Shield Therapeutics Share Discussion Threads

[ny boy] 29/7/2019 11:51

I am not surprised Nobby the MM play summer games, they are looking for sellers, remember the unusual non action for weeks before the fda decision, it tricked a few to lighten their load or sell out! 🤦🏻‍♂️

L2 3v1 strong, should break higher this week but no rush.

I see this chugging up to early 200’s with mini pull backs, then upon commercialisation deal and leg up to 300’s again each time mini pull backs, which will be hoovered up by hungry buyers.

Makes no sense, selling any of my shares, so I won’t be, as the risks have diminished considerably, it’s only a strong buy on any weakness imho

[nobbygnome] 29/7/2019 11:22

Yes I am a little surprised about the lack of real movement today with buys comfortably outweighing sells. I haven’t tried but I suspect it is difficult to buy any size so the MMs have a firm grip on the price for now.

As NYB says the important aspect is that the company is now derisked and the price is underwritten to a greater or lesser degree.

[ny boy] 29/7/2019 10:20

It’s mostly a one way bet north now, so I will watch the gentle mugging with interest, I doubt it will last long, as there are too many investors that missed the first ship, ready to board the next one.

[deeppockets] 29/7/2019 09:41

managed to add a spread before it turned back up again - would like to keep adding!

[ny boy] 29/7/2019 09:40

Love the gentle mugging again lol

[ny boy] 29/7/2019 08:59

Nothing more to do here, just sit back for further news flow, a steady run up to early 200p’s and a move higher on commercialisation to 300/350p approx.

Stock is tightly held, which is not surprising.

Going to add to CTEC, CNA, VOD,PHTM for steady plodding north

[ny boy] 29/7/2019 08:29

Yes took ages for my purchase to get confirmed, steady as she goes, exciting times ahead, lots of news flow to come

A lot of risks have been reduced now GL

[diversification] 29/7/2019 08:25

Stock is tight! Hard to buy in volume!


Easily hit 200p today

[peachie 74] 29/7/2019 08:24

Fair enough 👍🏻

Was a trading update maybe expected this week too ?

[1kiwi] 29/7/2019 08:22

peachie, bid and ask just jumped so I guess the big ones will be reported later as per usual

[zagrosfold] 29/7/2019 08:21

Maybe at £2.50

[peachie 74] 29/7/2019 08:17

Bit of profit taking soon ?

Still no real big buys going through

[1kiwi] 29/7/2019 08:16

Fill or kill to buy folks ;)

[borromini1] 29/7/2019 08:00

Nobby - talking about level of market penetration, Edison in their very detailed projection for 2019 and 2020 have very low revenue figures for these years and yet still have a target share price of 231p.

The Edison revenue figure for year 2019 is 3.14m GBP, this includes the already announced milestone payment of 2.3m Euros (2.07m GBP) seemingly giving a revenue from sales of Feraccru for the whole of 2019 as 1.07m GBP.

The Edison revenue figure for year 2020 is not much different at 3.17m GBP, this could be interpreted as a 300% increase in Feraccru sales revenue from 2019 if no milestone payments are expected.

[ny boy] 29/7/2019 07:59

Brewing this morning, L2 perky

[peachie 74] 29/7/2019 07:52

Just that link. I tried on Friday.

[2theduke] 29/7/2019 07:50

that's suppose to be a link to the phone interview with Carl on proactive investor on Friday, not sure I can not post links

[2theduke] 29/7/2019 07:49

Here you guys, we missed this here on Friday

[...]

[nobbygnome] 28/7/2019 22:28

Yes to me the obvious time is to take them over now when they are relatively cheap. However, the normal circumstance is that any acquirer will wait a year or more to determine the level of market penetration and hence the true value. But you never know because there are no rules in this game. The enhanced label means that suddenly Feraccru looks more attractive so anything is possible.

[red army] 28/7/2019 20:31

I think people are running ahead of themselves. Normally the case after positive news.

[ny boy] 28/7/2019 20:30

I guess they could attract the interest of more than one bidder?

[crankyman] 28/7/2019 18:02

Forget IV. IV if for Iron Deficiency Anaemia. Accrufer has a label for Iron deficiency. That a population 8-10 times bigger

[crankyman] 28/7/2019 17:56

Someone will want to buy it. That’s a given. The point is whether they’ll sell out.

[best1467] 28/7/2019 17:38

I kiwi Have a look at HBM Swiss biotech fund they Research MA Activity give the average % Premium paid Novartis and Pfizer amongst many have recently done deals.
It’s just very unusual for Small biotech to get this far down the road without getting taken out.
Which should lead to a substantial % premium when the deal arrives let’s say based on just getting 50% of ferrinject market share which is predicted to grow at 22% this year in the US alone without the China deal and EU you could come up with $1.5billion dollar valuation.
That is why at this valuation any partner will opt for a takeover because SHield with the Broad label will be looking at 40to50% Royalties plus Milstones of up to $150 to$200 million and we have a current valuation of just $200 million its a big a nobrainer as you get IMHO

[1kiwi] 28/7/2019 15:55

hxxps://tradingstrategyguides.com/cup-and-handle-trading-strategy/