Shield Therapeutics Share Discussion Threads

[frrinvest] 03/6/2020 18:44

Listened to the webinar, a few hightlights:

- current market cap significantly undervalued
- funding till Q1 2021
- Selecting partner in USA is a complex process, high priority of course
- China is a big potential, trials in China underway before full acceptance
- product marketed in German and UK at present. France, Italy and others next year
- Trials for children version (liquid form) in progress, will take 2-3 years
- Feraccrue well tolerated and efficacy on par with IV from 12 to 52 wks but cheaper and easier as no visit to hospital required
- Wouldn't comment on why the VC left STX.
- Tim owns 450,000 shares in STX, wouldn't say how many shares owned by other Directors but lower than him
- overall positive feedback

[daveboy1] 03/6/2020 18:04

Ah well, there's always tomorrow - again ! All this upside, and seemingly no one is interested.

[stevee1234] 03/6/2020 15:14

Yes your probably right Peachie, I just wonder if their in the middle of some major transaction where they need to keep the share price at about a pound and the sell 95ish and buy 105ish for it all to work. We may see some announcement about percentage change of holdings soon. Maybe just my wild imaginings but I haven't got much else to do.

[peachie 74] 03/6/2020 14:25

Yes. True. They just know the market around Shield is still atm. They don’t want to be sat on shares

That’s why we need a good bloody news flow.

[stevee1234] 03/6/2020 12:59

All true, but how does it benefit them discouraging trade, surely they want trades to make money.

[peachie 74] 03/6/2020 12:49

Keeps away day traders TBF

[daveboy1] 03/6/2020 12:26

Not the only illiquid stock on AIM. I seem to be trapped in a few of them, but this does seem to be the worst. Sell hasn't budged a inch since opening. Drops to real price at 5pm on IG. Glad I'm not a trader. I think this makes the successes more satisfying (so I'm told !!).

[stevee1234] 03/6/2020 12:09

On Hargreaves Lansdown the spread is buy at 105 sell at 95, I know this has been mentioned before but why are the MMs discouraging any trading by having this 10 percent spread. I don't understand how they are benefiting from this.

[daveboy1] 03/6/2020 11:28

Yes, indeed - on BP though.

[peachie 74] 03/6/2020 11:17

Anybody heard from NY Boy. He use to be all over this ?!?

[peachie 74] 03/6/2020 10:58

Good observation ECKS

Couple of big ( for Shield !) sells holding this back

I would love to know somebodies reason for selling now ?!?!?!

[ekcs] 03/6/2020 10:05

Interesting news on the treatment of IDA in pulmonary hypertension. Reading a little bit about that disease makes you shiver and be thankful you've not got it, so to have a product that not only corrects the patients' IDA but also has benefits on the more serious and life-threatening issue that patients have to deal with is very positive. Also it is a corollary for the much much bigger opportunity of the 'normal' form of heart disease (still the developed world's biggest single chronic killer), which has been actively tackled by Vifor with their $1bn IV iron drug... Vifor has had papers on the positive impact of Ferinject in IDA related to heart disease published in the New England Journal of Medicine (hxxps://www.wikijournalclub.org/wiki/FAIR-HF).

All good news and surely will help their deal negotiations, whatever they are and whatever stage they've reached.

[peachie 74] 03/6/2020 09:15

Just shows you don’t know what’s going on behind the scenes.
Everyone was criticising Norgine for sitting on their hands. They aren’t.
It’s their business to promote and sell Feraccru at the end of the day.
Let’s hope this could just be the start of a flow of great news

[best1467] 03/6/2020 09:09

Although most posters already new this Detail it as to be looked as the most positive RNS since the ASK deal and what I wasn’t aware of that Nordgine part Financed the The research but had no involvement which is a positive and hopefully as we all hope they have benefited from the current c19 situation

[daveboy1] 03/6/2020 09:02

It is - and my broker (IG) merely widens the spread once again. Shocking.

[peachie 74] 03/6/2020 08:42

You can be negative on a few things previously about Shield ( and Norgine) , but it looks to me they have got things in order and what a product they have to sell to the world.

IMO .... so undervalued atm. Still surprised a big company hasn’t come fishing at this MC

[peachie 74] 03/6/2020 08:36

More evidence of its efficacy as an IV alternative. US market itself is massive,

“just looking at that table again - CEO has previously stated target of 10% of US market is quite conservative.
Based on chart 10% will generate £2.4bn for STX which is an NPV of £1.6bn.

STX has 117m shares in issue so that's over £10 a share (if share price valued at NPV).
Even at 50% of NPV that's over £5 a share and excludes Europe and China etc

Upside here is massive!!!”

Post from LSE. Bullish , but based on factual numbers

[frrinvest] 03/6/2020 08:06

Excellent RNS today.

[peachie 74] 03/6/2020 08:05

Don’t like to say but I’m sure that’s the article I found a week or so ago !( the second one )

[peachie 74] 03/6/2020 07:56

Well there we go ......

Good RNS

Edit. Very very good RNS actually

Iron deficiency is common in people with pulmonary hypertension (PH) and contributes to reduced physical performance. Whilst current guidelines recommend the use of intravenous (IV) iron this exploratory open label study aimed to explore the use of ferric maltol in PH patients. The primary objective of the study was the change in haemoglobin levels from baseline to week 12 following treatment with ferric maltol. Secondary objectives included the effects of oral ferric maltol on iron status, World Health Organization Functional Class (WHO FC) and 6 min walking distance (6MWD).

The study concluded that ferric maltol was well tolerated by the majority of patients and resulted in significant improvements in iron status and haemoglobin levels after 12 weeks of treatment. These changes were accompanied by signs of improved right ventricular function and improved exercise capacity, supporting the notion that iron deficiency has detrimental effects in patients with PH and that treating iron deficiency anaemia in these patients is important. Despite the limitations of a small open label study, the results suggest that oral iron supplementation with ferric maltol might become a safe, effective and convenient treatment option for patients with PH and iron deficiency.

[peachie 74] 02/6/2020 13:29

Perhaps the big players pushed the CEO for exactly that reason

[daveboy1] 02/6/2020 11:30

They need positive news to kick start some interest. Surely the big players must be extremely peeved that this has done nothing except halve in price in a year, since the last big news was announced... I would be (am)!

[peachie 74] 02/6/2020 11:14

Haha. Yep. Coiled spring.....catapult effect etc !

There was an upward trend though !
Investors are people often with little patience. Hence sells occur

[daveboy1] 02/6/2020 10:38

The upward trend theory may need some revision. Stagnating more precisely.