Shield Therapeutics Share Discussion Threads

[itshenderz] 19/8/2020 16:01

£2 minimum imo

[daveboy1] 19/8/2020 14:04

Thanks for the info, shandy. Much appreciated.

[shandypants2] 19/8/2020 12:35

Hi all, emailed Investor relations earlier this week and have just received a reply. No new news as such but they have re-iterated the summer date for US deal, although not clarified when summer ends.

They've also confirmed what i already suspected. Liquid feraccru study was delayed at request of PHE due to covid and they are hoping to start this in the autumn (although i suspect there may be a further delay, spring 2021 seems more sensible IMHO).
They also confirmed that PT20 work will only commence once US deal is completed.
So both the above delays will extend the cash run away which seems to be concerning some.
Keep the faith - £2 plus soon.

[bobaxe1] 19/8/2020 11:50

Took 1k just now

[bobaxe1] 19/8/2020 11:44

Someone's is buying big here 10k chunks

[frrinvest] 18/8/2020 11:18

Toffeeman - I've been in this game for quite a long time now and one thing I do know is number of buys/sells doesn't always dictate the share price Other factors play part too. Looking at the spread yesterday, it was evident mostly were buys.

Anyway it probably won't matter shortly if they announce a mega licencing deal. GL!

[toffeeman] 17/8/2020 17:49

I beg to differ - if they were mostly buys the price would have risen.

With 'O' trades you can't identify buys and sells - so the price action says it.

[frrinvest] 17/8/2020 16:47

Mostly buys today.

[nobbygnome] 17/8/2020 12:20

Well it will certainly pop if they announce the licensing deal.....

[bobaxe1] 17/8/2020 12:17

Yes think this will be next ,to go pop/!

[frrinvest] 17/8/2020 11:47

Inventages 56,008,541 47.79
MaRu AG 12,532,918 10.69
Carl Andrew Sterritt 10,287,186 8.78
Blackrock Investment Mgt (Transition) 5,065,826 4.32
Directors 4,573,000 3.90
Jupiter Asset Management 4,384,019 3.74

I make II holding 79.22% so free float is in fact only 20.78%

[shearluc] 17/8/2020 11:40

Wow thats a very small Free Float.....this could move extremely fast!

[shandypants2] 17/8/2020 11:04

significant shareholders is listed under AIM rule 26 on shield's website - only 32% free float

hxxps://www.shieldtherapeutics.com/aim-rule-26/

[frrinvest] 17/8/2020 10:08

The safety, efficacy, simplicity and the BUSINESS case for Feraccru/Accrufer is so compelling it makes no sense to me to do any deal less than £3. So I am sticking my neck out for £3.50 in the short term. But this is just a hunch so better DYOR first.

[frrinvest] 17/8/2020 09:57

Well they can have mine if they push it past £3

[itshenderz] 17/8/2020 09:55

Spotted that, then a large buy within minutes after as a block. Someone's keen

[frrinvest] 17/8/2020 09:53

£7K+ buyer emerges again. I noticed these trades last week as well. Seems sensible ploy to me considering the potenital. This one really seemns to be a no brainer.

[itshenderz] 17/8/2020 09:13

Anyone got any links to the major shareholders? They don't seem to easily accessible. Maybe just me.Thanks in advance

[frrinvest] 17/8/2020 09:07

Thanks peachie 74.

"The administration of IV iron carries a risk of allergic reaction and must
be always administered in a healthcare setting while Feraccru can safely be
administered at home. This has clear significance in terms of safety and the cost of
treatment. Existing published health economic data in a German setting showed
that the mean total per-patient drug costs, which include acquisition cost and
administration, were c1.6 times higher for treatment with IV iron than Feraccru.

With the data analysis complete, significant news flow ahead includes pricing and
coverage decisions in the broader European markets and news on the outcome of
US partnering discussions. In contrast, the shares have fallen back to levels seen
prior to FDA approval decision last July, suggesting attractive upside potential on
delivery of the US strategy or other market news."

[uncleoswald] 16/8/2020 09:23

Thank you Nobby, appreciated.

[nobbygnome] 16/8/2020 09:13

They have repeatedly said that they have a cash runaway until the first quarter of 2021. I take them at their word and the 'substantial' upfront payment from the deal (assuming it happens) will negate any need for a fundraising.

[uncleoswald] 16/8/2020 09:04

Should read 'deal is struck'

[uncleoswald] 16/8/2020 09:04

A cautionary question.......
With their current cash equal to their current liabilities, what is the likelihood they will need to raise cash before a deal is truck?

[shandypants2] 14/8/2020 12:02

i love your price target frrinvest - as i hold over 80k shares i hope you are right - anything £2 plus in short term will be ok with me.

The great thing about feraccru is that current there are 2 extremes for treating iron deficiency. The cheap salt based pills that have low absorption and a few side effects or the expensive IV intravenous which is expensive and doesn't address the underlying issue i.e. that someone is struggling to produce sufficient iron on a daily basis.

So not only does feraccru sit smack bang in the middle but it can be used in conjunction with both the others.

So a doctor prescribes cheap salt based pills for say 2 months. If no improvement put them on feraccru.

Severe patients go straight for IV but then get feraccru maybe a month or so afterwards to prevent repeat hospital visits. Some of these patients with underlying health issues may need iron therapy all there lives.

Then you have anyone who is pregnant.Iron deficiency is common here so maybe feraccru should be prescribed say in the last 4 months of pregnancy - similar to folic acid early on.

Agree massive potential. Good luck all LTH