Shire Share Discussion Threads

[gardener8] 08/1/2019 17:49

Romelke

Hope you are right, my wife has held Shire for some time and decided to go with Takeda shares.

[romeike] 07/1/2019 08:42

Takeda up 8%, wouldn't be suprised to see them up 20% this year.

[buywell3] 24/12/2018 17:16

....... Alzheimers' , Parkinsons are Prion Diseases and Transmissible ..........

IMO

No cure exists , hence many BIG PHARMAS have wasted Billions looking for a drug that doesn't and will never be found

Not many people are aware of this




The NHS knows that CJD and vCJD are prion diseases and that vCJD was transmissible by the use of prion protein residue contaminated surgical instruments being used , after the NHS cleaning/washing process ( ie not properly tested/inadequate thus transmitting vCJD from patient to patient.


The NHS has stated there are 1 in every 2000 people carrying vCJD ( or prions ) now as I key.




This is a low number they say ... but it means even on the NHS estimate that aound a minimum of 10,000 vCJD carriers in the UK ... who are having operations / using dental equipment / and having more worringly as I will explain Eye inspections and eye surgery.


The true number of carriers is in fact much higher because a more variant form of the prions associated with vCJD has recently been identified that was not tested for in the old 1 in 2000 test. More than double the incidence is therefore likely ie probably a minimum of 30,000 carriers.


However sCJD is even more common than vCJD , is a prion disease and transmissible , and in November of this year has been identified in the eyes of humans on the surface of corneas.

It’s unknown how early in the disease process prions appear in the eyes of humans, but in rodents, they are present prior to the onset of disease. About 40% of sCJD patients develop eye-related symptoms serious enough to warrant a consultation with an ophthalmologist. Somwhere between a quarter and a half go blind.

Undiagnosed CJD patients may seek testing. And the diagnostic equipment used to test them may then become contaminated, the authors write. They recommend single-use instruments or the adoption of new decontamination procedures for opthalmological equipment with better effectiveness on prions.

''corneal transplants are becoming increasingly popular worldwide. According to the authors of the link below , 185,576 were performed in 116 countries in 2012, a new high. The United States leads the world per capita, with 64,000 performed each year''


IMO Alzheimers and Parkinsons are being transmitted from person to person via both corneal transplants and protein reside contaminated surgical instruments and test equipment used in both the Neurology and Ophthalmology Depts of the NHS




It's also called sCJD ... the s being sporadic because it comes in fits and starts but never stops and nobody knows why or what causes it ... but its symptoms are just like Alzheimers and Parkinsons ... and those who are diagnosed die.

Alzheimers and Parkinsons are just names given a hundred years ago because they had never heard of Prion Diseases then .... CJD, vCJD and sCJD are all prion diseases .... all transmissible by blood transfusions, organ transplants ( including corneas), dirty surgical instruments from CJD carriers ( around 1 in 1000 people in the UK )

Re corneas today there is no decent artificial cornea available for transplants thus over 95% of people needed a new cornea get one via a donor ie a dead person ie might be the 1 in a thousand.

The scale of the source of transmissible prion disease ie sCJD in this instance

Corneal pathology is the second leading cause of blindness worldwide with 20-30 million patients in need of a remedy and around 2 million new cases/year

[redtom1] 20/12/2018 12:32

Toffeeman,

I think it is a risky prospect at the mo. Takeda share price movements can be huge and there is little time left unless you want Takeda shares. I think this one is coming to an end but it will always have a little part of my heart. ;-)

[toffeeman] 20/12/2018 12:18

Thank you RT

not worth a long from here then

[redtom1] 20/12/2018 10:29

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,659p made up of 2,388p in cash & 2,271p in shares.
With current share price of 4,530p the current Shire share price would need to rise by 2.85% to match.
From the original offer valued at 4901p, we've lost 640p in value due to fall in value of Takeda shares but gained 399p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 3840
£:$ = 1.2699
£:Yen = 141.876

[redtom1] 19/12/2018 12:50

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,521p made up of 2,400p in cash & 2,121p in shares.
With current share price of 4,439p the current Shire share price would need to rise by 1.85% to match.
From the original offer valued at 4901p, we've lost 789p in value due to fall in value of Takeda shares but gained 409p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 3588
£:$ = 1.26367
£:Yen = 141.944

[montyhedge] 19/12/2018 11:45

Wow what a deal for GSK today, yield over 5% as well.

[romeike] 19/12/2018 10:14

Punters choosing to hold have a choice to use their provider or the receiving agent to convert the cash into local currency. They expect you to make this decision without being at all clear on which would use the preferential exchange rate :S - my guess is the provider will likely use the better rate though. Anyone know better?

[toffeeman] 19/12/2018 08:02

Hi Redtom - can you give us an update on the position relative to the offer price please?

TiA

[redtom1] 18/12/2018 12:47

Monty,

True. Concerned rather than unhappy.

I bought back into this today as I think the overnight Takeda fall is overdone.

Tom

[romeike] 18/12/2018 11:10

Timing of the transaction looking good for clashing with another big drop in sterling against Dollar, Yen.

[montyhedge] 18/12/2018 10:56

Yes they voted, but can't be happy. The debt could be a problem.

[redtom1] 18/12/2018 10:02

Monty, 90% voted in favour so I guess they are mostly happy about it. Those that weren't sold out a long time ago.

[montyhedge] 18/12/2018 08:22

Takeda shareholder can't be happy. Debt to do this deal ridiculous.

[fangorn2] 12/12/2018 17:08

Thanks for all your updates Redtom

Like yourself I'm long gone.

:)

Have a great christmas all

[pete160] 12/12/2018 16:22

Thanks again redtom for all your updates.I sold the balance off my SHP this morning at 45.50. Not absolutely the top but, like you, a very good result.Now considering whether to reinvest ASAP or wait for the dust to settle....

[redtom1] 12/12/2018 16:03

My last post on Shire. Thank you Shire for making my retirement come earlier. Good luck to any remaining holders. Next to no margin left now.
Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,571p made up of 2,395p in cash & 2,176p in shares.
With current share price of 4,547p the current Shire share price would need to rise by 0.54% to match.
From the original offer valued at 4901p, we've lost 705p in value due to fall in value of Takeda shares but gained 376p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 3718
£:$ = 1.26635
£:Yen = 143.332

[montyhedge] 10/12/2018 15:04

Cash in dollars, paper in Yen, quoted in sterling, bit of a mess.

[mbmiah] 07/12/2018 15:15

Pretty much the only stock I've seen never to close anywhere near offer price. Even after getting past voting by shareholders.

[redtom1] 07/12/2018 10:57

I'm no longer in this as a sold first thing yesterday before the panic set it. Very little premium now because of a big fall in Takeda overnight. Not quite sure what caused that given the Japanese market was up. Good luck to any remaining holders.

Value of the Takeda offer a few minutes ago, based on live fx rates, was 4,647p made up of 2,379p in cash & 2,268p in shares.
With current share price of 4,540p the current Shire share price would need to rise by 2.36% to match.
From the original offer valued at 4901p, we've lost 603p in value due to fall in value of Takeda shares but gained 349p because of favourable fx movements on both the cash and share elements.
Takeda share price (Yen) = 3889
£:$ = 1.27484
£:Yen = 143.858

[pete160] 05/12/2018 18:25

I'm minded to leave this a few days before selling the balance of my SHP and looking for a new home for the proceeds (after next weeks political shenanigans). I would be interested to hear what you might be currently looking at if you willing to share?

My current watchlist comprises: Av, BP, Bats, Fres, HSBC, Lgen, Lloy, Saga, SLA, Standard Chartered.

Unfortunately the rump of my SHP is not within an ISA or SIPP so a taxable income share is not a priority for this reinvestment. Currently leaning towards Fres which, to my thinking should rebound nicely when sentiment towards it changes or will be a good hedge against a further downturn if wider market sentiment doesn't. Similar thinking for Bats but they have heavy debt and I already have a large weighting in IMB in my sipp and isa.


Others in mind, I moved the first half of my SHP into VOD so although sold half at £ 44 it did actually work out a good move.

[fangorn2] 05/12/2018 12:16

Sold for a decent profit.
Question is do I buy back into GSk?