Member Info for daveycaferacer

Hang Seng -5%, Hengrui, Innovent, Beigene, Hutchmed all down circa 10%.....big concerns over Chinese Govt regulation, prompted by their interferring into Alibaba, Tencent and big tech. Alibaba Health Tech is down 20%. Hopefully there will be some form of recovery tomorrow for Hutchmed.

AJ Bell have told me the process is manual and "there is no estimate as to whn it will be completed" eg. go away and stop asking! Ifthey get a NASDAQ listing and the OTC is cancelled I will then give them a ring and ask why there's a continual delay.

On Stocktwits people refer to Accustem shares as "free". They are not free, there was a Capital Reduction and as such the value of Tiziana dropped accordingly. Therefore the fact CREST and the Brokers can't get their act together, just like Tiziana couldn't is galling to say the least. Parts of people's assets have been removed and we are waiting to get back what is rightfully ours. These protracted timelines are not acceptable in my view even if some people think the shares are "free", which they are NOT.

AJ Bell have told me they are working to get all the shares credited to people's accounts "but it will take some time and there's no estimated completion date because it's a manual process" which I find unacceptable.

For those who wish to discuss accustem

https://stocktwits.com/symbol/ACMSY

A great list Jatw and I completely agree

I've been saying for a few years now that we should be valued along similar lines to other Biopharmas that are in a similar place on their growth trajectory, and that has finally happened as I hoped and expected. p/s @ 25+ is now about right. Once we start generating cash the valuation could accelerate although the p/s metric could fall. I cannot see how the Company's valuation can do anything than go up substantially in the next few years. $20bn+ by 2025 is my prediction and up to $40bn by 2028 bar pipeline or major geopolitical issues (such as China invading Taiwan!)

"Why the silence from the company, what are they currently working on?"

Here is the detail:-
http://www.tizianalifesciences.com/drug-pipeline/

Phase 1 - Phase 3 typically takes around 10 years

amones, jatw, ss - good morning! not retiring from this board, happy that the HK IPO has had the effect we hoped for and assumed would happen. There's been so much positive news and I am glad to say we are finally getting a valuation close to our peers such as Innovent. As the revenues continue to grow and we become cashflow positive in the next few years the valuation should increase accordingly. Anthony Hilton of the Evening Standard predicted great things 5 years ago - I still enjoy reading his article. He wrote another a couple of years later saying the Company would soon be a $20bn Company and I think he's right. I expect that by 2024/2025 bar any pipeline issues.

https://www.standard.co.uk/business/anthony-hilton-the-remarkable-tale-of-chimed-s-growth-a3661656.html

If you aren't willing to hold a Biotech for 10+ years you really should not be invested in this sector.

No, I'm not having a "laaf". I invested in a tiny startup Biotech HCM just over 12 years ago at circa 12p, it is now 578p.

I agree, this is a good buy and hold opportunity but think 12years+ on your investment

I suspect that is B*ll**** from AJ Bell. How many of their Account Holders held Tils on the record date? Probably a few dozen at most. The people in the Corporate Actions Department are not very efficient - I've been dealing with them for over 10 years, which reminds me, I must move to a decent Broker.

I will do that MM - the last comms was they said it could take up to 10 days after CREST was credited. I was one of their very early SIPP customers but their customer service has just got worse and worse as they've grown their customer base.

CREST accounts have been credited by my AJ Bell account still has nothing showing. I've asked them for an update but will probably get the usual glib response.

Prior to the HK listing NASDAQ and AIM would have simply ignored today's news but now we have the type of reaction you would reasonably expect.

Peak Sales forecast for Suland in the U.S/EU combines is:-
Pancreatic NET $162m
Other NET $528m

Wonderful news today that an MAA has been submitted to the EMA for Sulanda® who have up to a maximum of 210 days to make a decision so approval could be by early 2022.

It will be interesting to see what partnership/commercial deal Hutchmed get to handle the sales of Sulanda® in Europe.

https://www.ema.europa.eu/en/documents/leaflet/applying-european-union-marketing-authorisation-medicinal-products-human-use_en.pdf

Great news on ORPATHYS and the milestone payment is welcome. The balance sheet now looks extremely healthy and in my mind should take us up to the time we are cashflow positive.

I don't wish to be picky but the asset owned by Accustem is not a breast cancer treatment, it is a prognostic test

It takes up to 10 working days for CREST accounts to update individual nominee accounts n my experience. CREST received the shares on Thursday. Brokers then get a feed from CREST with the total amount of shares for all their Clients. They then need to divide the total into individual amounts and update accounts, which takes time to complete. Thursday was only the date CREST was updated.

I think he would!