Shield Therapeutics Share Discussion Threads

[halland75] 22/2/2024 07:54

Can you imagine the state of the pants of those who bought in the 133p region.

133p to 2p...let those colossal losses sink in.

Mon dieu!

[halland75] 22/2/2024 07:49

paul planet earth 1 - 18 Oct 2023 - 18:37:11 - 37433 of 38583 Nanoco/Dow - 2016 a transformational year for CFQD - NANO
End game coming soon. Sorry to everyone who followed me here.

Another financial "genius". 🤣
Better to follow Stevie Wonder lol.

[halland75] 22/2/2024 07:34

Better that, than the humongous fall of this dog.
Woof, woof 🤣

2020 Trading at 133p.
Today 2p.

Oops!

[paul planet earth 1] 22/2/2024 07:32

Halland coming here to gloat but has a 13p average on EUA himself 🤣🤣🤣 o dear

[best1467] 22/2/2024 07:28

Proactive Results ahead of forecast you couldn’t make it up .What a bunch of clowns.Looking forward to the staged presentation where no awkward questions put forward and Greg tells everyone how great the partnership is progressing and on track

[halland75] 22/2/2024 07:23

purchaseatthetop18 Oct '23 - 08:27 - 12989 of 13544
0 0 0
I added at 6.1p. I think that was the bottom. Now the tide has turned.


Oh dear! 🤣

[qipincha] 21/2/2024 22:07

Shield Therapeutics is "bearing fruit", says Cavendish



Shield Therapeutics PLC (AIM:STX, OTCQX:SHIEF)'s third-quarter trading update for Accrufer in the US market shows its tie-up with Viatris and expanded sales team are “bearing fruit”, according to analysts.

Accrufer is a non-salt based oral therapy used to treat iron deficiency in adults.

Analysts at Cavendish said key performance indicators such as total scrips, new scrips, retention rate, and net realised price are all showing significant improvement compared to the first half of 2023.

The number of US representatives promoting Accrufer increased from 16 to 30 in the first quarter of 2023, and by May 2023, a total of 100 had been trained to sell the product.

Third quarter unaudited sales were US$4.1 million, above the broker’s forecasts of US$3.6 million, and the company said trading is in-line with expectations.

[tripletop1] 21/2/2024 21:57

If nothing else the share price crash should have flushed out the institutional seller and hopefully entice any would-be suitors to the negotiating table..

In fact that may have been GM's plan all along, why else would he have hired all these Heads and VP's only for the company to be driven into administration?! Doesn't make sense unless there's an exit or a backstop

If 10p was offered now I'm sure most of us would bail?

Question is could AOP make their own bid to take Shield Private? You'd think they're in pole position to do so and it would make perfect sense too..

Pick up c.7% on the cheap in this bloodbath, get to 50% present an offer to the board, board duly approves and that's where the story ends (unless another bidder appears)

[qipincha] 21/2/2024 21:46

In tomorrow's meeting, can everyone join pressurise the BOD (unfortunately, I could not attend, otherwise, I will do this myself)

Greg's total remuneration was £678,000 in 2022, including a £223,000 bonus. Does he deserve such a high salary? and why a bonus?

Reduce their salary, pay share! We should then be in the same boat!

[qipincha] 21/2/2024 21:36

The 3 analysts covering Shield Therapeutics expect the company to break even for the first time.
New consensus forecast suggests losses will reduce by 52% per year to 2024.
The company is expected to make a profit of US$14.9m in 2025.
Average annual earnings growth of 87% is required to achieve expected profit on schedule.

hxxps://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-stx/shield-therapeutics-shares/future?utm_source=braze&utm_medium=email&utm_campaign=Critical+Updates&utm_content=Email

[digger18] 21/2/2024 20:29

In order Not to breach lending covenant requirements, what revenue/prescriptions do we need to achieve in Q1? As far as I can see from info available, it looks like around 30-34k prescriptions required. Can anyone concur or offer a number?

[purchaseatthetop] 21/2/2024 20:19

Exactly. Just think what that means.
I remembered your post that said wait six months.
I quoted it.
That’s all.

[bolitix] 21/2/2024 19:46

Why are you tracking my posts. Get a life! I remember you saying this CEO was a good move! Then sold out and bought back in. I am the only one here that has maintained this CEO is a donkey. At some point one of the big investors will boot the donkey out. How much is the $10m (bought at 8p) investment AOP made now!!

[purchaseatthetop] 21/2/2024 19:32

Bolitix you posted..

21 Feb '24 - 17:41 - 13530 of 13536
0 1 0
They were clear on cost pre 2Q22 running costs 18m/yr. Then jumped to 32m/yr but still say cash +tive end 2025. They will already have a plan secured before calling that meeting tomorrow covenents but i though that was resolved. If you are not happy then sell - i will buy up tomorrow

What part of almost flying is hitting 50% of the July 23 quoted target? Buy away.

[bolitix] 21/2/2024 19:09

what are you trying to prove - it did not reach its 147k sales. It almost did fly but that CEO stifled that with his last showing to take on debt

[jimbren] 21/2/2024 18:09

It would be interesting to see the sales split, STX own force vs Viatris? What's the betting, 90/10 split?

[neotheone] 21/2/2024 17:57

18000 prescription shortfall.You simply cannot blame 3rd party data. You should know your figures.How can shield be trusted now to not report further information in April stating they have to revise their financial reports.AVOID

[purchaseatthetop] 21/2/2024 17:55

bolitix - 11 Jul 2023 - 14:26:51 - 11250 of 13533 Shield Therapeutics: poised for a US licensing deal - STX
So hold another 6 months. If STX gets anywhere near the CFO's YE2023 Forecast of 147K sales this will fly

Hmmmnnn.errrrrr̷0;….how close did they get? Amazingly they hit 50%.

[neotheone] 21/2/2024 17:52

Those that think this is still viable are insane.Imagine every morning your spouse punches you in the face.At what point do you start to realise they don't love you anymore and could even potentially cause you greater harm and maybe even murder you?This share has been a total disaster under Greg madison.There are clearly obvious inside trading going on here.

[neotheone] 21/2/2024 17:45

Corrupt share.Avoid it like the plague

[bolitix] 21/2/2024 17:41

They were clear on cost pre 2Q22 running costs 18m/yr. Then jumped to 32m/yr but still say cash +tive end 2025. They will already have a plan secured before calling that meeting tomorrow covenents but i though that was resolved. If you are not happy then sell - i will buy up tomorrow

[purchaseatthetop] 21/2/2024 17:25

But cash is pouring out and unless they do $8m in Q1 24 they will miss the loan covenants. Then they have to stump up double the miss in cash. Sort of caught in a wheel of their own making. Cannot cut sales costs because then this costs them on covenants but cannot afford 100 sweaty salespersons on $100k a head plus.

[bolitix] 21/2/2024 17:17

4Q23 was a bit below par but no CFO towards the end, and prescriptions up to $145 so not a real issue for me. A 200%+ improvement over 2022, which already had significant % over 2021. Cash +tive point appear to be consistent as 4@25 before so a chirpy outlook. I though a new CFO will add impetus. His background and appetite could easily place STX on Nasdaq/Dow Jones pathway with +tive numbers like these in his pocket.

I wish they were selling as hate the CEO but this is re-branding. Not great timing but a 200% gain on last year so i put an order in for AM tomorrow. Distancing yourself from past bad vibes (changing name)and 200% gain. I think 70% year before. They are listing!!