Shield Therapeutics Share Discussion Threads

[powerp2] 01/7/2021 09:00

It would be good to hear the new CEOs response to your questions. When raised with TW he always dodged, used H2H study debacle as a delay to progress and generally refused to challenge Norgines performance in any meaningful manner.

[little minx] 01/7/2021 08:35

Why don't you send an email to the new CEO as you have so many questions which he can only really answer.

[reviewwworld] 01/7/2021 08:32

I still don't think I've seen a strong answer as to why the EU sales aren't better for such a "no brainer" product. I think in simple terms it would be useful to understand:1) what is the £ size of EU iron market that this drug can be used for (ie not total market)2) what % market share has it taken in EU since launch X years ago 3) same as Q1 but for US4) how concentrated is the US iron market ie do 2 drugs take over 50% market share currently or are there many players 5) simply: what is the driver behind the thought process that this will do far better in US than UK Despite some other comments about not appreciating when people question the company, as someone with over 15 years in investment banking (most recently Head of Sales & Trading), I found asking what can go wrong is far more profitable than repeating why you like something.

[oapknob1] 01/7/2021 06:44

Do AOP Orphan still own 13% of STX shares. They have been completing TO's of other EU pharma companies."The Group intends to increase its revenues to one billion euros by 2030. "Be interesting to see if they increase their holding if the US launch and patient uptake goes well.

[purchaseatthetop] 01/7/2021 05:42

We got Greg as CEO for a reason. Vast experience in rolling out new projects in the USA. We added the two NEDs for a reason. Vast experience in rolling out projects in the USA.
End of.

[kmccann156] 30/6/2021 22:20

It baffles me that investors come on this board and challenge sales strategy. You should have to prove your experience or credentials to comment. This board was a wealth of valuable knowledge. I'm out, see you guys at £2 in 2023

[kmccann156] 30/6/2021 22:16

We're have you seen that noted by Shield or any other newly approved FDA biotech in the last 5 years. It's inefficient, shields strategy is perfect. Targeting doctors who prescribe iron. Trust the process son

[whatno] 30/6/2021 21:28

In the US, direct to consumer marketting of medicines (prescription drugs) is widespread. It"s not permitted in the UK or probably most of Europe.

[kmccann156] 30/6/2021 18:16

The Primary care doctors prescribe the treatment so no point targeting patients and Iron is not addictive.

[hotaimstocks] 30/6/2021 17:44

top up on the dips @ hold 10 yrs ... £10 then.

[napoleon 14th] 30/6/2021 16:46

IMO STX need to target those who pay for IV treatment, & make them understand that
STX can reduce their expenses. After the high profile case in the US regarding adictive cures/treatments (opioids if I remember right), this should be a soft target.

[daveboy19] 30/6/2021 10:50

Last I heard was a few months ago, and a guy from Norgine was posting about how he was looking forward to the launch of Accrufer in AUS in June.

[skcots48] 30/6/2021 09:56

They are effectively selling in two countries only. Norgine needs to get going in the other 28 ....the pandemic hasn't been going 5 years.

[little minx] 30/6/2021 09:35

We have been in a pandemic which has slowed everything.

[reviewwworld] 30/6/2021 09:21

Excuse my ignorance... If the product is so good... Why haven't the sales in Europe been higher? Why haven't a European pharma (AZN, GSK, Sanofi, Bayer etc etc) picked it up i.e. why the thought process that it will become attractive only post US sales?

[frrinvest] 30/6/2021 08:34

There were a few good questions and encouraging replies too. Well done folks and fingers crossed as we have a great product in Accrufer, the potential is enormous. If it it gets taken out what do folks think the valuation could be bearing in mind the current is only c.£112m.

[dent12] 30/6/2021 08:12

Expect to triple my investment in shield and that,s being conservative.

[dougerboy] 30/6/2021 00:28

Here is my question and reply received:

“Your sales team of 30, who are hitting the road next week, what kind of annual sales target do you see each of them having?”
It's a very large market with lots of potential. At this stage of the rollout, it's too soon to provide specifics and those are ones that we'd be unlikely to disclose.

[little minx] 29/6/2021 14:18

An IV provider taking out the competition which might affect their market and it could be done at a good discount at the moment

[78steve] 29/6/2021 14:11

Guys check out i3e bit more action than here. Breaking out but dyor as always

[bl219] 29/6/2021 14:08

My replies from the webinar.

1. Bearing in mind Shield's increased focus on North America and the greater valuations for Life Sciences on that side of the Atlantic, do you see the company applying for a Nasdaq listing in future?

In common with most biotechs, a NASDAQ listing could be a logical step in due course and cannot be discounted.



2. The companies producing the IV solutions are obviously not going to sit back and let us eat into their market. To what extent do you think they will see us as a threat rather than just competition?

The IV companies may see us as both competition and a threat and will undoubtedly seek to denigrate Accrufer, but we should not be unduly concerned about this as IV therapy has very clear disadvantages.

[nobbygnome] 29/6/2021 13:46

I guess only once there is some visibility on sales and bizarrely they may be more likely to be taken over if they aren't good.

[little minx] 29/6/2021 13:39

Thanks for posting those replies.So will this get taken out??!!

[nobbygnome] 29/6/2021 13:37

I asked 3 questions during the investor presentation and I impressively have just received replies. I paste them below....

Are there plans to license the drug to companies in other parts of the world such as the Middle East?
As you know, the product is already out-licensed in Europe, Australia, New Zealand, China, Taiwan, Hong Kong and Macau. We have previously stated that our out-licensing activities continue in other parts of the world and that we hope to conclude at least one further deal during 2021.

When will the trial start in China?
The trial in China should start during 2021.

With a drug about to be launched in the biggest market in the world and such a low market cap, are you vulnerable to a takeover?
All small public companies are potential M&A targets.

[dent12] 29/6/2021 12:36

hxxps://www.docwirenews.com/nephtimes/nephtimes-diseases-and-conditions/anemia/oral-ferric-maltol-in-patients-with-ckd-and-iron-deficiency-anemia/