Shield Therapeutics Share Discussion Threads

[marie1980] 07/2/2020 13:49

110% agree with you Nobby but the profit I know I'll get in IMM over next 2 years will be far more than here in Shield.

But yes, your point is perfectly valid. It's just I see move value there rather than here.

[nobbygnome] 07/2/2020 12:44

Good luck Marie, you are going to need it with IMM. So you sold a solid company with a great drug and about to sign a massive deal for a dodgy company with a suspect drug where you won't get the result for 3 years. Hmmm

[marie1980] 07/2/2020 12:30

Sold half of my £16K holding... still left with £8K.

Going all in IMM

[kop202] 07/2/2020 11:33

Thanks Nobby...brilliant

[nobbygnome] 07/2/2020 10:04

Oh and one other point which highlights the complexity of the US licensing talks. Some companies which dropped out early on have come back later as the possibility for different terms emerged. It sounds like an enormous number of companies were/are interested. I think this shows the quality of the asset and ensures Shield will ultimately get a very good deal.

[nobbygnome] 07/2/2020 10:01

One other point, Tim was in most demand of the 5 speakers after the presentations. When I left at 9:45 there was still a group of 4 people talking to him; the talks finished more than an hour earlier. Was anyone else from here there and talked to Tim?

[peachie 74] 07/2/2020 09:57

Topman Nobby for taking time to post that summary. Very reassuring.

[crankyman] 07/2/2020 09:44

Thanks for that summary.

[nobbygnome] 05/2/2020 12:23

Sorry I hadn't checked and just assumed it would be Carl!

[kop202] 05/2/2020 12:20

https://www.proactiveinvestors.co.uk/companies/news/912156/shield-therapeutics-extends-cash-runway-into-2021-after-significant-china-deal-912156.htmlAll looking good

[borromini1] 05/2/2020 10:28

Nobby - RNS says Tim Watts not Carl at Proactive tomorrow, has it changed?

[deeppockets] 05/2/2020 09:53

Wish he was in the US instead!

[nobbygnome] 05/2/2020 09:46

Carl Sterritt is presenting at Proactive tomorrow. I will be going and will ask him as many pertinent questions as I can. But ultimately I agree that the value will out here at some point but as always we have to be patient.

[best1467] 05/2/2020 09:39

Marie If you have any understanding assuming you have researched this company why would you be concerned about anyone invested at 190p . Don't invest if you need funds and always have medium to long term outlook in my opinion anyone who invests at sub £2.20 should make a reasonable 20/30% profit over the next 12/18 months

[marie1980] 05/2/2020 08:07

That’s true Nobby.

But this is now big wait. Bit annoyed with this delay.

[nobbygnome] 04/2/2020 20:34

Those who invested at 190p will make money if they hold on for the US deal. Unlike Lupuzor, Feraccru does actually work!😜

[marie1980] 04/2/2020 19:41

Imagine those who invested at 190ish.
Feel sorry for them.

[best1467] 04/2/2020 14:02

Just looking at Ferrinject from 2006 sales grew from $16M to $59 in 2009 they took off to grow to reach $985 in 2018 so in the first three years it was steady progress especially Bering in mind the Clout they had behind them

[marie1980] 04/2/2020 12:54

Good point Boro.

May I ask you that do you hold mathematics degree ?

You good in mathematics and seems genuine member here. Appreciate

[borromini1] 04/2/2020 10:52

2TD - STX stated revenue from Norgine from pack sales is 600,000 GBP. Assumed in market packs for 12 week course price 142.50 GBP, i.e. 3 x 47.50 GBP per pack.

[2theduke] 04/2/2020 10:29

Borro - what is the sales figure you are using? Is it exc. milestones?

[crankyman] 04/2/2020 09:31

There is no way these reps are doing Feraccru only. It would be 3rd line plus detail.

[nobbygnome] 04/2/2020 09:06

Yes good stuff borro!

[crankyman] 04/2/2020 09:02

@borro I think it’s a good analysis. Hard grind at the moment for sure.