Member Info for daveycaferacer

OPG has been brilliant, and then an utter disaster. The key difference here is that Kibo have the coal, but the downside is this is Africa, which itself is anther big red flag. If the Co. fails to get this over the line soon I can see it drifting into the 1p range. I hope that doesn't happen though.....

interesting the spread has narrowed significantly, I may actually buy some <3p

Extracts from Brad Loncar's blog on China Biotech from earlier in the year. He was and still is very bullish on China Biotech!

https://www.loncarblog.com/takeaways-from-shanghai-and-chic

no problem amones, Alexion is one of a number that I keep up to date with. They have a decent piepline but revs in excess of $3bn and healthy earnings and cash generation, hence their valuation.

A Company which I think is more closely aligned to Chi-Med is Gebnmab, which is actually included in the Peer list in the annual report Deck. Currently has a similar pipeline in terms of depth, and a P/S of 27. Other metrics are also more favorable than HCM. We appear to have periods of over-valuation and under-valuation and I'd ex[ect a significant uplift as Frquintinib sales kick in, and if we get big news on Savolitinib.

"I cant see any bad news on the horizon"

Oh Lord

Correction, their 18th September note states "Our revised valuation is £74/ share"

I agree amones, and Edison currently value the Company at $6.4bn or £73.3/share.

I did the same.....I do not think the current share price values the huge potential so happy to keep on buying!

My view is this is broadly neutral for HCM, but positive for patients. As we have a world class drug in Elunate, I think it can stand up against other VEGFR inhibitors so no competition issues. I regard the Chinese govts drive to widen access a good thing.

China cuts pricing on cancer drugs by up to 9%

https://www.thepharmaletter.com/in-brief/brief-china-cuts-pricing-on-cancer-drugs-by-up-to-9?utm_source=The+Pharma+Letter&utm_campaign=54c8a96593-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_6eaa4daa09-54c8a96593-265387269&mc_cid=54c8a96593&mc_eid=39aa759c0d

Courtesy of Lauders on advfn:-

Https://www.asianscientist.com/2018/09/pharma/china-colon-cancer-drug-fruquintinib-elunate/

Https://www.prnewswire.com/news-releases/wuxi-apptec-partner-hutchison-medipharma-receives-approval-of-fruquintinib-capsules-in-china-300707789.html

"Join ShareProphets at less than 2p per article"

At this price I do think there is a reasonable investment case

I have been a holder in the past, and Iam pleased to say I have made a reasonably large purchase today.....@3.699p

The last time a Director used their own cash to buy shares in Kibo eg. not an exercise of options was June 2015

Why are people like Louis not buying stock at this price? It would appear they do not think there's a good investment case.

"except they have done wrong, "artical" that's quite amusing

Interesting article on AZ in China, with comments from our CEO

http://www.lse.co.uk/ShareNews.asp?shareprice=HCM&share=hutchison_china

certainly I will be

another Edison update today

https://www.edisoninvestmentresearch.com/research/report/hutchison-china-meditech553618/preview/

"Our revised valuation of HCM is $6.5bn or £74.0/share from $6.4bn or £73.3/share previously. "

Our CEO being interviewed on CNBC's Squawk Box on the 5th Sept

https://www.cnbc.com/video/2018/09/05/china-approved-a-drug-to-treat-late-stage-colorectal-cancer-patients.html