Shield Therapeutics Share Discussion Threads

[advfn_newbie] 18/9/2020 11:48

@EKCS - here here!

On your original point - probably fairly easy for the people on this BB to pull a list together FOR DISCUSSION PURPOSES ONLY OF COURSE. Perhaps do a google type search such as "Pharmaceutical companies that have a GI and/or renal franchise and are US focused..."

As you said above I guess the question that comes from such a list is what would investors think of STX doing a deal with a particular company above and beyond the terms of the deal? Would certain types of companies be celebrated and get a positive reaction in the share price and would others be seen negatively and people sell out as they don't believe the partner will execute, such that royalties would be low (a bit like Norgine for example!)

[ekcs] 18/9/2020 11:27

Thx for sharing your opinion!!

Isn't this meant to be a discussion forum... not a close discussion down forum.

[nobbygnome] 18/9/2020 11:19

>> EKCS

I think that it is a pointless exercise trying to guess who the company will be as there are so many possibilities. You have to hope that the time it has taken mean they have been very selective....

[bobaxe1] 18/9/2020 11:12

Wow got yo be institutional buys,liking this gla

[ekcs] 18/9/2020 11:00

After listening to the CEO's comments and responses to questions I am wondering who the potential partner might be?

To me he indicated there would be a primary partner and that is going to be a company that specialises in GI therapeutics (and then possibly renal to follow the data that is available on Feraccru) and they will have the right to sub-license and therefore make use of the broad label (presumably to increase sales revenue and therefore royalties).

That suggests it will not be one of the well know BIG pharma companies, but perhaps more of a US-based specialist.

Anybody have any thoughts on which companies might be on that list?

Does it matter to the share price/reaction to the eventual announcement who it is as long as the upfront and other financial terms are satisfactory?

[frrinvest] 18/9/2020 10:10

Hold on to your shares as they will try to shake it. Big buys are coming in 50K & 59K so far today and I expect much more to come?

[growthinvestor2001] 18/9/2020 08:57

ny_boy.. same posts over and over and over and over again. plus {insert gentle pump of his other stocks here}.

Surprised you are not telling us what expensive car you have or designer clothes you are wearing on your 365 day a year slew of exotic holidays...

note: anyone who has REALLY made it does not bother to post on advfn BB's or feels compelled to tell others about their holidays ... what a tool.

You keep doing it - I'll keep pointing it out.

[ny boy] 18/9/2020 08:48

Starting to attract investor attention, should do very well over the coming years, same has been happening with TWD (dyor) pays to hold long term through this difficult year.

[peachie 74] 18/9/2020 07:59

Obviously we have the US deal coming. Not if but when. But also exciting....... quote:

“Feraccru continues to attract interest from companies in other parts of the world and we have commenced discussions in several other markets to investigate potential licensing opportunities in those markets “
This drug really can disrupt the whole worlds method of treating iron deficiency.

Norgine reporting that sales H1 2020 equalled the whole of 2019 is not too shabby , especially on the back of a pandemic which will have severely limited Norgines employees abilities for face to face sales and promotion.

So much to look forward to here.
Plus not many shares at all in PI hands. Risky trying to trade this one as we saw yesterday. All the sells being hoovered up by a big buyer and then locked out price wise.

[shandypants2] 17/9/2020 17:24

Frin - totally agree re £2 near term target but CEO also stated in interview that Sept deadline unlikely to be met - so now Autumn i guess.
If we get to end of Oct without a deal i can see some share price pressure as people become inpatient.
Great performance today - hopefully back to £1.50 soon.

[frrinvest] 17/9/2020 16:54

50K is a buy too @ 136p.

[frrinvest] 17/9/2020 15:44

Every now and then the market presents an extremely rare opportunity of near certain returns. They've told us everything and the share price is only just starting to reflect reality on the ground. Has to get to £2 before the actual deal.

£2.50-£3.50 after the deal is my target. All imho, DYOR!

[frrinvest] 17/9/2020 15:36

100K trade appears - A BUY @ 135p!

Starting to motor

[1gw] 17/9/2020 15:09

I've added some. I still think it makes sense to wait for publication of the clinical study before asking for binding offers in the US, because of the extra assurance that gives bidders (especially smaller companies), but it was a confident performance at InvestorMeet.

He seemed very clear that they expected to be able to raise funds without having to resort to a placing in the event that the US up-front doesn't come through in time and very confident about being able to get a deal across the line in the US.

[nobbygnome] 17/9/2020 14:13

There must be a big buyer in the background.

[peachie 74] 17/9/2020 14:00

And still I get offered above 129 for 10,000 ? Somethings going on here ?

And cannot get a price to buy more than 15,000

[ny boy] 17/9/2020 13:59

All very pleasant hopefully a steady riser for the autumn and beyond

[advfn_newbie] 17/9/2020 13:13

@borromini

'3rd line' is just the same as IV and it is a cost-containment measure (Feraccru is basically priced at the same as IV without the delivery costs, which generally comes from a different budget anyway in the UK)

In actual Practice the prescriber will be averse to using a 2nd oral salt-based iron due to intolerance to the 1st and patients won't be forced to try such. If the 1st one is not tolerated then the choice becomes Feraccru or IV... simples!

As for sales - the CEO tried to make it clear that related to 'stocking' by distributors. Lok at last year and the year before and it seems Norgine bought too much but with a long shelf life. What is not possible to understand (at least for me) is where the sales are coming from as they don't break down the royalty flow.

[lako42] 17/9/2020 12:31

Interesting volume today compared to usual

[borromini1] 17/9/2020 10:20

Nobby - agreed on main factor for the short term share price.

[frrinvest] 17/9/2020 09:40

Interesting when you try to buy this stock. Buying over 100 shares not easy.

Edit: oth, you can sell as much as you want.