Shield Therapeutics Share Discussion Threads

[crankyman] 06/3/2020 14:23

NPV on 1000 years looks good even at current yields.

[ny boy] 06/3/2020 13:53

Monty at the rate things are going, we will all need them until after the plague is over

The Pope told me after the resurrection will be a good time to go long global equities.

[montyhedge] 06/3/2020 12:42

Do you think boys, Coronaviru victims, might need iron tablets to build their strength back up.

[daveboy1] 06/3/2020 11:53

I have a small amount left, but basically tied in everywhere now at higher levels all over the portfolio. If I had more, I would definitely go in again. Fingers crossed for the best outcome for all.

[make_some_noise_4_dartford_boys] 06/3/2020 11:07

Hi Marie

Yes end of second half would be my bet but it could come at any time. The point is nothing has changed with regard to the value of the drug since the coronavirus plunge so at some stage STX becomes a very good buy. Pleased I got a few this morning but I am most definitely not ruling out that there could be a further market slump and you will be able to buy STX cheaper. That is why I will add in small amounts.


— Make sense Nobby. Since few days now I’m al short. But will dump my money here and I’m IMM once I think market have had enough of downtrend. But so far, I’m enjoying my shorting world.

NY Boy, I’m impressed with your 5% holding here in STX

[peachie 74] 06/3/2020 10:37

Yes.
It’s comical that this share is at present at a lower price than 2017.
It’s derisked
2018 head to head trials confirming efficacy
US deal(s) to come
China taking off with millions up front giving cash flow into 2021
Norgine moving things forward in Europe.
Paediatric results to come
Etc
I suppose it’s like Warren Buffet says. When everyone is scared , that’s the time to be brave.
Wish I had more funds to be brave :)

[daveboy1] 06/3/2020 10:05

Great point, peachie. Worth looking at in these times. Another small top up may be in order. ATB.

[peachie 74] 06/3/2020 08:31

A full assessment of the global commercial opportunity for iron replacement therapy
– $3.4bn gross/$1.5bn net in 2018 – was provided in our initiation report on STX
1
published on 13 May 2019 . Two-thirds of this $3.4bn was derived from the US. In
terms of I/V iron replacement therapy, our database of ex-factory sales from the leading players indicates that the US contributed $1.02bn in 2018, a market that is growing by 9% p.a., a figure supported by several corporate documents (AMAG Pharmaceuticals, Daiichi-Sankyo, Vifor Pharmaceuticals). The benefits of Accrufer leave it well placed to take a substantial share of the US market over time.

Quote from Hardman. And that is just the US. A de risked share with enormous potential. Good luck everyone.

[ny boy] 06/3/2020 08:18

Daft thing another investor presentation during the middle of Corona virus outbreak, i’m Definitely not going.

[ny boy] 05/3/2020 16:37

Usually this has been seen as an investor safe haven during market volatility, I doubt much more downside here, no big selling has taken place, today we had a series of big buys,it will be interesting to see if it’s director buying or institutional, maybe enough to trigger an rns.

I don’t see any reason to be selling any shares as a long term holder, happy to sit it out until the next leg up on favorable news. GL

[nobbygnome] 05/3/2020 12:49

>> cranky

The market turbulence isn't over yet IMHO so don't count your chickens yet. I wouldn't be a bit surprised to see at least one more round of weakness.

[crankyman] 05/3/2020 12:43

Turns out that Jersey bloke played it well

[ny boy] 05/3/2020 12:40

71k x 3 @ 138p, someone is keen

Could be imminent Monty, if these bulky buys keep going, some know something for sure

[montyhedge] 05/3/2020 11:46

Shareprices talk and the shareprice will tell us a week before any deal announced, always someone knows more than you.So watch out for a good rise before any news.

[lako42] 05/3/2020 11:29

Excitement?

There is zero excitement here until a deal is done.

[ny boy] 05/3/2020 10:38

Certainly some big buys coming through ie. 40k@136p, haven’t seen these for a while, maybe a few select have heard some chatter on the wires? Just a continuous long hold for me, with odd moments of excitement

[nobbygnome] 05/3/2020 10:15

Hi Marie

Yes end of second half would be my bet but it could come at any time. The point is nothing has changed with regard to the value of the drug since the coronavirus plunge so at some stage STX becomes a very good buy. Pleased I got a few this morning but I am most definitely not ruling out that there could be a further market slump and you will be able to buy STX cheaper. That is why I will add in small amounts.

[ny boy] 05/3/2020 10:12

Jeez not another one!

make_some_noise_4_dartford_boys
Member since: 05 Mar 2020

[ny boy] 05/3/2020 09:19

Good to see you back Nobby, we were getting worried for you lol

[nobbygnome] 05/3/2020 08:52

Maybe time to come out of the bunker. I too have made a small purchase this morning. Really just buying back some of what I sold at 163 last month.

[ny boy] 05/3/2020 08:47

Oh dear, didn’t have much credibility, for sure none now lol

The idiots they come and they go


Marie_from_Malta
Member since: 29 Feb 2020


Added more this morning, taking advantage now of recent market weakness as we await US commercialisation deal

[firedriver] 03/3/2020 13:45

Marie from Malta only appeared on 29/02/2020. Maybe we won't see him/her until 2024 with a bit of luck!