Shield Therapeutics Share Discussion Threads

[innittowinit] 14/12/2020 13:03

So I guess you're not a supporter then glasswala? LOL!

[glasswala] 14/12/2020 11:49

The company has hit the dirt track and It is in utter shambles.The market has lost all confidence with the company and its directors to deliver anything even when granted with what most pharma companies dream of a FDA approval.The directors purchases are too little too late.

[frrinvest] 14/12/2020 08:57

Investor presentation on 16th Dec. at 4.30pm. You can register and forward your question(s). I just did. Check the RNS for detail on how to register.

[frrinvest] 14/12/2020 07:54

Exactly they are putting their own money in. Like I said before no ii selling but plenty of evidence of buying - Directors buying even better. That's good.

[lovewinshatelosses] 14/12/2020 07:48

That buy is enough to pacify me, even if concerns obviously remain. Get this over the line now Tim, or a take out for 150p, whichever is quicker and easier!

[best1467] 14/12/2020 07:24

What £69K on is salary would of expected a lot more but better than nothing.As I posted Friday I purchased a few more solely on valuation as for all the diabolical management negotiations skills it’s a great risk reward situation

[nobbygnome] 14/12/2020 07:19

So looking at the volume from Friday about 9% of the traded shares were accounted for by Tim's buy. For me that is a vote of confidence....

[nobbygnome] 14/12/2020 07:16

Now that is a good investment by Tim. No messing about, straight in with a 100k buy!

[ekcs] 14/12/2020 00:47

I just think their lackadaisical attitude to making effective and value-creating (or at least value-protecting for pity's sake) progress is shocking.

Obviously enough holders of some decent positions think the same and are putting a lot of pressure on the share price.

It is for TW et al to reassure people unequivocally that they have a realistic plan that can be backed.

[jollychap] 13/12/2020 23:04

hxxps://www.grandviewresearch.com/industry-analysis/intravenous-iron-drugs-market

"The geographical analysis of intravenous iron drugs market divides it into North America, Europe, Asia Pacific, Latin America, and Middle East & Africa. In 2018, North America accounted for the largest market share due to the increasing application of intravenous iron drugs in cancer research, increasing adoption of low cost & compact intravenous iron drugs in clinical diagnostics, and infrastructural development of research laboratories.

Emerging markets such as Japan, China, South Korea, and India in the Asia Pacific region are expected to grow at a significant rate through the forecast period. This can be attributed to the increasing government investment in the biotechnology & biopharmaceutical industry, the emergence of novel biologics, vaccines, & drugs, expanding medical treatment for infectious and chronic diseases, and a huge number of investment opportunities in these markets."


Big markets to tap into and grab from IV. Come on BOD, get on with it. Substantial upside like Tim said.

[frrinvest] 13/12/2020 22:31

Tbh EKCS their product is so good, getting a buyer wouldn't be difficult between 150-200p. I feel BOD and the shareholders are very confident of this judging by their financial offering of an unsecure loan. Further secure loan can only help their financial standing to get the share price into a healthy territory for a buyer or out licencing. As for them going alone, I don't know if that will happen despite their confidence, unless they get an experience US team which must be in their plan?

[onceaday] 13/12/2020 22:00

The big worry is that they finance a disasterous entry into the US using secured debt which ultimately results in the shareholders loosing everything.

I can't believe they haven't learned their lesson from Europe.

I would prefer the company looked.for a buyer. The execution risk here is.just too great.

[ekcs] 13/12/2020 21:25

@frrinvest - you're dead right. AIM is proving to be a waste of time - little liquidity, little ability to raise further funds, not enough funding given to begin with etc...

However what really hacks me off with STX management is that they've had all this time to get a deal done and we can all appreciate that getting a deal done is not easy. BUT to come out with what they've come out with last week as some sort of holding position and only have short term funding in place is just NOT professional nor acceptable. TW talks about they've been considering their position for months (he didn't say that in the September prelims), so surely having realised a fantastic deal was not there, they should have got on with the prep for plan B and the announcement should then have said the plan is 'X' and we have put in place £30-40m of funding so we are ready to execute.

What the hell have they been doing all these months as it is not as if they've been running lots of trials across lots of products etc....

They've lterally had a deal to do in the USA (for which they've got advisors on the case) plus manage Norgine and their Chinese partner.

Someone within STX needs to get a grip and start acting professionally and in the best interests of shareholders. Perhaps it is time they ran an auction for the sale of the company... Surely they'd get more than 70p a share!!

[frrinvest] 13/12/2020 14:48

Its a shame it takes these drug companies many years of R&D, clinical tests, money, regulatory compliance and so much hard work to produce unique world class products, yet not to be rewarded. STX is one of these companies. There is a debate going on other BBs that UK AIM market is a waste of time for such innovatory companies. I agree with this sentiment. Because I feel sure if this was an American company listed on NASDAQ it would be worth 5-10 times its current valuation. DDDD, DNL are in the same scenario. This is why some UK companies are abandoning AIM and going to NASDAQ or at least trying dual listing. We don't reward our innovations - biotechs, engineering and sciences like others.

[ekcs] 12/12/2020 15:39

If they are serious about some form of control over US commercialisation they could always start with a one-stop shop contract sales force in combo with some of the smaller distributors TW has mentioned in this week's interviews.

Would probably limit cash needs whilst they proved the model/opportunity. Either way, they defo need to recruit a US person with tonnes of experience to lead the process/launch. Trying to do it from the UK will be a disaster so let's hope they don't let egos get in the way and apply some common sense to their decision making and implementation.

[frrinvest] 12/12/2020 11:59

Just been through the investors presentation material in Feb 2020 and June 2020 to jog my memory of why I invested in STX. I am convinced it was absolutely the right decision though disappointed of out licence deal not come to fruition just yet. They have a great product and a couple of pipeline ones (PT20, paediatric phase 3) . TW is right on one thing, the advent of Covid is positive for Ferracrue/Accrufer going forward and saving on patient costs plus healthcare costs for govts. China is a huge market. I can see why small/med sells by pi's are being mopped by ii's. All options are open (out licence, sub licence, on their own, takeover, a new ceo). I don't know what percentage of shares is currently held by ii's and Directors. In Feb 2020 it was 81% (for holdings above 3%). If anyone has the latest figures, please post here. share price currently dirt cheap imho, dyor.

[best1467] 11/12/2020 20:19

Well for all the negatives of which there are many I’ve added a few today solely on a risk reward ratio at these levels but nothing saying it might not get cheaper still

[bobaxe1] 11/12/2020 18:02

Looks like scared cats out big money in, ummm

[frrinvest] 11/12/2020 17:42

More chunky trades at end. Looks like buys.

There doesn't appear to be ii selling since they have probably been reassured by STX so small/medium sells by pi are being accumulated to fill bigger boots. I might be wrong but the trading seems to point in this direction.