Shield Therapeutics Share Discussion Threads

[ny boy] 13/11/2019 09:35

Steam of 182p buyers, I guess last night’s presentation went down well, let’s see the final volume at the close and if they I’ll have the presentation online later.

Certainly 2747 seems a popular trade this morning, probably a secret code for a move to 274.7p on US commercialization deal :-)

[ekcs] 13/11/2019 00:27

Perhaps they continue to do these presentations periodically for the benefit of new investors/potential investors who want to hear the thesis from the horse's mouth?

[ny boy] 12/11/2019 21:02

Right anyone fresh from tonight’s investor presentation, please enlighten us all

We’re starting to froth at the mouth with excitement


Shield remains on track to complete licensing discussions for Feraccru in the US and China by year-end, the value of which is still to be reflected in the share price. We reiterate our target price of 350p, which excludes potential upfront and commercial milestones.

[crankyman] 12/11/2019 16:55

@NY Boy
Because I like the craic

[ny boy] 12/11/2019 16:25

Too wet and cold, if you are reading this Carl, why another investor evening?, they can’t say anything anyway, so pointless, just keep to delivering a US deal this quarter, soon before the silly party season starts for everyone beginning of December

[crankyman] 12/11/2019 14:54

Did they buy these sessions in bulk at a discount?

[nobbygnome] 12/11/2019 14:39

Can't be bothered to go again after the one last month. Can't believe he will say anything new about the timing of the deal(s). It's just a waiting game....

[deeppockets] 12/11/2019 14:16

Can't I'm afraid. Will be interesting to hear if he's still confident of deals before Christmas !

[ny boy] 12/11/2019 11:07

Investor evening tonight, anyone going?

[nobbygnome] 12/11/2019 09:20

>> crankyMan

Everybody has a price and it may not be as high as you think.

[2theduke] 12/11/2019 09:14

I have to agree, a sale makes much more sense in this scenario. Why purchase distribution rights if you're a big pharma company here, just buy it and simplify the process.
Sure they'd have to pay the right price, but this isn't hard to work up for the VC house invested here, they have their return hurdle and relative ease at working out the cashflow based valuation of the company. I'd be disappointed if an offer didnt come in before the US signed, but hey all fun and games until the end of the year :-D

[crankyman] 12/11/2019 08:39

This company can’t be sold without approval of the shareholders and they aren’t going to sell without approval of the VC that owns 50% of it. It’s not up to the managers. They are effectively employees. This would not sell for under medium term value

[nobbygnome] 12/11/2019 07:20

I seems to me it would be cheaper for the company who licenses the drug in th US to buy the whole company. If you assume half decent sales and an upfront payment of $50 million plus maybe other milestones, they would get that money back in not too many years. In addition, of course they get the royalties from the sales from the rest of the world too!

[best1467] 12/11/2019 07:12

When I mentioned level of deal I am referring to the current licensing deal and based on the deal The suitors can achieve may mean a take over approach maybe the way to go.
But looking at this as a long term holding the right licensing deal should be a better option but let’s wait and see

[ny boy] 11/11/2019 14:51

Would have to be a damn good offer imo

[best1467] 11/11/2019 13:51

I was of the opinion that was a strong possibility based on current valuation and the longer it goes I would say the more chance of it happening I suppose it all depends on the level of deal the suitors are able to get

[montyhedge] 11/11/2019 08:26

I reckon these could be taken out by a bidder before a deal struck with someone. All the hard work been done.

[ny boy] 11/11/2019 08:19

Investor presentation tomorrow evening, be interested to hear if there is any different story to the one last month, we certainly must be getting close to a major US deal being announced, let’s see if Carl has a twinkle in his eye

[best1467] 08/11/2019 20:45

Don’t hold sfor but this company in my opinion is massively undervalued which I’m very confident over the next couple of years will be proven to be the case

[ny boy] 06/11/2019 21:10

Both this and SFOR can do very well over the long term

[lako42] 06/11/2019 20:49

I'm in both this and Sfor.

I consider this one more overvalued than Sfor.

[montyhedge] 06/11/2019 16:24

Was in SFOR when came to market, sold out took profit, over valued now.

[ny boy] 05/11/2019 12:52

Monty, yes, we’re ready to watch the display.

Take a look at (SFOR), reckon Sorrell is building another monster Company, making lots of key acquisitions globally. A keeper at the lowly price of 178p

[montyhedge] 04/11/2019 20:58

Any week now. Blue touch paper will be lite, for take off.

[ny boy] 04/11/2019 13:13

Patience dear boy, one has needed it since the unloved days of the 30’s
Most risk cane out on FDA broad label approval day, since then a more relaxing hold, with occasional moments for minor pull backs and top up opportunities.

Sp manipulation going on, going to take off soon imo

Meanwhile I have been accumulating (SAGA) before it breaks 52p