Member Info for daveycaferacer

Today's announcement of the inclusion in various indexes including the Biotech, Healthcare and Composite is great news and should result in a flurry of institutional buyers. Even more important is the inclusion in the stock connect program and north and southbound trading opening the shares up to mainland chinese investors.

This is one of the few things the BoD has kept its promise on

This is a very sensible decision. The London market does not support small Biotechs and there is no Biotech investor ecosystem of any size, unlike the U.S. which has a large specialist Analyst community. A U.S. listing and effectively making the firm a U.S. Company will serve shareholders very well.

At last the BoD has made a correct decision.

Odd how on the Accustem Investor Relations page the banner reads:-

"Accustem is listed on Nasdaq and The London Stock Exchange." !!

Interesting that the title of the slide on Page 42 reads "Figure 65: Our Pricing Estimates for Innovent's Main Molecules"......I'll email them and suggest they correct it! Otherwise this is a very well put together research note. I like the way they provide detailed analysis of peak sales and pricing for each asset and each indication.

Great finds, thankyou tacly

Trinity Delta have issued a new brief update note:-

https://www.trinitydelta.org/research-notes/strategic-collaboration-for-tazverik-in-greater-china/

Evaluate's World Preview 2021 Outlook to 2026 has been published today and there's a specific section on China (P10)

https://www.evaluate.com/thought-leadership/pharma/evaluate-pharma-world-preview-2021-outlook-2026?utm_source=vantage&utm_medium=organic&utm_campaign=WP2021&utm_content=dailysidebar&mkt_tok=NjA3LVlHUy0zNjQAAAF-z60T5DlpRdOl9YxfT6aZs4MZ6Hp_SSYo-bj7PsFVglSjHxUl2jVKv1TggCgbuDwQaX0ORnJwnvujZy6ipIaprqGX-xLhrw1xNmQaV0Ery4SbNA

You can see the last trade price on OTC or Yahoo finance - very thinly traded at the moment

https://www.otcmarkets.com/stock/ACMSY/security
https://uk.finance.yahoo.com/quote/ACMSY?p=ACMSY&.tsrc=fin-srch

Last price was 54c and it's gone up significantly in the last few days

"it is listed...on nasdaq"

No it isn't, not yet anyway. It is listed as an OTC stock so traded directly between Broker/Dealers .

AJ Bell have at last credited my account with Accustem shares - I look forward to the listing

I like the fact that the Company is not simply going after in-licencing deals to make use of their sales organisation in China, but will only consider deals where there is real synergy with the development pipeline and assets we have. If we simply took on board any assets it would be a huge distraction but this strategy means not only do we get to market other assets in China, we can leverage the combination possibilities, which potentially adds even more value to our own assets.

I think today's deal on TAZVERIK® gives Hutchmed a great opportunity top leverage its sales teams and other infrastructure in China to market drugs owned by Companies who want to partner and who have no resoyrce in region, or cannot navigate the Chinese Regulatory system. Beigene have made a great success of it. TAZVERIK® is forecast to exceed $900m pa peak sales in the U.S. so it could approach that in what is a larger chinese market, even with NRDL discounts.

I'm looking forward to the Company's view on forecast peak sales on the conference call today.

I can seem more of these licencing deals coming our way.

I also look froward to increased revenue forecasts from Analysts.

https://www.prnewswire.com/news-releases/global-ezh2-inhibitor-market-report-2021-dosage-price--sales-analysis-of-tazverik-tazverik-sales-opportunity-of-900-million-forecast-to-2026-7-drugs-in-clinical-trial-301349536.html

I am not sure what a London listing will do for Hutchmed in the long term. Unfortunately I can't see it delivers any value to the Company once they have a Start Market listing, apart from the fact it leaves a door open for non-HK/China Investors, especially geo-political problems continue and all Chinese Co's are forced off the American Exchanges. I suspect the Company is happy for now and will make the decision at some point when they have to. It's probably a very low priority at the moment.

amones, I have disposed of my adr's some time ago and currently only hold London listed Ordinary shares. On the wider point about Chinese regulatory interference, I am not too concerned simply because the drug market is already very regulated and they operate the NRDL. The tech sector is far less regulated and is something the Chinese govt wanted to do something about. They were also concerned about the education sector and how it was functioning outside of the egalitarian ethos. In the healthcare sector they want home grown and seem very supportive of the industry and clearly have bigger concerns and targets elsewhere.

Video from Bloomberg this week where Christian discusses China regulatory concerns and why they are not a concern to the Company

haha yes amones, I have just updated my forecast based on various metrics, P/S, EV/S EPS etc etc - end 2023 to mid 2024 we will have a $20bn mcap ;o-)

Yes, the HK market clearly loves the H1 results and sees huge potential in the Company. To the point made on yesterday's call, Hutchmed will be a very large Pharmaceutical Company by 2025.

I'm still digesting the H1 results but they look astounding...here is just one example

· ELUNATE® (fruquintinib in China) in-market sales increased 186% to $40.1 million (H1-20: $14.0m)

I look forward to the call in just over 30 minutes

The rather silly response from HL should be challenged. Even though a share cannot be traded their platform should show it in your account as you are the rightful owner and they are the custodian.