Member Info for miti1000

Well, sold out of my last slug of bltg just last week ahead of results luckily. Sold my 1st lot at around 228, prematurely as it turned out.Never could understand my there were so many top level people leaving if things were so good. Now we have another round of top people leaving. Bargepole stuff for me with that red flag.

Thanks Azurite , that is interesting . The Panmure note is very good and reasoanably detailed. HCM closed at a Nasdaq's high last night .Hopefully patience being rewarded.

https://www.bloomberg.com/news/articles/2017-03-03/billionaire-li-s-biotech-moves-closer-to-new-drug-dream-in-china?cmpid=yhoo.headline&yptr=yahoo

The AGM is not on the 13th. That's resulst day and it be an analyst presentation. I reckon you might be able to go but you'd probably have to ask the company for permission to attend.

I've added 2 lots of 750 today .

Sorry, yes I meant CRC

davey , in terms of prcc sales ,have you calculated what the revenues could be considering hcm have sold a lot of the rights to Ely Lilley in China and also what the prcc revenues could be for th rest of the World ? From previous comments, christian said they could get china approval with 12 months and theya re already ready to strt producing the drug. Now finally, revenue calculations are relevent at least on this drug use . Also , I presume hcm are due some kind of big milestone payment from Eli Lilley for getting phase3 passed ?

Suprising drop recently and esp. today...can't see any reason why

Dipped toe in here today with 50k at 43. Looks like a good recovery story with a nice 4.1%yield.

The only thing striking about the rns's is the lack of excitement and comment within them wrt the savo prcc phase 2 i.e unlikely to get any early NDA as they have alluded to and phase 3 route will be the earliest way to market. On valuations, it seems a fruitless task until we get great phase 3 results. That will be the only indication that we will get revenues from any drugs. Fingers crossed that such news is only a few weeks away.

Christian has already said that if fruq gets approved just for colorectal (ie. its phase 3 candidate) we are lloking at possibly £120mill per year for that in a few year's time. That just gives a favour of what is possible just from i trial so I totally get your valuation argument since we have so possible candidates . For some reason, the US will not give us any credit for the pipeline or the commercial dept. Until, we get a drug getting past phase 3, our valuation will struggle. Once we do, we will rocket very fast imo. As you and I both know, the next month is absolutely vital. I'm surprised there has not been a lot more buying ahead of this news but par for the course it seems.

Started buying more today

The reality is at the moment, surprisingly, is the stock is well offered rather bid.

davey, Quite simply , the undervaluation is inexplicable but Feb/March promises to be the months where we get rerated up or down in big way. The 1st ever phase 3 results from HCM will be released.That's 17 years of hard work waiting for this moment of vindication. Since Ely Lily are involved as well , there's no excuse if the trial results are as good as we expect , that we should not be trading well over £30 in my view .I fail to accept on positive phase 3 results there the US Adr will not move by at least 30% . There is, of course, other news such as results and the phase 2 , savo PRCC , both in February but I would hope the HCM will start moving up in anticipation of the really big news. I will be buying this month without a doubt and hope Christian's and Simon To's big hopes and huge faith come true.

Yes, it beggars belief how BGNE has performed in comparison to HCM.

Its all about the phase 3 results in early March. Everything else until then is jam for tommorow. OT, Matt, have you looked at MCGN. I've been building a position in that the past month. Looks quite interesting imo over the next 18 months.

Matt, yes you were right. Looks good but more than happy with where I put the proceeds, which was Gaw.

Beat expectations again and 30p dividend declared for next Thursday.

A nice steady performance back to recent highs. Results next month. Efulfillment continues to grow and CLG are number one. High rating but well deserved. Hopefully should be some new contract wins as promised and more details of existing customers upgrading to click and collect. A share price closer to 500p this year beckons imo.

Moreover his timing is interesting with 2 months before important data readouts.