Shield Therapeutics Share Discussion Threads

[ny boy] 04/9/2019 16:01

78steve,

No idea, just thinking about the US market deal for now , this we know is a potentially monster market, I am sure from memory, Carl indicated after the FDA Broad label approval,how important it is to STX.

No idea about Chinese market but maybe a good question to raise at the investor evening, they won’t say how much it would add to the share price but could gives clues as to how they view it in terms of importance and whether getting regulatory approval in China, will that open the door for other large Asian markets? etc

Certainly a great period of optimism ahead, backed by a very difficult to achieve broad label FDA approval.

Nobby might know something about the Chinese market, he has spoken to Carl at previous investor evenings, maybe we are just a bit early to talk about the Chinese market.

[78steve] 04/9/2019 14:55

so how much is the Chinese market worth to the share price ?

Is there ambitions to go to rest of the world i.e India, Australia etc

[ny boy] 04/9/2019 14:20

Next Wednesday is the first investor evening, so investors starting to take interest again, now summer hols are over and the kids are back at school etc

Probably no more than 70 odd trading days until Christmas, (could come in earlier),so not long to potentially collect on US deal or just continue to hold, possibility the Chinese deal follows or comes in earlier imo

Good chance for investors to sound out more from the Directors next week

Onwards & upwards

Dyor as always

[luisfrg] 04/9/2019 11:30

Totally agree...

[ny boy] 04/9/2019 10:14

Well if I park another £20k here

By end of year. ...Say £7-10k profit

Meanwhile down at el banco on deposito ...£10 lol

Me thinks a good risk reward ratio, considering a lot of the risk was taken off the table once they got a broad label FDA approval at the end of July

Reasons to be optimistic and cheerful 😀

[montyhedge] 03/9/2019 19:48

Be patient, when it happens it will be swift, on its way to 275p.

[nobbygnome] 03/9/2019 19:15

>> NY Boy

You are correct that in the current sea of uncertainty, STX is a safe bet! It may well drift down ahead of the deal but it is pretty much guaranteed they will sign one. FWIW I expect a deal well ahead of the end of the year but of course that is just IMHO.

[ny boy] 03/9/2019 19:04

No rush Monty, some of us have been waiting patiently from 30p’s, these types of investments can be hugely rewarding with moments up excitement.

Pretty much a safe haven here, no need to sell, just hold and add on occasion weakness. GL my apprentice

[montyhedge] 03/9/2019 15:03

Nothing going to happen boys until deals signed, could be 4 months.

[ny boy] 03/9/2019 14:58

250p + upon US commercialisation deal this quarter, it’s a great hold from here, as it has been since the 39p’s

Onwards & upwards

[nobbygnome] 02/9/2019 14:22

I am going on October 10th to the Proactive presentation but not next Wednesday to the Life Sciences Forum as I have a diary clash with another investor meeting.

[ny boy] 02/9/2019 11:52

It’s just a waiting game until the next deal is announced by end of year, my holdings are tucked away, relaxed and looking forward to the next leg up, investor presentations coming up this month and next, so if you have any questions, I am sure the board can try and address them during these events. Are you going Nobby?

[crankyman] 02/9/2019 10:38

So Hardman presents us with a scenario where the company would have to shut down. What’s the point of that? Why not also present a reasonable upside scenario?

[deeppockets] 02/9/2019 10:27

Surely each deal could be worth 50p on the share price?

[2theduke] 02/9/2019 10:16

New research note out from Hardman today. To be fair does not really say anything new as they continue to not include any upside due to a US deal until it is notified. They comment to expect a deal by end of year for both the US and China, the latter being the most interesting point for me.
Also some good break down on the cost of the upcoming trials.

[ny boy] 29/8/2019 21:11

Nobby..exactly, you will always get a few sellers during quiet times MM’s know when to have a little test to seduce the odd one or two.

Plenty to look forward too, including the main event US commercialisation, which should add another 50/75% to the share price imo

[nobbygnome] 29/8/2019 17:05

The broader label wouldn't have been a complete surprise to them. So I am sure it will have come up in preliminary discussions with potential licensees....

[crankyman] 29/8/2019 16:55

The complexity here is that Feraccru is a great product to add to the sales rep’s bag as a second or third detail. The problem is finding a company with activity across so many therapy areas. GI, oncology, women’s health, cardiology... it has to be a big one. A lot of companies are in IBD. A lot are in oncology as well. These are immune therapy areas. Cardiovascular and Women’s health are less common just as therapy areas for pharma. It will be interesting.

[deeppockets] 29/8/2019 16:00

I am sure the broader label has led to renegotiation but CEO was adamant they wanted it done asap so i would imagine Sep/Oct rather than Dec but purely a guess.

[peachie 74] 29/8/2019 13:30

Yes. They said they are going to take their time choosing. Big money involved hopefully !!!
The upfront cash will be interesting.

[ny boy] 29/8/2019 12:51

cranky, the US commercialisation deal isn’t expected until late Q4,that’s what they said, we are still in holiday mode, nothing will happen yet

[crankyman] 29/8/2019 12:00

This broad label seems to have thrown a spanner in the works. It’s been a month since the decision. It shouldn’t have taken this long if they had arranged most of everything before hand. Obviously they hadn’t and new candidates emerged. But they better get on with it. A launch in Q1 2020 needs prelaunch activity. Kicking off now would be good.

[ny boy] 29/8/2019 08:58

Like buying £1 coins for 50p!

Not easy to buy any decent quantities, market manipulation as usual.

Onwards & upwards

Investor evenings coming up, can’t make the first one as I am in Europe, but will try for October, maybe US commercialisation deal by then?

[ny boy] 28/8/2019 14:39

A bit of gentle holiday mugging, a few will need to liquidate to cover losses elsewhere.

I will be on the look out for any decent topping up opportunities

[dansjhall] 28/8/2019 13:32

Very quiet here. Happy to wait on this. Low volatility swings too. Happy to wait on news 👌