Member Info for daveycaferacer

"Us listing will not happen."

That's a bold statement - would you care to explain why please? Has the Company told you that?

https://www.bloomberg.com/news/articles/2019-08-23/muddy-waters-hasn-t-managed-to-turn-the-bulls-on-burford-capital

We are also looking forward to a P1 start for HMPL-523 (Syk) in Indolent NHL between now and the end of the year. I hope any pipeline updates that are global will be particularly interesting as they will help to build the case we are not just China focused.

Thankyou for posting amones and I agree with your sentiment Saigon! It appears this Secondary listing is overhanging the market and may continue to do so for some time yet, which is disappointing, but outside Chi-Med's control of course.

I still believe the Company is significantly undervalued compared to its peers who are at similar stages in their development - I refer to Exelixis, Beigene, Galapagos and Bluebird in particular when doing a comparison. Each
has differing financials and depth of pipeline but some valuations are very different to Chi-Med. The Secondary listing, postponed HK listing and U.S. China trade wars could all be having an impact.

I remain very bullish on the Company and it continues to be my largest strategic long term investment.

If it ever opens back up, there's no guarantee these will trade again unfortunately

It will be interesting to see if the same trading pattern continues its course, down a.m. and a general rise towards the close p.m which has been quite consistent for a while

It's very good to see further progress with 523, this builds confidence as the pipeline continues its development

We have a number of potential developments/announcements to look forward to between now and the end of the year including:-

1. Surufatinib NDA submission & acceptance
2. The inclusion of Elunate on the NRDL
3. Savolitinib VIKTORY Phase II data
+ others

A fairly consistent trading pattern for 2 weeks now, usually a drop in the morning followed by a recovery and a rise into the close in the afternoon

not a reference to the sex tape article, but a nice tight spread at the moment, which bodes well

A great buying opportunity for those not interested in noise but in the fundamentals of the business, including the dividend

I have a 401k in the United States which was opened when I worked there for a few years, which has Capitals Intl Equity Fund, so it appears I probably indirectly own Chi-Med ADR's through that. The fund has an excellent performance record.

troll - look at the history of class action lawsuits against firm that have been the subject of naked shorts - then report back

I've not seen the interview yet, did Louis mention the Company's cash position?

The trading pattern is now following the same trend each day, with a drop until mid-morning or until the U.S come online, at which point it starts to rise, there is certainly a demand for shares at this price, with a possible large buy order being worked

same daily pattern, rises after the U.S. market opens, this is consistent behaviour now

no need for secret codes

They do signal each other, via WhatsApp on personal mobiles

I've never come across someone who seems to have such a perfect trading strategy as Si, mainly on the short side. He must be making a huge amount of money, which makes one wonder why he/she spends so much time on bulletin boards

A large buy order is probably being worked, that is how the order books appears to me

The best thing to do with Si_Woolstead is FILTER him