Member Info for daveycaferacer

Savolitinib Phase III in c-Met-driven PRCC - will include large up-front Milestone payment? Epitinib Phase II/III in first-line patients with EGFR-mutant NSCLC with brain metastasis. Savolitinib Phase III in combination with Tagrisso® (osimertinib) in second-line NSCLC (T790M-/c-Met+). Fruquintinib NDA in China by mid 2017 $40m dividend due from Commercial JV by end June Savolitinib PRCC Possible U.S. NDA under BT designation in 2017 (pending FDA questions) Lilly decision by end May on whether to commercilise Fruq outside of China (decision can be delayed for a further year if they wish, but will have to pay more) Just going through my list of news that could drop at any time................I think...

The US group has three opportunities to exercise its opt-in for global development of fruquintinib, although the cost escalates each time. The second will come next year after the outcome of a phase III trial in third-line, non-squamous NSCLC, and the third will presumably come on readout of a phase III study in China in second-line gastric cancer that Chi-Med just started.

Interesting article on the dynamics surrounding the factors influencing Lilly's decision on taking up ex-China rights on Fruquintinib......news due soon? https://seekingalpha.com/article/4059205-lilly-faces-tricky-opt-decision-fruquintinib

thankyou Azurite! If you look at what the SP did after the 2016 numbers were announced I can certainly see it reaching $30 in the next year, especially when we have Fruquintinib NDA submission and then potentially approval by this time next year. The ADR's seem to be very sensitive to material news, more so than the London shares and it's the ADR's that seem to be driving any price action now. I still firmly believe we will be a $10bn mcap Company in the next 5 years.

hi stuart, occasionally we get a flurry of trades above the average volume but not that often although yesterday's volumes on NASDAQ were quite high. I would have thought Institutional buying is done off market but I don't trade so don't really know the technicalities of how that works. Others on this Board probably do though!

https://www.thepharmaletter.com/article/china-loosens-grip-on-clinical-trials-improves-ip-protection-to-boost-innovation?utm_source=The+Pharma+Letter&utm_campaign=2fef3b4da3-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_6eaa4daa09-2fef3b4da3-265387269&mc_cid=2fef3b4da3&mc_eid=39aa759c0d Proposed changes to improve patent protection at NDA filing, 10 year protection for novel/orphan drugs, changes to allow foreign Companies to conduct Phase I clinical trials in China, also to allow trials outside of the public hospital system and various other improvements Clearly the CFDA seems keen on their strategy of boosting China's Biopharma industry!

very wise IMO! I too will be adding next week, continuing to increase my not insubstantial holding ;o-)

miti, a very good point, I was thinking more about a drug candidate being purchased rather than a wholesale takeover but your point about Hutchison is an interesting one.......whatever happens exciting times lie ahead

Sorry for the multiple posts but always in the back of my mind is that Abbvie paid $21bn for Pharmacyclics, effectively for one drug, ibrutinib, with 2016 global sales of $1.8bn. Those types of figures demonstrate how much money big pharma has to pay to obtain late stage oncology assets. It does make me wonder what Sulfatinib and Epitinib are worth or if any large Biopharma's with patent cliff issues may be looking around.....

Lilly decision by end May on whether to commercialise Fruquintinib outside of China (decision can be delayed for a further year if they wish, but will have to pay more). If they do, and it is announced to the market, that could be a very interesting driver to the Company's value.... The other big one of course is the Global PIII in PRCC for Savolitinib, again that will be extremely interesting, especially if we get Breakthrough Therapy designation Plenty of news due imminently

https://www.thecerbatgem.com/2017/05/12/102000-shares-in-hutchison-china-meditech-ltd-hcm-acquired-by-candriam-luxembourg-s-c-a-updated.html Positions being taken

"It was the most rigorous due diligence I have seen." Yes, based on a pack of lies

and CEO OF THE YEAR too :o-)

15th June 2017 HCM nominated for:- BEST COMPANY BREAKTHROUGH OF THE YEAR AWARD

I'd like an opinion from the Auditor

interesting.........and I will be buying, or at least attempting to buy another tranche (again) next week....... There is a lot of news due

Very low volumes being traded on AIM and NASDAQ at the moment

Thanks miti, I have read some information on Durvalumab and the mystic trial (sho comes up with these trial names!). As Durvalumab is being studied in combination with Savolitinib for PRCC and CRCC its success appears important to us for those indications.

My list of news due (with some subjective comments/narrative I may have it wrong, I need to review the list again but I think it is reasonably accurate at this point Savolitinib Phase III in c-Met-driven PRCC - will include large up-front Milestone payment ($40m?) Epitinib Phase II/III in first-line patients with EGFR-mutant NSCLC with brain metastasis. Savolitinib Phase III in combination with Tagrisso® (osimertinib) in second-line NSCLC (T790M-/c-Met+). Fruquintinib NDA in China by mid 2017 - Milestone due ($40m?) $40m dividend due from Commercial JV by end June Savolitinib PRCC Possible U.S. NDA under BT designation in 2017 (pending FDA questions) Lilly decision by end May on whether to commercilise Fruq outside of China (decision can be delayed for a further year if they wish, but will have to pay more)

Yes, she is as convinced as I am ;o-) Lots of news is due