Shield Therapeutics Share Discussion Threads

[crankyman] 06/8/2020 17:20

Trying to read this as meaning that they had clearance to release this and this means a deal might be signed and presumably this is what the market thinks. This type of analysis would have taken them a month to do at the most but it’s been March since it was started.

[crankyman] 06/8/2020 17:17

It did not meet the target of noninferiority I’m either the ITT or the per protocol analysis. We had it reaching the target for the PP one before.

[ny boy] 06/8/2020 17:12

Ignore him, he is just cranky and bitter. Long term hold now, should be above the recent high soon imo Stay patient as always

[nobbygnome] 06/8/2020 16:55

>> cranky

Why do you say 'we now have a negative study in both populations' as I don't understand what you mean?

[nobbygnome] 06/8/2020 16:52

As I keep on saying, the main dish is to come yet........

[boggy] 06/8/2020 16:39

Nobby - thanks for the heads up on SNG thread re STX, I've done quite nicely out of it - thanks again

[crankyman] 06/8/2020 16:37

What a weird reaction. We now have a negative study in both populations. But yeah, carry on.

[tickboo] 06/8/2020 16:28

I've only got 9,750 here so will leave until a deal with the US. I had planned to slice more SNG/AVCT and buy more here and DNL but still think they've got a lot of upside and short term (next couple of weeks) so will wait and see how they pan out.

[peachie 74] 06/8/2020 16:21

I remember buying at these levels thinking I was getting a bargain as the share price ridiculously dropped. And if anything STX is in better shape now !

[fillipe] 06/8/2020 16:19

131p, the lowest ask on show, as I type.

f

[waterloo01] 06/8/2020 16:04

lol 2000% in that old dog. I thought it had been taken out along with MTFB and shot.

[best1467] 06/8/2020 16:04

My point was more regarding independent clarification of the H2H could be behind the delay not that it increases the value of any deal that may or may not be already in place.
But yet another outstanding day on numerous fronts

[northern66] 06/8/2020 16:02

Val will do X4 what SNG did mate

[nick9013] 06/8/2020 15:56

Happy times here. For all you that know about VAl .... you know ??

[peachie 74] 06/8/2020 15:49

That’s good to know Nobby 👍🏼

[nobbygnome] 06/8/2020 15:47

The HtH data was not submitted in the initial file to the FDA so is not on the current label. However, it will be submitted at the earliest possible opportunity (as told to me by the former CEO) so does have some value to a US partner. It should put a few more million on the upfront or an extra couple of % on the royalties!

[bobaxe1] 06/8/2020 15:47

Not slicing until its past 200

[best1467] 06/8/2020 15:42

Would agree with an earlier post even though it was common knowledge that the H2H was a administrative error rather than efficacy it may be behind the hold up we may soon find out .Regarding valuation after deal if we get anywhere close to $50 million upfront its considerably north of £2

[onceaday] 06/8/2020 15:41

Summer ends on Sept 23rd in the UK.

[finster007] 06/8/2020 15:41

Nobby - Thanks for the heads up on this, I got in a little later after your tip at a spike and 102 but that seems a good move now - 20% in a few weeks and looks like lots more to come!

[markinvestor] 06/8/2020 15:41

You should also see some new broker upgrades tomorrow morning with amended price targets. Currently they are all c. £3.50

[colin12345678] 06/8/2020 15:36

On the former p24 the US deal they've stated an expected date of summer 2020, so that's between now and 31/8/20 by my calculations. Any US deal will have a significant upfront payment. The CEO has stated the likelihood of a deal is 'high'. The presentation also lays out plans for Q2 2020.

[nobbygnome] 06/8/2020 15:33

I tend to agree; my new target with a half decent US deal is approaching £2 now!

[czar] 06/8/2020 15:32

Really good news but better still I reckon this will lead to the appointment of a US distributor soon and then we trade well north of £2.