Shield Therapeutics Share Discussion Threads

[purchaseatthetop] 08/1/2025 05:57

Bit more detail on colo rectal cancer

Evidentally standard iron supplements actually worsen cancer condition
“Two common iron compounds increase the formation of a known biomarker for cancer. The two compounds, ferric citrate and ferric EDTA, are often used in dietary supplements and as a food additive respectively, in worldwide markets including the USA and the EU.”

Norgine seem to have a very good reason to have paid for this phase 4 trial. If it delivers positive data then a whole new market opens. November 2025 is the planned publishing date if all is on track. Might mean nothing but good to see that projects are underway that we did not know about. Until a little research uncovered it.

[krp10] 07/1/2025 21:14

SP is stuck in the range.

[purchaseatthetop] 06/1/2025 17:19

Accrufer was approved in Canada on 27/8/24 per the RNS
It was put on the approved prescription lists on 4/10/24

Good to see they have had three months of actually selling it there now.
Korea next I hope.

[purchaseatthetop] 06/1/2025 10:27

R05055…
No updated due for Q4 24 until near end of Jan 25. They should come about a month after the end of quarter.
Q3 24 was RNSd on time late Oct 24.

[r9505571] 06/1/2025 10:12

Why has there been no sales updates?

[purchaseatthetop] 04/1/2025 06:14

Bolitix. And a Happy New Year to you too! 2025 will be avery different year to 2023 especially ((though happily I was not a holder then).

US prescriptions should rise strongly as well as rapid growth of net sales in the UK and Germany (that are 88% of European sales). There are lots of potential growth areas simply because ferric maltol is so good at both giving the patient a less unpleasant time and saving the health system money.

Accrufer/Feraccru forms the wide mid section treatment between oral iron and IV. As shown at the ECCO 2024


“CONCLUSION
The introduction of the new oral ferric maltol resulted in a decrease of 70% in terms of number of FCM infusions which was associated with costs-savings of €56,933 in terms of administration, drug acquisition and productivity loss costs. Considering that Hb levels were maintained in both cohorts, these results indicate that ID patients with or without anaemia previously treated with IV iron can also be managed effectively with oral ferric maltol resulting in overall societal cost-savings.”

Nobody can really argue with the Crohns snd Colitis Organisation!

[bolitix] 03/1/2025 15:00

First of all Happy New Year1

Cash-burn 2023 was crazy high under that last CEO. But is is now coming down fast with sales traction increasing:

YE22 US prescription sales were 25k.
YE23 they were 77k.
YE24 they should come in between 150-160k.
if that pace is repeated then a conservative estimate YE25 looks to be 300k sales.

In 2025 sale price will be min $200, hence, YE25 should come in at $60-70m. TVRS will start getting edgy next year (2026) as $100m triggers a $30m return from their pool.

I can't see a SP, once over 180P+, staying at 2.7p by YE25 regardless of the dilution path it went through.

[skcots48] 03/1/2025 13:20

Not until approved

[milesy] 03/1/2025 12:37

The website states "It is not known if ACCRUFeR is safe and effective for use in children", however in Sept '24 the company issued this:Https://www.investegate.co.uk/announcement/rns/shield-therapeutics--stx/results-from-phase-3-paediatric-study/8437133While we await the subsequent US FDA approval, could the company not flag this as "watch this space" since efficacy is now "known".

[razoblade] 03/1/2025 11:45

I just love the filter button 👍 trash only belongs inside a bin

[purchaseatthetop] 03/1/2025 10:28

Good analysis there Toffeeman. Very deep.

[emigno2020] 03/1/2025 10:11

11 of the last 15 posts have been from purchaseatthetop. All feels a bit desperate given that most investors know they won’t get their money back and are nursing huge losses.

[purchaseatthetop] 03/1/2025 06:21

The job adverts are all about Women’s Health and HCPs saying that it is a relaunch of Accrufer.

Here is a brand new website just only opened and with 2025 copyright solely for HCPs.

[emigno2020] 02/1/2025 22:11

He’s still posting nonsense.

[purchaseatthetop] 02/1/2025 18:09

Another new job advertised


“This territory is called Louisville and covers Louisville and goes west to Owensboro, Paducah, to St. Louis.”

Might be replacing sales reps who have left. Or they may be growing. But that is now four in New York City alone, plus three or four more in California, and now this one all in the last three weeks while staff numbers per LinkedIn stay the same with no “looking for work” links.

[purchaseatthetop] 02/1/2025 17:19

Best167. After the H2 23 cash burn nightmares they then managed to report the wrong prescriptions numbers early Q1 24 which completely destroyed any remaining belief. We are priced lower than then.

Despite the excellent new management (Sallyport snd AOP $5.7m) plus getting Rx to over $200 ahead of schedule plus growth and getting paediatric indication close.

If there is no more bad news then 10p is a start.

[best1467] 02/1/2025 16:41

10p share price is 100M Mcap if they can continue current sales growth then that should be achievable comfortably..Without any additional bad news out of the blue which always seems to happen but hopefully not this time

[purchaseatthetop] 02/1/2025 14:50

Looking at the big picture as I think it is all about cash burn.

30/6/23 cash balance was $13.6m. 31/12/23 it was $13.9m but they had raised $20m SWK snd $6.1m equity during that period so cash burn was $25.8m in six months! Low revenues snd finishing the paediatric study.

1/1/24 cash was $13.9m and it was $7.7m on 30/9/24 but they had raised the $5.7m AOP milestone in that period so cash burn was $11.9m in nine months. Higher revenues snd the benefits of the AOP. Excluding AOP the cash burn was about $18m.

So cash burn had more than halved from $4.5m a month in the last six months of 2023 to $2m in the first nine months of 2024 if you remove the benefits of AOP. Actual cash burn was only $1.3m a month.

My figures show monthly cash burn will be down to about $900k a month in Q4 24. You can also see two things about the recent $10m equity raise…
1) they really would have run out of money Q2 25 without it.
2) the monthly cash burn is now so low that this $10m should suffice if they continue to grow. As they themselves say. But why wouldn’t they grow?

You can see why the share is so low priced aswell. H2 23 was a cash burn horror show.

[purchaseatthetop] 02/1/2025 08:25

Weird that these idiots only post about me and not the share. When they haven’t got a clue who I actually am!

Anyway. Another filter required. Incidentally, I have never bought or sold IRON!

[qipincha] 01/1/2025 23:39

hxxps://openprescribing.net/chemical/0901011Y0/
Sign of exponential growth