Shield Therapeutics Share Discussion Threads

[kmccann156] 09/4/2021 10:22

I think they will Daveboy. I think Tim is being very smart here and buying himself a few months. When i talked to him it was well under way. He didn't appreciate my question last night about the Non Exec directors lol

[swizz] 09/4/2021 10:12

a42, agreed, progress to date considering everything is good and end of Q2 is only circa 9/10 weeks away, plus hopefully they are going to progress with an under promise and over deliver MO going forward,..GL S

[andyr42] 09/4/2021 10:06

Considering they've had to play catch-up, a good progress in the time and constraints.
Stay positive and hope for the best they could blow all their figures out of water if they get US right.
Fingers crossed.

[daveboy19] 09/4/2021 09:26

Pity they can't launch earlier than end of Q2 2021, seeing as packs are going to be in the US by end-April.

[frrinvest] 09/4/2021 08:44

Key slide from last night presentation:

[daveboy19] 09/4/2021 08:40

Yes, I heard him state it in a previous presentation, and it was in Edison's update note as well from 5 March this extract:-
US assumptions: for the US, we assign a probability of success of 90%, in line with our treatment of assets at the approved stage of development. Our revised peak sales forecast is $256m in 2027 vs $410m in 2029. We have increased our net price per pack to $250 (previously $225) and reduced the duration of treatment to four months (previously six months) to reflect recent management commentary. We note that company-sponsored payor research has indicated that Accrufer could have non-preferred formulary status at tested price points to ensure good patient access. Our peak penetration rate expected for the US market is largely unchanged at 10%. We assume a 90% gross margin; COGS comprise the cost of manufacturing Accrufer (c 5% of sales) and a pay-away to Vitra Pharmaceuticals for royalties on sales (5%). We forecast initial SG&A of $25m (£18m) in 2021 to rise to $60m (£43m) in 2025.

[timbo003] 09/4/2021 01:12

Did we know that the Royalty to Vitra Pharmaceuticals for Accrufer was 5% before this evening's proactive talk? I have only ever heard it described as a mid single digit royalty and the royalty on PT20 described as high single digit (from AIM admission document:

Proactive Presentation (April 8th):

[kmccann156] 08/4/2021 17:39

Hopefully from a computer

[goblin99] 08/4/2021 16:30

RayBan, indeed the price is somewhat of a paradox. When you sell, it goes up. When you want it to drop, it remains. Alas, no doubt, when it does drop, you will claim victory. May I humbly suggest I save you time and what little honour there may be... it will drop. You will have succeeded where many have failed, in claiming foresight and your Nostradamus moment. Perhaps we all have that moment, at some point in our lives!

[daveboy19] 08/4/2021 13:52

He's back - Nobby, can you do the honours ...

[seanlander] 08/4/2021 08:54

This will be cheap in a week or three...

[parob] 08/4/2021 08:50

Wow look at the premiums being paid today.

[seanlander] 08/4/2021 08:32

50p plus today??

[oapknob1] 08/4/2021 01:19

Who sold who bought same day. TR1's. Whose buying and why? Look what they bought end of Q3, Q4 2020. Be interesting if they continue accumulating.

[nobbygnome] 07/4/2021 19:34

LOL

Maybe.....

[arab3] 07/4/2021 19:29

will it help the share price ?

[nobbygnome] 07/4/2021 19:08

I could ban the new troll if a majority of people want me to.....

[tradertrev] 07/4/2021 18:44

Can't stand comments from people always using the word "buddy". Filtered.