Shield Therapeutics Share Discussion Threads

[nobbygnome] 21/12/2019 17:21

Actually that presentation was given just under 5 weeks ago on the 19th November; on my first look I thought it was the 9th not the 19th so apologies. Nevertheless a lot could have happened in the last 5 weeks so I wouldn't rule out an announcement next week.

[nobbygnome] 20/12/2019 15:22

That talk was the beginning of November so about 6 weeks ago. It is still possible for us to get a deal next week but no drama if it takes into the New Year. I have slightly increased my spreadbet position this afternoon and will keep adding if it drifts down.

[siriusbizness] 20/12/2019 15:11

If the deal timescale is now being referred to as ‘how long is a piece of string’ then it doesn’t sound like it’ll be this year. Why would he say that if it was imminent or inline with previous commitments. I feel it may be well into Q1 hence the share price softening a bit this week. I don’t see much downside whilst we wait and if it’s a great deal then no one will care too much

[crankyman] 20/12/2019 14:02

Should be http

[montyhedge] 20/12/2019 13:29

Can't connect.

[crankyman] 20/12/2019 08:18

Still working on the US deal. European launches now expected 2021.

[crankyman] 20/12/2019 08:02

This is new: hxxps://youtu.be/j7haj75OTSI

[secret investor] 19/12/2019 16:01

So today the price moved down to 178p/180p on fairly low volume, then someone bought 25k shares at 184p and this did not push the price up?!

[best1467] 19/12/2019 06:54

Did a post ref that interview some weeks back

[peachie 74] 19/12/2019 05:47

Yes it’s previous. Just not seen it on here before. Doesn’t matter when posted, just interesting to the follow up data

[ny boy] 18/12/2019 23:06

Oh, thought it was from today, should put dates on these videos

[crankyman] 18/12/2019 22:42

This is old. It's from October. The Medical Director talking about the long term follow up data. Sorry to bust up the party.

[nobbygnome] 18/12/2019 22:22

Was that out today?

[ny boy] 18/12/2019 22:02

Good find peachie!

Looks like all is hunky dory

Hold and wait for the US commercialization deal now

[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.