Shield Therapeutics Share Discussion Threads

[nobbygnome] 17/12/2019 07:51

>> cranky

When I saw Carl present he said that there are 2 potential format of deals. The first would be an all encompassing one including the future primary care indications with a big Pharma. Alternatively there could be a deal probably with a smaller company for the IBD and CKD indications with another deal in the future for the primary care indications with another company.

Of course there are arguments both ways as to which type of company is best for the IBD and CKD indications in the short term. A smaller company is more likely to be focussed on the drug whereas in a big Pharma it is unlikely to be the primary focus of the sales force but they have more resources to do the job thoroughly. Personally I favour a big Pharma because of the prestige and the long term certainty for the drug in all indications. Ultimately though I don't think it is that important as I suspect the upfront would be more from a smaller company.

[crankyman] 16/12/2019 17:57

This delay could mean there is more than one party or there were processes that broke down and they had to restart. It’s been clear that the plan was for the partner to be big pharma because they need the primary care sales force but they also need the scope to get to multiple co morbidities. I think it must have been tough to find the perfect partner and they might have had to compromise and focus on IBD and CKD launches and fund trials in women’s health and CVD

[nobbygnome] 16/12/2019 16:17

The recent trade of 4350 at 182.5 is most definitely a buy!

There actually have been an equal number of shares bought and sold today if you were looking at the RSP prices like I have been. So this is the usual MM shenanigans to make money and nothing else....

[best1467] 16/12/2019 13:31

I would go a far to say the (year) and that includes almost all the boards I frequent

[crankyman] 15/12/2019 18:21

I say please yourself. If you are going to invest, it's probably best to have a deep insight into it, to know the risks and know what to be looking out for. I first bought before the CKD study published. I went through losing 80% of the value and then bought more. Even as it rose, I wasn't sure enough to go all in and left a lot of profit on the table. I can't be sure it will triple in price short term but I'm more confident than I was that the only news from here will be positive.

[nobbygnome] 15/12/2019 17:46

Yes what a bizarre couple of posts. I presume the greater than $500 million turnover forecast by one of the analysts for a company valued currently at only £220 million, doesn't tempt you

[diversification] 15/12/2019 17:36

T - you get the award for this weekends most pointless post!

[turvart] 15/12/2019 16:17

crankyman,

My subconscious is telling me to buy STX, im not buying it fullstop, what ever my subconcious is telling me im not interested.

[crankyman] 15/12/2019 16:11

Iron tablets cause side effects and a lot of people can’t take them. Shield has data in patients that can’t tolerate conventional iron. It has positive placebo controlled trials in two diseases and a head to head where it showed it was equivalent to a intravenous iron. It is the first oral iron to get an FDA label. Other oral treatments are considered nutritional supplements. Theoretically that means they can differentiate it and charge a premium.

[turvart] 15/12/2019 14:53

This stock is giving me a lot of grief at the moment because its playing on my mind to buy it, I've had a look on the STX website and basically watched some of the videos with proactive investor, what's so special about STX and them basically selling Iron tablets? what's the big deal? what is my subconscious interested in this.

The chart looks good but so what!

[nobbygnome] 15/12/2019 13:28

You have to say that this coming week is the most likely for a deal announcement. Hopefully they have set a deadline for final bids this week.

Not that it really matters when it comes...

[diversification] 12/12/2019 20:42

For those funds who command FTSE AIM 100 exposure this may bring new funds into STX

[ny boy] 12/12/2019 17:56

No need idea what this rns is about?

Shield Therapeutics (UK, BYV8129) will be added to the FTSE AIM 100 Index.

[ny boy] 11/12/2019 18:58

I doubt the currency moves +/- makes much difference to the ultimate deal maker.
Also I don’t think we will get any announcement this close to the GE, probably later next week or the first full week after the New Year holidays

Content to hold as before the lead up to FDA broad label approval, from the early dark days of uncertainty.

[2theduke] 11/12/2019 13:28

I suppose , if someone is paying $ to buy this £ company the fx rate post election outcome will have a material impact ..

[ny boy] 10/12/2019 17:26

Marked 2p off on low volume, says it all really lol!

[ny boy] 09/12/2019 22:32

It’s usual for this stock, just a waiting game, also most investors sitting on the fence until GE result is know but I don’t think it really makes any difference on this stock,

[diversification] 09/12/2019 16:28

All buys displayed as sells, and one late reported! Mmmm, fun and games

[rafboy] 09/12/2019 11:37

We will find out soon enough where we go once the first deal is announced.

[crankyman] 08/12/2019 19:39

Increasing the value of the pipeline which will also have a sale price.

[nobbygnome] 08/12/2019 18:55

But Shield will begin to spend the cash on further research and trials.....

[crankyman] 08/12/2019 17:41

If they don’t see it as risky and want to go all in they’ll need to pay more like £1 Billion. That’s £8.50, a healthy premium on the post deals price which I expect to be around £5.

[crankyman] 08/12/2019 17:33

If they buy the company later they won’t have to pay the milestones they agreed to pay and they’ll get the cash they paid back anyway. There’s no advantage in buying now rather than later if you’re big pharma looking to do a deal now. If you think it’s a risky prospect, it’s better to lock the company in to a deal. That way you’re the only one that can buy later and you’ll pay less.