Shield Therapeutics Share Discussion Threads

[ny boy] 30/4/2024 12:28

Mr market does believe all these deluded views of positivity. I would say they are in a perilous state and definitely it an investment, think back a few years and look where they are, in the gutter. These companies need large injections of cash, can’t see where it’s coming from with the share price at virtually zero! Successive inexperienced BOD’s have right royally fuvked up but they get well paid, shareholders just lose their shirts. Avoid!

[weatherman] 30/4/2024 09:29

If they manage to turn cashflow positive without further dilution, then they are certainly very cheap and a potential x20, but they keep having setbacks. High-risk high-reward.

[qipincha] 30/4/2024 09:11

The most interesting part of the news is ex-US revenue of 1.5m, which is 300% growth rate comparing to 0.5 m averaged quarter income last year. If this trend continue, it will soon be 2m, 3m and even more. I feel this may be a better business model than US part of the company!at least, for the moment

[qipincha] 30/4/2024 08:51

When the share price dropped from 6p to 1.3p, the reason was the risk of finance. As now the finance rearranged, it is expected the market to react to it sooner or later

[ny boy] 30/4/2024 08:48

If they ever recover to where I sold my stake around 38/40p I will take another look, I don’t need to gamble at a penny as they are in a vulnerable and weak position. I will let someone else take the risk. GL if you think current levels represent a gamble/investment.

[wheeze] 30/4/2024 08:20

A lot of hot air being blown about - this is a pharmaceutical company with a stellar product for the treatment of a common condition prevalent worldwide. Buying a penny share today won't be a get rich quick scheme if you are a trader, however if you are a long term investor, this could be a potential winner. A fifty bagger would give you a market cap of 500 million which would be ridiculously low if this takes hold. One for the bottom drawer. Invest what you can afford to lose, ignore the bulletin board chatter and come back in ten years.

[qipincha] 30/4/2024 08:16

Repeat of my summary:

Cash position 10.4 m is better than my estimated 8.9
averaged monthly spend 3m, better than 3.5m my estimation
much better ex-US sales, 1.5m versus averaged 0.5m in 2023 (this made me wonder why the company focus on the US market)


growth rate (1% vs 2%) and sale price slightly affected (140 vs 145),
* Strong quarterly growth of c.29% in the largest US states California and New York and positive changes in prior authorisation (PA) submission rates were offset by a 28% decline in Texas due to a transition and lack of a Texas State Medicaid Pharmacy Benefit Manager (PBM) during the quarter,The new PBM began on 1 April 2024 and Shield is working on behalf of its Health Care Providers (HCPs) and patients in Texas to enable greater consistency in PA requirements and approvals.

new borrowing facility (10m) arranged as predicted

Annual revenue predicted between 25-30m

[qipincha] 30/4/2024 08:12

1% not 0

My model previously used 2% rate, this is below expectation, but Texas has a population of 30m

[purchaseatthetop] 30/4/2024 08:10

Qipinxha. They had zero growth in Q1 24 over Q3 23 when just one state out of 50+ had no PBM. It is not acceptable. Also the delay in accounts due to reporting in dollars? WTF?

[lovewinshatelosses] 30/4/2024 07:50

Lol indeed, qipincha, but not how you mean it to come across :)

[qipincha] 30/4/2024 07:30

new borrowing facility
the main thing is the growth (expect to see growth rate pick up in Q2 when new PBM in place)
and I hope the company will continue with controlling their spend

Q1 revenue 5.5m, market cap only 10.5m
lol

[best1467] 30/4/2024 07:24

It’s that bad and I’m losing that much Money here but it’s such a comedy of never ending disasters after disasters it makes me laugh at the incredible continuation of ineptness

[purchaseatthetop] 30/4/2024 07:14

28.8k? That’s terrible.

[qipincha] 30/4/2024 07:07

Cash position 10.4 m is better than my estimated 8.9
averaged monthly spend 3m, better than 3.5m previously considered
much better ex-US sales, 1.5m versus averaged 0.5m in 2023 (this made me wonder why the company focus on the US market)

growth rate (1% vs 2%) and sale price slightly affected (140 vs 145),
* Strong quarterly growth of c.29% in the largest US states California and New York and positive changes in prior authorisation (PA) submission rates were offset by a 28% decline in Texas due to a transition and lack of a Texas State Medicaid Pharmacy Benefit Manager (PBM) during the quarter,The new PBM began on 1 April 2024 and Shield is working on behalf of its Health Care Providers (HCPs) and patients in Texas to enable greater consistency in PA requirements and approvals.

new borrowing facility (10m) arranged as predicted

[napoleon 14th] 29/4/2024 10:05

This is a reminder that SHIELD THERAPEUTICS PLC will be holding the meeting Final results for the year ended 31 December 2023 tomorrow at 30th Apr 2024 at 2:30pm BST.
Please click on the button below accept the meeting invitation.

Should you have any questions, please contact [e-mail].
Kind Regards,
The Team at Investor Meet Company

[wheeze] 29/4/2024 08:03

Have topped up this morning. This is way undervalued. In a few years time when prescribing has taken hold this price will seem like a dream.

[luckygit] 28/4/2024 13:55

When you have insider trading it doesn't say much for the integrity of these board members. Will the results on Tuesday show a rise in prescriptions and a boost to profits / less losses? Hmmmm, the shares sit at a very low level. That makes it an interesting punt.

[chester9] 27/4/2024 08:10

What someone of internal view of results has leaked them. Outrageous.Invest in Shield is poker on a marked deck. Shameful leaks in past.

[eringael] 26/4/2024 13:28

Was that 1million plus sale the end of a seller? Seems to be reacting to buys now