Member Info for daveycaferacer

A good observation RWong, and he has done for over a decade now, which is telling I continue to buy

Very important announcement today regarding Fruquintinib Phase III trial in Gastric cancer, the largest opportunity for Fruquintinib

I do hope not, I will be making a sizeable purchase at the end of November, a correction to �30 would suit me better!

Interesting PR Newswire article from 27/10 for anyone interested in the wider Chinese Healthcare market https://www.barchart.com/story/stocks/quotes/HCM/5139772/developments-in-chinas-healthcare-industry "China's healthcare market is projected to grow at an unprecedented CAGR of about 12%"

good point miti On that subject, I wonder where we are with possible Breakthrough Therapy designation now we have full PII data I recall our CEO saying earlier in the year there were some ongoing discussions with the FDA on that subject, and some additional data was reqd to establish if BT was really warranted........................ Anthony Hilton's ES article has some interesting commentary on Savolitinib and I've posted the link here again in case anyone missed it https://www.standard.co.uk/business/anthony-hilton-the-remarkable-tale-of-chimed-s-growth-a3661656.html

unfortunately........

Vol / Avg. 833,141.00/41,366.00 20 times average volume on NASDAQ today, clearly the American market loves this placing........as I said yesterday, the Americans get this sector and they get the Company

very high volumes today - currently 5 x usual daily volume and the market has only been open for just over an hour

Interesting how the UK market appears to think or assume any placing is dilutive and destroys Shareholder value whilst the American market thinks the exact opposite. I'm with the Americans....

The American market certainly seems to like this placing..............

We are currently slightly up on NASDAQ at the moment, which is no suprise to me. The Americans get Biotech, they get Pharma and they get the current, intrinsic and more importantly the FUTURE value of this Company, something the London market has struggled with. They also appear to get the fact that Biotech and Pharma is an expensive, high capital business, but when the rewards do start to come they can be immense. NASDAQ now drives the share price and we are all better off for it, in my opinion.

Good timing on your purchase Matt, I wish I could join you. I will be adding again in a few weeks time but at substantially higher price I fear!

From the prospectus.. "HHHL, our majority shareholder, has indicated an interest in purchasing up to $182.0 million in ADSs in the aggregate in this offering on the same terms as other investors" HHL being Hutchison Health Holdings Ltd A clear and demonstrable show of confidence by our largest Shareholder...... :o-)

Quite a sizeable ADS offering the proceeds of which will be used to create more Shareholder value....

Here is an interesting article published by Bloomberg on Thursday with the leading strapline "(Bloomberg) -- As money rushes into China�s fledgling biotechnology sector,�Eli Lilly & Co. and other foreign drugmakers are scaling back." Could that be an opportunity I wonder in the context of the deal Beigene has done with Celgene? https://www.bloombergquint.com/china/2017/10/19/china-s-biotech-promise-is-struggling-to-keep-foreign-innovators I continue to buy

yes, good point re SFO, I wonder if they travelled the short journey from the offices in Fareham to Quobb Park? They must know that little 15 minute journey like the back of their hands by now...

Interesting that SPH (one of our main JV Partners on the Commercial Platform side) is in talks with Cardinal Health to buy their China Operations........ https://www.thepharmaletter.com/in-brief/shanghai-pharma-bidding-for-cardinal-health-s-chinese-business?utm_source=The+Pharma+Letter&utm_campaign=d3fa51034d-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_6eaa4daa09-d3fa51034d-265387269&mc_cid=d3fa51034d&mc_eid=39aa759c0d

https://uk.reuters.com/article/us-china-biotech-insight/china-biotechs-coming-out-party-masks-long-road-ahead-idUKKBN1CO0K1

http://www.edisoninvestmentresearch.com/research/report/hutchison-china-meditech335787/full

Lead article in today's London Evening standard https://www.standard.co.uk/business/anthony-hilton-the-remarkable-tale-of-chimed-s-growth-a3661656.html Mr Hilton has written a few lead articles on the Company in the last 3 or 4 years and is a big fan. He concludes by saying ""It is a truly remarkable story for a small company � which is probably why it might not be a small company much longer" I continue to Buy