Shield Therapeutics Share Discussion Threads

[nobbygnome] 27/7/2019 21:15

Incidentally I don't think the Spreadex shares are in firm hands as they will be covering spreadbets. Some of them will have been sold on Friday.....

[peachie 74] 27/7/2019 21:11

117 million shares in issue
4% “ free”
4.6 million free for trading

Not much at all. Any investment fund wanting to come in big will have a struggle

[nobbygnome] 27/7/2019 20:41

And I didn't realise there was such a small free float. No wonder the move yesterday was so pronounced and I expect similar on Monday morning.

[nobbygnome] 27/7/2019 20:39

When I spoke to him in person he said the deal would be done very soon after the approval because every day of delay is delayed revenue. I took that to mean weeks rather than months although I note he said by the end of the year in the interview yesterday. I hope that is just news management and that they will over deliver by doing it much quicker than that!

[crankyman] 27/7/2019 20:14

Sterritt said they expect to launch Q1 2020 with the partner doing extensive pre-launch marketing. That’s not possible if the deal is signed in October. I expect the deal will complete very soon. Very soon for China too.

[siriusbizness] 27/7/2019 19:53

Agreed Nyboy. I think this will rise over the next few trading sessions to 220p. I had a look back through the RNSs I think it was over 2 years between EU approval and the licensing deal. Seems too long so maybe something was going on. Given they have started talks I think we will hear something by end of Sept. I think the CEO said, on the Proactive Investors interview, they want to have the licensing deal wrapped up by the end of 2019 for sales to start in 2020. Exciting times ahead. At least another 100% to rise over the next year

[ny boy] 27/7/2019 19:40

Yes shares have always been tightly held, as far as I can remember I don’t think any funds have sold, only PI’s have been gently pick pocketed of their shares since the 30p’s,it’;s happened every decade since 30p’s and as recently as Thursday, when quite a few PI’s got tricked by the lack of share price movement, wrongly thinking something was up! Well something did go up the share price and it should keep going up to around early 200p’s until the commercial partner deal is announced

Anyone with a time frame on announcement of a commercial partner, obviously they have said they have already been in talks and will want to announce this ASAP to start reaping the very lucrative market, my thinking is Sept/Oct?

Keep holding and adding on any weakness, enjoy!

[peachie 74] 27/7/2019 19:39

Great stat 1kiwi. That alone is one reason for me to buy more Monday.

[crankyman] 27/7/2019 19:23

100m....nice. About right too. These BD guys deal in $50 million increments and it’s not $50million. $100 million makes sense

[nobbygnome] 27/7/2019 19:20

That would be amazing if it comes to pass and would show the company is ridiculously undervalued...

[1kiwi] 27/7/2019 18:50

Crankyman, upfront payment of $100 Million quoted by FinnCap I believe

[crankyman] 27/7/2019 18:34

I’d like to see the numbers for 350. Maybe somebody is starting to get it

[nobbygnome] 27/7/2019 17:35

So the mean is about 260p; I will settle for that!

[1kiwi] 27/7/2019 16:30

Interesting revised broker valuations here, Peel 200p, Edison 231p and FinnCap 350p.

[1kiwi] 27/7/2019 15:41

TA


I suspect we may see a similar trading pattern here as SLN post their recent news. After the big rise it continued for the next 6 consecutive trading days, a lot is obviouslt not priced in here. Bodes well for the next few weeks and months with many more significant news articles yet to be seen

[1kiwi] 27/7/2019 15:05

stoneme

"They will take 50k at 173.5p as an auto sell."

What platform are you using to see that?

[diversification] 27/7/2019 14:08

hxxps://www.prnewswire.com/news-releases/the-global-iv-and-oral-iron-drugs-market-is-expected-to-reach-around-7-69-billion-during-forecast-period-20182024-market-research-by-arizton-300854957.html

[crankyman] 27/7/2019 12:23

A gentle reminder that this company is 49% owned by a VC firm that would not admit the possibility of a takeover for less than the real long term value. Based on conventional business model of a VC they would be looking for 10 times their investment. That would be at around £15. No one is calling the share worth that at the moment so there probably won’t be a bid.

[finster007] 27/7/2019 12:03

Thanks to all for remaining so positive and upbeat whilst waiting for the FDA approval. I am not an expert but do agree that once the commercial ventures are announced this should fly! GLA

[andyr42] 27/7/2019 11:54

yes agree I don't think STX drug approval and its potential has been properly valued yet. So many people suffer from iron deficiency before anemia sets in. So the market size PRE-ANEMIA hasn't even been considered as far as I can tell. This could run into billions worldwide. Just thinking out loud that's all. Will leave brokers and analysts to work it all out. Monday should be an interesting day ;-)

[diversification] 27/7/2019 11:42

Surely the market leader will be after STX now, at this market cap they could swallow them!

Daiichi Sankyo Company for example is a multi billion dollar company!

[andyr42] 27/7/2019 09:58

Been reading about STX, it appears the initial rise on Fri does not reflect the blockbuster revenue generator. Will try to buy on Monday but it will be hard below £2.50. Long term easily £5+.

If you are interested look at Diurnal (DNL) which is in the same situation as STX was last year. Its very undervalued at 42p today, 84M shares making its valuation <£35M. Broker target now is £2.25. Already has one commercial drug and another one expected in about year+ time. Was over £2 a year or so ago. Could hit same or even higher in a year from now. One to buy and tuck away for about a year, not for day or short term traders. DYOR and apology as I know its not DNL thread but I have picked up tips in similar manner and made money. Good luck INVESTORS.

[peachie 74] 27/7/2019 05:33

Here is the article...

Receiving the official green light for its lead product is a “big step towards exploiting the very large commercial opportunity”, Shield said.

LISTEN: Shield chief hails US approval
The prescription market for iron replacement therapies Stateside is estimated to be worth over US$1bn annually.

The company said it is currently in discussions with potential partners that could help it exploit this significant opportunity.

“With this broad approval and IP protection out to 2035, Feraccru/Accrufer has a real and very attractive long-term market opportunity to exploit in the USA,” said chief executive Carl Sterritt.

“We have been pleased with the levels of interest and engagement shown by third-parties in commercialising Accrufer in the USA and we look forward to finalising these discussions and appointing a commercial partner In the world's most attractive pharmaceutical market, so that more patients with iron deficiency can benefit from treatment with Accrufer at the earliest opportunity."

Simple and effective
Outwardly simple, but with clinically-proven equivalent efficacy to intravenous iron, Feraccru is an oral product absorbed in the gut.

It is also an alternative for those unable to tolerate or unresponsive to first-line salt-based oral iron products.

Such patients have the second-line option of intravenous iron, which is painful and inconvenient.

So, Feraccru presents a much more convenient and potentially lower cost, safer alternative to intravenous iron, which needs to be administered in hospital because it always carries the risk of a severe and potentially fatal allergic reaction.

The company also has a pipeline of assets. The most advanced is PT20, a phase III-ready treatment for the electrolyte disorder, hypophosphatemia, which is extremely common in patients with chronic kidney disease.

Shield shares shot up 69.61p to 173.11p, valuing the business at just over £200mln.

[peachie 74] 27/7/2019 05:29

Coverage on Proactive investors too, but cannot copy the link ?

Great coverage over the weekend , look forward to next week.