Shield Therapeutics Share Discussion Threads

[peachie 74] 22/3/2020 16:33

Plus the longer term results over the following year are not an issue

[peachie 74] 22/3/2020 16:32

The pre clinical success outline was wrong. That’s it. Shouldn’t have read Both groups. If it had just read PP group this wouldn’t even be an issue.

Ps that is the group most reliably used

[best1467] 22/3/2020 16:11

On the basis that if you read through various presentations The none inferiority to IV iron is alwaysmentioned they received a royalty on the back of it.
But now we have the house broker suggesting by current valuation that this is a none issue I believe I have an understanding Of the H2H data and can’t understand why it’s been suggested to be a none issue

[montyhedge] 22/3/2020 13:56

294p valuation will do me.

[peachie 74] 21/3/2020 14:38

Don’t know why it does that ?
If you go on shields website
Drop down menu onto Analyst coverage
Scroll down to Edison and click on link
AEGIS 2 .... all there.

[montyhedge] 21/3/2020 14:14

Can't open that link.

[peachie 74] 20/3/2020 13:11

Edison group have not changed forecast on back of H2H RNS released earlier in the week

[peachie 74] 20/3/2020 13:10

hxxps://www.edisongroup.com/publication/aegis-2-update/26377

[crankyman] 20/3/2020 12:23

So it was Richard Griffiths. He was way ahead and has now lost most of his profit, the poor chap.

[peachie 74] 20/3/2020 08:03

Big opening spread. Can’t buy many , but can sell at 52

[peachie 74] 19/3/2020 16:55

More. If all sells, makes me wonder where they have offloaded the stock. Not as if the buys have been flying in.

[crankyman] 19/3/2020 16:47

What is that? 6 million shares or more?

[peachie 74] 19/3/2020 16:38

Although I bought at 52.. ? Big buyer with a price limit on.
Surely if big seller of that size we will get a RNS ?

[peachie 74] 19/3/2020 16:35

Wow. Well that’s one big seller out of the way !!!

[peachie 74] 19/3/2020 15:18

Hopefully the review will just tick this box and the H2H keeps its full validity

[peachie 74] 19/3/2020 15:16

Best , if the initial H2H predefined success criteria was written correctly and left out the ITT group all would be good , and the “ sales pitch” would still be there. It really is still there actually.

[peachie 74] 19/3/2020 13:11

Bought 20,000 at 52. Showing as a sell again

[best1467] 19/3/2020 12:50

THe main negative is getting it wrong is undermining the Management and the fact the H2H was a major sales pitch for growing the product while I appreciate its still a great alternative to IV it will in my opinion have some effect on the. Sales momentum ,
hope I’m wrong .
I have been promised a response from my contact with the company nothing as yet they said my question would be passed on and they would endeavour to get back within 48 hrs

[daveboy1] 19/3/2020 11:08

Agree with all of that. Yes, good luck to all and fingers crossed for next Thursday as a starter.

[peachie 74] 19/3/2020 10:31

BTW the investor presentation link nyboy posted a couple of days ago is a great read actually. Reminds you of the enormous upside.

But as always DYOR

[peachie 74] 19/3/2020 10:29

Genuinely hasn’t undermined my confidence. The management would not all sit and analyse the protocol for a H2H study surely. Someone is to blame, yes. They missed a small detail that is pretty much irrelevant.

And yes, totally transparent and reported it straight away.

[crankyman] 19/3/2020 10:18

Bigger issue is that it undermines confidence in the management. Flip side is that they are extremely transparent. This would all wash away with a good deal and moving this to being a cash cow.

[peachie 74] 19/3/2020 10:03

The “ good “ news is from my point of view, is fundamentally nothing has changed here. The RNS the other day is such a small detail. Total over reaction. Even if the whole H2H had been shown to be invalid ( which it really wasn’t) the reaction was extreme.
The drug is still proven to be a suitable alternative to IV. FACT.
The US deal is still to come. And is totally unrelated to the recent storm in a tea cup.
This product is still in prime position to become a massive part of the multi billion dollar Fe deficiency industry.
DYOR
Good luck.
Will we look back and laugh that we could buy these at 55p ?!