Member Info for daveycaferacer

http://www.panmure.com/features/meet-ceo/chi-med/ Great interview with Christian and some excellent topics raised Exciting times ahead ;o-)

I've always used Stocktwits http://stocktwits.com/symbol/GWPH?q=GWPH

I wonder what will come first out of this long list in the next 6 months? Publishing data on 4 drug candidates in 5 Phase Ib-III studies:  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 – potential Likely to initiate three pivotal registration trials on two further drug candidates:  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+).

I notice our new NED Mr Eldar has yet to make a purchase........

I notice the ADR and London listed share volumes traded have increased upwards in the last week or two

Indeed, I was referring to the IPO's completed in the first quarter

I agree, first ever Director share sale I believe, but as you say Matt, probably just personal circumstances and he still retains a large number of shares. In the meantime I continue to be bemused by the lack of U.S. Institutional Investors and the continual drifting of the ADR price......

Not a great claim to fame and very frustrating, even for the long term Investor like me..... http://www.investopedia.com/news/worst-performing-biotech-ipos-2016/

Correction YTD HCM London - 35% YTD HCM NASDAQ - 11% YTD NASDAQ Biotech Index -16%

YTD HCM London - 35% YTD HCM NASDAQ - 35% YTD NASDAQ Biotech Index -16%

Actually I won't post the entire article, which discussed Brilinta, a drug thinning drug, in the context of poor clinical trial results. The key thing I picked up from the article was this, particularly the last sentence. Analysts said that they expected growth in AstraZeneca sales to come from other sources. Citigroup said that it had not had positive expectations for the trial and that the estimate of $2 billion sales by 2021 did not assume the success of the drug as a PAD treatment. Morgan Stanley said that it was more confident in the company’s immuno-oncology lung cancer strategy.

Good article on the Times today about Astra and their focus on immuno oncology drug development, which is is where they see their biggest growth in the next few years ...... Tagrisso and Savolitonib? I will post it tomorrow

Astra Zeneca's Tagrisso gets NICE approval in the UK. This could be good news for us when Savolitnib gets launched for NSCLC as it may be used as a combination with Tagrisso......... http://www.telegraph.co.uk/business/2016/10/03/coup-for-astrazeneca-after-key-cancer-drug-wins-nice-approval/ http://www.thepharmaletter.com/article/nice-recommends-astrazeneca-s-tagrisso-for-the-cancer-drugs-fund?utm_source=The+Pharma+Letter&utm_campaign=594b8088d6-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_6eaa4daa09-594b8088d6-265387269&mc_cid=594b8088d6&mc_eid=39aa759c0d

Thanks Warwis - great updates I have mentioned on many occasions that I think the valuation and lack of rise since the IPO may be related to the fact that U.S. Investors including Institutional ones do not seem to trust Chinese Companies, wherever they happen to be listed and whichever accounting rules they follow. I agree with your analysis that working with two big global players is good, and HCM has a long track record. I also like the CK Hutchison involvement, and the fact they own national crtitical infrastructure in the UK and around the world. Despite all this however, the US market seems uninterested. I also notice most fast growing Biopharmas listed on NASDAQ have a very high proportion of Institutional Investors, often >90%. That is what I believe will get us moving, together with NDA's.

This is yet another disaster tipped by SCSW and other tip sheets

All I see is Companies with smaller pipelines, zero or next to zero revenues, big losses but with a much higher mcap Tesaro, Juno, Medivation, etc etc I can only assume that the rise in our mcap will be significant when we get NDA for Savoitinib....or Frquintinib

There now appears to be quite a wide difference between the price of ADR's compared to UK listed shares. 2 ADR's converted using money market ESD/GBP rates to GBP equates to circa 1900p not the 1785p we are currently sat at. I appreciate there is no direct link between them but the difference is wider than it has been since the IPO.

A trade has just gone through at $11.94, an extremely low price, more than 10% below our IPO price Meanwhile Beigene, a Company with no revenues and a smaller pipeline has a market cap of $1bn I remain bemused as to how the market can apply the valuation delta between HCM and BGNE I'd welcome other people's opinions on the question of valuation.........

Having lost a lot of money on various AIM stocks HCM is my only AIM listed investment Generally Iam no longer willing to invest in AIM Companies other than Chi-Med

Matt, I do but I confess to being very overweight in HCM