Shield Therapeutics Share Discussion Threads

[nobbygnome] 16/9/2020 17:17

Definitely no placing!

[tradertrev] 16/9/2020 17:12

V good Q&A going on with straight-talking CEO on InvestorMeetCompany presentation.

[peachie 74] 16/9/2020 15:09

He does say in the link I provided above that they are producing stock for the US to launch end of the year. May end up H1 2021, but he definitely says ready for launch and sale at end of the year in the US.

[borromini1] 16/9/2020 14:50

So USA should bring in revenue for 2021 before most of Europe has even started!

[borromini1] 16/9/2020 14:47

... for USA product launch H1 2021.

[rafboy] 16/9/2020 14:46

Indeed he did and then I thought he said for launch in the first half of next year.

[peachie 74] 16/9/2020 14:30

Tim said looking to have stocks ready for the end of this year ....

[rafboy] 16/9/2020 13:38

Looks like they hope to launch in the US in the first half of next year. Very good set of results and progress. A bit of slippage on the US launch but Covid has affected many things. I will look to add when I can and have done this morning.

[peachie 74] 16/9/2020 13:28

Very confident talk from CEO.

“Several confidentiality agreements with US companies” and “getting stock ready for the US market by year end”

2 quotes that stand out

[johnwise] 16/9/2020 13:18

Shield Therapeutics PLC Half-year Report

"Over the period we have also continued to make progress to secure a commercialisation partner for the important US market which remains our top priority for 2020 and will update the market on this at the appropriate time."

[best1467] 16/9/2020 13:05

Advfn Answer to question 23 PAEDS as to start with in a set time

[advfn_newbie] 16/9/2020 12:50

Thanks. That is stocking by the distributor. Really I am interested in what is happening at the patient/prescriber level.

[borromini1] 16/9/2020 12:27

ADVFN - Q6 part answer ...
STX H1 2020 STX Product Pack Sales Revenue (not in market sales revenue)
UK = 23,000 GBP
Europe = 204,000 GBP

ref. RNS 16/9/20 Note 4.

[advfn_newbie] 16/9/2020 12:13

Have ben watching this company from the sidelines for ages and was expecting another turgid and pointless RNS, but they seem to have gone out on a positive limb and made some pretty bold statements/suggestions this time around, so either they are trying to stave off a retail sell-off (and associated share price reduction by the MMs) or they are for real and a US deal really is (finally) imminent...

So have gone and got my feet wet this morning assuming it is the latter but sadly cannot make the call this afternoon, however I have a whole bunch of questions for them. I am sure they keep an eye on these boards, so hopefully if I post the Qs they will be read and someone (presume it will be their CEO) will try to answer even some of them, or perhaps other posters who do attend the session this afternoon can ask for all of us in person on the call if that facility is available...

They are:

1. US deal – how many is “…a number of companies…R21; with respect to “…more detailed negotiations have been undertaken…221;?
2. US deal – are these discussions still ongoing as the RNS uses the past tense ‘undertaken217;?
3. US deal – which ‘advisor’; are they using (referred to in the RNS)?
4. US deal – is their former CEO still involved in the US negotiations (or other territories for that matter)?
5. Licensing – what other territories are actively being pursued for licensing and which is the ‘lead horse’?
6. Sales – how are sales progressing in the UK and other markets, including in the months post period-end?
7. Sales – in the months post period-end have sales in Germany continued to grow at least at the rate suggested by the graph in the slide deck?
8. Sales – How are AOP performing in their active territories?
9. Sales – Does Norgine expect there to be the need for discounting of Feraccru pricing in relation to the H2H data?
10. Sales – what are Norgine seeing in the field with respect to messaging by Vifor/Pharmacosmos and specifically in relation to the H2H data?
11. Sales – is there any clarity on how Feraccru is being used in practice in the UK and Germany and beyond?
12. Sales - Is the broad label being used?
13. Sales - Are de novo patients being started on Feraccru or is it just/mainly being used in patients who have previously been treated with IV and have relapsed?
14. Sales - How long is the standard course of therapy… is it intermittent or chronic?
15. Sales – what would the average packs used per patient be each year?
16. Sales - Has use increased with COVID-19 as people are less inclined to go into hospitals for IV administrations?
17. Sales – which countries is Feraccru now commercially available and sales taking place?
18. Sales – What has happened in Switzerland as it is the home of Vifor?
19. Financing – With very limited cash available as forecast by year end, is the company actively pursuing additional resources before it is too late? What reassurance can it give to shareholders that this is being actively addressed and will not lead to a deeply discounted rights issue?
20. Financing – What is the Company’s preferred method of additional financing assuming a US deal (or other licensing deals) still does not happen by year end?
21. Financing – How much flexibility does the Company have with regard to pushing out the cash runway?
22. China - With seemingly just a short term phase 3 study to do in China (with such a massive population and plenty of time to have the study prep’d and ready to start recruitment), why will it take upto a year and a half to get the results from such a study and over 2 years from now to get to a position of ASK being launch ready?
23. Paeds study – With such limited cash available why would the company not delay the paeds-related studies (as presumably they are resource/cash intensive) until there is more certainty over the US process?
24. HR – has the company reduced staff numbers in the last 6 months with such limited activities ongoing and has it made use of the furlough scheme?
25. PT20 – with the delays to doing work on PT20 does the company expect to take a write down on the asset in the full year results?

[frrinvest] 16/9/2020 12:03

I've read that RNS 3 times now and it is really very positive. The Chinese connection is major going forward, a huge market.

IMHO, after today's RNS you really should not sell one share in STX, on the contrary I bought more. Should be closer to £2 pre deal announcement.

[markinvestor] 16/9/2020 11:06

Conf call starting

[toffeeman] 16/9/2020 10:49

>>Nobby - down the road you'll be

[bobaxe1] 16/9/2020 10:27

Was there 3 weeks ago did 3 lovely walks , also brought some stones home to polish

[lovewinshatelosses] 16/9/2020 09:54

How the other half live! :)
I am jealous, as it will be better than the drudgery of doing school runs. Enjoy your trips and hopefully the weather will be kind.
My kids love caravan holidays by the way, so no criticism intended in my comment!

[daveboy1] 16/9/2020 09:48

Skegness here - might push the boat out and add breakfast.

[nobbygnome] 16/9/2020 09:38

I'm off to a fixed caravan near Charmouth in Dorset tomorrow. Very glamorous....

[tradertrev] 16/9/2020 09:34

KoP I can trump that, I'm going camping near Hastings

[kop202] 16/9/2020 09:21

NY I've got a week in Bude in October booked....