Member Info for daveycaferacer

Interesting article from today's FT on cancer drug prices in China

https://www.ft.com/content/51204cb2-8354-11e8-96dd-fa565ec55929

Biotech in China: How to Gain Without Pain

https://go.bloomberg.com/attend/invite/hk_biotech_2018/

This sounds like a great event with Christian and Brad Loncar.........I'd like to attend but won't be in HK until September

£150 profit? what's the point?

good news but would be even better with the price of the equity stake

hxxps://www.astrazeneca.com/media-centre/press-releases/2018/astrazeneca-and-luye-pharma-group-enter-agreement-for-rights-to-seroquel-and-seroquel-xr-in-the-uk-china-and-other-international-markets.html

Interesting article in today's Times regarding Seroquel. AZ sold rights of Seroquel to Luye Pharma, a HK listed company last month including rights to the drug in China.

I assume Chi-Meds deal to sell the drug in China on behalf of AZ transfers contractually to Luye, in other words, we still have the deal in place.

Seroquel sales by Chi-Med in China were $35m in FY17

so much promised on the PPA, nothing delivered, and the market sees today's RNS as yet another promise. When/If we do get the PPA I then exoect to be flying, but not until then unfortunately

"expeditiously" lol

Last material pipeline news was back in early March, I can only assume we will be getting some nice updates quite soon!

Nice article from Bloomberg yesterday on the rise of China's fledgling Biotech industry https://www.bloomberg.com/news/features/2018-06-19/china-s-getting-ready-to-take-on-the-world-s-biggest-drugmakers

unlucky - I had a small holding but sold and re-invested the proceeds in HCM. At $209 BGNE was way overvalued and I am not surprised common sense prevailed and it is now trading at a re sensible $170 I think it is still over-valued, especially compared to HCM Here is some interesting commentary on BGNE:- https://seekingalpha.com/article/4139344-beigene-promising-start-2018

good article from today's FT regarding Chinese Biotech professionals leaving multi-national Co's and moving to Chinese Biotechs. Interesting range of comments at the bottom too! https://www.ft.com/content/d3a2de0e-6fbb-11e8-92d3-6c13e5c92914

Almost 300,000 ADRs traded today, I have not seen that volume for many months

news due in the next few weeks and months 1. First NDA + Milestone payment from Lilly 2. 2nd Property compensation 3. Commencement of Savolitinib Phase 3 NSCLC + Milestone payment from AZ 4. Lilly decision on taking global ex-China rights to Fruquintinib

yes.

"The Group made considerable progress in the Mbeya Coal to Power Project " That is open to opinion!

I am confident the MCPP PPA will be signed within the next few years, very confident.

"'British Businesses pay 5% of all tax revenues in Tanzania & have created nearly 300,000 jobs," https://twitter.com/UKinTanzania/status/1006816221377986561

100p

common sense prevailing in the market ahead of news, property compensation, Savolitinib 's, first ever NDA etc etc etc