Shire Share Discussion Threads

[philanderer] 13/6/2017 14:06

Support @ 4000p chartwise

[philanderer] 13/6/2017 08:37

13th june Deutsche BUY tp 6000p cut from 6100p

[philanderer] 09/6/2017 14:25

Jefferies. BUY retained , tp cut from 6400p to 5600p

[philanderer] 09/6/2017 14:20

Barclays OVERWEIGHT retained , tp cut from 6500p to 6300p

[philanderer] 08/6/2017 12:29

Berenberg retains BUY, target cut from 6100p to 6000p

[philanderer] 07/6/2017 17:28

Cause...

Shire was under the cosh as Indian generics company Zydus Cadila had its generic form of Shire's Lialda approved. Zydus already won its patent appeal earlier this year, meaning it could launch the generic imminently.

In addition, traders also pointed to news that Shire and Kamada have agreed that the Investigational New Drug application approved by the US Food and Drug Administration for the phase 2/3 study evaluating Alpha-1 Antitrypsin (G1-AAT IV) for the treatment of acute graft-versus-host disease will be transferred from Shire to Kamada. Kamada will take full ownership and responsibility for the clinical development of the product in this indication.

Shire had been leading the G1-AAT IV GvHD programme in the US, while Kamada was leading the programme in the EU.

[swedeee] 07/6/2017 10:05

philanderer where do you get up to date live broker upgrades/downgrades? I have been looking for a reliable source for a while now. brokerforecasts.com is OK but they often miss things or publish them a few hours late (the jefferies downgrade of tate and lyle this morning for example, which I saw through guardian stockbrokers first)...

[philanderer] 07/6/2017 08:12

But back in the trash again today

Top FTSE100 faller

[philanderer] 05/6/2017 13:12

And just one of only a couple that's up for me today

[philanderer] 02/6/2017 08:15

No sign of any more downgrades today so far. 😀

[swedeee] 01/6/2017 17:34

reversed earlier losses from that downgrade, nice

[philanderer] 01/6/2017 17:15

Liberum note details..


Pharmaceuticals group Shire was hit by a downgrade to 'hold' from 'buy' at Liberum, which said it has no conviction on the long-term story.

"We see the risk/reward through competitor news flow in hemophilia in H2 as correctly priced in, whilst there is meaningful longer term risk from the more than $2bn post-2022 earnings hole that we think needs to be filled through M&A in which the company has a chequered track record," the brokerage said.

Sharecast

[philanderer] 01/6/2017 08:44

I hold all three, GSK being number one and SHP number three.

[swedeee] 01/6/2017 08:24

eurgh. been moving sideways since Jan for my holdings. broker ratings are so mixed too, wondering if my capital could be better invested elsewhere.

astra and gsk flying today though!

[philanderer] 01/6/2017 08:10

And another downgrade this morning. Liberum down to 'hold' , target down to 4900p from 5500p

[philanderer] 30/5/2017 16:40

What a disappointing start to the week. Weakness from last week continuing it seems.

[ballingarry72] 27/5/2017 09:38

https://www.tipranks.com/analysts/ronny-galBernstein analyst Ronny Gal is not very accurate generally so why should we believe him on Shire?

[philanderer] 26/5/2017 17:42

Not too good a week there. Added a few before the close.

[philanderer] 26/5/2017 14:38

And down we go as the US opens.

[philanderer] 26/5/2017 12:04

26th may Liberum buy tp 5500p

reiterates

[philanderer] 23/5/2017 10:06

SocGen Ups Shire Price Target To 7500p From 6200p, Keeps Buy

[philanderer] 19/5/2017 10:06

19th may Barclays overweight tp 6500p
19th may JP Morgan overweight tp 6000p
19th may Deutsche buy tp 6100p

All reiterating.


HSBC downgrading from 'hold' to 'reduce' tp cut from 4550p to 4450p