Member Info for daveycaferacer

Our senior Management Team has certainly been bolstered in the last few months with the exciting addition of Doctor Kania heading up the U.S Regulatory office and Mr. Magnanelli heading up Intl Operations expanding operations outside of China, including working towards commercial launches outside of mainland China.

There is certainly a global strategy now underway as we progress towards launch of wholly owned assets outside of China over the next few years.

https://www.hmplglobal.com/en/management-team/#name14

I continue to Buy.

excellent list bigoffer, I'm never surprised with another dilutive placing, it's all take and no give by the Company

miti, I will also be continuing to buy, the potential here is still not recognised in my view. £70 is perfectly feasible we always seem to overshoot so who knows!! U.S market seems to focus on the financials largely ignoring the IP and pipeline. I think the pipeline progress announced today is excellent and puts us in a great position. $30bn mcap Co in next 5-7 yrs in my opinion, baring pipeline hiccups.....

Great set of results, nice to see land compensation may be higher than expected, financials all good but the pipeline updates were very good - even deeper pipeline now, I will fully digest the update over the weekend.

I'm looking forward to H1 results, and the presentation by our CEO this morning -@ 09:00 - streaming details on the Company website

I recommend BA Business Class LHR to DAR although unfortunately they no longer fly direct

indeed, and having now put in place the infrastructure to deal with the FDA directly in the U.S. going it alone is now viable

I thought last summer we were told they had one more decision window only, in a years time, which is round about now but you may be right miti, full Falluca readout would make sense

Nice to see a pipeline update, especially as we have a Phase Ib/II starting in the U.S for a wholly owned asset

Speaking of wholly owned assets I wonder what Lilly have decided with regards to ex-China Fruquintinib rights. We should know fairly soon....

I wonder if we will get an update on the next property compensation payment?

From memory it's almost the time when Lilly's option for ex-China rights to Fruquintinib expires too

Thanks for the intel on the trades miti, Iam sure whoever made those buys knows exactly what they are doing.......

3.4p probably.....

Article from yesterday on cancer drug prices in China

https://in.reuters.com/article/china-health-cancer/china-pushes-for-lower-cancer-drug-prices-xinhua-idINKBN1K405F

indeed Keith, and extremely frustrating........

Co's do not announce material news at AGM's. These meetings are dry affairs, and for small Companies they are usually conducting them because they have to. There's nothing stopping them releasing news via RNS on the day of the meeting but nothing of this nature would be announced at the meeting itself.

thanks Miti interesting update on Tagrisso, that is going to be a blockbuster for AZ

yes agreed miti, I used the word imminent on the context of the drug development industry eg. weeks or months, but not years

"After CFDA approves the priority review process request, applicants are given priority reviewer resources allocated by the Center for Drug Evaluation (CDE) and additional channels to communicate with and obtain quick feedback from the CDE/CFDA. Target approval time from submission is within six months."

It's now been 12 months since the NDA was submitted, I assume under Priority Review so would expect approval to be imminent.

Like the market, I regard yesterday's announcement as broadly neutral

No, HCM was affected by similar issues last week, missing posts and errors when trying to place new ones

Interesting article from China Daily

http://www.chinadaily.com.cn/a/201807/02/WS5b3961f1a3103349141e0028.html