Shield Therapeutics Share Discussion Threads

[purchaseatthetop] 11/1/2025 13:57

What gives me confidence that they know what they are doing is things like this….

30/4/24 RNS
“We continue to believe that Accrufer® addresses an important unmet market need for a safe and well tolerated oral iron therapy. We fully expect to continue growth in prescriptions in Q2 and beyond and will continue to focus on increasing our average net selling price with targeted investments such as the new field access team, deployed in early April, to assist HCP offices with PA support and education”

Basically they decided to employ a back office team to support sales staff and every new HCP prescription was handed to the back office team to ensure that insurance paid the costs immediately. Sales force were only interested in making the next sale.

Q1 24 average net selling price was $140.
October 24 average net selling price $225
Aug and Sept 24 average net selling price $192

That seems to me to be finally actually delivering a sensible sales and revenue strategy.

[purchaseatthetop] 11/1/2025 11:13

Krp. Why would it go bust? AOP are stonewall behind it and recently anteed $10m at 3p. If it goes bust SWK get all the IP.
AOP will know exactly what the sales and Rx were up to end Nov and still paid up.
Personally I am adding 25/1/25 when I get more funds. We should see the UK sales around 21/1/25 and that will give further data on the huge European growth of revenues. Then Q4 24 update end of Jan.
Given the history you can see why people are wary. But the new BoD leaders seem to be delivering.

[krp10] 11/1/2025 11:08

I hope it does not. I am a LTH. Currently averaging around 6p. Not sure tot ake the advantage of buying more in low price or wait or forgot qnd move on. Qny honest opinion ?

[zeus19] 11/1/2025 10:49

Maybe research the company first and the covenants before making yourself look like an idiot

[goforgold1] 11/1/2025 09:32

This will go bust and get bought back for nothing

[purchaseatthetop] 10/1/2025 18:25

Krp. Why would they have to release anything?
They had $7.7m cash 30/9/24 snd raised another $10m
The Q4 cash burn should be $3.8m max due to increased sales so they have plenty of cash reserves.
They have finished paediatric R@D so much less spending there.
All they have to do now is increase sales and everything falls into place.
Q3 24 prescriptions were 43.5k, Q2 24 were 36.4k, Q1 24 were 28.8k. Seems 51k for Q4 24 is quite achievable. At the same increasing Rx to over $200.

And that is just the start. So much good news completely discounted.

[qipincha] 10/1/2025 17:44

We are getting close to the update.

[qipincha] 10/1/2025 17:42

it is fine.
Sometimes people want a quick profit. And if no price moves, they will move on. Also, consider there is more stock on the market, not surprise someone want to sell

[krp10] 10/1/2025 17:42

Exactly why. They must release Q4 soon..

[purchaseatthetop] 10/1/2025 17:01

Very sad drift. Not sure why people want to sell below the 3p paid by AOP but it is totally out of our control.

[zeus19] 10/1/2025 11:26

And it's 54.53%

[zeus19] 10/1/2025 11:25

The shares have been admitted. The Company does not hold any Ordinary Shares in treasury and therefore the number of Ordinary Shares with voting rights is 1,041,690,484.

[purchaseatthetop] 10/1/2025 10:48

6/12/24 RNS
“In the event that the maximum number of RetailBook Offer Shares are issued, following the completion of the Subscription, AOP (excluding its concert parties) will hold 568,007,521 Ordinary Shares, representing 53.00 per cent. of the Enlarged Share Capital, and AOP, the AOP Directors and its concert parties will hold 584,284,234 Ordinary Shares in aggregate, representing 54.51 per cent. of the Enlarged Share Capital.”

Nothing more needed.

[pwhite73] 10/1/2025 10:39

RNS 06/12/2024 - "Subject to the Resolutions being passed at the General Meeting, it is expected that the Subscription Shares and the Issued RetailBook Offer Shares will be admitted to trading on AIM at 8.00 a.m. on 30 December 2024"

The bid is now down to 2.50p. Where is the 56.26% holding RNS for AOP?.

[purchaseatthetop] 10/1/2025 09:20

I am very interested in seeing the next UK sales data


Interims…” During H1 2024, we received $1.1 million in revenues from our global partners including royalties from Norgine in respect of sales of FeRACCRU® in Europe.”
This was higher than all royalties for 2023.

Total UK revenues were about £400k in H1 24.
The first four months of H2 24 have been £460k snd might end up around £700k.
Based on that growth H2 24 revenues might be $2m. That is clean bottom line revenue and equivalent of $5m of USA sales.

[purchaseatthetop] 09/1/2025 14:52

Re the trial I found and posted about in 15701. I had a reply from the chief researcher. They are now analysing their data and the trial has finished. They will be publishing the results this year as planned. Looking forwards to that.

[qipincha] 08/1/2025 15:25

We should have update in coming weeks

[purchaseatthetop] 08/1/2025 13:59

24/7/24 RNS for Q2 24….
“Average net selling price per prescription: $171 vs. $139 in Q1 2024 and $118 in Q2 2023”
Now over $200 and probably nearer $220. The old CEO and CFO got a right kick up the botty. Out of the company. This progress has been delivered by the new team.
So revenue per prescription doubling in 18 months while numbers also doubling in nine months.
Cash burn collapsing.
Stuck in a rut? Don’t think so.

[ny boy] 08/1/2025 13:50

Clutching at straws springs to mind here, the management needs a good kick up the batty. Time & money running out, it’s stuck in a rut, sitting duck for a low bid offer but not sure anyone will bother.

[purchaseatthetop] 08/1/2025 12:55

No worries. I was looking at it from the point of view of the physical effects of generic iron supplements on already vulnerable cancer sufferers. Very often they have low immunity and low energy.

[skcots48] 08/1/2025 12:32

Personally I don't think it will make any difference to sales of Accrufer or Feraccru in the near to medium term

[skcots48] 08/1/2025 12:24

It's nothing to do with intolerance with cancer. It's about ferrous v ferric and ferrous iron being highly reactive and therefore more likely to cause cancer. Once you have cancer, iron (any iron) can then promote growth if there is an excess. So it's all about the form of iron and then the dose. Because most iron formulations are rubbish they need a very high dose to deliver the needed amount for anaemia. Ferric Maltols key differentiating factor from the others is the low dose needed. Which is also probably why it's better tolerated with less gastric side effects.https://pmc.ncbi.nlm.nih.gov/articles/PMC8118195/.Sorry I'm a scientist, so the above is a bit dull

[purchaseatthetop] 08/1/2025 10:23

Best1467. I wondered why Norgine would spend the huge sums required for this 42 person trial lasting years. If positive, and there is no reason why it should not be so, then ferric Maltol would be part of 50% of UK and European cancer ops where iron deficiency is present. As an NHS ambulance crew member I know how vulnerable cancer victims are snd iron intolerance being largely eliminated would be massive for recovery. As you say, it would open huge new opportunities also in the USA.