Member Info for daveycaferacer

I expect the IPO to be very oversubscribed raising much more than $100m A lit of Funds are moving out of Nat Resources Into other sectors and Biotechs will benefit IMO With multiple drugs moving into Phase III in the next couple of years I expect our valuation to increase significantly

First Property conpensation confirmed as expected Yet again our Company delivers on its promises. Cash will pay off temporary debt incurred for new facility and leave a large surplus. One candidate moving to Phase III and more to follow as we go into next year. I think Anthiny Hilton of the Evening Standard is right to say that the last 10 years growth could be nothing to what may happen over the next 10 years I continue to buy each month

Strong RNS today - major drug candidate going in to Phase III In the 2012 Annual Report HCM provided some commentary on other Companies valuations of their drug candidates such as $294.0 million for the one candidate in Phase II trials (Hengrui’s Famitinib); and (v) $540.0 million for the one candidate in Phase III trials/under submission (Hengrui’s Apatinib) The commentary was designed to show HCM Investors how an NPV changes when a drug goes into the next phase trial, so here a competitors drug went from $294m to $540m simply by going in to Phase III

Enlighten us

Retesting all time high today Iam buying more today even at this price, which I think will prove to be very cheap when I look back in 10-15 years time

nt surprised about the big jump today LOTS of major news on its way very shortly Lots to come before XMAS - Decemmber is going to be a very busy newsflow month. I assume the NASDAQ IPO will be completed prior to year end but would be interested in anyone elses opinion on that

I'm surprised we have not had any news since the 13th November as the list of tems we are expecting an update on is extensive I've been attempting to estimate what the share price could be in 10 years time, which is a long time and depends largely on how many of the drug candidates are successful and get through Phase II/II and FDA approvals (Breakthough designation or otherwise). Current data suggests a larger percentage will make ot through than the average % in the industry but how that will transfer into $$ is a pure guess at this stage. That said there are plenty of NASDAQ listed Companies in the sector with smaller less advanced Pipelines and NO REVENUE that are worth 10x + what HCM is worth today.

We are due A LOT of news on multiple fronts:- 1. Property disposals/compensation 2. Multiple pipeline updates 3. NASDAQ IPO All due between now and XMAS All will be major price drivers

another great post, thankyou miti I see they mention Pharmacyclics, which was on my radar prior to their acquisition by Abbvie. Their pipeline was a little more advanced than ours but not quite as extensive and were bought for $21bn. It shows the types of valuation we could attract in the next few years, around ten times what we are worth today. My personal view is that we may be worth that figure IF most of our drugs come in over the finish line. Some will not of course, and we also have the aspect that some are JV's, although some of Pharmacyclics were aslo JV's at the time they were taken over. I just think that type of valuation is a real possibility over the next 10 years, bearing in mind that 10 years ago we were valued at less than a tenth of today's market cap.

Major updates due soon on:- NASDAQ IPO - proceeds and whether we have got the ful $100m or even more away Drug pipeline Shanghai Property asset compensation etc ALL will be very very positive IMO and will be big catalysts for a major re-rate

I continue to add a sizeable amount each month as I have been for the past 5 years, building a stake that I intend to keep for the next 10 years minimum, by which time we should have a number of leading drug candidates in production

We are expecting multiple updates prior to year end on a number of leading drug candidates 2016 and 2017 will see a number of U.S. FDA and Chinese breakthrough therapy applications going through, potentially resulting in hundreds of millions of $ in annual sales I think the NASSAQ IPO will.cause a big re-rate of London listed shares as Institutions wake up and take notice

interesting and insightful analysis as ever miti1000 and I agree that the upside SP Target will be much greater than £38 in the next 9 months, given the huge pipeline news that's coming

interesting and insightful analysise as ever miti1000 and I agree that the upside SP Target will be much greater than £38 in the next 9 months, given the huge pipeline news that's coming

Huge volume today - someone appears to be loading up. I wonder if one of the Biotech funds is starting to build a position? Our profile and visibility will be increasing now, especially amongst U.S institutional Investors, some of whom will probably also wish to buy into Lindon listed shares prior to the NASDAQ IPO :-))

Why are people selling? This should not be allowed! ;-) No Director has sold a single share, ever. I wonder why? The parent conglomerate with the biggest homsing has also never sold a single share......and probably never will

Thankyou for the update miti1000 It seems we will get a lot of pipeline updates shortly, as well as information on the NASDAQ IPO and how many millions will be added to the Company's balance sheet as a result Extremely exciting times ahead for long term Investors

I had a letter of authorisation but could not attend this morning. My main quetsion concerns the Innovation platform/drugs divisions future. Does Mr Hogg see a time when that part of the Company is separated from the wider group and is only listed on NASDAQ in order to get a proper valuation? I can see it going that way eventually. I asked him 4 years ago at the AGM whether there was a piossibility of a NASDAQ floatation and he said that is a route they were exploring. It's taken 4 years to get there but what I love about this Company is they have a very clear strategy and exceute it flawlessly. $100m is bing mooted by the Brokers as a nominal target for the IPO but it could go a lot higher than that as U.S. Investors love BioPharms at this stage of their development and ae also atracted to the lower costs of drug development China can offer. As the Eevening Standard said recently, if we think the Companies growth over the last 10 years has been spectacular it will probably pale into insignificance compared to the next 10 years. I continue to buy.

EGM tomorrow, resolutions passed and a quick NASDAQ IPO - I am sure the bookrunners have already got all the institutional Clients lined up, all extremely keen to buy as many new shares as they can. We may be surprised with the uptake and the resulting cash that will be raised It also seems to me that HCM want to go it alone with as many drug candidates as they can, instead of partnering to push them over the finish line, thus retaining 100% of the global sales revenue where possible. This Company will be worth £15bn in 10 years time, a tenfold increase from today, just like the tenfold increase in the last 10 years

yes, nice continual buyong, people loading up for the long term, NASDAQ float, lots of drug releases - brilliant long term investment IMO