Member Info for daveycaferacer

Yes, and plenty of news in the next few months to help drive our valuation too

Are we still growing oranges and producing juice? If so what's happening to all the money we are making?

I didn't realise that some data readouts were pushed back a bit but 2017 looks as if it could be one of the most important in the Company's history...

http://www.webbreakingnews.com/2016/11/15/zacks-hutchison-china-meditech-ltd-hcm-given-18-67-average-price-target-by-brokerages.html "Analysts have set a 1 year consensus price target of $18.67 for the company"

Excellent presentation and update from our CEO today.....and I liked the answer to my question regarding NDA to approval time for Fruquintinib (6-12 months from NDA submission) Also loved the answer regarding selling drug candidates prior to launch - just what I wanted to hear - THANKYOU The value that will be delivered to Shareholders by retraining them will far outweigh the short term gains - excellent

DB Investor update today - Christian presenting at 09:00 EST / 14:00 GMT https://www.adr.db.com/drweb/5274.html

Yet another Chinese AIM Company to collapse and no doubt de-list. Shocking.....

BGNE also had their IPO on NASDAQ early in 2016 Their mcap is now $1.3bn as opposed to ours at $1.4bn yet they have tiny revenues ($2m) $85m cash which is being burned, no commercial platform and 4 in PII only. It seems to me that if the market values them at $1.3bn with their small pipeline and cash usage profile the market should really be valuing us at a much greater metric than we currently enjoy. Analysts have a consensus of $44 tshort term target price per share for Beigene equating to $1.9bn Surely there is significant upside for us in the medium to long term? Does anyone else have any thoughts around our valuation and how it equates to our peers?

I will be tuning into the DB Investor update https://www.adr.db.com/drweb/5274.html

yes I saw that, but dropped 11.5% in after hours trading.....still a good gain though ;-)

Markets may not like a Trump victory but probably a better prospect for the Biotech and Pharmaceutical industries as we avoid Clinton price controls??

Hutchison China Meditech’s (HCM) prescription drugs subsidiary (a 50:50 joint venture with a subsidiary of Shanghai Pharmaceuticals Ltd.) has today received just shy of $60m from the Shanghai Government under the terms of their land compensation agreement, dated 9 December 2015. Shares are up two per cent in early trading and we continue to rate them a buy.

AVON RUBBER PLC | AVON LN | 992.0 0 (0.0%) CARETECH HOLDINGS PLC | CTH LN | 273.0 0 (0.0%) GREENE KING PLC | GNK LN | 731.5 0 (0.0%) HANSARD GLOBAL PLC | HSD LN | 110.8 2.8 (2.5%) HOGG ROBINSON GROUP PLC | HRG LN | 71.0 1.3 (1.8%) HUTCHISON CHINA MEDITECH LTD | HCM LN | 1902.5 27.8 (1.5%) INFORMA PLC | INF LN | 672.5 0.9 (0.1%) MERLIN ENTERTAINMENT | MERL LN | 460.8 1.8 (0.4%) MORSES CLUB PLC | MCL LN | 121.0 0.5 (0.4%) PANTHEON RESOURCES PLC | PANR LN | 97.5 -2.4 (-2.5%) TED BAKER PLC | TED LN | 2475.0 -39.4 (-1.6%) Date: 05 Oct 2016

https://*********************/companies/uk/pharmaceuticals/hutchison-china-meditech-ltd It's halfway down the page but I think you need to subscribe to access the 46 page document. I would rather spend the subscription money buying more HCM shares myself ;o-)

Hi Horta, sorry but the link to that list of Companies no longer seems to be working

http://newsden.net/analysts-price-targets/panmure-gordon-indicates-potential-39-89-increase-in-shares-of-hutchison-china-meditech-ltd/85974

US$59.5m Land Compensation Payment - another item to tick off the list I wonder what will be next? Savolitinib Phase II data in PRCC Epitinib Phase Ib data in NSCLC with brain metastasis Fruquintinib Phase II data in third-line NSCLC Sulfatinib Phase II data in pancreatic and extra-pancreatic NET Fruquintinib Phase III top-line data in third-line or above colorectal cancer Savolitinib Phase III in c-Met-driven PRCC 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+)

https://*********************/research/conviction-list-q4-2016/f602cd64-4d0e-4dbd-9d34-5e701b33bf20 The Gentlemen at Panmure Gordon seem to like HCM very much, especially the very nice David Buik who asked some very interesting questions of Christian.

"Last week, it opened a factory for popping out pills that is more double the size of an Olympic racetrack." Did we? I wasn't aware of that. I knew the new SHPL factory was due to come onstream at some point in Q3 but didn't realise it had been completed.....

https://www.ft.com/content/9d5d9a36-866b-11e6-a29c-6e7d9515ad15 Very good recent article in the FT. It doesn't tell us anything we don't already know but a nice article....