Shield Therapeutics Share Discussion Threads

[ny boy] 07/8/2019 09:03

So 5 months or less to the next big leg up/s, happy with that, they got £6M cash, so plenty to hammer out the best terms for the commercialisation negotiations

My strategy is just to add thousands more as and when they mark these down, add on any decent dips, mini dips.

[ny boy] 07/8/2019 08:28

Can’t think of a better stock around to park cash in, today was probably the last chance for a minority of bears, doomsayers to try and get a pull back to buy in, every dip will be bought imo

[ny boy] 07/8/2019 08:22

Personally having started buying in the 30p’s, waiting another 3-6 months for commercialisation deals is not an issue, the fda broad label approval is the game changer and strengthens the likelihood of Chinese regulatory approval too and in Japan
Most of the risks were holding up until fda approval, now its a question how high the share price can go

Feeling rather content

[deeppockets] 07/8/2019 07:57

Madness that NHS has to be tackled with meeting every separate practice! Why don't they (NHS) procure centrally?

[siriusbizness] 07/8/2019 07:50

It sounds like the deal won’t be until the end of 2019. A big positive for me was the Chinese market comments. Before this was a possibility. Now we are being told to expect a deal this year too. Amazing!

[mdw1] 07/8/2019 07:41

‘Ongoing discussions’ is the key meaning a deal could be announced at any time; great update....

[ny boy] 07/8/2019 07:41

Put it this way, as say a new investor,would you lock up a tidy sum in these for 1 year or the same amount in the best ever bank/building society fixed savings rate available for 1 year? 🤦🏻‍♂️

[peachie 74] 07/8/2019 07:35

Would love to know the figures being anticipated for the upfront payments to the licensing deals coming up in US and China.
It seems as though they feel China is almost a certainty, even though they may want to do their own trial.

[peachie 74] 07/8/2019 07:20

Don’t see how that could realistically be any better
“Significant increase in sales of Feraccru”
Positive feedback from ongoing trials
US deal to look forward to
Update on China
Expansion into Europe

Lots to look forward to imo

[ny boy] 07/8/2019 07:17

It’s like 🧧🎎🎊🎉8200;🎰


Commenting on the interim results, Carl Sterritt, CEO of Shield Therapeutics plc, said: "The Board and I are delighted with the progress the business has made through


“the first half of 2019. Feraccru(R) sales in Germany and the UK are beginning to increase significantly on the back of Norgine's enhanced promotional activities,

&

“The Board and I have great confidence in the future of Shield and we look forward to updating the market on progress with ongoing discussions relating to both potential US and Chinese commercialisation partners."


Sounds like one commercialisation Partner for both US & China announced on the same day?

Great period ahead imo

[deeppockets] 07/8/2019 07:15

Doesn't look like commercial deal til nearly year end

[nobbygnome] 07/8/2019 07:12

As predicted sales are low but increasing fast. It does seem that signing of the US licensing deal will take longer than I expected but I guess an extra couple of months is neither here nor there in the greater scheme of things. So overall a good report but for me the fact that it looks like nothing is going to happen in the short term means the price might come off a bit.

[2theduke] 07/8/2019 07:10

Agree, overall tone is very positive , particularly the comment on looking forward to discuss china and the us

[deeppockets] 07/8/2019 07:07

Positive that Norgine is seeing increasing sales

[2theduke] 07/8/2019 07:06

Nothing bad, nothing new either in the update.
Let’s see what’s in the presentation but looks a bit business as usual.

[ny boy] 06/8/2019 22:56

I would have though earlier discussions took place based on we propose subject to fda approval, to offer you £XXX if a broad label or £YYY based on a narrow label

[ny boy] 06/8/2019 22:53

Maybe Tevo will play their hand soon.

I would guess later next month for news of commercialisation

[nobbygnome] 06/8/2019 19:39

On the balance of probability I also doubt it. However, it is a finite possibility....

[stevee1234] 06/8/2019 18:32

If anyone is considering making an offer for the company then they will initiate this prior to any marketing deal being announced. Consequently they would do this before Q4, hence September. I personally doubt an offer will be made but it is certainly a possibility.

[crankyman] 06/8/2019 17:39

I think the only thing that hampers a valuation for me is the deals they have already signed up to. Norgine is OKish. It’s not great. AOP...who? Who are they? EWO...? Someone is going to have to buy these guys out and that might not be cheap unless they have some termination agreement in place linked to pricing and commercialism time limit ( which tbf they probably have).

[nobbygnome] 06/8/2019 16:25

I also agree that the deal could be quicker than Q4. When I spoke to Carl Sterritt he implied that the deals were ready to go on approval and that it would be done very quickly. Perhaps the broader than expected label has meant some further negotiation is required but that means it is a seller's market!

[montyhedge] 06/8/2019 16:23

Plenty of time to get back in, Trump one tweet the markets falls 5%.