Shield Therapeutics Share Discussion Threads

[deeppockets] 08/1/2020 08:36

Hope Carl gives an interview and gives an idea of how close US deal is

[growthinvestor2001] 08/1/2020 08:36

Will this finish negative? What a damp squib!

Someone does not believe in this story - thought this would really jump today - very very strange action - last few days been a bit of a sell off - looks like its continuing into this news.

[2theduke] 08/1/2020 08:33

Actually it’s worked out ok. The trade plan executed at the open price (Lucky me). And I’ve gone back in at less.
The main point is China paying for the clinical trials I think.

[peachie 74] 08/1/2020 08:17

Who sells on the back of that news ?!?

[2theduke] 08/1/2020 08:15

That was ne pulling my capital. Clearly the trade order completed this morning and you chaps have bought some oh my super cheap shares!
The timing was impeccable as stated.
I’ve left the profit in but heyho.
This is the game. Great news for the company !

[rimau1] 08/1/2020 08:05

I managed to top up at 1.86 which is really silly. Should be in excess of £2 especially with the quality of the partner and the US messaging.

[ny boy] 08/1/2020 08:00

Excellent news,as before many got mugged before US FDA approval too.
Just arrived in Asia for a few months, will enjoy the heat and chill, 35c under the mid day sun, will stay in the shade fora while!

Great news for long term holders as we wait for the US commercialisation deal!
GLA

[nobbygnome] 08/1/2020 07:43

Up about 8% premarket. I would expect it to go higher once the market opens at 8.

We may well see the price go through £2 today....

[peachie 74] 08/1/2020 07:42

Great to have reassurance that the US deal is focusing on the quality of the deal and not being rushed.
Plenty to look forward to here. Crikey.

[best1467] 08/1/2020 07:41

Guess I will not be adding but great deal $11 million upfront with a great tiered royalty rate and they are covering the trail development costs.
On that basis if we add on the development and p3 trail costs onto the $11 million plus a little extra for the USA market that will be the range for the upfront on the US deal

[nobbygnome] 08/1/2020 07:37

Yes who was it yesterday saying they were pulling our capital? Extremely bad timing and inexplicable. Too many nervous nellies as I said yesterday....

[peachie 74] 08/1/2020 07:35

Fantastic news.
What a major step forward.
Hope the recent sellers don’t get too badly burnt here

[deeppockets] 08/1/2020 07:08

Looks like a great deal and so surely US is round the corner

[nobbygnome] 08/1/2020 07:08

Yes great to see the licensing deal for China signed. The most important aspect is that the upfront means that cash is now not an issue. The longer the US deal went without being signed, the closer we were getting to the company running out of cash resources (3rd quarter this year) which must have put Shield in a weaker position in negotiations. Plus the further cash to come with the milestones which are highly likely to be met in the relatively near future gives them good visibility on cash going forward.

Onwards and upwards

[growthinvestor2001] 08/1/2020 07:01

China deal announced - got news in chinese but might be wrong

[siriusbizness] 07/1/2020 19:41

My only other concern is the sales with Norgine in Europe. Update due soon so we shall see. The head to head study was good. I don’t think there would be any manufacturing issues. On the other hand it could be selling amazingly and giving the board confidence to seek a better deal

[norfolk enchance] 07/1/2020 18:25

My only real concern at the moment with this company and possibly holding the share price back, is the Legal proceedings hanging over them re. the Teva appeal of the Ferracru patent to which a date still hasn't been set and no update since June - never seems to get a mention on here. Is it being ignored or forgotten? What are people's views on it?

[crankyman] 07/1/2020 17:35

If Norgine have managed to get some traction especially in Germany that could counter that and set up a strong growth story for the US

[crankyman] 07/1/2020 17:33

Just on the point of the price compared to the list price, that’s correct but it did drift down to around £1 just before the CKD study and it is now approaching double that. As for where it goes, the only fundamental change will be the upfront. The argument will remain that it is not yet generating incomes beyond that so the true trajectory of revenues is not known so it can’t be priced.

[best1467] 07/1/2020 16:55

Don’t like to comment about personal trading on this thread or any other but will be looking to add on any further weakness .
What are we now 25pence above listing valuation which is crazy with what’s been achieved but it’s all about opinion at the end of the day so let’s see how it plays out

[nobbygnome] 07/1/2020 16:52

And what 2theduke says is correct, the volumes are very low. I make it that 0.05% of the shares were traded today...

[nobbygnome] 07/1/2020 16:46

A lot of nervous nellies here which sums up the market these days. Carl Sterrit always said he wouldn't rule out taking the discussions past year end to get the right deal. We all want the deal announced ASAP but it is just a question of patience as a deal will most definitely come. As I keep on saying STX cannot sell the drug themselves in the US so a deal is ineveitable.

I continue to pick up small parcels of shares as the price drifts down. It is an open goal to me especially at the current levels.

[2theduke] 07/1/2020 11:49

Just FYI guys: the small falls off small volume is just me taking some capital out after the discussions. Liquidy is super thin so hence this small drift.

[montyhedge] 06/1/2020 12:37

Every thing virtually closed down for two weeks Christmas and new year. Corporate departments.Now everyone back, I reckon news within weeks.