Member Info for daveycaferacer

Approval for Surufatinib will be accelerated and my understanding is the Company will not need to go through the extensive GMP inspections as that was done as part of the Fruquintinib approval.

The first global NDA (possibly in 2021) will be absolutely critical for the Company, propelling it onto the world stage of oncology, even though AZ own the rights.

The Company now has a fantastic track record of delivering against its pipeline and its commitments.

I look forward to the AGM and hope the Company can provide further positive updates with regards to Covid-19, confirming manufacturing is on track and clinical trials are not being impacted too severely.

I did see the announcement, HMP453 is a unique FGR drug candidate to treat Mesothelioma, a tumour of the tissue that lines the lungs, stomach, heart, and other organs. It appears we will be targeting some of these. Yet again the Company has delivered on its pipeline commitments.

We could still be in lockdown or partial lockdown at Christmas. Many think this will be over shortly, but it won't.

The Banks had no choice in this regard, MP's probably have bigger issues to deal with.

The Bank had no choice but to comply wit the PRA in this regard

courtesy of Lauders on advfn

Chinese biotechs, flushed with funds and armed with ideas

https://sg.news.yahoo.com/chinese-biotechs-flush-funds-armed-070151463.html

#stayathome #savelives #protectheNHS

A wonderful extract from the Company's Annual Report:-

"In 2020, SHPL and HMPL jointly donated RMB3.5 million to the Shanghai Charity Foundation to support frontline work towards epidemic prevention and control in Hubei province, particularly in the city of Wuhan. In addition, the funds will also go towards the purchase of protective clothing, surgical gowns and urgently needed medical supplies such as
goggles, masks, and disinfectants."

Thanks to Covad 19 I will miss the 2019 AGM. I wouldn't be disappointed if future AGM's are held in HK, any reason for a visit to one of my favourite places

I agree Jatw, the valuation gap does keep growing, which is a signal for me to continue to accumulate more shares and ADR's

We are down 99.73% from the all time high in early 2011, well done Louis

An updated Research note has been released by Edison today

https://www.edisongroup.com/publication/from-innovation-to-oncology-commercialisation/26416

Potential temporary changes to AGM's is imminent

https://uk.reuters.com/article/us-health-coronavirus-lse/lse-backs-moving-annual-meetings-online-during-epidemic-idUKKBN21A1Y7

China put the entire country on lockdown with severe control on people's movements, because they could, naturally western Govts have been reluctant to cub movement, hence the rapid spread. I suspect this will all be over............by the winter

This pandemic could last a year, the UK's current trajectory is far worse than Italy's, some experts are warning a peak of cases later in the year, possibly in August or September.No one is forecasting peaks in early April, this thing is just starting.

In a strangle world maybe now is a good time to resurrect the HK IPO! ;o-)

"Chinese cancer drugs developer InnoCare raises US$289 million after Hong Kong IPO is nearly 300 times oversubscribed"

https://www.scmp.com/business/companies/article/3076048/chinese-cancer-drugs-developer-innocare-raises-us289-million

Be greedy when others are fearful and be fearful when others are greedy

I continue to Buy ;o-)

Huge buying of ADR's today, 315K traded so far on the first 2 hours

Good point re CKH and whilst they have $12bn in cash their retail businesses and ports will be suffering, "3" and A.S Watson on the retail side + others, and Ports must surely suffer a dramatic lowering of traffic as the world's economy contracts

I will continue to Buy next week

The ADR's have now effectively lost 4 years of growth and are alomost back to the original IPO price the entire market is in freefall again. I am buying at this ridiculous proce.

We are expecting an announcement regarding the AGM shortly, it will be interesting to see how the logistics will play out. There doesn't appear to be a specfic travel ban for HK residents to/from UK but I assume the meeting will be an online event with some special arrangements made for voting.

"going bust if oil stays low for long." I don't agree to some extent as they have hedged - they can still generate cash and will survive and prosper if they get an asset sale away at a reasonable price