Shield Therapeutics Share Discussion Threads

[bolitix] 13/12/2024 19:30

1Q22 sold 2.8k prescriptions and 4Q24 looking to head over 50k with a significant leap in price in tow doing that! External eyes would view that in admiration but those who know this idiotic board are not guilt free from the farcical time that last CEO was being rewarded by them and it wont be long before they push out another belter!

[antonagis] 13/12/2024 17:28

Will PURCHASEATTHETOP be offering free daily resuscitations for those who listened to his unsubstantiated posts?

[razoblade] 13/12/2024 17:16

Skcot48 - I'm in the same boat as you. I invested between 30 to 40p range. Didn't sell but forced to average down now. Currently sitting at around 7p average. AOP and directors at around 5 to 6p so this gives me some assurance if it fails. We all perish together.

[purchaseatthetop] 13/12/2024 14:15

Exactly Skcots. To begin with the strategy was to get Accrufer out there for any reason. Now they have an entire back office team who ensure that medical insurers paperwork is done up front so no longer are there many months of prescriptions going out at $10 a month. The new leadership seem to have identified where they just had to improve. From getting a decent $ per prescription to having a more solid balance sheet. They have clearly made great strides. Now we want 51k min prescriptions Q4 24 snd we will rise strongly.

[skcots48] 13/12/2024 14:02

It only changes once Accrufer generics can enter the market

[krp10] 13/12/2024 12:22

That is 10 years away

[dplewis1] 13/12/2024 12:12

The cost increases won't be maintained, it will drop back as the product becomes mature in the market. The competition will eat away at their sales and they'll cut prices because they only have one product and zero negotiating power

[purchaseatthetop] 13/12/2024 11:41

Best. Europe is a side show though a useful extra source of risk free cash. If it fails it will be because of the USA. Q4 24 should be $12m alone in USA. Nearer $20m by Q4 25. With the Sallyport financing this turns into cash for about 90% of the revenue immediately. Everything depends on US growth.

They seem to have sorted the revenue per prescription. In Q2 23 it was $118. In Q4 23 $143. Q4 24 should be $220. Therefore they have doubled the revenue per sale but still maintained growth. Hopefully now that this change is completed we will also see acceleration of numbers prescribed. I think this progress is undervalued. To double revenue per sale in 18 months is pretty impressive.

[dplewis1] 13/12/2024 10:48

The dumping continues. Ultimately the poor management decisions of the past will be the ruin for investors here. Sales may well increase but ultimately it will get commoditised and won't be enough to get the promised land of cash flow breakeven. A one trick pony doomed for the knacker's yard

[purchaseatthetop] 12/12/2024 17:08

Bos. They are not allowed to vote on the waiver…

3 We hereby warrant and irrevocably and unconditionally undertake as follows:
3.1 that we have the right to exercise (or to procure the exercise of) voting rights over 311,597,265 ordinary shares in the capital of the Company (the “Shares”) and are
entitled to cast all the votes attaching to the Shares and/or to procure that all the
votes in relation to the Shares are cast, on the Allotment Resolutions at the General
Meeting;
3.2 that we will vote and cast or procure that all the votes attaching to the Shares are cast in favour of each of the Allotment Resolutions in the form contained in the
Circular;
3.3 that we will not vote nor cast any votes, and will procure that no votes attaching to the Shares are cast, on the Waiver Resolution;
3.4 that for the purposes of complying with this paragraph 3 we will validly complete and lodge within seven days of this letter, and will not withdraw, a form of proxy or
otherwise cast our votes in respect of the Shares which shall instruct the Chairman
of the General Meeting to vote in favour of the Allotment Resolutions; and
3.5 that we will not exercise or permit the exercise of any voting rights in any manner which would frustrate the Subscription or the passing of the Allotment Resolutions at the General Meeting.

See

[bos1234] 12/12/2024 16:58

Quipincha, I seem to recollect AOP don't get a vote, but as you say unlikely to get voted down.

[qipincha] 12/12/2024 16:38

Very unlikely to have this voted down as AOP is already holding significant amount

Our holding has no impact

[purchaseatthetop] 12/12/2024 10:28

Exactly Skcots. Everybody is pot committed and they know AOP is the only game in town.

[skcots48] 12/12/2024 10:19

The benefit from the offer is that if somehow the subscription gets voted down (and the share collapses) you don't make the investment.I made my first purchase in nearly 2 years the other day because I'm betting the institutions cannot turn down this offer; knowing the consequences

[purchaseatthetop] 12/12/2024 10:16

Too tempting to resist at 2.75p. Just about to add another 10k shares
Actually 13,225 at 2.775

[qipincha] 12/12/2024 09:47

No problem anyone want to buy from the open market. In fact, many of us doing this anyway. Buy when it is low….

[purchaseatthetop] 12/12/2024 09:13

Working capital to cover operating losses that are being incurred till cash breakeven late 2025.

[r9505571] 12/12/2024 08:42

So what are they gonna use this $10m for?

[zeus19] 11/12/2024 23:03

100%. Im buying on the open market instead

[zeus19] 11/12/2024 23:03

Next post: Disciple Zeus bla bla bla YOU MELT

[zeus19] 11/12/2024 23:01

Hahaha stalker

[antonagis] 11/12/2024 21:45

RICHARD BOBARTH/PURCHASEATHETOP talks about driving his ambulance. He is, much to the disgust of many. …. www.mirror.co.uk/news/uk-news/conman-jailed-swindling-41000-working-8810621.amp