Member Info for amones

All these doesn’t matter;

nil debt and cash in the bank,

Takeda agreement worth a billion dollars of income,

FDA approval for an in-house developed therapy,

three drugs in the market,

continued inclusion of Elunate and Sulanda in NRDL,

on going global studies for Surufatinib,

awaiting approval decisions from EMA and Japanese authorities….

and, of course the pipeline.

SP needs to be RED because, it is Christmas time.

(btw, any of those $ 25 “corner stone investors”, still holding??)

As per references from the pubmed, during 2020, number of new cases of Stomach cancer in China was 478,000 and that of CRC was 555,477.

Mortality during 2020: CRC related mortality was 286,162 and Stomach cancer related mortality 373,789.

Thank you Jatw for your detailed response. Yes, gastric malignancy indication will be significant, if Fruq NDA gets approval by the Chinese authority for that indication. Helpful to the patients and clinicians. Do we have a number of cases of diagnosed cases per year in China?

most probably, the next expected helpful news would be ema and japanese mhlw approvals for fru*****inib in previously treated metastatic crc. following successful nda approval by fda, takeda must be, more or less, expecting similar outcomes in europe and japan. do we have any probable announcement dates for ema and japan mhlw decisions?

the latest rns regarding clinical data presentations at 2023 esmo asia and esmo immuno-oncology congresses makes an interesting reading. clinical studies using fru*****inib for other indications like gynaecological and gastric malignancies as well as for nsclc.

ex-china fru*****inib sales arrangement with takeda has been valued a billion dollars. takeda might have foreseen and studied such prospects, correctly. hope studies come out successfully.

pdufa, 20 days ahead of the scheduled date, takeda’s fru*****inib has been given approval by fda. welcome news, but sp falters at hkse! what is wrong with this stock??

Was this post meant for AZN message board? Just checked AZN board, couldn’t see it posted.

Or, is there relevance to HCM?

Compounding, has the company announced the results of Sulanda bridging study conducted in Japan? Latest information from last year was about commencement of enrolling cases for the global ph3 study. Is it the lack of updates/ publication of results the reason behind the ‘apparent’ assumption?

HY results due in 5 hour’s time from now. Earlier at HKSE sp reached HKD 24.80. Short sellers have started their act and, disappointingly, the numbers are in the red :( . It will be interesting to read the summary of today’s live session here, if someone could kindly post here.

(PS: not sure why capitals keep disappearing from my messages here!)

takeda q1 results very strong, beating the forecasts. encouraging, as they are major partners global fru*****inib marketing, pending approval/s.

20% raise in the 5 days of trading, this week. Will the HY23 on Monday going to reveal enough positive reasons for further improvements?

marketing approvals for fru*****inib by fda and european ema will be crucial stepping stone for regaining the ‘once, shiny share price’. takeda’s partnership in this regard is encouraging. i am keeping my fingers crossed for positive results coming out of the global multi centre phase 3 study, similar to the results in chinese studies, for surufatinib. that should be pushing major players to show “intense interest” in the company. hopefully, the newly employed non executive director would be playing a crucial role during that phase, if it happens.

total market valuation at the end of yesterday’s “positive” trading session at nyse was 2.44 billion usd. what price tag would be suitable if things work out well? there are few posts mentioning ‘merger and acquisition’, hence my question.

The answers are in the penultimate paragraph. Then it had a chief executive who knew how to portray his company’s assets to the stock market world. Unfortunately, it is not the same scenario now a days, in spite of major successes in R&D, approvals, collaborations with other major players etc.,

since the beginning of this week, lumps of “sells” forcing the sp to drop at the beginning of trading, followed by modest chunks of “buys” towards end of trading. this is happening, just couple of days, following takeda and hcm announcing application processes for marketing fru*****inib in europe and japan!

sadly, company seems to have zero concern about the market valuation. short sellers allowed free hand to manipulate the share price at their will. sad.

Who are the main short sellers ? Have they released any “research” reports supporting their short selling strategy. It’s a frustrating situation to all holders.

Jatw, optimistic outlook about prospects of Japanese investors. Very likely, those Japanese private as well as institutional investors following Takeda might be watching HCM and wondering, like us, about the prevailing low low market valuation!

Indeed it was quite confident presentation / question and answer session. Not sure a question was raised about the dropping share price. It would have allowed us to understand the management’s opinions about the poor show in the share markets in spite of all the positive things. At least, share holders have been given a positive outlook about Takeda’s and other major players’ interest in HCM.

“Lung cancer pill halves risk of death after surgery”

This is in today’s Times. Quotes study done in Chicago. There is no mention of savo in the article as the study was conducted using only Tagrisso or Placebo. Anyone able to write about Tagrisso + savo combination study and details of licensing arrangements?

Appears the IR department exists only on the paper. They have zero concern about the investing community. They have not issued any statement about the poor share price. Information available about holders of 0013.HK. shows that 46% of the total shares and 83% of the float are held by institutional shareholders. Not sure if they are in touch with the board. Is there an Asia (HK / China) based) based English discussion forum for HK listings, similar to this lse site? It will be helpful to read messages regarding HCM from the investing community based over there. Surely they must be more aggrieved having lost 70% of their investments.

Thank you pencil. Let us keep our fingers crossed and hope this development bodes well for HCM. IR department should be proactive if they want to attract such investors. A statement like “We are unable to explain the present the decline in share price. Everything is moving as per our targets” would surely bring back the confidence.