Member Info for daveycaferacer

I agree Usain_, I've said right from the start that they will sell the asset and the cash will allow them to really accelerate the pipeline. The history of the Co's Executives suggest they have little appetite for running a Biopharma or a diagnostics Company. Their raison d'etre is to develop assets to the point where they can extract maximum value for Shareholders whilst helping patients at the same time.

However, if the demerger route does continue one can see why it would take some time:-

https://www.taxjournal.com/articles/practice-guide-taxation-demergers-24102013#:~:text=1992%20s%20136.-,The%20company,value%20of%20the%20assets%20transferred.

The last official commentary on the Proposed StemPrintER Demerger was on 30th July. I assume this is still being planned. Despite some commentary in various sources and platfroms I've seen nothing to contrary.

The Company continues to advance plans for the potential demerger of StemPrintER to a new company which will be called "AccuStem". The Company is currently seeking tax clearances for the proposed transaction and will then put the proposals to shareholders for approval. The record date for entitlement to participate in any distribution will be a date after the date on which the posting of the circular is announced (and not before). A further announcement will be made in due course."

Attorney, Agent or Firm: Cooley LLP Elrifi;

The Company has misled Investors with regards to the timescales for the StemprintER demerger.

Here is a list of recent HK IPO filings, it appears the relentless appetite for Biotech in HK continues

RemeGen
Genor Biopharma
Everest Medicines
JW Therapeutics
Harbour BIoMed

another share price prediction that will no doubt turn out to be wildly wrong peterfrombarnet

Institutional Investors making an informed decision to invest in a pre-revenue Biotech such as Tiziana usually have a medium to long term view eg. 5-10 years minimum

https://shorttracker.co.uk/companies/

3+ years of audited GAAP accounts and Chi-Med far exceeds the corporate governance requirements too, helped by a London Listing as well as NASDAQ. It's just unfortunate that people throw the baby out with the bathwater, prior to understanding the full facts, even institutional Investors.

Any time there is significant "ADR de-listing" commentary the shares of all China based Company ADR's drop - even Beigene has been impacted this time.

Interesting article from a leading U.S. Financial website about the number of China Co. ADR's that are de-listing and re-listing in HK, for a much higher valuation.........

https://www.realclearmarkets.com/articles/2020/08/11/forced_chinese_adr_de-listings_will_harm_americans_the_most_501465.html

I think the investment by GA coupled with the fact Analysts have realised the Company's trajectory to generating free cashflow is probably closer than realised, has prompted the uplift in valuation. The global progress is now proving to be faster on wholly owned assets than was expected, although Savo progress is still not as originally expected.

"I will jump in in case the cheerleader in chief is on holiday"

100% Guilty as charged and proud of my crime!

apologies for my post, I did indeed ;o-))

Y4KBS - "more drops tomorrow"

ridiculous post - unless you have a time machine or know the Company will not issue material news in the morning you cannot know that.

If you wish for people to take you seriously post something credible

The Board need to employ some decent Corporate Advisors in my opinion. They have promised things on conference calls that were just plain wrong, and they have committed to things on StemprintER that were not realistic or possible. This may have been a good tactic to get the share price up for the placing but it's annoyed quite a few people.

key change - Surufatinib shows on the pipeline as being at the end of Registration study in the global setting

I've been a holder since 2008 although sold then bought back (selling was a huge regret) and have been buying regularly for many years since.

With regards to CKK I do hope if they want to divest further in the future they work with their advisors to do a private off book sale rather than the debacle we had a year ago that wiped 25% off the Company's valuation overnight. This was not the fault of Chi-Med of course. CKK must be more cognisant as to how that sort if transaction impacts smaller Shareholders.

The Company has recently updated the pipeline

https://www.chi-med.com/innovation-platform/our-pipeline/

I continue to Buy

There is an entire Biotech investment ecosystem in the United States that are well connected with Industry. It's quite incestuous, everyone is well connected and there's a lot of collaboration. The 2 recent funds who have invested will almost certainly have been at ASCO which is as much a forum for investors as it is for Oncologists. I expect Tiziana to be on other Funds radars as they will have an insight into what the other players are investing in.

Hi BB! great to see you posting back here.... I've tried too many times to trade part of my large Chi-Med holding but it has rarely worked. As it is my largest strategic long-term investment I will only Buy.

The momentum in the share price since the GA announcement has been very welcome, at last our valuation seems to be approaching a fair one. The significant pipeline progress and further NDA's and approvals should accelerate it much further.

$20bn+ mcap by 2028 is my expectation. Others have done it - Genmab is a classic example.

If you look at their latest holdings filing you can see some great growth Companies

Their portfolio is worth $1.2bn and Tiziana accounts for circa $25m, not an insignificant 2%