Member Info for daveycaferacer

"Don't Ignore This Potential Chinese Pharmaceutical Giant" http://seekingalpha.com/article/3960435-hutchison-china-meditech-ipo-ignore-potential-chinese-pharmaceutical-giant couldn't put it better myself, especially when revenues are counted in billions instead of hundreds of millions and earnings and profits begin to soar as our drugs come online

Successful IPO, albeit at a lower price than we would have liked Stunning set of results, revenue, group priofit, pipeline etc And nothing Some research note updates from Edison would be useful

The American investment community don't appear to be too enthusiastic I still think the fact we have the word China in our name is an issue Rename the Company Hutchison Asia Meditech ffs

I compare HCM to three other Companies with very similar profiles but with some major differences also:- 1. GENMAB Market Cap = $7.5bn Revenue for FY15 = $170m cash $520m (includes lending facilities) Pipeline (4 stage III, 2 Stage II) BEIGENE (NASDAQ IPO last month) Market Cap = $982m Revenue for 9 months to end Sept 2015 = $4m Nett loss = $29m Pipeline = very small (2 stage I, 2 stage II, nothing at stage III) JUNO Market Cap = $3.6bn Revenue = $0 $1.2bn cash with cash burn $250m p.a Pipeline = small (5 stage I, 2 stage II, nothing at stage III) and with those comparisons our future is bright and our valuation will re-align itself

http://www.proactiveinvestors.co.uk/columns/beaufort-securities/24561/beaufort-securities-breakfast-alert-servision-caledonia-mining-angle-hutchinson-china-meditech-inspired-energy-quadrise-fuels-international

One Biopharna shelved their IPO last week, two including ours went ahead Market conditions still appear not to be particularly favorable for IPO's of Companies in any sector at the moment

I see Beigene continues to storm ahead on NASDAQ despite NO REVENUE, BIG LOSSES and a TINY PIPELINE

correction The market will wake up as our Phase III's come in and as we get NDA's

Beigene (NASDAQ IPO last month) Revenue for 9 months to end Sept 2015 = $4m Nett loss = $29m Pipeline = very small (2 at stage 2, 2 at stage 1) Market cap = $928m By that comparison alone we should be valued at a lot more that circa $1300m. The market will wake up as our Phase II's come in and as we get NDA's

glad to see this board is becoming active, at least I know I'm not the only person invested in this Company!

My point is that the Company is undervalued compared to its peers in the Biopharma space, especially if you factor in the value of the drugs pipeline. A comparison against one example, Genmab, is a classic example. Lower revenues, much smaller pipeline, much smaller Company but a market cap of almost $ 8 billion Companies such as Chi-Med attract high valuations because of the intrinsic value of its pipeline together with a flawless track record of execution of its strategy. There are many Biopharmas on NASDAQ with smaller pipelines and next to no revenue that are valued higher.

Director purchase, interesting that no Director has sold, they only continue to buy

£1.03bn market cap. Net profit from operations attributable to Chi-Med of $8.0 million (2014: net loss -$7.3m) You are correct about Net assets £1.03bn market cap. Net profit from operations attributable to Chi-Med of $8.0 million (2014: net loss -$7.3m) You are correct about Net assets Tightly held which can be seen if anyone looks at the list of major Shareholders but is subjective as there is no specific definition. There are plenty of Biopharmas in the U.S. with no or little revenue, no assets to speak of and a much larger market cap

An interesting comparison, which is shown in Chi-Med's latest presentation is Genmab Revenue almost the same as HCM's, for last year, Pipeline almost the same in terms of numbers of drug candidates at the same stages, total market cap of $7.5bn compared to Chi-Med's $1.475m. The main difference is they have 3 drugs approved, although they are very niche hence the lowish revenues. But this comparison helps demonstrate the type of valuation the market may give us going forward as we begin to submit NDA's and get approvals for some of our Breakthrough therapies.

I disagree that HCM has peaked. The reason they have not peaked and the biggest growth is yet to come is as follows. In the next 2 - 3 years they will be getting approval for and will begin selling some Best in Class and First in Class drugs which are forecast to increase their revenue tenfold. As for being "shunned by Investors across the board" the Company is closely held with very few fickle Private Investors which is a major green flag for me. I no longer invest (gamble) in small AIM stocks which are open to serial market abuse by the pumpers (whilst dumping). On the subject of strengthening balance sheets take a look at HCM's balance sheet over the last 10 years and you'll see what a strengthening balance sheet looks like. "The time to invest is before stocks become well known, before the institutions load up." - AGREED and that is what will happen once the U.S. Investment community begin to understand the story being HCM and how great its prospects are. Currently Mark Slater is the biggest Fund Investor - and remains so for good reason

I am amazed at the last couple of days and also at our market cap in light of the astonishing results we've just had Clearly the market is not prepared factor in any future value whatsoever We have over $200m in cash (not including bank and other credit facilities), which could swell by another $100m with JV property compensation, and revenue of $178m which could easily double this year, and a market cap of $1.6bn in total

Big volume today in the first hour - buyers hovering up stock at a bargain basement price?

it is worth watching yesterday's closing bell ceremony, good speech from Simon

The Team look happy enough http://business.nasdaq.com/discover/market-bell-ceremonies/detail.html#!/!?ceremonyId=5129

I see we are the big screen in Times Square