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Davey, Beigene seems to have significant cash and short term investments nearly 3bn US.
This may be distorting the comparison.

I agree, governance and competence are going to mean a lot in the next few years. Agreeing a way forward with the FDA on surufatinib is a mark of credibility.,,,,but it does need to be successfully delivered.....and not result in a complete response letter...I am sure with the experience they have on board this will be the case.

Sensible decision to fund the acquisitions with new equity and only a small dilution.
Stronger and larger.

Davey, I think you are right.....significant cash flow from the top 3 pipeline drugs will change the perceptions of the company....mid 2021 at earliest.
New equity issuance and dilution is a major worry for the market. An uncertain quantum of M&A is a clear risk. BAU they need little cash until 2022

Up from 120 to 160 in a few days......
Oversold to a bargain, now good value.

Holding on as I want to back management that has previously been successful.
Growth both organic and M&A led is happening now.
A lot of hard work has been done and it is Harder to grow a company to 100m than it is to then take it to 200m.
Hopefully organic growth is strong I the next year, I will then think about adding more....happy for that to be at a higher price if that is sustainable.

Tiananmen Square vigil passed off peacefully....Maybe the unrest is beaten into submission by weariness and the pandemic

And they have sold a stake in their India operations for approx £200m to be used for general corporate purposes (ie debt repayment, dividend, redundancy...)

Week one banks a profit of £1 per share, vs buy and hold price is 1070.

Too soon to call this excellent news....the interim review could stop the trial for very good news or for futility (but that should have happened in PhII study).
So the continue message is positive in that it confirms some effect is observed and the trial is on track.....we Await the next set of data later this year or next.

Anyway the news keeps coming as promised.....which is positive and signals good governance in HCM

Looking forward to the HY results where the effect of being on the Reimbursement list will be seen and updated cash flow forecasts.

Most likely one is historic and one is forward looking

Clinigen Group PLC (LON:CLIN) shares climbed higher as investors and analysts saw positive read-across from trial data published overnight by Iovance Biotherapeutics Inc (NASDAQ:IOVA).

The US biotech reported interim data from 'cohort 4' of its pivotal phase-two study, where tests of its lifileucel treatment in melanoma met high expectations.

Lifileucel, a tumour infiltrating lymphocyte (TIL) therapy, delivered a 32% overall response rate, effectively matching the response shown in an earlier study.

Every full course of lifileucel requires about six doses of metastatic melanoma drug Proleukin, where Clinigen owns global rights.

Analysts at broker Liberum said the expectations for the pivotal P2 study were high and due to the implications for Clinigen's Proleukin, they have further upped their forecasts and share price target.

“This data looks considerably better than the current approved therapies and while there is still some more data to come, gives us confidence that the product will gain US approval in 2021.”

Too big for AIM, should move to the main board....it may cost a million or so in expenses to move but must be worth it for the increased investor base

With all the good news the shares might be expected to start this week well....maybe it takes the analysts a couple of days to update their models and there will be upgrades later this week or into next

And the worst of it is that the dentist will not be able to do anything you think of as dentistry.....no drills, no sonic cleaning, no water or air spray allowed.....
Open, but offering a door to the 1800s of dentistry.....look and if it looks nasty take it out.

Not really open at all and not earning any money from treatments.

They have distributable reserves and have reorganised the business over the last few years much to the disgust of Ex SL shareholders.
They can always raise cash To pay the dividend by selling their sizeable stake in Phoenix and India if needed while they wait for the Investment ( Aberdeen business ) to recover.

A direct play on the health of South Africa....which has been poor and not helped by the pandemic.
A long term play

Muted reaction this afternoon. Thought it might have been better received by the market.

Credited on the HL platform last Friday.

Really exciting prospects set out today......hope the US investors like it.
The suru NDA process should accelerate non China sales and just bringing them forward will add a few 100m to the expected value....I expect the next analyst valuations will move forward the probability of commercial returns from these assets and uplift the value.