Member Info for daveycaferacer

indeed Matt, I am a bit overweight here - I just wish that I'd kept the 20,000 shares I had 10 years ago!

Yet another All Time High share price just reached on NASDAQ - more disappointment for me ;-) Imagine what could happen when we get some material news on top of recent data

yes, valuable assets that will be sold to pay all the legal claims

The FDA were wanting more data and answers to some questions to satisfy Breakthrough Therapy designation. I wonder if we'll get an update on that at some point soon? That would set the share price on fire....

make the $28.50....what a pain ;-)

An all time high reached on NASDAQ today at $28.39 I do wish people would stop buying shares in the Company, it's olayinh havoc with my strategy of continuing to purchase shares regularly. I will have to downgrade my total holding target!!

A good point Matt, I agree entirely. I was just thinking about our peers, but the entire sector seems to be a bit frothy at the moment, almost breathing a sigh of relief as Preseident Trump seems to have reigned in his rhetoric on drug prices

I keep a close eye on the following in order to assess our valuation, which I am very comfortable with based on the usual metrics plus of course, the ever increasing value of our intellectuial property, which is often overlooked Beigene, Exelixis, Genmab, Vertex, Incyte, Array, Tesaro, Juno Genmab is my favourite, as it's quote close in terms of what it's doing and how it has grown

https://stocktwits.com/symbol/HCM The number of watchers / followers of HCM is increasing stateside, partly as a result of the Beigene/Celgene deal and the fact that they suddenly seem to have woken up to Chinese innovation More and more people are starting to follow the Company and recognise the investment opportunity - it is on the radar, I wonder whether daveyIOMTT has had anything to do with that? He seems to post quite a bit about the Company ';-) If anyone is interested in joining me, signing up to Strocktwits is quite easy

Agreed, no herd reqd here, just sensible, well informed long term investors who recognise the value that is and will continue to be delivered to Patients and Investors

#awkward spelling embarassment for a Friday! I will try again next week, and I've not even had an alcoholic beverage yet! All time high reached today, excellent progress.................already looking forward to the next AGM. I continue to BUY.

goid pint Matt, he seems to be conspicuous by his absence! The price rise is a dilema because I continue to buy and will be making a large purchase towards the end of October. I'd be happy for the price to languish a bit before a further leg up but we have so much news due, some of which is material in nature, that I can only see the price rising further............unfortunatley....

split? now there's a thougjht Matt, not that we want the herd ariving and spoling this though..... I'd like to see us remain at this proce for some time now, but you can see any deals, licensing or otherwise, or BT for Savolitinib, or the CFDA approval of Frquintinib will just push us even higher

Agreed re divi, there's no shame in not paying a dividend when you are a fast growing Company, as long as the strategy is explianed. It's better to not pay one at all rather than start paying one and then cutting it.

Excellent set of results, recent sell-off way overdone

not that influences my personal long term investing strategy in the Company but this is interesting for anyone with shorter term timescales https://www.barchart.com/stocks/quotes/HCM/opinion

Here's link to the Savolitinib Abstract that will be presented to the Intl Association for the Study of Lung Cancer on the 17th Oct http://library.iaslc.org/virtual-library-search?product_id=7&author=&category=&date=&session_type=Oral&session=&presentation=9.03&amp

The number of watchers, and the correpsonding number of posts on Stocktwits (one of the main U.S. Retail Investor Bulletin Boards) has incerased dramatically in the last week, coupled with yesterday's large volumes. Positions being taken.........

Indeed Matt, and I have to say, I find the Biotech and Pharma sectors fascinating, not just the science but also the valuation of Companies Ive expanded my interest beyond Chi-Med to small investments in Genmab, Juno and Exelixis but Chi-Med remains my number 1 by considerable margin Lots and lots of news due .

For anyone keen on up to date analysis of the sector the following reports were made available today:- 1. EvaluatePharma World Preview 2017, Outlook to 2022 http://info.evaluategroup.com/WP2017-TY.html?aliId=22261839 2. Biopharma Licensing Snapshot http://info.evaluategroup.com/rs/607-YGS-364/images/Evaluate_Biopharma_Licensing_Snapshot_IPLS.pdf?mkt_tok=eyJpIjoiT0ROa01qVXhaV0ZqWVROaSIsInQiOiJES3dwcnAwQyt1blkrTGdxTkdzRHhoOEVONURrNjRSSjdOT1FpU1MrcHlyTmVQTlZRWTFnMXlIMHNmYlFjTmZaZGxyYm4wWERkaGNtZFRvMEcwdndXVURiVUZkb2xjSk1zbXlDYXp4MjkxT283YlwvYkpSaEg3K3NTcWRWbFozRkQifQ%3D%3D