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Share Name Share Symbol Market Type Share ISIN Share Description
Shield Therapeutics Plc LSE:STX London Ordinary Share GB00BYV81293 ORD 1.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -2.78% 87.50 85.00 90.00 90.00 87.50 90.00 15,829 16:11:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.7 -9.1 -8.0 - 103

Shield Therapeutics Share Discussion Threads

Showing 5901 to 5925 of 6225 messages
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DateSubjectAuthorDiscuss
23/5/2020
18:33
Just to give a balanced view Negative points are CEO resigned ( but helping US deal ) H2H at 12 weeks misinterpreted. ( still lots of positives that will be used moving forward ) Chairman stepped down US deal taking its time ( hard for holders who want their ‘reward’) Seemingly slow progress into Europe Tim Watts first attempt at CEO Cash run out 2021 Griffiths sold loads at start of pandemic ( not sure if a negative , but resulted in a massive drop due to need to shift a lot of shares ) If I’ve missed something please add. A BB should show both sides. I am a big holder and do give a mainly positive slant. Hope I have been fair. If not , fire away.
peachie 74
23/5/2020
17:41
Although there have been some bumps in the road recently, the bottom line is that a company which has a drug approved for this sort of indication should not be valued at just over £100 million. That is complete madness! I guess you could factor in some doubt they will close out a deal but for me that is inconceivable. Yes in theory they could sell it themselves but I am pretty certain that will not happen. If you decide not to do it in Europe to then go ahead in the US as a European based company would be madness. No doubt there could well be further weakness as short termers sell out on perceived disappointing results but in the short to medium term there has to be massive value. Looking at the chart there seems to be good support in the low 80s so I might hold off buying more for a little while to see if the price drifts further. But ultimately it has to be a strong buy IMHO!
nobbygnome
23/5/2020
17:12
Patience Dave !
peachie 74
23/5/2020
13:43
He opens most times with broad label FDA approval (numerous times), but it was almost a year ago now. I really do think some egos have clashed behind the scenes here. Audio should have been better - luckily it wasn't anything too original we were hearing ! As ever, hope they get this secured in the not too distant as it does seem reasonably excruciating now tbh. GLALTH.
daveboy1
23/5/2020
13:01
Apologies to those offended by anything positive , but here is Tim the new CEO sounding positive ! https://youtu.be/N_QwiDi3Ies
peachie 74
22/5/2020
16:22
Sorry. How dare I !
peachie 74
22/5/2020
16:05
I very much doubt that any comment on this or any other bulletin board as any bearish impact on the share price. I hold a high 5 figure holding but don’t feel the need to post positive comment when clearly negatives have occurred
best1467
22/5/2020
15:43
Keep talking it up. You're doing a fine job.
montyhedge
22/5/2020
13:51
https://bit.ly/3bNm7mg
peachie 74
22/5/2020
12:52
More likely to be a sell which precipitated the fall IMHO....
nobbygnome
22/5/2020
12:45
'Sales in the UK and Germany beginning to increase significantly' Good line from the CEO 150,000 late trade last night, buying at 106. Someone is confident !
peachie 74
22/5/2020
12:41
Good post from LSE.... AS with many STX rns they seem happy to highlight any potential negative and play down the positives, hence the reaction today. In terms of the H2H study the intention to treat (ITT) patients should never have been included as these people didn't complete the 12 week . This appears to have been an admin error. Not only did the per protocol (PP) customers have similar levels of iron to the IV alternative this was also the case at 52 weeks. This is a fantastic result that has been over shadowed. Similarly some have highlighted the cash runaway position (end of Q1 2021) and suggested this will stop us getting a good us deal. Well on 31/12/19 STX had £4.1m cash and in Jan 2020 did a good deal in China. We now have £10.4m as at 30/4/20 so this should not stop us getting a good deal in the US. In fact CEO comment below from RNS is particularly reassuring... Having secured FDA approval of Accrufer®, and with Feraccru® sales in Germany and the UK beginning to increase significantly, and the China licence secured, I have great confidence in the future for Shield. Having received $11.4 million from ASK Pharm we have a cash runway extending into the first quarter of 2021 which gives us the flexibility to negotiate the best possible commercialisation arrangement in the US
peachie 74
22/5/2020
12:35
Hopefully Shield can now push forward and give share holders reason to be cheerful ! Upcoming news hopefully.....A good old 7am RNS about....... 1. US Licensing agreement. ( 1 billion dollar market in US ). Would have thought you really 2. Subsequent launch of product. Packaging already ordered 3. Launches in Italy, Spain and France 4. Applications submitted in Scotland, Wales, and NIreland 5. Addition to formularies in England. Third of 200 already in bag. hopefully news on this increasing 6. China. Hopefully now the world starts returning to normal, updates on progression by ASK in terms of initiating any required trials and filing for marketing authorisation. 7. Paediatric liquid formulation completed, so equivalence study need compare to capsule, will be starting 2020 8. Obvious worldwide domination of Fe supplement market 9. PT20 Second phase III trial and submission OK. 8 is perhaps over enthusiasm ! But lots of things which can really kick start the share price
peachie 74
22/5/2020
11:14
Edison Valuation 326p per share And this is without taking into account their Phosphate Binder PT20
peachie 74
22/5/2020
11:12
https://www.edisongroup.com/publication/all-eyes-on-a-us-partnering-deal/26906
peachie 74
22/5/2020
10:13
Yes I will build over a period. TBH I have no real idea what it will do very short term and I wouldn't be a bit surprised if there was further weakness. Plus some of what I buy will be on T+20s so the longer I can leave that the better. A rolled T20 currently takes you through to July 16th which is probably enough but every extra day is a bonus. Anyway I will be perfectly able to take up the stock if necessary but always much happier if my broker just sends me a cheque (well does a transfer these days!).
nobbygnome
22/5/2020
10:04
NBG why over the next few weeks why not today or do you expect it to drop further or just your preferred trading method
best1467
22/5/2020
09:58
I remain confident they will do a deal in the not too distant future so I will be building a big position over the next few weeks. As usual a few PIs have panicked after results which were completely as I expected. Time to take advantage of the lemmings who have bailed out!
nobbygnome
22/5/2020
09:32
Here’s the fight back, +0.5p - now we’re cooking lol.
daveboy1
21/5/2020
16:42
Not a day to remember, chaps. Ah well, there's always tomorrow... where's my tin hat got to... Stay safe.
daveboy1
21/5/2020
16:29
In addition to my earlier points I'd imagine STX/the CEO would be aware informally, but they won't be able to formalise (i.e. report) such interactions if the licence contract has formal reporting timelines.
ekcs
21/5/2020
16:14
My point was if I was the CEO I would have contacted Nordgine about the effect of sales based on the likely issues or not with IVTreatment in the current environment which let’s not forget we are talking 3 months of likely effect positive or negative. Are you saying to me that if you were the CEO you would not of contacted your major partner who is selling your only product about the current c19 effect on your sales. If he genuinely does not know then I’m absolutely amazed and he’s not acting in the best interest of all concerned ,but I think we all know that’s not the case
best1467
21/5/2020
15:58
@Lak042 - Sales likely get formally reported to a licensor by their partners no more frequently than quarterly (who knows, perhaps STX gets more frequent informal updates but they won't be able to report them) and it is unlikely anything could have been seen in Q1 as coronavirus stuff started really happening towards the end of March. I'd look for something in the half-yearly trading update as that will cover the period to end of June. In the meantime their NOMAD will not allow them to upsell, period. The RNS has to be based on fact, not hypothesis or hope, otherwise the company ends up getting crucified by investors and regulators alike if the hypothesis (upsell) isn't proven. LSE/AIM has become really strict on these things - just look at the number of companies they take action against about news releases. It is very unusual to see overtly positive RNS's nowadays for these reasons. Sad but true. @Daveboy1: As I said re the non-exec chair... who cares when they are likely moving to be a royalty play post the US deal. As long as they have enough cash burn time to get that deal done... The price movement is being caused by retail sellers reacting to market makers playing with the price and these things always move more downwards than they do upwards with 'positive' news. Institutional holders are staying put looking at the volumes. DYOR...
ekcs
21/5/2020
15:40
I mean it's quite an important thing isn't it. Seeing as we only have 1 product it would be nice if we could get an update on how it's selling, particularly in relation to this mythical uptick due to CV19. I find the notion that they cannot update investors on how CV19 is impacting thing utterly ridiculous.
lako42
21/5/2020
15:00
He probably would not be allowed to say. Or are you suggesting he knew, and there has been no benefit, ie he lied ? I can email them that suggestion !
peachie 74
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