shares in free float.

[diversification] 26/7/2019 16:15

That was the hardest I have ever had to work to buy some stock. At one point I was buying in £2k tranches and others were doing the same!

A lot of demand and no stock available!

[1kiwi] 26/7/2019 16:09

Paying a 7% premium to the Ask into close, looking good for may a 200p near open

[dansjhall] 26/7/2019 15:51

Thanks to NYBoy for briefly mentioning this in the VOD forum. Managed to research and get positioned ahead of the move this morning. Also good news day for VOD! 👍💯

[siriusbizness] 26/7/2019 15:10

Buying at these levels is a gift