Proactive analyst Emma Ulker discusses Shield Therapeutics PLC (LON:STX) which has updated on its commercialisation plan for the US market for its oral treatment Accrufer to treat iron deficiency.
While the company has engaged with a range of potential commercial partners for Accrufer, it is unlikely to conclude a deal in 2020 as planned, although STX remains confident that there is still room for negotiating on advantageous terms.
Ulker talks to through the various options for STX and reiterates the company's confidence that Accrufer’s prospects remain attractive given that it is well-tolerated, has comparable efficacy to standard-of-care, and particularly given that it can be administered safely in a home setting.