Shield Therapeutics Share Discussion Threads

[1kiwi] 28/7/2019 15:46

Check the link for education on Cup and handle

hxxps://www.investopedia.com/terms/c/cupandhandle.asp

[1kiwi] 28/7/2019 15:44

Nobbygnome, it look's like a M A H O O S I V E cup and handle formation. Very Bullish for an extreme Breakout.

[crankyman] 28/7/2019 15:38

I’ve always been much more bullish. I still believe this product will sell 7-800 million in the US based on accessing the huge unmet need in patients that can’t tolerate orals but would never be considered for IV. The US isn’t an IV market like Switzerland is. Orals sell for over the counter prices. Accrufer will be $250 a pack and covered by insurance. I firmly believe that is where the major shareholders see it and so see long term this company getter as big as Vifor. That’s an $8 billion market cap. Why would shareholders sell out at £5-600 million? I don’t think it makes sense as there are no uncertainties here. This is a company with less than 20 employees. It will have $100 million in the bank. I can see a US partner wanting a piece of STX. Maybe they buy it long term for the cash flow but not for less than it’s worth

[nobbygnome] 28/7/2019 15:35

Wow you are in to real TA witch doctory with that analysis. I profess to not having a clue what it is talking about.......

[1kiwi] 28/7/2019 15:24

Resistance is actually Pivot Point 2nd Level Resistance 178.333
Pivot Point 1st Resistance Point 176.667

then 204.786p

hxxps://www.barchart.com/stocks/quotes/STX.LN/cheat-sheet

[nobbygnome] 28/7/2019 15:18

How do you work out 208p is the next resistance when the price has never been that high before🤔....we would be in a blue sky region!

[1kiwi] 28/7/2019 14:30

Technically break 1.85p and 208p is the next resistance

[nobbygnome] 28/7/2019 12:59

Plus of course the price of any other licensing deal such as for China has just gone up......

[nobbygnome] 28/7/2019 12:58

That would be my prediction.

Before approval I originally said 160p was my target but I wasn't expecting the broad label that the FDA gave the drug. That just opens up a bigger market and a bigger upfront payment for the licensing deal. Therefore, a market cap between 200 and 300 million is entirely reasonable IMHO in the short term.

[sharestobuy] 28/7/2019 12:44

So most likely hit £2.20 before we fall back a bit

[nobbygnome] 28/7/2019 12:14

This is going to gap up again tomorrow morning. The question is at what price will you be able to get in? I will put my neck on the line and say 220p will be reached at some point tomorrow......although it may not stay at that level.

[1kiwi] 28/7/2019 11:41

We could possibly see a Business update over the next few days also going by last years update (24 July)

[1kiwi] 28/7/2019 11:38

We still have a potential £100 Million upfront payment on the cards

[nobbygnome] 28/7/2019 11:00

>> NYB

Likewise I am going to try to get some more by spreadbet first thing tomorrow, if I can get a reasonable price. As i said before Spreadex let you buy small amounts even if you can't actually buy any real shares on line. I got some at 133p on Friday morning.

[peachie 74] 28/7/2019 10:54

“ IT CAN BE ESTIMATED THAT MOST PRESCHOOL CHILDREN AND PREGNANT WOWEN IN NON INDUSTRIALIZED COUNTRIES, AND AT LEAST 30/40% IN INDUSTRIALIZED COUNTRIES, ARE IRON DEFICIENT “

That last paragraph sums up the scale of opportunity

[nobbygnome] 28/7/2019 10:51

And talking about Borromini I have to correct him on a point he made. He said I had been here since 80p. However, actually my first purchase was at 54p in February. That was relatively small and I traded out at 65p. I then realised the true opportunity and started buying big in the low 60s. So this really is one of my big successes, although maybe not as much as for NYB!

[peachie 74] 28/7/2019 10:50

From the press release...
Worth reading again

About Shield Therapeutics plc
www.shieldtherapeutics.com
[phone]
[phone] [phone]
[phone] or [e-mail] [phone] / [phone]

Shield is a de-risked, commercial stage, specialty pharmaceutical company delivering innovative pharmaceuticals to address patients' unmet medical needs. The Company's clear purpose is to help its patients become people again, by enabling them to enjoy the things that make the difference in their everyday lives. The Group has a marketed product, Feraccru® / Accrufer®, for the treatment of iron deficiency in adults which has exclusive IP rights until the mid-2030s. Feraccru® / Accrufer®, is approved by the FDA, EMA and Swiss Medic for the treatment of iron deficiency in adults and is commercialised in the European Union by Norgine BV, with a US commercialisation partner currently being selected. For more information please visit www.shieldtherapeutics.com.
About Feraccru®/ Accrufer®
Feraccru®/ Accrufer® is a novel, stable, non-salt based oral treatment for adults with iron deficiency with or that has been shown to be an efficacious and well-tolerated therapy in a range of controlled phase 3 trials. Following the recently announced positive results of the Phase IIIb AEGIS-H2H study in which Feraccru®demonstrated it was non-inferior to intravenously-administered Ferinject® at delivering improvements in haemoglobin levels without requiring hospital-based administration, Feraccru®/ Accrufer® offers a compelling alternative to IV Iron for those patients that cannot tolerate salt-based oral iron therapies and wish to avoid the complexities of infusion-based therapies.
When salt-based oral iron therapies are ingested they can cause a range of mild-to-severe gastrointestinal tract (GI) adverse events, including nausea, bloating and constipation. These lead to poor tolerability, reduced patient compliance and ultimately treatment failure. Feraccru®/ Accrufer® is not an iron salt; iron can be absorbed from the ferric maltol molecule and, as a result, it does not routinely cause the same treatment-limiting intolerance issues.
Prior to Feraccru®/ Accrufer®, IV iron therapies were the only realistic alternative treatment option for patients intolerant of or unwilling to take salt-based oral iron therapies. However, use of such an invasive, costly, inconvenient and complex to administer treatment option, which is associated with potentially life-threatening and spontaneous hypersensitivity reactions, means there remains a clear unmet medical need for patients with iron deficiency to have access to an effective therapy like Feraccru®/ Accrufer® that is well tolerated, convenient and does not require hospital-based administration.
About Iron Deficiency
The WHO state that iron deficiency is the most common and widespread nutritional disorder in the world. As well as affecting a large number of children and women in non-industrialized countries, it is the only nutrient deficiency which is also significantly prevalent in virtually all industrialized nations. There are no current global figures for iron

deficiency, but using anaemia as an indirect indicator it can be estimated that most preschool children and pregnant women in non-industrialized countries, and at least 30-40% in industrialized countries, are iron deficient

[ny boy] 28/7/2019 10:50

It’s a WIN-WIN situation then!

Added more in 160’s so will try and add more sub 200p, if the market allows me in, otherwise I am very happy with my holding, the risky days holding before Friday are over, just a question how high we can go GLA

[1kiwi] 28/7/2019 10:47

best1467,

I would agree on the takeover opportunity here, have you got any similar examples that you could post?

[peachie 74] 28/7/2019 10:46

Wonder where Boromonni has gone ? Miss their shorting bringing up out of date SMC decisions and Amazon iron tablets !

[nobbygnome] 28/7/2019 09:49

It makes sense to me. Contrary to what someone says about the VC, a bid around the £5 level would probably be successful IMHO.

[best1467] 28/7/2019 09:30

Would not take to much notice of broker targets most are just uneducated guess work What I would add is having got the best possible result with the broad label approval I have my doubts that a licensing deal will happen ,with the current valuation a takeover looks favourite bids starting around 2/3x current valuation and this could happen very quickly .
It’s extremely unusual for a small biotech to reach this juncture without been gobbled up it’s just what happens unfortunately with the right partner anyone in for the long term with plenty of free cash to return to share holders would be a great long term hold.

[sharestobuy] 27/7/2019 22:20

Can i ask are the peel £2, Edison £2.31 and Finncsp £3.50 broker targets for just the FDA approval or licensing too?

[red army] 27/7/2019 21:16

Rest assured they would have been planning the process whilst awaiting the decision for approval so go go go.