Member Info for Arsenal786

Defence is the way forward. We will see increased spending now Trump is spouting his ****

Great news. This share continues to build momentum - expecting a near term 15p by the end of the year and looking forward to an amazing 2026

I’d read more into this:

ACCRUFeR® growth in the US which has now become the #1 branded prescription oral iron in the market today.

Excellent news and a 2% dilution is minuscule.

For the first time in a quarter!!!

Excellent sales momentum and Viatris is pleased with progress making this a likely acquisition target given their own failures recently to develop new drugs.

Excellent news!

This could potentially be a pivotal week, with news expected that could confirm they've hit their sales target.

If achieved, it would be a major milestone, likely sparking strong market reaction, boosting investor confidence, and reinforcing the company’s growth trajectory.

This could be the catalyst for significant upward momentum

Excellent base for the year in which this will continue it’s tremendous growth trajectory to cash flow positive and hopefully so strong growth to the shareholder value!

Positive statements made.

Strong foundations built and now ready for significant growth whilst delivering value to stakeholders.

Crazy day yesterday.

Many trading on news/ emotion rather than logic that we have a company valued at £40m with an FDA approved drug with solid increases in sales as we gain traction in the market. It’s still very early days for the product

Surprised by the first 15 mins of trade. Expecting this to re rate back up

Nice boring RNS. Reiterating that we will be cash positive in less than 12 months.

Cash burn slowing down which is amazing, and all the right signs for massive upside imo.

Remember this is an FDA approved drug which is growing in momentum and the business is only worth £40m right now.

It’s ridiculously cheap.

Expecting the paediatric study to have gone well. News on this should be imminent - possibly shared on the 4th along with the HY results

No dilution + Cash runway to breakeven + sales metrics improving

Most important bits

Viatris will be watching in glee, but I am shocked by this update - the board is incompetent

This is what we should be celebrating:

“The prescriptions in Q3 2023 are on track to exceed the total for the entire first six months of the year. Excellent initial results following the commercial expansion put Shield on track to reach a major corporate milestone for 2023, with line of sight to total Accrufer® prescriptions of 100,000 to 130,000. Since the completion of the sales force expansion in May, Accrufer® has grown an average of 26% month over month through to the end of August.”

Why would it be a distressed sale? The product is solid and the intake is slower than expected - positive cash flows would come in time. And the board would want to maximise shareholder value as much as possible - and there would be many interested parties for an fda approved drug which is a wonder drug in the iron deficiency sector.

This is an easy buy into a cash generative product and would be a no brainer for £12bn MCAP Viatris.

Sales could be lower than predicted and still generate cash to be self sufficient.

Which would mean it’s time to sell up - And then the board and institutional shareholders deciding that it’s better suited for a sale. Viatris would be first in

Luckily STX's deal with Viatris gives us a massive safety net in case sales are slower than expected.

Although I am expecting big things from Accrufer in the US and sales exponentially rising. On the off chance that sales are slower and not hitting the dizzying heights - then i fully expect Viatris (a Pharma with some great products in its portfolio) to add Accrufer as a way of having consistent cash generation.. For me, its a win win situation.. DYOR.

News next week and expecting this to do well. Hopefully positive set of prescription data with healthy growth figures.

Can’t wait!

Good investor presentation re-iterating some important milestones to come. News flow in the future will include many positives and they made it pretty clear that they are there to add some serious value here.

Holding long term and looking forward to updates as they come.

Although I am a holder at a high average I’m reading between the lines of the hardman research and you’ll see that the share capital increases significantly which possibly shows that they’re already in the know about an equity raise.

Unfortunately, more value lost.