Shield Therapeutics Share Discussion Threads

[peachie 74] 27/10/2020 19:16

I’ve added more of these today. Yet more.
The more I look at this product and what it’s offering the more I’m convinced how massive it will be. No competition , patent issue addressed, effective safe product for the worlds biggest deficiency. The competition it provided IV was massive before Covid. Now people will not be getting the IV iron. Do you think CEOs of companies looking to work with ( or buy out !) Shield don’t see this ?

Just my opinion obviously.

I can’t decide between this and SNG which ultimately will be bigger .... this definitely moves quicker due to lack of free shares

[profkevin] 27/10/2020 11:16

Nobby, agree with the relative risk - but if SNG comes in the upside is far, far higher. But as my 2 largest holdings I think the market cap for both is far too low given the risk:reward

[nobbygnome] 27/10/2020 10:55

Compared to SNG the potential returns are much more certain but the potential volume of return is much lower. So apparently that results in a much lower market cap for STX which on the face of it does look mad.

[daveboy1] 27/10/2020 10:34

Yep, agreed Nobby. Just get frustrated with anon people who have no debating qualities merely a red biro for anybody who states it has not been handled as well as we would all have hoped even expected in July '19. With what they have, and the position they are in compared to SNG for example, it becomes even more preposterous.

[nobbygnome] 27/10/2020 10:28

>> dave

There will be a lot more days after the deal is announced than before, if you see what I mean. Yes it has been a ridiculously long wait but all that matters is that a deal is signed this year. Then the price will be higher but for now the impatient will sell.

The price is lower now than when they announced the patent news. That is ridiculous because clearly the drug is worth more now as there is certainty over the extent of the patent coverage. However, logic and the values on Aim rarely coincide....

[daveboy1] 27/10/2020 10:21

Lol, bless you. Just out of interest, I'm assuming you must be a latter day investor? One who is not affected by 16 months or so of a declining share price of approximately 50% since FDA approval, 3 passed deadlines, and a fourth looking increasingly under pressure and a new CEO who states he will not be rushed, and is looking for maximum shareholder value! These are all facts btw, interspersed with some frustration and light humour. Excuse me please for having the gall to say from an investment pov it's not great to hear fa day after day bearing this in mind. Don't worry, I'll red tick myself and save you a job in your busy day.

[daveboy1] 27/10/2020 09:09

Don't forget to red tick that as well, mate - cheers! :¬)

[daveboy1] 27/10/2020 09:05

I wonder if they all have very long beards.

[ekcs] 26/10/2020 12:23

Retail investors are the market in STX as institutional investors are either in and waiting or sitting on the sidelines waiting for news beore getting in or walking away.

[daveboy1] 26/10/2020 11:22

Last Monday in October bites the dust - market seems disappointed also.

[nobbygnome] 25/10/2020 15:22

>> onceaday

Err yes that is true for all drugs when launched.

[nobbygnome] 25/10/2020 13:00

>> frrinvest

As you know I too am in DNL but suspect with the fund raising the price there will be becalmed for a while. I have put a lot in here in the last couple of weeks and will continue to add especially on any weakness.

[frrinvest] 25/10/2020 10:59

parc1 that's a good report on the IV market. Like you said, STX is in a prime position to benefit big time. Licence deal or takeover should push the current share price considerably higher imho. I have already bought in considerably here, may do more this week depending on my funds as I am also invested in the likes of DNL that too have a great potential.

[bobaxe1] 25/10/2020 10:28

News must be near, cos the trolls are in full flow lol

[nobbygnome] 24/10/2020 23:10

Yes so five years of good pricing. It all depends if your glass is half full or half empty....

[onceaday] 24/10/2020 22:32

Parc1

Ferrinject patent protection expires 2024-2026 which I imagine would to general pricing ptessure in the.IB market.

[nobbygnome] 24/10/2020 15:06

>> mbmiah

The CEO has previously said that the upfront payment would be 'substantial' and that is after being in negotiations for quite a while so he should have some idea of what deals are on the table. And my experience is that these sorts of patent disputes are not settled out of court and I am sure the company would have had to say that if it was true. So please provide the evidence for your spurious claim.

[onceaday] 24/10/2020 14:20

8 don't see what Shield have to offer Teva - apart from a licensing deal, of course.

[mbmiah] 24/10/2020 14:05

Teva were offered a deal, and they took it.

[onceaday] 24/10/2020 13:52

My main concern actually relatea to why Teva gave up the fight at the EPO so easily. The generics producers contest patents as part of their normal business activity and they only have to win a small percentage of cases for ROI. I've seem CEO's claim their patents are bullet proof only to lose them in patent trials before (Acorda is a good example) so I don't buy the argument that Teva pulled out because tbe IP was too strong. My fear is that they took a good look at the overall proposition, especially the latest European sales, and decided it was mever going to be big enough for them.

I hope I am wrong...