Shield Therapeutics Share Discussion Threads

[ny boy] 29/1/2020 15:40

Sorry I am on holidays Asia, with various distractions of a pleasant kind.

All seems fine to me, not selling any, added a few recently, nothing more to do.

Just attending to some other little gems in the making such as PPS & ITX, imo

Catch up in a few weeks, off to Vietnam, face mask to the ready

[peachie 74] 29/1/2020 10:11

Can you copy and post it nyboy ?
Cheers

[ny boy] 28/1/2020 14:03

Hardman & Co Research note out today , basically says STX is at an exciting juncture, awaiting news on the US distribution partner deal, the next value inflection point.

Basically sit back and relax, as most of us have been over the last year.

[galaxy enforcer] 28/1/2020 11:17

I will be looking at adding further this week along with a couple of other Bio's(NFX and HEMO) as the sector will be a strong gainer with anticipated market volatility.

[maximus72] 27/1/2020 22:57

It seems fairly obvious through well informed posts by nyboy, etc that this share price will probably be a big earner for those investors with the patience to set out the next few months. A conservative estimate of £4-5 pounds should be easily achieved by the middle of the year. Sales and revenue will increase steadily and by this time next year all will be well. Thank you for your guidance to a rookie investor.

[galaxy enforcer] 27/1/2020 20:36

In my opinion the recent drop was down to people exiting prior to the TU in case of any surprise. As mentioned earlier now that we have clarity there is no reason as to why the price should not recover whilst we await the US deal to be announced.

[secret investor] 27/1/2020 19:53

I think the share price held up pretty well today considering that revenue was slightly lower than expected (and the general bloodbath today). Given the chunky buys that came through, the price should arguably have been slightly up rather than slightly down.

[lako42] 27/1/2020 13:10

The concern with the constant share price erosion is that by the time the deal info comes out the price will only rebound to previous levels.

The daily tick down on this is frustrating

[ny boy] 27/1/2020 10:51

STX is usually a safe haven for investors during times of general global market uncertainty..ie. like right now.

As hS been for a long time HOLD, awaiting US commercialization deal, I am sure will come in this quarter. GLA

[galaxy enforcer] 27/1/2020 10:23

No cobwebs in that TU. News expected regarding the US soon. Should see this back at £2 without any problem when that happens.

[crankyman] 27/1/2020 07:52

Sorry I think I might have miss read the update. It’s mostly milestone payments not sales.

[ny boy] 27/1/2020 07:37

Had a quick glimpse but having Thai lunch, which is distracting as it’s very tasty indeed

All seems good on the cash front until 2021, so just awaiting the US commercialization deal, I guess negotiations take time, at least the prospective partner can’t screw them on terms now their cash position is solid until 2021

[crankyman] 27/1/2020 07:34

European market access is probably limited to 100 million people at 1/3 the expected US price. Consider multiplying this number by 9 and you have something the US could achieve.

[rafboy] 27/1/2020 07:31

Should stop the share price dropping further.

[crankyman] 27/1/2020 07:19

It’s near £12 million in sales in the effective launch year in two markets where U.K. access would be limited to probably less than half the country. I think it’s pretty OK.

[peachie 74] 27/1/2020 07:19

All positive as I look at it.

[crankyman] 27/1/2020 07:16

This could help reduce uncertainty for the US partner(s)

[2theduke] 27/1/2020 07:15

Thoughts ? Reads well albeit pretty much in line with expectations. I think the wording on “looking forward “ to updating on us deals is positive. The eu sales looks a bit lacklustre .

[crankyman] 27/1/2020 07:14

European sales growing at around a constant rate. Growth not slowing not increasing for the moment. Need those other markets to come on stream but looks good.

[crankyman] 27/1/2020 07:08

Trading updated posted

[2theduke] 25/1/2020 18:48

Thanks guys.
Nyboy - I’m looking at renx, I see a comment you made last year about looking at it. What were your final thoughts ? Thanks