Shield Therapeutics Share Discussion Threads

[crankyman] 08/1/2020 11:10

Think it’s just the upfront plus the milestones.

[2theduke] 08/1/2020 11:02

Cranky - it’s not quite clear what fincap have said vs what the rns states. Do you think it’s 63m plus royalities or 63m in potential max royalities (alongside the sales mile stones). One is clearly much better than the other.
Aside from that can someone remind me of the patent expiry for China?

[crankyman] 08/1/2020 10:06

So ASK will manufacturer too. It’s all gravy then for STX

[crankyman] 08/1/2020 10:03

Deal is being valued by finncap at $63 million plus trial costs. Sets it up for a >$50 million up front for the US

[crankyman] 08/1/2020 09:59

What is filling the gap?

[siriusbizness] 08/1/2020 09:58

This is just the starter to wet our appetite. It now puts STX in a position of power to negotiate terms in the US. The deal terms are bound to be lower in China with the partner covering all the regulatory costs. In the US it’s all done. I’d like to see this rise to 200p before the US deal drops

[nobbygnome] 08/1/2020 09:37

Paying above the offer for just 6k if stock. Bizarre price action this morning...

[nobbygnome] 08/1/2020 09:28

>> 74tom

Spot on with filling the gap and timing. That is a TA ‘rule’ which I never understand because I don’t see what would drive that behaviour. Ho hum at least it gave us a chance to top up at a low level!

[growthinvestor2001] 08/1/2020 09:23

117m shares in issue, volume today after this news, less than 200K...

[best1467] 08/1/2020 09:15

Crazy reaction thought the chance to add had gone after this Mornings RNS amazing

[nobbygnome] 08/1/2020 09:11

Some real mugging going on this morning NYboy. I too have taken advantage and added a few more.

[daveboy1] 08/1/2020 09:08

Yes, couldn't agree more. It's like horse-racing in extended format!

[ny boy] 08/1/2020 09:08

Adding a total of a other 10,000 shares after this news and dip, excellent stuff

[sharestobuy] 08/1/2020 09:04

We will most likely finish down, how corrupt is that. Sometimes you can only ask the question why do we invest in the stock market

[crankyman] 08/1/2020 09:01

I’d agree. I’d agree

[best1467] 08/1/2020 08:59

Having now read through the full RNS my guess for upfront on the US deal is is in the region of $30/40 million any thoughts

[best1467] 08/1/2020 08:59

Having now read through the full RNS my guess for upfront on the US deal is is in the region of $30/40 million any thoughts

[crankyman] 08/1/2020 08:58

The only thing investors are interested in is leveraging US price gouging. If you’ve got a positive phase 2 mab for advanced —-aloma you’re quids in. It will sky rocket. Meanwhile if you’re saving payors and treating a hugely prevalent disease with relatively simple technology, it’s like you’re selling a new toothpaste.

[nobbygnome] 08/1/2020 08:51

But people have been selling recently so that adage doesn’t really hold in this case!

The market is mad as always. Patience is a virtue; this was only the appetiser...

[crankyman] 08/1/2020 08:50

As said before, iron deficiency is hugely prevalent in China. The potential for Feraccru is enormous because it’s the kind of drug that can do well in a largely self pay system. You can’t sell orphan oncology there. Fantastic that they sealed it and things can move forward. Slightly nonplussed on the margin but hey ho, it’s a market place and that’s the price. No point hanging around. As mentioned, ASK pays for the trials and there are some nice milestones. In the end, they’ll invest more if they are taking 85% so it should end up net positive compared to a higher margin. Clearly I was hoping for a better up front. Still, some nice pocket money to keep the company going for another 6 months. Takes it completely out of danger of needing to raise cash. I still don’t expect it to rise. This market doesn’t believe. It won’t till it sees cash rolling in.

[red army] 08/1/2020 08:43

Sell on news - buy on rumour

[luisfrg] 08/1/2020 08:41

Dont hold your breath 74.....its gapping down not up

[74tom] 08/1/2020 08:38

Filling the gap up, will rise post 9am IMO.

[luisfrg] 08/1/2020 08:36

Madness can see this ending the day flat...