Shield Therapeutics Share Discussion Threads

[bobaxe1] 06/8/2020 23:35

Hi guys great day lots to come im sure.hope your all keeping position's open in our other plays as they stay on good trend lines

[ny boy] 06/8/2020 22:54

Just a thought before 200p +

US partnering discussions are progressing, which is a key factor given that the US represents around 70% of the US$3bn global iron replacement market

[rafboy] 06/8/2020 22:40

Thanks Nobby for setting this up. What do people see as realistic price targets over the next few weeks and months?

[peachie 74] 06/8/2020 22:20

Cheers Nobby.

[nobbygnome] 06/8/2020 22:09

The new thread....

[nobbygnome] 06/8/2020 22:08

A place for all STX holders to express reasonable views!

[dave4545] 06/8/2020 22:04

Your a gent Nobby.

I think I started this thread when this stock was around 17p cannot remember tbh but it was below 20p.

Hope it goes to 200p+ for all holders..it's done really well since I last held it.

[nobbygnome] 06/8/2020 21:56

Definitely not doing a Guild again; it's a lot of work!

Happy to start a moderated thread though if that is the consensus....

[best1467] 06/8/2020 20:58

Hi cranky back in from the Chain gang so little time to look at the data The positives I take out of the data The HB levels in the ITT arm at week 24/36 and 52 ferracru 2.93 /3.16 2,72g/dl IV 2.84 /2.70 and 2.79 so a clear positive not known from the original data Plus the economic benefits barring in mind from week 13/52 nearly 50% of the IV Infusion arm needed at leat one extra hospital visit And was suggested that it compares favourably from an efficacy point of view .
Importantly from a Commercial perspective which is why most of us invested It’suggested IV Infusion to be 1.6 x more expensive and as Least as important more Patient friendly in the current environment surely it’s a positive.

[sandeep67] 06/8/2020 20:51

Just increase your Vit C intake at the same time then there's not much hanging around then

[peachie 74] 06/8/2020 19:41

Feraccru also shown to be a lot more GI compatible than standard Iron tablets

[peachie 74] 06/8/2020 19:40

But once loaded then all good. And a tablet is far more accessible than waiting for an infusion, which offsets the minor point of Feraccru taking a little longer to build within the blood

[crankyman] 06/8/2020 19:39

By way of comparison, generic oral iron doses are about 200mg a day. Clearly it’s mostly not absorbed. That’s the point. It hangs about and irritates the gut.

[crankyman] 06/8/2020 19:35

Iron is directly injected but then is stored and then used to make haemoglobin. That process takes a long time. Even at 12 weeks, not everyone has his Hgb restored. Now an IV iron shot is I think about 1000mg of iron. Feraccru is 60mg of iron per day. That means it takes About 16 days to get the same amount of iron into your body but you need to absorb it. Most of Feraccru is absorbed but clearly not all of it. That means it takes a bit longer to get sufficient iron to make the Hgb.

[lovewinshatelosses] 06/8/2020 18:40

BTW Nobby - you are on fire with your picks. Well done and thanks too for your informative insights and contributions to these chat boards. You may not be everyone's cup of tea, but echo chambers are for children and I for one value them, even when I occasionally disagree with your sentiment or projections on one or two stocks here or there. This seems to be rare however. I look forward to the days ahead here. GLA.

[kop202] 06/8/2020 18:20

Realistically could you expect iron absorbed from a tablet to match iron which is directly injected into the blood stream in the short term.......errr...of course not.....but over time iron is absorbed into the blood ìFor chronic sufferers surely this is great news.....no more hospital inpatient visits....or at least far fewer stays in hospital. Lets just wait for the peer review eh Cranky?

[crankyman] 06/8/2020 18:03

We knew all of this stuff about the long term data. It’s great. The only news in this RNS was that the ITT also failed and I’m trying to put a positive spin on that. Some people don’t understand clinical trials or the Feraccru data or the past history here. Just look at the facts.

[markinvestor] 06/8/2020 17:59

+£25k @ .909......Nobby, this race horse syndicate will be buying a class 1 soon lol

[best1467] 06/8/2020 17:52

Cranky your taking the only slightly negative out of the data what about the long term beats iV on al 3 readings plus no need for additional top up as with the IV not sure if your out and bitter or just putting a negative on reasonable positive.
I’m not one for over pumping is the word constantly used but you can not be negative on the Review if giving a genuine post

[peachie 74] 06/8/2020 17:46

Crankys interpretation or Dr Stephanie Howaldt ?

Read her comments in the RNS...

I’ll go with Doc

[crankyman] 06/8/2020 17:39

Suspect people can handle the product not getting sufficient Hgb into the bloodstream at 12 weeks as IV, which is a one shot overdose, but not if it fails to do so because of noncompliance. Do I give the market too much credit to see that?

[crankyman] 06/8/2020 17:34

Just had a thought that the Per protocol aligning with the ITT means that the ITT result was not due to noncompliance which underlined the value of the product as well tolerated

[lovewinshatelosses] 06/8/2020 17:28

I was so busy reflecting on a couple of other investments that I forgot to check this, other than first thing seeking an RNS. Splendid! Better read up on the reason for the spike :)