Shield Therapeutics Share Discussion Threads

[peachie 74] 18/12/2019 21:10

Bloody link won’t work !
Great proactive investors video about showing the efficacy head to head with Ferinject after a year.

[peachie 74] 18/12/2019 21:09

hxxps://youtu.be/W6qTUxrAArc

[best1467] 18/12/2019 13:04

Think people are starting to look for negatives that don’t really exist Keep The Faith Tevas appeal for me and from what the board have Commented is a complete noNe issue

[borromini1] 18/12/2019 11:21

NY Boy et al - There seems an assumption from STX that TEVA’s appeal will fail, but what are the potential senaria and financial consequences for STX if TEVA’s appeal does not end in failure?

And what impact could the appeal case in progress have on terms for the US and China deals, especially the size of any upfront payments?

If the financial impact is thought to be significant, would any US licensee delay signing until the appeal issue is resolved or make payments conditional or demand a clawback clause?

Could these factors and the lack of a STX response submission to date be a drag on completing the US deal?

[nobbygnome] 18/12/2019 11:01

Just a reminder that this only refers to patents after 2027 from memory. So this is not a short term issue and we won’t get any result for months yet.

[crankyman] 17/12/2019 15:18

That’s probably focusing the mind at the moment

[ny boy] 17/12/2019 12:46

Meanwhile I have been checking the European Patent Office to see how the TEVA Appeal is going, latest

13.08.2019
Teva Statement setting out grounds of appeal

20.08.2019
EPO notification that any reply from the Proprietor (STX),must be filed within 4 months of this date, actually they say 4 months + 10 days so allowing for holidays that should probably no later than 02.01.2020

04.12.2019
Composition of the Appeal Board who will hear the Appeal

The Application no EP2668175

Nb.They say they do not take responsibility for the complete accuracy of this information, so everyone take note!

You can register on the EPO web site to receive email alerts on this Appeal, which I have done

www.register.epo.org

[nobbygnome] 17/12/2019 11:07

Finncap are moving the price up and down at a whim! They certainly seem to control the price and are often on both the bid and the offer at the same time. Those pesky MM games....

[iamgreat1] 17/12/2019 10:45

This could be another IMMMTFBFrom highs to single digits

[crankyman] 17/12/2019 08:46

Big pharma is definitely better. This isn’t orphan oncology. But I think a big company with a significant OTC business would be better. Ultimately, ferric maltol is a nutritional aid. It’s not a medicine per se. The product sits between nutritional supplements and medicine. It could own the OTC market and that market could be enormous but it needs to go there with huge marketing and distributional reach. OTC iron sales are about 30 times the unit sales of IV. Getting even 5% of those would be massive even if the margin would shrink considerably. It’s where it will go eventually.

[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.