Member Info for daveycaferacer

about time! HCM 30.76 1.95 (6.77%) NASDAQ UPDATED Jun 8, 2018 3:37 PM EST

Interesting Report just published on China Biotech https://www.lek.com/sites/default/files/insights/pdf-attachments/biopharma-international-expansion-china.pdf

I suppose it really says nothing new for most Investors, we already know how good Fruquintinib is and that the NDA will be approved shortly. I think that approval should give the share price a significant boost. If not I am not sure what will!

i am not sure about a continued downtrend and I am not concerned either because I am long term investor who started investing 10 years ago and will be buying regularly for the next 10 years. All I would say is if you look at the charts over the last 10 years there have been periods of downward price movements and then a year or two later the price has risen substantially. We have a lot of positive news coming including the first NDA and also some more property compensation together with the start of more phase 3 trials so in the medium to long the valuation of the Company must surely rise substantially.

Analysts including Edison have pushed back their expected launch dates for Savolitinib and Fruquintinib by a couple of years. That may also have had some impact in the market.

With regards to next news coming, I think the first sentence in Edison's note published this week sums it up nicely: "Key near-term value drivers include newsflow from partnered assets savolitinib (AZN globally) and fruquintinib (LLY in China). By year end, we anticipate the China FDA to approve fruquintinib (3L CRC)."

AIM? Currently the Co does not feel the need to move as does ASOS. Obviously there are costs involved in moving and my understanding is that at the moment they see little benefit. This also has to be seen in the context that CK own over 60%. I think the reason for the slide is lack of news, and historically we are very news driven, especially since the NASDAQ IPOs To your question re next news, seeing we have had few updates this year I expect to see a lot of news in the coming weeks, some of which will be very material. This will include our first NDA, together with big late stage pipeline updates, property compensation receipts and large milestone payments.

One of the key factors in Edison's valuation is the fact that they now conclude HCM's wholly owned drug candidates will not require partners, presumably driven by the Co's decision to setup a Regulatory Office in the U.S.

New Edison Note out yesterday http://www.edisoninvestmentresearch.com/research/report/hutchison-china-meditech20848/preview/ " We have extensively reviewed our financial forecasts and increase our valuation to �71.0/share or $6.4bn."

"China's Drugmaker Shares Are Red Hot" https://www.bloomberg.com/news/articles/2018-05-28/china-s-hottest-stocks-are-drugmakers-as-other-industries-falter?utm_medium=social&utm_campaign=socialflow-organic&utm_source=twitter&cmpid=socialflow-twitter-business&utm_content=business

I've said it many times but I continue to buy. It's mystifying how our mcap is now half that of $BGNE

we are currently very news driven but there's a lot of news due on multiple fronts, pipeline, property compensation etc etc so I am confident we will begin another upward trajectory shortly

This HK based Hedge Fund have certainly started to build a substantial holding recently https://fintel.io/i/karst-peak-capital

Can't resist buying more that this price :o-)

no no not at all JD, all good :o-)

no no, not trolling, this will be approaching 10p after the PPA IMO

That high?

no, not waiting, I have another large strategic investment in Hutchison China Meditech instead. Too much risk here for me, good luck to all holders!

I am sure we will have the PPA signed within the next few years, I am very confident of that.

more and more people realising that investing in anything African is a waste of time, and money