Member Info for daveycaferacer

Unfortunately the rise of sterling against the U.S. dollar is now starting to have a negative impact on the price of shares listed in London. A crash out of the EU on the 29th of March will correct it....

I agree amones, someone is very confident. Hopefully we will see some Director Buys at some point as we've not seen any for a long time. In the meantime I hope we starting to see small signs of a recovery.

For anyone interested Chi-Meds pipeline has just been updated on the website

https://www.chi-med.com/innovation-platform/our-pipeline/

At least people can discuss AFN on this Board, unlike their own platform where it is not possible!

An interesting presentation from Christian and a lot to squeeze into 25 minutes! Clearly with the recent setbacks the Analysts and the market still do not appear to get the potential here, or they do but are waiting on delivery. In my view the Company has already got a track record many larger ones would be proud of. Savolitinib China NDA was mentioned and I hope that will be well received by the market when it comes.

I've always had the view that smaller American Biotechs such as Puma, Loxo & Blue have higher values in their pipelines specifically because they are almost always acquired at some point by the bigger players. Unfortunately this will not happen in our case, however we do have the advantage that we can maintain a long term investment which will continue to grow organically, in theory! Unfortunately having the name China in the Company's name probably puts off some U.S. Investors but that's their loss. I look forward to Christian's presentation tomorrow.

I am now continuing to buy again as I believe there is inherent value. Hopefully some Directors may do the same at some point.....

Jatw, interesting that the Deck posted today includes the following detail on Elunate:-

RMB 21,960 per cycle
(~US$ 3,300 per cycle)
(one cycle 4 weeks)

This compares very favorably to the $2870 for Apatinib (off-label of course)

The JPM Healthcare presentation that Christian will be presenting on Wednesday is on the Company's website:-

https://www.chi-med.com/wp-content/uploads/2019/01/pre190107.pdf

I wonder if the Letter is a precursor to the next placing RNS.....

If a Shareholder letter containing no new news can boost the share price by 9% I suggest the Company releases them more often

We were last at this level on nasdaq back in June 2017 so that's effectively 18 months of gains wiped out in 2 weeks

I meant to say "incredibly Bullish" but have keyboard buffer issues

thanks for that Azurite, I spoke to him at his Investor evening a few months ago and he was incredibly the Company's long term prospects.

Like the Company's Management, I am a long term Investor and see tremendous value creation over the next decade so see no need to sell. This is a great entry price for long term Investors, if any exist these days.

Brilliant, down another 9% in a day......

Down 10% in a week and 4% today, the drop is relentless

44% drop in a year now on NASDAQ, just when I think it has bottomed out it goes down further every day, which is extremely disappointing. Some positive pipeline news would be very welcome.

I am a long term Investor but would be interested if anyone has any thoughts about possible support levels and where the continual fall in the share price may end. miti seems to have made a great decision in selling at over £50, meanwhile I have continued to buy in the hope that today's price is great value.

Down 43% on NASDAQ in 2019, crashing out of the EU without a deal may help AIM shareholders in terms of the exchange rate, other than that, we need some positive pipeline news in early 2019. There's plenty to come with Sulfatinib this year.