Shield Therapeutics Share Discussion Threads

[crankyman] 28/4/2020 18:52

There’s not been any prices negotiated based on that data

[peachie 74] 27/4/2020 22:30

Lako.... discussed previous

Cranky. Agree totally.

[lako42] 27/4/2020 21:59

Isn't there a potential issue here with Teva?

Doesn't seem to be mentioned?

[crankyman] 27/4/2020 21:16

Unlikely that H2H issue impacts sales. Very unlikely. But possibly the whole strategy required a reset or there might have been some misconduct we didn’t know about or both. Clearly with him staying to aid with the US deal closing I don’t see this as being really about US deal failures.

[best1467] 27/4/2020 20:01

Know doubting the massive potential like NY boy I took a position in the mid high 30p we are where we are because things have gone on that we are not privy to at the moment and may never be.
The fact that the founder had to step down tells you things have gone badly wrong with the USA negotiations and then we had the H2H fiasco which I’m amazed for something so uncomplicated as it appears we have still not had news on review and likely consequences on NordginesMarketing of the product.
In my Opinion a USA deal is no where near we know Former CEO was handling the negotiations it would be extremely unlikely he would be given the boot at such a crucial stage I hope I’m wrong but that’s my gut feeling.It would be a catastrophe if the H2H was having a bearing on sales as we have the perfect circumstances to pinch share from IV.
The one positive I see from the above is that a USA suitor may be frustrated and with the CEO gone through Large shareholder pressures we may get a takeover approach.

[peachie 74] 27/4/2020 10:47

I’m just amazed more people cannot see the huge potential here and aren’t taking the opportunity to get in at these levels

[ny boy] 27/4/2020 10:36

peachie, new appointment should speed matters up but I doubt any news until after lock down has ended. Stay safe - Stay patient, I have stayed patient since the risky days of 30p’s We are only where we were the day before FDA broad label approval announcement last summer..so a way to go here

[peachie 74] 27/4/2020 10:19

Imagine how quick this is going rise on good news.
And that could be pretty soon hopefully.

[peachie 74] 26/4/2020 12:43

Shows IV irons many complications. Especially of note that cardiopulmonary resuscitation equipment needed.

[peachie 74] 25/4/2020 09:05

The following lines from above sum it up very well !


“The London-based company said the FDA had approved its lead product Ferracru/Accrufer (ferric maltol) in a market that could be worth $1 billion annually.

The FDA approved the product for treatment of iron deficiency with or without anaemia, allowing use for as long as necessary to restore iron levels.

This allows for long-term use in patients with chronic disease – there are between 8 million and 9 million patients in the US suffering from iron deficiency anaemia and management estimates two to three times this number require treatment for iron deficiency.”

[peachie 74] 25/4/2020 09:03

I think we need a reminder just how big this could be .....

Richard StainesRichard StainesJuly 26, 2019
Shares in Shield Therapeutics were soaring this morning after the FDA granted a broader than expected label for its iron deficiency drug.

The London-based company said the FDA had approved its lead product Ferracru/Accrufer (ferric maltol) in a market that could be worth $1 billion annually.

The FDA approved the product for treatment of iron deficiency with or without anaemia, allowing use for as long as necessary to restore iron levels.

This allows for long-term use in patients with chronic disease – there are between 8 million and 9 million patients in the US suffering from iron deficiency anaemia and management estimates two to three times this number require treatment for iron deficiency.

Shield said it is already in discussions with commercial partners to market the drug in the US and will provide an update in due course.

The company noted that salt-based iron therapies can cause a range of mild-to-severe gastrointestinal tract adverse events, including nausea, bloating, and constipation.

These can lead to poor tolerability, reduced patient compliance and treatment failure.

As Ferracru/Accrufer is not an iron salt, iron can be absorbed from the ferric maltol molecule and does not routinely cause the same issues.

Under the brand name Ferracru the drug is already approved and marketed in the EU and Switzerland for iron deficiency in adults.

Mark Brewer, an analyst at finnCap, said: “The FDA granted a broader than expected label, given Feraccru’s tolerability profile and efficacy – the treatment of Iron Deficiency (ID) with or without anaemia – with the label indicating its use for as long as necessary to restore iron levels, implying a chronic therapy.

“This at least doubles the potential addressable market for Accrufer. Together with the non-inferiority data vs. IV iron, announced in March, this offers the potential for Accrufer to remove the need for patients to progress to IV therapy.”

Dr Daniel Wilkinson, analyst at Edison Investment Research, noted this was the “largest possible label” the FDA could have granted.

He said: “This is an upside to our previous assumptions where we had assumed a narrower label and enables a larger commercial opportunity. Shield are in discussion with a number of potential commercial partners in the US who will market Accrufer on its behalf.”

Carl Sterritt, CEO of Shield Therapeutics said: “We have been pleased with the levels of interest and engagement shown by third parties in commercialising Accrufer in the USA and we look forward to finalising these discussions and appointing a commercial partner in the world’s most attractive pharmaceutical market, so that more patients with iron deficiency can benefit from treatment with Accrufer at the earliest opportunity.”

[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