Shire Share Discussion Threads

[philanderer] 20/2/2018 09:51

cable on the rise again 1.4006

Only one way this fella's going while this happens and the shorters will exacerbate the fall.

[ruethewhirl] 19/2/2018 23:41

Rom, yeah true, but I mean look what's happening.

A company is supposed to deliver value to its shareholders.

There is no div to speak of, and the share price is tanking.

I don't mind a bit of volatility, but to be fair, these have been hammered, the sort of share price action you would expect after a profit warning.

The chart above has gone from 4500 in may 17 to near 3000 today, that's 33% of the worth of shares has disappeared in less than a year.

That sort of performance from a ftse 100 stock demands some sort of comment from management surely.

[romeike] 19/2/2018 23:21

@rue most companies have a policy of not commenting on the share price movements unless for some reason they need to issue a statement for regulatory reasons.

Uncertainty can be a killer for shares. And there is a lot of uncertainty here since the announcement of the review. Some took it as an admission that Baxalta integration was not going well, but subsequent results have shown that is not the case.

Still, the uncertainty remains, much as it does at GSK re: potential Pfizer consumer deal. In both cases the shares have been hammered since the uncertainty became the main focus of the stock. In the case of SHP I think the share price is stuck until the strategy becomes clear.

I actually don't mind what they do, but I don't like the way it is being dragged out. I had hoped for clarity before Christmas but the decision has been kicked into H2. I actually think it may have to be resolved sooner - after the next interim results. Investors buying in at current prices could make a very significant return should a split occur, both new co will be prime targets and vulnerable for takeover.

[ruethewhirl] 19/2/2018 20:22

I loved the results and conference call, all blah blah bs but didn't address share price falls, takeover interest, disposals or split in any meaningful way, in other words, what we all actually wanted to hear.

[philanderer] 19/2/2018 16:31

Wild west out there, day traders delight today, US markets closed for Presidents Day. Shorts closing towards the end of London trading. Made their points today.

[romeike] 19/2/2018 13:19

3% down. How low will it go before the board concedes to US hedge fund & mates demands for a split, I think they will wait for at least one set of Quarterly results where the divisions are reported separately.

Company seems to be doing the right things. Why can't they just be left alone to get on with it?

[steeplejack] 19/2/2018 12:35

Umm.....only explanation is that the Investor Chronicle published a buy recommendation last week :)..... stating......

Shire continues to be one if the fastest growing pharma companies in the world ,with an impressive pipeline to match.We think the shares,trading on just 8.5 times forecast earnings ,are far too cheap

Price then was 3249p.....good pound lower now.

[romeike] 19/2/2018 11:17

2% drop for no apparent reason. Just another day for SHP.

[romeike] 19/2/2018 09:55

I think a good reminder in the US about the volatility returning to markets would improve sentiment in pharma. A nice 5% drop in the likes of Netflix should do it. People buying heavily back in to the FANGs after the recent drop, I suppose they like giving their cash away.

[buywell3] 17/2/2018 19:51

We are at a very important moment in the history of medical understanding


Are amyloid beta and tau proteins prions ?


I think they are which means a whole can of worms get opened that have been hidden since 1997





Alzheimer's Disease and Prion Protein

Alzheimer's disease (AD) is a devastating neurodegenerative disease with progressive loss of memory and cognitive function, pathologically hallmarked by aggregates of the amyloid-beta (Aβ) peptide and hyperphosphorylated tau in the brain. Aggregation of Aβ under the form of amyloid fibrils has long been considered central to the pathogenesis of AD. However, recent evidence has indicated that soluble Aβ oligomers, rather than insoluble fibrils, are the main neurotoxic species in AD. The cellular prion protein (PrPC) has newly been identified as a cell surface receptor for Aβ oligomers. PrPC is a cell surface glycoprotein that plays a key role in the propagation of prions, proteinaceous infectious agents that replicate by imposing their abnormal conformation to PrPC molecules. In AD, PrPC acts to transduce the neurotoxic signals arising from Aβ oligomers, leading to synaptic failure and cognitive impairment. Interestingly, accumulating evidence has also shown that aggregated Aβ or tau possesses prion-like activity, a property that would allow them to spread throughout the brain. In this article, we review recent findings regarding the function of PrPC and its role in AD, and discuss potential therapeutic implications of PrPC-based approaches in the treatment of AD.

[mbmiah] 16/2/2018 20:11

Stateside not looking too rosey mind

[ny boy] 16/2/2018 16:51

Nice recovery underway, and at GSK & IMM

[philanderer] 16/2/2018 14:55

Bl++dy USD selling off again, cable = 1.4044

[philanderer] 16/2/2018 09:42

16th feb Kepler Cheuvreux 'buy' tp 4250p cut from 4600p

[philanderer] 16/2/2018 00:23

Still appx a 4600p target price ;-)

Stateside, ending +1% from the London closing price.

[romeike] 15/2/2018 14:52

Quite a large drop for a relatively modest amendment to estimated eps.

[philanderer] 15/2/2018 13:57

BTIG lowered its price target on Shire (NASDAQ: SHPG) to $195.00 (from $242.00) while maintaining 'buy' rating

[philanderer] 15/2/2018 13:19

Strong £ bounce killing that rally . cable = 1.4069

[philanderer] 15/2/2018 12:41

Don't think so.

Looks to me that he was given free shares and he's flogged them.

[philanderer] 15/2/2018 11:45

Hopefully everything priced in now.

[philanderer] 15/2/2018 11:39

15th feb Kepler buy tp 4600p

reiteration

[philanderer] 15/2/2018 09:55

Yep , they're not really needed :-)

[steeplejack] 15/2/2018 09:38

So let me get this right.When the price goes up,analysts nudge the target price higher and when the price goes lower,they adjust their target prices lower.They follow the share price,they are not forecasting or dictating it or using the tried and tested suggested PE relative.They may as well just select the number they first thought of.

[philanderer] 15/2/2018 09:20

15th feb Credit Suisse outperform tp 4000p cut from 4500p
15th feb Deutsche buy tp 4500p cut from 5000p