Member Info for daveycaferacer

or at higher prices if this rises tomorrow...

Brent recovering nicely, bodes well here

interesting musings

https://twitter.com/davidburton1971/status/1236541994270363648?s=21

The pipeline has been updated

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

Both Trinity Delta and Edison have released new Research notes yesterday:-

https://www.trinitydelta.org/companies/chi-med/

https://www.edisongroup.com/company/hutchison-china-meditech/1450

Group revenues way ahead of Analyst forecasts, with Elunate running at $6.6m in the first 2 months of the year we could easily see $240m+ in 2020 which is again, way ahead of the current average Analyst forecast of $207m

On the . at 12 noon the results have been released, "Elunate® sales 22 in January-February 2020, were $6.6 million" which is fantastic, we could be looking at in excess of $40 million in 2020

Looking forward to the webcast and to further analysis of the announcement

Just as a reminder, Results will not be announced until noon today rather than the usual 7am

Just bought more at Sept 2017 prices which is frankly ridiculous given the huge progress in the last 3 years. :o-)

That thought did cross my mind Jatw, I’ve attended the agm’s for the last 8 years in London but will continue to do so, even if they occur in HK / always like to pay that place a visit.

This years AGM in April will have to be in London of course.

https://www.chi-med.com/news/news-archive/?cat=13,11,14,21&in=7

Chi Med Management will not be traveling to London, which seems very sensible and reasonable.

I’m invested forever so happy to buy more today!

I've given up with PT's for Chi-Med and prefer this kind of approach and commentary!!:-

One broker’s valuation assigned $11 per ADR to Surufatinib as it is wholly owned and seems likely to command a very high royalty if HCM chooses to out-license it.

The company is expected to become heavily profitable from 2023.

Trinity Delta have issued an updated Research note today

https://www.trinitydelta.org/companies/chi-med/

NASDAQ is closed today

https://www.reuters.com/article/us-china-health-clinicaltrials-focus-idUSKBN2062IS

Looking very good as the recovery continues, driven by news, and the considerable milestones 2020 will bring!

https://www.barchart.com/stocks/quotes/HCM/opinion

This could be potentially very significant, given the poor SAVOIR results just over a year ago. It would be very good news if this is going to transition to a full Phase III Registration trial and BTD has been mooted in the past.

A research paper on osimertinib + savolitinib was posted last week

https://www.chi-med.com/the-lancet-oncology-osimertinib-plus-savolitinib-in-nsclc/

we have now climbed back to Sept 2017, the recovery has a way to go yet but it looks like we are on the way