The thing which makes me nervous here with a single majority shareholder is whether they will take it private. If it genuinely seems like breakeven is due to be achieved by Xmas then there will be no more need for raising equity funding, so might AOP be tempted to push to leave the public market? Would they have enough support to do so? |
This year will be a pivotal one for the company , they are fully funded revenue will increase again in 2025 and cash burn will start to reduce significantly with the company becoming cash flow positive by the end of 2025.
Imminent approval in Canada to be announced very soon and the company will start to generate meaningful revenue in Canada.
The last placing was done at 4p and also the CEO bought 575,000 shares on 13/02/2025 at 3.70p.
Share are a STRONG BUY and will rerate substantially higher over the coming weeks/months. |
Mark
Could you NOT go on about PATT , your posts are getting very boring.
Instead comment about the company's prospects.
Do you actually own any shares??? |
What happens now to purchaseatthetop NHS monthly pay he put into STX.........he lost 200k last year on AGL and ENET will he lose more in 2025.......looks that way.KARMA KARMA KARMA KARMA KARMA |
 We were able to see the new marketing strategy of digital marketing directly to IDS sufferers in the US because the job adverts said they were about to relaunch. We were able to see the secondary states dropping off the spending scale by the ex staff looking for work and this also demonstrated the 10% operation costs cut. We were able to see the new concentration on just five major states by the intensive recruitment of salespersons recently especially in New York (completed) and California (ongoing).
That was all good when the share was 2.3p and enabled me to confidently buy. What an we see now that is not yet announced?
5/2/25 RNS
This period reflects a significant step-up in revenue, alongside successfully streamlining the cost base and strengthening the Company's balance sheet. These initiatives are part of the Company's ongoing strategy to become cash flow positive by the end of calendar 2025.
We can be pretty sure that AOP are involved in any commercial decision and they want cash flow positive more than anybody. The recent recruitment o the VP Commercial Affairs and te advert last week for a Regulatory Affairs Director strongly suggest that revenue is strong and on target because if it were not there is not a chance in hell these jobs would be approved. |
Hey ho! Looks like a will get the chance to get more at far below what the CEO paid for shares and his options. With quarterly revenues up to $12.2m, cash burn down to $1.2m in Q4, $16m in the bank, paediatric spproval,coming that will increase the customers by 30%, etc etc etc.
I can be patient. When it becomes too compelling to ignore we might be happy! Had a busy day and missed the downs and ups. Pleased about that. What will be will be. |
Ok, the market agree the price should not go lower |
Buy STX at 1p. NFX is the place to be. |
Such promotional notes are guff. THe issue here is there are numerous headwinds and optimism expressed is rarely delivered upon. The retail v consignment was the latest in a long series of excuses.
Unless things pick up, a raise in due course seems likely. Perhaps better to buy at that point. |
Historically the STX research was paid for puff pieces ie I'd never trust research written by someone who is paid by THE company to write it.Are these new pieces totally independent of funding from STX? Great news if so. |
Since the 50,000 buy @ 3.25p , it's gone NT to buy |
A 1.1 m trade just done. |
They were advertising for the vice president of commercial operations three months ago
Role Description Summary
The Senior Director/Vice President of Commercial Operations and Analytics reporting to the CCO of Shield Therapeutics will lead and manage the commercial operations functions including Analytics and Insights, Sales Operations & Data Strategy, Commercial Services, Sales Training, Forecasting, Trade and Distribution, Incentive Compensation, and Business Development Assessment. The position will lead a team that provides analytical and operational support for Commercial and other functions within the organization and play a key role in providing analytical insights and efficient operational support. |
STX are starting to get great analyst coverage. Stifel are covering STX and it was them who upgraded their price target last week apparently.
This will be very helpful for US investor exposure.
hxxps://x.com/gggg2120/status/1892123529241391250 |
This chap has just joined Shield
Vice President of Commercial Operations
Vice President of Commercial Operations
Shield Therapeutics plc · Full-timeShield Therapeutics plc · Full-time
Feb 2025 - Present · 1 moFeb 2025 to Present · 1 mo
Chapel Hill, North Carolina, United States · RemoteChapel Hill, North Carolina, United States · Remote
Analytics, Market Access, Trade & Distribution, Technology |
6 trades at 15.06. |
Nice….
Looking Ahead – Our goal is to be a self-sustaining business by the end of 2025
The solid financial foundation we have in place exiting 2024, empowers us to move forward with confidence, fully equipped to execute our strategy. With a stronger balance sheet, effective cost-saving measures, and a thriving presence in the U.S. market, we are well on our way toward achieving cash flow positivity by the end of 2025. As we look ahead, our focus is crystal clear:
• Grow ACCRUFeR® net revenues
• Turn cash flow positive by the end of 2025
• Expand Global access to ACCRUFeR® - Launch in Canada, secure regulatory approval in Korea, submit for regulatory approval in China and expand the label to include the pediatric population in the U.S. and Europe |
Yes company positives only but they are communicating wellhttps://www.shieldtherapeutics.com/application/files/9817/4040/9177/2024_Year_Review.pdf |
Value hunter. I don’t see it as new facts. I see it as the BoD actually delivering the pre stated strategy and then explaining how and why. They said a year ago that they needed to increase the average price to $220 to $240. When it was $120. That was seen as being simply ridiculous. I myself posted here that the average price meant that STX was a dead duck.
But a year later they are at $237 and now tell us how and why. It is called delivering a target and then explaining how. Very good.
I myself expect a small drop in Q1 25 revenue. Q4 24 prescriptions were $9.7m and that should rise to $11m in Q1 25 but without the pre buying of $1.5m that boosted Q4. In the end I look at prescriptions revenue as the overall driver.
Final point. The $237 shows they can deliver their targets. I expect this to rise to $250 in Q1 25. They seem to finally have the company focused. I simply continue buying whenever I can. Present average 2.82p |
PATT: agree they are being very conservative. The extra 2m diff in Q4 is a bit woolly, and again that was a new “fact”. US Q1 COULD be lower than Q4 - the chances of that certainly aren’t zero, and if you are conservative you could think it’s maybe even 20% - 30% chance. We have quite limited trend data, so there is a lot of extrapolating from uncertain data. I am personally reassured mostly by the very firm commitment to meeting the SWK revenue commitments. Mrs VH would NOT be happy if I moved more in, im already heavily subscribed but fortunately at an average of 4.2p |
Patt talking to his other alias on the other thread......he's a fraudster alright......conned those charities out of 42k |
Value hunter. Cavendish are assuming almost zero growth in 2025.
Let’s remember that Q1 24 revenue was $4m which extrapolated equals $16m annual revenue. They did over $32m in 2024 including this $4m.
Roll onto Q4 24 which was $12.2m revenue. Extrapolated that is $48.8m revenue if no increase.
Going by the doubling of the previous extrapolation we should be looking at $97m for 2025.
Yes, I agree. They are being incredibly risk adverse. But my that is where I see the opportunity. When the market sees the upside this will simply fly. If you think no more cash will need to be raised, then get them now while you can. |
PATT: analysts will always under forecast, particularly with the shield roller coaster. While we all hope that US sales will increase there is simply no evidence yet that it will do. No matter how well the Q3 to Q4 sales drop is explained, it remains an analysis of why sales (not revenue) dropped, and if they were changing methodology they really had no reason not to explain that ahead of results: remember they updated on October sales in Nov but didn’t mention this new approach/focus. Cavensish, like all of us, are rightly being cautious, but if the Q1 results are clean then I am sure they will update their forecast accordingly! |
Had a look at how badly Cavendish had undervalued STX.
In 2025 estimate they forecast $22.9m gross margin on total revenues of $54.6m so 41.7% gross margin.
Royalties in 2025 will be about $4m minimum with 100% gross margin.
So the Cavendish US product sales are $50.6m with $18.9m gross margin so 37.3% margin.
Completely understated. Q4 24 US product sales were already at that level! With a much higher gross margin percent.
Realistic 2025 is $4m royalties plus $63m US product sales at 44% gross margin. That makes $67m revenue with $31.7m gross margin.
It might end up,somewhere in between but my point is that Cavendish are far far too low. |
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