Shield Therapeutics Share Discussion Threads

[rimau1] 24/6/2021 07:02

Well done STX!!! A monumental achievement after 2 years of pain and suffering!

[purchaseatthetop] 23/6/2021 17:06

Shandypants....I have been logging the jobs on the Shield website. They are recruiting Medical Science Liaisons who are really high quality medical sales people. Check out the shield careers site.

They have advertised and filled North East states, mid West, and now have South East states advertised. So it is a rolling roll out and has already started in the Eastern seaboard all the way across to Denver I imagine.

All the prescribers will be either contacted or about to be. I expect a rapid sell through as it is so much cheaper for medical insurance to,pay for Shield product not IV.

I must admit I never expected to know so much about iron deficiency. Much like I was not expecting to know about green polymers and vanadium.

[purchaseatthetop] 23/6/2021 16:48

I am expecting 65p end of this week. The moment the US launch is formally confirmed we should shoot. All imo and your Money your call. My target is 225p in 18 months. Then higher as full cashflow kicks in.

A word of thanks to parob who suggested I have a look at STX. Communication. Cooperation. Community.

[shandypants2] 23/6/2021 16:43

PATT agree the price is so low ATM that the upside should be significant. A bit of a ramp but RightMove made £135m profit last year and is valued at £5.6bn (PE is c50).
In year 5 US revenues are estimated at $300m. This would produce a net profit of over £150m and excludes any sales in China and Europe.
So let's say we only make a valuation of £1bn not £5bn - that's c8 bags from the current position.

Anyway, my take on recent events is as follows. New CEO is a massive positive and builds on recent US NED appointments.
The end of June Launch was never going to be a big bang so will be met even of new CEO wants to tweak a few things. We don't need all salespeople in place to start contacting doctors but we do need marketing materials ready and logistics sorted etc. There are 100 super prescribers already identified. Contact these guys on week 1 and hopefully the first revenues won't be far behind.
I'm hoping new CEO gives investors confidence in STX and also shows some enthusiasm and passion as unfortunately Tim Watts always came across as quite dull.
My short term target is 80p when US launch and first revenues are confirmed.
Good luck all LTH

[russ42] 23/6/2021 15:53

Hope your right patt. Just added another 30000

[purchaseatthetop] 23/6/2021 13:48

People are starting to realise that this is actually happening. With all the trips and let downs of past years there is a credibility and trust deficit. That is fabulous for us as we should be smart enough to realise the planet has changed. A company with FDA approval and monopoly for 14 years with the alternative being IV which costs 15 times as much with loss of time and discomfort being valued at just £117m is ridiculous. They will be clearing that as net profit per year twice over just on USA sales in three years time.

If that is ramping then I am guilty.

[dandu69] 23/6/2021 13:41

Looks to be some buying pressure now? Before any positive US news it seems?

[little minx] 23/6/2021 13:05

Thank you much appreciated

[purchaseatthetop] 23/6/2021 12:37

Yes...it costs but having with the assistance of swizz decided that this was a one way bet it was no time to waste time. The rising share price shows that just 15 minutes count. I bought at 53p

[dandu69] 23/6/2021 12:33

The amount you trade PATT your dealing costs must be significant? This and ITX?

[lord gnome] 23/6/2021 12:22

Time to get a decent broker patt. No trouble buying with ii. Just had a reasonable buy and no bother.

[eastlands] 23/6/2021 12:21

Im off tomorrow so I'll make notes and stick them in here for you all.

[purchaseatthetop] 23/6/2021 12:12

Finally bought but max I could buy at each trade was £1k. So I have been busy buying lots of small amounts. MM do not have much stock.

[purchaseatthetop] 23/6/2021 12:06

Cannot buy on hl

[purchaseatthetop] 23/6/2021 11:36

Swizz....there are two ways we can be certain that he will announce it tomorrow.

1...if there was going to be a delay then it would have been RNS released weeks ago.
2...now that no RNS was released today we can as you say know the previous RNS on 21 May is valid. Hence as no new information will be disclosed at the event we know nothing has changed. Hence launch will be formally announced in line with info from 21 May RNS.

There is Imo no doubt and the logic works. I expect a very good day tomorrow and a real boost. All imo only and your money your decision.

[the skipper] 23/6/2021 11:22

Ditto to that. Currently on holiday and will be travelling back home then. Would therefore be grateful for any summaries that can be posted.

[little minx] 23/6/2021 11:17

Can somebody take a few notes for me please as I won't be around until about 11ish

[swizz] 23/6/2021 11:07

patt, I think that is a very good call, if there is indeed no new information to be shared, the previous guidance of June launch must be still in place and what will unfold tomorrow is Greg sharing his thoughts on progress to date and the potential ahead, which should make for interesting listening,...GL S

[purchaseatthetop] 23/6/2021 10:58

Getting ready to rise now. Somebody knows that Greg will announce us launch imo

[little minx] 23/6/2021 10:32

Yes and 100k

[little minx] 23/6/2021 10:04

Somebody is collecting and knows it's cheaper to buy in 50 k lots.

[purchaseatthetop] 22/6/2021 21:07

The big question is what DD greg did before taking the job. Is there any chance that he would not have checked every last detail of the USA launch. I know I would have.

Yes, of course, there is always the chance he just took the job but I doubt it.

Best1467... I agree. The next 2_3 years will be exciting.

[powerp2] 22/6/2021 11:33

Nobby TW said when talk of self launching in US was first raised, that he as a lot of experience in raising debt finance and had a lot of opportunities for this. He ruled out dilution and what happened?
He was outside of this at best a jam tomorrow guy and at worst misled - the whole US licensing period showed this when we were continually told all was well and a deal was just around the corner when all of the MNC pharmas and big US players had expressed no interest in reality