Shire Share Discussion Threads

[justiceforthemany] 21/8/2017 14:20

Do you think the CFO was an obstacle to M&A then?

[philanderer] 21/8/2017 14:17

Wide open for a takeover

[justiceforthemany] 21/8/2017 14:16

?significance
Can be easily replaced?

[bigboots] 21/8/2017 14:14

MUST BE IN PLAY NOW....

[philanderer] 21/8/2017 14:09

Oh dear CFO has gone.

[justiceforthemany] 19/8/2017 12:27

My portfolio is probably more defensive but still lost 3-4% in past 2 weeks largely due to Hikma and Shire.

I have all 3 water utilities, NG, CNA, SSE.

AZN, GSK, VEC, HIK, SHP so a lot of pharma.

VEC has a great balance sheet BTW. No debt and 100M cash.

DEB, KGF so some retail

RDSB
MTC, TPG, DOM

[philanderer] 19/8/2017 00:05

justice , yes pretty defensive... couple of big xd's this week as well with BATS and IMB


current holdings..


LON:ABF LON:BATS LON:BRBY LON:BVIC LON:DOM LON:ECM LON:GRG LON:GNK LON:GSK LON:HILS LON:IMB LON:KIE LON:MERL LON:MKS LON:SHP LON:SSPG LON:TSCO

[justiceforthemany] 18/8/2017 21:21

As for brutal have a look at Hikma. 2300p to 1100p in 5 months on the back of no profit warning just the loss of one potential inhaler!

Now trading just above book value.

Crazy.

[justiceforthemany] 18/8/2017 21:18

As for Shire a pathetic mini rally fizzled into new lows.

In the US $144 may be the bottom. It has bounced a little off this.
$144 was a key support level not seen since April 2014.

3 and a half year lows

[justiceforthemany] 18/8/2017 19:30

How have you done that again? A lot of defensives? Even my water and utility stocks got hammered past 2 days. Hikma has been a disaster.

[philanderer] 18/8/2017 17:16

That's as though the last seven days never happened . My portfolio is almost exactly unchanged from last friday's close :-O

Good weekend all.

[philanderer] 18/8/2017 16:09

Fingers crossed that 3500p is the floor. That's been pretty brutal down from 5000p in 6 months :-S

[romeike] 18/8/2017 15:23

As I said before, someone wants this down low, and who are we to complain. If they want to have a hissy fit with Shire management team and practically give shares away at £36, I'll be more than happy to oblige.

Regarding negative reaction to the "split" possibility. Comparison with the reverse situation with GSK being punished for NOT splitting are beyond ironic.

Fact is Shire could spin off Neuro and investors would be left holding two companies both worth more than they were when combined in one firm. Analysts spent years fingering ADHD drugs as "controversial" and a "risk". Now the same analysts are frothing at the mouth at the mere suggestion from Shire that it would carefully review a spin off of Neuro IF IT WOULD GENERATE MORE VALUE FOR INVESTORS.

[bigboots] 18/8/2017 15:13

Profit warnings dont get this type of treatment

[steeplejack] 18/8/2017 14:02

The Alphaville article clarifies things quite nicely,so I'll summarise.I don't quite know who this commentator is,broker probably.What they're saying is that investors have their doubts about a possible splitting of the group and in certain key areas there's increasing competition but ultimately "Shire remains the cheapest stock in our sector,trading at 9.8x PE (37%discount to peers) and 10.2x EV/EBITDA (20% discount to peers)."The target price has been cut but remains at £47.

"Concerns are as detailed in the past,haemo competition,ADHD spinoff destroying rather than adding value,pricing pressure on branded across the board..."

Catalysts for downgrades comes from Roche's ACE910 P3 data
which was well received by physicians at ISTH last month.CSL has launched Haegarda at a competitive price.This has triggered cuts in forecasts for Shire's non-inhibitor haemophilia and HAE franchises resulting in cuts of 15-20% to 2018-22 EPS forecasts.

Commentator expects "sentiment headwinds will persist until year end".They cite competitive pressures from the launch of CSL's Haegarda and HAVEN 3 data/ US approval.However,they consider negative factors to be discounted with the price under £40 and the ADRs under $150.Positive influences include a decision on the future of Neuroscience,new drug approvals (SHP643,Xildra ex-US) continued strong cash flow,debt pay down and clarification of the extent of competitive threats.

[philanderer] 18/8/2017 13:48

'World Stocks Tumble as Market Hopes in Trump’s Reform Agenda Fade'

[philanderer] 18/8/2017 13:27

Comment on FT Alphaville...

[jonesy196] 18/8/2017 11:46

I've been lucky with this share always made a profit on it . Last deal I bought at 4250 and sold same day at nearly 4400 on the day of their results. I can only think its trending downwards because of the threat to spin off part of the company and the unknown or someone knows about a possible takeover bid. With no SD it is a bit easier to daily or swing trade on this share if you get the timing right. Think it's going 3500 then the shorts might jump in . What's everyone's view ?

[romeike] 18/8/2017 11:46

I'll be waiting for £36

[swedeee] 18/8/2017 10:11

how are people quoting p/e as low as 10? am i missing something

edit: must be referring to forward p/e. makes sense. apologies

[a2584728] 18/8/2017 10:02

QP. Safe haven and also GLEN

[essentialinvestor] 18/8/2017 09:53

Sold a small amount at 38.12 yesterday, added back.

[philanderer] 18/8/2017 09:48

Twa@tted this morning. All mine down bar ECM :-s