Member Info for daveycaferacer

Great piece on Bloomberg TV by Loncar Investments CEO on China Biotech https://www.bloomberg.com/news/videos/2019-03-22/biotech-in-china-is-just-getting-started-says-loncar-investments-s-ceo-video

New note from Trinity Delta out today

https://www.trinitydelta.org/research-notes/bringing-global-innovation-and-china-oncology-into-focus/

"We continue to value Chi-Med at $33.49/ADS or £51.52/share."

The market seemed to like the FY2018 results and the fact we were significantly ahead of guidance with regards to revenue, great pipeline updates, and a lot of news due this year, many material in nature.

I continue to add to my not insignificant holding ;o-)

like vegemite, a nasty spread but it is narrowing as more trades go through

Motoring now, common sense prevails and someone appears keen to build a sizeable holding

McKinsey & C. commentary or China Biotech - published today, includes mention of Chi-Med

https://www.linkedin.com/pulse/5-key-elements-chinese-biopharmas-cambrian-explosion-franck-le-deu

The Reverse splits I've seen have little if any impact

The alternative is they do a reverse split which is quote common for companies with NASDAQ ADR's, so for example instead of 2 ordinary shares per ADR it could end up being 1 per share

apologies, I meant 1 ADR = 2 Ordinary shares

1 ADR = also need to factor in 2 Ordinary shares but still a long way from parity at the moment. Some Co's shares such as HCM run a book where MM's can balance the books between the 2, in other words if they get a large buy or sell order in London they can utilise ADR's to fill it. My understanding is that is not the case here at the moment.

I could not agree more Jatw, and I echo your thoughts on Christian, it is his vision and strategy that has built this Company, helped by some of the best scientists in the world of immuno-oncology. To build a $4bn Co from nothing is quite remarkable.

If the Company wishes to see a great example of Investor relations, communicating with Analysts and the specialist Biotech Investor community they'd probably be advised to look at HCM to see how they do it.

I agree Jatw, and I think overall revenues are ahead of guidance that was re-iterated at the JPM conference but Christian will no doubt be conservative to some degree

Whilst we are used to great progress on the IP, despite recent setbacks, the CP continues to grow significantly.

I look forward to attending the AGM again this year and I continue to buy, as I have been for the last 10 years.

I am midway through reading today's Results announcement but my initial thoughts are that these are materially ahead of expectations on many fronts. It's also great to see some initial Fruquintinib CRC sales numbers which appear to have started really well indeed.

thanks amones, I usually track the price movement and volume on NASDAQ but have been traveling for a few days

The most recent 50 Day Avg. Daily Volume is 187,648 so yesterday's was quite high

It may be too early for any concrete numbers but I'm hoping we some form of update on how the sales of Elunate are going.on Monday.

I look forward to dialing in to the web conference at 09:00 GMT

The info regarding the ADR book can from someone who spoke directly to the person who runs the book, at a Co. event

very funny

$HCM Why Has Deutsche Bank Given Hutchison China MediTech Ltd (HCM) a $35 Price Target ?

https://whatsonthorold.com/2019/03/05/finally-time-to-make-a-move-deutsche-bank-initiates-coverage-on-hutchison-china-meditech-ltd-hcm-with-35-price-target/

https://www.americanbankingnews.com/2019/03/04/hutchison-china-s-hcm-earns-buy-rating-from-analysts-at-deutsche-bank.html

always helpful when a Bank initiates coverage

http://www.midatechpharma.com/shareholder-information

Name Number of shares %
CMS Medical Venture Investment (HK) Limited* 103,896,103 25.4
A&B (HK) Company Limited* 103,896,103 25.4
Woodford Investment Management 77,988,214 19.0
Ora Capital 16,883,117 4.1
Midatech Pharma Share Incentive Plan 336,936 n/a