Shield Therapeutics Share Discussion Threads

[peachie 74] 24/4/2020 11:02

Just some random reading....
A little example of the size of the market ...
Globally, the prevalence of anaemia among pregnant women was estimated as 38·2% in 2011.1 In 2015, the prevalence of moderate-to-severe anaemia in pregnancy ranged from 40% to 60% in India.2 More than 60% of anaemia cases are estimated to be due to iron deficiency.3 Nearly 20% of all maternal deaths are attributed directly to anaemia and 20% to indirect causes of anaemia, which include haemorrhage and sepsis.4
Oral iron is the most commonly prescribed therapy for pregnant women with mild-to-moderate anaemia;5,6 how- ever, compliance to oral iron is poor because of gastro- intestinal side-effects.6,7 In several countries, parenteral iron preparations such as iron dextran, iron sucrose, sodium ferric gluconate, and ferric carboxymaltose are recommended as an alternative treatment modality for pregnant women who fail to respond to oral therapy.8,9 In cases of severe anaemia, blood transfusion remains the mainstay treatment.

[ny boy] 23/4/2020 16:48

Well those that panic sold the other day doh!
Stay safe - stay patient, be very greedy during market meltdowns imo

[frrinvest] 23/4/2020 11:46

GOING UP ONCE AGAIN

[peachie 74] 23/4/2020 08:01

Come on then Shield. So much promise here. Massive worldwide potential..Lets get going !

[frrinvest] 22/4/2020 17:44

A good note from Edison. Thank you for bringing it to our attention. I did manage to get more when the price dropped earlier in the morning. With FDA approval of its flagship product, STX has to be one of the cheapest in the market.

[peachie 74] 22/4/2020 17:08

Edison keep their 294p rating

[peachie 74] 22/4/2020 16:46

I personally don’t think the little H2H mix up carries any where near enough weight for Carl to leave.
I think it’s more to do with large investors pressing for something. Strange they were mentioned in the RNS as well as the BOD. He’s staying on to help integrate Tim which suggests no sour grapes. But perhaps the investors want the US deal pushing harder , or as mentioned they want a bigger bit of involvement from a bigger company.
A phase 3 tested product. Safe. FDA BROAD label approved. US deal coming. ASK taking it forward in China, Hong Kong and Taiwan.
Looking to address child Fe deficiency.
Not far of phase 3 PT20 ( would be very big in itself , look int hyperphosphataemia )
I believe this is still massively undervalued.
But DYOR.
GLA holders

[crankyman] 22/4/2020 13:52

Market doesn’t seem to care Carl’s gone. It’s a shame it turned sour for him but as CEO he carries the can for misleading the market on the H2H. Probably the investors thought his strategy was not working out in Europe. Clearly no movement from Norgine to get prices. They are a specialty Pharma business. This is a mass market drug. Europe needed a complete rethink and likely it would mean getting it back from Norgine.

[ny boy] 22/4/2020 13:07

78steve you had a chance to buy at 50p recently, don’t be greedy now lol

Maybe you have missed the express train to next Station 350p

[peachie 74] 22/4/2020 12:54

Why on earth would that happen ? Why is it possible to you. What reason ?

More chance of hitting 150. Of course no crystal ball here , but if that’s you’re entry point Steve it maybe a while

Edit. Of course every share has risk. Could find out Feraccru kills over 70s !!!!! 50p here we come. Conversely we could find out some US deal is done for millions or we are being looked at for takeover... 350 here we come

[78steve] 22/4/2020 12:37

Is there another chance this will hit 50p like it did couple months back? Seems possible to me but who knows

[peachie 74] 22/4/2020 12:07

We will be blue soon at this rate !

[montyhedge] 22/4/2020 11:48

Glad his gone probably holding price back, now let's a deal done. But takeover I reckon.

[peachie 74] 22/4/2020 11:20

I've gone in for 3000 more. still not got em. Not showing yet and ? price

[peachie 74] 22/4/2020 10:31

For a start chairman bought 75,000 at 178 last year !!!!!!

[peachie 74] 22/4/2020 10:28

No one has said is imminent. its a possible (optimistic) reason for price rise and CEO leaving. 30 percent anyway, No chance.

[borromini1] 22/4/2020 10:04

For those promoting the prospect of an immanent take over bid what would the price be?

30 per cent premium on closing price today?

Before or after US deal concluded or instead of?

[peachie 74] 22/4/2020 09:37

Can sell 20,000 at 98 online

Edit. And buy 10,000 at 98 !!!! Good old MMs

[peachie 74] 22/4/2020 09:31

Great paragraph ...
Prior to Feraccru (R) /Accrufer(R) , IV iron therapies were the only realistic alternative treatment option for iron deficient patients with or without anaemia intolerant of or unwilling to be treated salt-based oral iron therapies. However, use of such an invasive, costly, inconvenient and complex to administer treatment option, which is associated with potentially life-threatening and spontaneous hypersensitivity reactions, means there remains a clear unmet medical need for these patients to have access to an effective therapy that is well tolerated, convenient and does not require hospital-based administration. Feraccru (R) /Accrufer(R) meets those requirements.

[peachie 74] 22/4/2020 09:30

Btw. Didn’t realise ASK are the gateway to Hong Kong and Taiwan as well as China. Happy days.

[borromini1] 22/4/2020 09:26

Cranky - hopefully STX strategy will start to also address the market for self medication iron food supplements such as Active Iron. I had a long conversation with Tim about this in February.

[peachie 74] 22/4/2020 09:22

Btw. Carl resigning is not the first visible result of the H2H review. You don’t know that. Probably has F all to do with it.
As I have done , please state when you are stating your own thoughts, not facts Borromini

[nobbygnome] 22/4/2020 09:19

Could well be the signal that a takeover is more likely. Certainly smacks of a board room disagreement about strategy.