Shield Therapeutics Share Discussion Threads

[frrinvest] 30/3/2021 15:13

You have to ask why are they doing another presentation so soon after the previous one, unless they have substantially new info to divulge? Or is it just wishful thinking on my part!

[jungmana] 30/3/2021 11:15

This should be 60p+ easily. A no brainer at 39p today with institutional expert valuation (Edison) of 218p

[machinist] 30/3/2021 09:22

Nice to see a bit of blue at last, now I am only 70.59% down on my holding 😢

[tradedesk1] 30/3/2021 09:12

Updated Edison note:

hxxps://www.edisongroup.com/publication/accrufer-coming-to-america/28990/

[best1467] 30/3/2021 09:09

Speculated that happening for sometime and any licencesing partners who couldn't agree terms its now or never for sub £2 to get away because the first signs of significant traction in the states ar this willsurleytake off in a big way

[loafofbread] 30/3/2021 08:56

Could be another 10M volume day at this rate.

Any danger of an offer being made?

[tradedesk1] 30/3/2021 08:49

This was trading circa £150m before FDA and immediately after it over £200m with less cash in the bank. Its now 78m with 30m of that in cash, ready to launch into the worlds largest market. Yes there is execution risk but that is no different to any new product launch. I think its largely mitigated though by the hiring of an experienced US team and our 90% gross margins after manufacturing and 5% royalty, they only have to capture 2% of the market to hit top line numbers.

I'm not surprised with Edisons valuation of 218p right now (471m mcap). Once momentum and sentiment fully shifts behind the company and the launch is going well I expect it to far exceed that. Reckon we are looking at a billion dollar mcap company not before long. There indecision over the last six months or so to go it alone or partner up has hammered the price this was not managed well but all things being equal from here presents a phenomenal entry point now and my best wishes to long term holders of the stock who maybe in from a touch higher. Displacing an IV with a tablet, with comparable efficacy shouldn't be difficult.

[its the oxman] 30/3/2021 08:36

FDA approved drug should make this worth far in excess of current price imho, problem so far has been current management failure, just got to hope that will change and it could but yet to be convinced.

[its the oxman] 30/3/2021 08:22

Hoping we can make close to 50p in short order. Can only dream about figures beyond 100p. Will need some very positive news of the US or a takeover to see that.

[daveboy19] 30/3/2021 07:55

Yep, no more excuses now. Teams in place, stock ready to go - eyes down and deliver. GLA.

[imjustdandy] 30/3/2021 05:51

35p is just ridiculous for a co that has an FDA approved drug. Massive drive in US Q2 which is this week. 2 pounds is my personal target by December

[toffeeman] 29/3/2021 13:26

>> bigwadds

38.4%

[78steve] 29/3/2021 13:18

300p target based on what?

[bspgamer] 29/3/2021 12:33

I'm not saying like but the way it will move is like DEST

[hodhasharon] 29/3/2021 12:22

Nothing like DEST, but I do have a 300p target here.

[bspgamer] 29/3/2021 12:06

The next DEST just look at that chart!!

[bigwadds] 29/3/2021 11:59

Please can someone confirm what percentage of the EXCESS shares you were allocated please? My broker did not apply in time so I need to know what % I would have got?

Thanks

[onceaday] 29/3/2021 11:42

The board made some significant investments at 60p prior to the share offer which would value the diluted shares at a touch over 30p, without taking into account the £25M cash raised. I would expect some rise in the share price regardless of longer term prospects.

[kop202] 29/3/2021 11:38

The share price is where the MM's want it.....With everybody under water and no news....nothing in it for them to start a recovery

[74tom] 29/3/2021 11:15

78steve, don't follow your logic at all there... 200p may have been too high, but 30p would appear to be too low considering the price opened at 180p on the morning of their FDA approval. I'd say somewhere between 70-100p would be fair value pending their roll out, Edison have a price target of 218p FYI.

[78steve] 29/3/2021 11:02

What's changed since hitting circa 200p ?

Probably not that much which means probably 200p was too high and 30p about right valuation. When price isn't underpinned buy solid numbers then you will always get the swing in prices and anyone can guess any valuation they want.

[frrinvest] 29/3/2021 10:43

Always maintained they have a great product but wasted a couple of years bringing to the market. This market is crying out loud for it. If they get their US ops right then its a BOOM!

[pharma giles] 29/3/2021 10:40

Cash returned to my account last Friday (ii). Wondered whether we may see a small boost in buys when the cash balance was returned to PI's accounts..

[toffeeman] 29/3/2021 10:31

I have my allocation of the excess credited to my account - but the registrar has to return the cash for the ones I didn't get (AJ B)

[luisfrg] 29/3/2021 10:24

Does anyone know when the shield excess entitlements are given/returned have 7000 shares in portfolio that cant touch??????