Shire Share Discussion Threads

[philanderer] 29/11/2017 18:21

And failing miserably.

[philanderer] 29/11/2017 14:29

Having another go at that 3740p

[ruethewhirl] 29/11/2017 10:29

More than double? lol a bit ambitious

[philanderer] 29/11/2017 09:06

29th nov Soc Gen 'buy' tp 8000p up from 7500p

[mbmiah] 28/11/2017 16:35

The intraday lows are getting higher. But yes, that 3749 has been poked at several times.

[philanderer] 28/11/2017 14:36

Big resistance at 3740p

[philanderer] 28/11/2017 13:08

Day Traders cashing in already.

[philanderer] 28/11/2017 11:42

Looking good , fingers crossed the USA carries it on for once .

[philanderer] 28/11/2017 09:25

Maybe this time ? ;-)

[philanderer] 27/11/2017 20:34

'Why Shire Should Spin Off Its Neuroscience Biz and Merge With This Maryland Pharma'

[philanderer] 27/11/2017 13:13

Normal service resumed here.

[philanderer] 24/11/2017 20:57

justice , pretty good week for my lot +1.4% , no disasters for a change :-)

Mainly down to results from SSPG +7%, trading statement from HILS +4% and TSCO +4.5%


Just back into double figures for the year again at +10.3%

[justiceforthemany] 24/11/2017 19:44

phil horror show for the portfolio this week and for once it was not Shire's fault. 2017 has been an awful year for defensives - utilities, pharma - and of course retailers. Beginning to think fundamentals like P/E don't really matter - just go with the herd and stay away from shorters who are seemingly all powerful and FCA-immune. If a market likes a share then even a P/E of 80 is not considered too high but vice versa a P/E of 5 is not low enough! Insane.
FTSE 350 +0.50%; portfolio -2.4% for the week thanks to Centrica mainly. Defensive?

[philanderer] 24/11/2017 13:43

FT Alphaville couple of hours ago....


Shire PLC (SHP:LSE): Last: 3,710, down 25.5 (-0.68%), High: 3,740, Low: 3,694, Volume: 248.73k

11:33 am

BE

On which we can make the usual points ......

BE

As in, Baxalta has been a disaster but has been pretty much written off in the valuation, if not the carrying value yet.

BE

We've got Roche's Haven-4 study still to come, mid 2018.

11:35 am
BE
Quick line from HSBC there ......

BE
The advantage with Hemlibra is the combination of a sub-cutaneous injection (versus intravenous for Factor VIII therapies) and once weekly dosing (versus up to several times a week for Factor VIII). In our view, that makes Hemlibra a highly competitive and disruptive drug. However, Haven-4 data, with once monthly dosing, are due by c. mid-2018. If that study is successful, in our view, there is further downside risk to forecasts for Shire’s haemophilia franchise revenues.

BE

[W]e believe Shire may already have backed away from its 2020 guidance of USD20bn in revenues and the forecast may be abandoned. However, now with the approval of Hemlibra, further approvals likely and with the prospect of a once monthly formulation that could negatively impact the value of Shire’s haemophilia franchise even further, it is reasonable to wonder whether Shire should re-assess the carrying value of the Baxalta acquisition and whether an impairment might be appropriate.

11:36 am

BE

On the flipside, Shire's about 40% cheaper in dollar terms then when Abbvie was trying to buy it.

BE
And you've got an update on the possible spinoff or sale of neurology expected pretty soon.

BE
As I say, not sure why punters are taking an interest right now. But it's really not hard to build a case around Shire looking a bit vulnerable.

[philanderer] 24/11/2017 13:14

Goldman Sachs reiterating 'conviction buy' and 6000p target price

[essentialinvestor] 23/11/2017 14:16

Phil, appreciated thanks.

[philanderer] 23/11/2017 13:53

Afternoon EI , as for RTN just too much competition with casual dining. Footfall in malls dropping and Frankie & Benny's is just not in trend anymore.

All just my view of course.

Nice bounce for SHP :-)

[essentialinvestor] 23/11/2017 12:08

Hi Phil, any current view on RTN? Thanks.
Not loaded down with debt like many pub groups, poached the GNK CFO as well.

Apologies off topic.


GSK, does not look like the low is in just imv.

[philanderer] 23/11/2017 08:49

And kicked down from 3750p for the fourth time

[philanderer] 22/11/2017 18:18

Busy day EI :-)

I added a few HILS on the trading statement this morning and had a top day with SSPG. Kate Swann doing the business there just as she did with WH Smith.

Went to sleep for an hour this afternoon saving my strength to replace a lintel over the dining room window tomorrow. Brother coming over to do the donkey work hopefully :-)

[essentialinvestor] 22/11/2017 18:00

Hi Phil, it's the jewel in the crown. 300k Chairman buy recently.
Just seen Mr Norman's MKS purchase.

I sold some TATE, INCH and WG on today's strength. One quick in/out on ISAT.

Hopefully a chance to buy back TATE lower down, deleted from the MSCI
next week, effective 30/11.

[philanderer] 22/11/2017 17:54

EI, if only Screwfix was a seperately listed company ;-)

Good day for SHP.

Lets see what happens tomorrow with the USA closed for Thanksgiving Day.

[essentialinvestor] 22/11/2017 17:03

My sales yesterday look like give aways today!.

More annoyed at not buying KGF on yesterday's statement,
as know that company inside out.

[swedeee] 22/11/2017 16:04

It’s odd isn’t it. Can’t think of much from the budget contributing to the change in share price