Shield Therapeutics Share Discussion Threads

[peachie 74] 25/6/2020 10:36

Recent analyst coverage for any newbies coming on board.

[crankyman] 24/6/2020 18:49

IV iron is problematic but it takes a huge amount of effort to convince payers and prescribers to change behaviour.

[nojjer41] 24/6/2020 17:39

Have had a look at this, particularly interesting as a good friend of mine has huge problems with iv iron. Have dipped a toe in here earlier and will be adding more in due course.

[peachie 74] 24/6/2020 16:40

Have a read of the above.
Basically an iron tablet to replace IV iron !
All other oral iron poorly tolerated , hence IV iron needed. But IV iron needs to be given in a hospital/clinic due to risk of anaphylaxis. So costly.
Shield have only tablet that can compare to IV iron

[markinvestor] 24/6/2020 15:55

what is the current situation with this stock...its not one I follow...

[nobbygnome] 24/6/2020 14:26

Good to finally see some movement in the right direction...

[lovewinshatelosses] 23/6/2020 13:14

Finally decided to put my toe in the water here; just a small initial stake, in spite of the terrible spread, which I could not be bothered to wait any longer for it to narrow :)

[peachie 74] 23/6/2020 12:29

Such a volatile share too , as only a relative small % in PI hands. Large amounts held in safe hands.
Small sells causing such drops emphasises how quickly this will rise following US/H2H news

[daveboy1] 23/6/2020 11:20

Given up trying to work anything out logically - all in the lap of the Gods !!

[nobbygnome] 23/6/2020 11:06

Some very impatient investors here. I really can't understand why anyone who understands what is happening with STX would choose to sell now. Each to their own but not long to wait now.....hopefully!

[nobbygnome] 22/6/2020 10:06

Yes ridiculously undervalued but it is all about sentiment. That will change even with a half decent US deal IMHO....

[shandypants2] 22/6/2020 10:03

Good find Peachies.

Don't think anyone can dispute the benefits and cost effectiveness of Feraccru however we need a sniff of the US deal to get this moving.

So hopefully 'safe pair of hands' new CEO can get this sorted this summer, as he has indicated.

We were £1.80 in Jan, in anticipation of an US deal - and that was before the Chinese deal was confirmed, so £2 plus is very achievable.

This share shows how important sentiment is. It will improve - hopefully!!

Keep the faith

[peachie 74] 20/6/2020 12:10

From above .....

Dr. Stefanie Howaldt from the Hamburg Research Institute for IBD, HaFCED e.K., Germany presented the new research findings at ECCO and commented, "Iron deficiency anaemia is very common in inflammatory bowel disease and can significantly impair the quality of life of patients. Due to very common intolerance to standard oral iron products, IV iron is currently the main treatment alternative for IBD patients with IDA. These new data demonstrate that ferric maltol is not only a well-tolerated and effective therapy, which we previously knew, but also a cost-saving treatment for the healthcare system, representing an alternative oral treatment option with substantial health-related quality of life benefit for IBD patients with IDA.''

[daveboy1] 19/6/2020 11:06

Oh yeah, I know, it smells nice as well into the bargain ! Ah well, have a nice weekend. Maybe one day we will break out the champers, hopefully whilst I still have all my own teeth !

[peachie 74] 19/6/2020 10:56

Lol. I watched some magnolia Dulex dry once. It was more exciting.

[daveboy1] 19/6/2020 10:21

Another enthralling week comes to a close.

[shandypants2] 15/6/2020 11:26

at current share price even a very conservative £1.50 share price after an US deal would result in a c65% uplift - the risk v reward is very compelling at the moment. If it's over £2 as has previously been estimated you have an immediate bagger.

AGM is on 18th June so it will be interesting to see the statement re US deal. Clearly if negotiations are ongoing no price sensitive info can be disclosed but the tone of the comment will be on interest.
I am hoping that CEO uses words such as positive and constructive etc. I am also hoping he confirms current timeline which is summer 2020 and not H2 2020.

At recent presentation in answer to the question re the possibility of an US deal - CEO stated 'High'. That's good enough for me.

[daveboy1] 13/6/2020 21:00

I'm in a lot here also. However, keep seeing it drop, so go in again! Not much left for SNG, but my other big play is gold, and I'm medium to long on that. I still think these might get taken out. When Tim said they only had 16 employees, it made me think even more so - just imho...

[nobbygnome] 13/6/2020 18:25

I will be buying more via a T+20 at some point next week. Still wary of sell offs on the broader market but I guess no doubt that the low 90s will be seen as a good price if and when we get a US licensing deal.

[peachie 74] 13/6/2020 16:25

I have. In SNG !!!! I’m a lot in here Tbf already.

[daveboy1] 13/6/2020 13:52

Yep, agreed. Can't believe the current price compared to last July. I've been topping up again this week.

[peachie 74] 13/6/2020 11:59

There just needs something to kickstart the share. The US deal is the obvious one. But reshuffling of the H2H and reproducing and illustrating all the positive outcomes within the trial will also help.
This was double the price it is now after FDA approval. And we now have ASK deal tied up , so the price now beggars belief in a comparative sense.
Shares go in and out of ‘vogue’. Shields time will come IMHO.

[daveboy1] 13/6/2020 10:18

Nice read, cheers peachie. Probably more now! Bearing all these factors in mind, have you any thoughts as to why nobody seems that interested in getting involved? I was hoping to see some forward momentum with a deal coming anytime soon. However, all we get is a slow drop back to previous lows.

[peachie 74] 13/6/2020 09:32

Just a little example (not recent I appreciate ) of the cost savings of Feraccru v IV.