Shield Therapeutics Share Discussion Threads

[nobbygnome] 17/10/2019 09:00

And what a lovely chart. A classic flagpole and pennant signifies a strong move up shortly!

[luisfrg] 17/10/2019 08:53

Not long now till next move up

[crankyman] 16/10/2019 08:51

No chance the fund that owns half the company will sell it for less than the realistic value of it. My expectation is that, post-deals, that is £10. I don't think it will make it anywhere near that in the market in the short/medium term but that's the kind of number someone would have to pay to take it private.

[ny boy] 16/10/2019 08:50

Tue 5th November will set the rocket into space 250/275p target

[montyhedge] 16/10/2019 08:26

Actually I would not mind betting that someone steps in for the company before a deal signed. M/c really is peanuts for the potential sales.

[ny boy] 15/10/2019 21:09

Let hope they don’t grow ones that sound like Corbyn lol

Onwards & upwards here, reckon mid November for the US mega partner deal imo

[kop202] 15/10/2019 18:08

The bio/pharma boom continues....scientists have just announced the have managed to grow human vocal cords.......The results speak for themselves

[nobbygnome] 15/10/2019 16:58

Nice delayed 55k buy this afternoon. I wondered why the price was moving up on apparently little trade....

[nobbygnome] 11/10/2019 16:17

It is clear that the oral salt based generics will always be the first line of call. If they work for the patient, then fine. However, the reality is that the majority of patients find them intolerable for a variety of reasons and for those patients Feraccru will be the obvious first call ahead of the iv drug. In time they will take the majority of that very large second line market.

And just to say that now the margin in my spreadbet accounts has burgeoned because of TLY and OPTI, I will be buying back a lot of the STX I sold following the approval. To that end I have added 2,500 this afternooon with more to come.

[crankyman] 11/10/2019 15:36

*payors not mayors, obviously

[crankyman] 11/10/2019 15:35

What's been previously talked about was, I think, about $200 plus a month. That's plenty. The story on cost savings is pretty obvious vs IV. It's just converting generic oral patients to a branded oral or converting untreated patients that are currently not costing anything to a branded oral that is another question for payors. I think there was plenty of detail shared previously about the tactics for US mayors. It's all about giving a discount to get the positioning before authorisation of the IV is granted. Can't remember the jargon.

[kfhc] 11/10/2019 15:11

I expect he meant drug cost as presumably that would save the payors all of the admin costs of IV, making for a positive heath-economic rationale to use Feraccru (as well as the clinical reasons)

[hashertu] 11/10/2019 11:14

If I heard correctly, Craig said that pricing of Accrufer would be guided Ferinject.
Does that mean the price Vifor sell to the user, or does it include an element of the injection costs/other overhead?

[nobbygnome] 11/10/2019 09:30

Bought a few more this morning to put my money where my mouth is. If the price stays in the current range, I will keep adding when funds allow as we get closer to the inevitable deal.

[luisfrg] 11/10/2019 08:33

Agree Nobbygnome....GlA

[deeppockets] 11/10/2019 08:00

I agree he was very confident and us and China deals were almost certain. Definitely adding more

[nobbygnome] 11/10/2019 07:56

I was encouraged by the presentation. Craig talked more about the potential market size for Feraccru to show the full potential of the drug and really stressed the undervaluation of the company. He sounded very certain the deal would be done before Christmas but difficult to gauge exactly when to expect it.

He gave a very good analogy of the difference between Ferinject and Feraccru. If you have a bucket with a hole in it, the way Ferinject is dosed, you only fill up the bucket when it is almost empty. However, the way Feraccru works by only releasing the iron when required, means that the bucket remains topped up all the time. That clearly is the better scenario.

For me the key aspect is which Pharma they sign up for the US deal. Although it will go up whatever when that is announced, I think a big Pharma is likely to have more effect on the price. So my ultimate feeling remains that in a fragile market, the relative certainty of a positive outcome here in the short term means it remains an exceptionally good purchase at the current level. I will be adding....

[crankyman] 10/10/2019 22:22

So same presentation as before. Why bother doing it twice?

[deeppockets] 10/10/2019 22:08

Not sure we learned anything new. Still hoping for US and China deal before Christmas but will get best deal not quickest deal.

[ny boy] 10/10/2019 21:52

Lets know your thoughts on tonight’s presentation Nobby

[ny boy] 09/10/2019 07:52

On the morrow ...

Carl Sterritt, CEO, will present at the Proactive One2One Investor forum which will take place on Thursday 10 October 2019 at the Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB. The evening will consist of four presentations from 6.00pm and 8.00pm.

[nobbygnome] 08/10/2019 11:11

The chart looking extremely encouraging with a magnificent flag pole and pennant pattern playing out. A strong hint that the next strong move will be up!

[luisfrg] 08/10/2019 10:55

N me.....hopefully next leg up before the weeks out