Shield Therapeutics Share Discussion Threads

[reviewwworld] 02/2/2024 10:12

My average is around the same so I feel your pain. IMO I won't get my money back. Far too much dilution Vs the banzai profit that would need to be achieved (particularly when they've got just over 10 years to make all this money before patent expires and they are worth 0.I've got no valuation for this company. You can argue it's worth 0p, 5p, 10p, 50p depending on who you ask. I don't have faith in mgmt. I'm left clinging on because I have faith in the product and just hope others rapidly have the same and we get 15-20p

[little minx] 02/2/2024 09:24

Ohh a leaky company. Must be something good!

[amaretto1] 01/2/2024 18:34

I'm not going to say I told you all !!

[weatherman] 01/2/2024 18:31

Maybe announcement in the morning - I guess sales targets missed by a small margin, but progress on average unit price.

[wallywoo] 01/2/2024 18:03

Another 2 months, absolutely no share price progress. 1000's of ramping posts on the other thread.See you in 2 months for more of the same!!!

[kop202] 31/1/2024 19:43

DOH! SENIOR MOMENT WRONG THREAD.... APPOLOGIES

[kop202] 31/1/2024 19:42

And then there payments to the low life's who keep posting on here as if pxc is about to take off....

[best1467] 31/1/2024 17:05

Let’s s not forget they have already lowered the guidance it was originally 130k 160k so if they fail 100k it’s a disappointment not disaster.
It’s the-next quarter that’s key if that disappoints then I can not see any valid excuses.
This CEO is certainly adapt at growing the wage bill his senior management team is that big you have to question what he spends is days doing

[photon] 31/1/2024 11:48

Is a few thousand here or there at this stage a big deal? No. Anything within 10 percent either side would be pretty impressive frankly given how long ago the forecast was made and the level of sales at the time. What is more important is what the scrip growth and price trajectories look like and what the data tells us about level of confidence in future growth. Fretting too much over the small picture might mean missing the big one.

[skcots48] 31/1/2024 10:10

It will be a narrow miss at most so in my view they aren't going to change recruiting strategy to try and increase the value of prescriptionsIn fact it would be pretty foolhardy to row back, say due to a softer 4Q, maybe because of thanks giving and ChristmasI want them to smash it but I reckon 35-40k is more likely than the 46k they need to hit their re-rated prescriptions It was a stupid first estimate, too high

[tripletop1] 31/1/2024 10:10

if they are going to miss why would GM reaffirm (in the Q3 update) that sales are back on track??

is he really looking to decimate his credibility?

funny how "some" of these twitter traders always let the world know how good a stock is and that they're long (and at what price) but never let you know when they've decided to exit

not saying it is right or wrong but they're not here for anything but a quick buck and will spout what suits their narrative time and again..

[solent25] 31/1/2024 09:51

They also think that STX is due a big re-rate

[little minx] 31/1/2024 09:05

If they are going to miss them why recruit a senior person??

[hamidahamida] 31/1/2024 09:04

Even BBN and Myles are now admitting company may miss YE prescriptions target

[chester9] 30/1/2024 09:54

https://x.com/shieldtx/status/1752057404865261745?s=46&t=vgRcMH1ViVAUBW46YvlN9wTeam gets bigger

[skcots48] 30/1/2024 09:42

Traction is certainly doesn't have

[skcots48] 29/1/2024 17:37

We really need progress in China. Keeping fingers crossed they're moving past Covid, which clearly screwed the study. Takes about a year to get regulatory approval, which is when the milestone kicks in.And still no idea why Japan has been ignored, probably focus on US. Viatris are in Japan so would be an easy deal, surely

[bolitix] 29/1/2024 17:09

Thanks for that update weatherman - sounds good! Guys leave of the UK figures. I am sure they come under the EU profile under the Germany figures and while they all do need to jump i think the US figures is where STX has its focus. I think once it does reach US targets it will shift focus to other markets it has its fingers in.

[weatherman] 29/1/2024 12:59

Update on 9th Feb last year - due one imminently imo.

[hatfullofsky] 29/1/2024 12:47

Jim,

We are both right as I have selected - Feraccru 30mg capsules (0901011Y0BBAAAA)

You are looking at - Ferric maltol (iron 30mg capsules (0901011Y0AAAAAA)

[jimbren] 28/1/2024 21:01

Yes.

Take up in England is now at 1500 prescriptions pcm, which is really good given the thumbs down from the SMC sort of on behalf of the NHS as a whole,

But US is way more already, per capita, it's a super impressive start.

It's just that we can see English monthly numbers. The patchiness of the take up shows what could be achieved. Pity the poor Scots with IDA suffering in silence with no adequate product allowed.