Member Info for daveycaferacer

It's interesting how innovative healthcare technology, such as gene editing, is being created in the U.S. but being used in China, due to less regulation! Interesting, suggests that China could lead the U.S in the next few decades https://www.wsj.com/articles/china-unhampered-by-rules-races-ahead-in-gene-editing-trials-1516562360?mod=e2tw&page=1&pos=1

The Company Overview Presentation has been updated in the last 2 or 3 weeks:- http://www.chi-med.com/company-overview-180116/

For anyone like me who is interested in how the Chinese Biotech sector is developing here is an interesting article from Q3 2017 written by McKinsey *What's next for Pharma innovation in China https://www.mckinsey.com/industries/pharmaceuticals-and-medical-products/our-insights/whats-next-for-pharma-innovation-in-china

Slightly off topic, an interesting update from today at #jpm2018 in which Lilly discusses its appetite for licensing deals in Immunology and Oncology. Speaking of Lilly and their appetite for a deal I wonder when they will make the decision on global rights to Fruquintinib? From memory that was deferred for a year so I assume a decision will be made soon.

Nothing we do not already know but a nice summary article nonetheless..... http://www.biotuesdays.com/features/2018/1/8/chi-med-transforming-into-fully-integrated-pharma

Nice article in yesterday's WSJ which has plenty of coverage of Chi-Med https://mobile.nytimes.com/2018/01/03/business/china-drugs-health-care.html?smid=tw-nytimesbusiness&smtyp=cur&referer=https://t.co/SbvWxbww5U?amp=1

All time high just recahed again at $40.68, which is really not helping in my task to accumulate a very large holding again! Those specialist U.S Invesdtors really do have the hang of this Company now.........it took a while, and a lot of hard work by our brilliant Management Team but we got there! Happy New Year! ;o-)

Currently sitting at $40 per ADR eg. circa £59.25 per ordinary share, so that should equate to an uplift on Tuesday My share price target for end 2017 was £51.95 and for end 2018 it is £62.54................clearly I need to re-work my model, but it is also £250 for 2026 and it will be interesting to see if we ever get to that level by then

2 ADR's but sometimes behaves like 1.5 although has just caught up again! Lots of news due including next Property compensation and Fruquintinib approval may not bee too far away given the CFDA's new drive to approve Chinese developed drugs and to reduce approval times. 2018 is going to be a very significant year for the Company ;o-)

Generally I do not believe in pixies, elves and other usch nonsense but there is certainly a Santa rally when it comes to HCM ADR's. Up 6% on the day and almost 9% on the week.........I continue to buy

thanks for that article Warwis......2018 is going to be another great year for the Company!

"Strong science and solid management will be rewarded in good times and bad" .....And that is exactly what we have in Chi-Med, striong science, a brilliant and solid management team and perfect execution of an excellent strategy....IMO!!

"Jonathan Faison Positions For 2018: Faster FDA Approval, Emerging Sector In China Bode Well For Biotech Next Year" https://seekingalpha.com/article/4130674-jonathan-faison-positions-2018-faster-fda-approval-emerging-sector-china-bode-well-biotech?app=1&auth_param=1dk0ei:1d3kups:b1ec03ebee1934702f25424d5a403f3a&uprof=45&dr=1 These guys were very enthisiastic a year ago about Chi-Med and like me, that enthusiasm continues... I continue to buy

"US FDA accepts NDA for Tagrisso in first-line EGFR-mutated NSCLC" That would appear to be helpful to us in the longer term

Great update on Fruquintinib Caucasean bridging study today Lots and lots of other news due, I suspect January could be very exciting

Getting close Matt I cannot time buying and selling with any degree of success so adopt the Warren Buffet style - if you find a great Company buy it, never sell it............I have found one and continue to buy If I could time it I would trade to increase my holding for free but it usually goes wrong I assume the price slide is mainly due to the lack of news in the last 6 wweks, although I suspect the longer we wait the bigger the news will be. Fruquintinib approval by the CFDA could be very close now.

Yes, working for an American Company the Thank You slide is quite normal! The temporary price correction is useful to me as I regularly continue to buy...next tranche before the end of Dec.....plenty of news to come

I missed that this great new deck was posted at the end of Oct http://www.chi-med.com/wp-content/uploads/2017/10/pre171031.pdf

I'd be happy with a mere 25%!!

I wonder what the next news will be? Lilly takes up Fruquintinib global rights? CFDA approves Fruquintinib in China? AZ strategy for Phase III registration and potential Breakthrough Therapy? The next property compensation payment? Some kind of mega deal? The list is very long. 2018 is going to be an exciting year for the Company............