Member Info for miti1000

Too busy trading in results season to make tommorow's agm. Pity its not a few hours later.

unluckytraders, , Ignore the buys and sells. Its very well offered on the RSP(ie. big sellers around) . This can turn around quite quickly though. We have an agm near the end of April and China FDA approval to look forward to so the recovery when it comes will be fast. Many uk stocks are suffering at the moment as marketmakers have gone risk off .

I don't think its odd it has fallen. The results , while fine, included delayed timetables for news (eg.Fruquinitib china fda approval) . On top of that the market has been very , very weak. I don't buy the theory its China related. HCM had a great run and was a siting duck with no real news due for 3/4 months post results.I took the opportunity to sell some around 49-51.60 and am looking to buy them all back and a lot more as this fall feels over done.Nevertheless I'm not buying just yet as it still feel weak. My timing has never been great on HCM.Maybe this time I'll get it right. The story still remains as strong as ever and I'm still holding a lot of shares .

davey, log on to the deutsche conference at 1.30pm...hcm presenting , if you aren 't aware of it

davey, log on to the deutche conference at 1.30pm...hcm presenting , if you aren 't aware of it

Its a bit early to say no.2 has been agreed. Phase 3's still need to be sorted but that will likely happen by year end. All in all things rosy imo but as always timescales get pushed back .

Can you post the link to hear the US analyst presentation ?

The CP revenue issue is just not an issue..profit remains the same, just an accounting issue acc. to CH.

Fantastic presentation and supremely confident of what lies ahead. Can't ask for much more.

Lots of news to look forward. Obviously azn decisions on the other 2 indications and the China FDA approval.

The azn decision was important here .Shame they didn't release that as separate rns..it certainly warranted it . Its great news. All looks set fair. Commercial revenue for next year not great but I presume expected.

Am not sure when the agm is but yes lets meet up afterwards.

Yes, we def need to ask CH about it at the next agm !!

Well done davey on bgne. Id love to see HCM ditch their uk listing and list in Hong Kong .They'd attract a far higher rating . https://www.reuters.com/article/us-hkex-regulation/hkex-to-offer-concessions-for-u-s-and-uk-listed-firms-to-list-in-hong-kong-idUSKCN1G70VE?utm_campaign=trueAnthem:+Trending+Content&utm_content=5a8fd81504d3011f4c63cb08&utm_medium=trueAnthem&utm_source=twitter

Wow , have you seen beigene ? just shows what is possible. It floated at around 23 dollars and has not even had a drug approved yet.Time to buy some more HCM , methinks.

No, Its 3000 shares. Will be adding at least another 7000 this month. My timing on buys has been pretty poor on HCM but as I said to Matt when I bought, its a long term investment rather just the hoped for Nasdaq ipo uplift(a big failure admittedly for me) and so far its working out fine . Matt's timing has been pretty good in that respect. Today's news shows Lilly are pretty much on board . They are probably quite happy to pay a bit extra as long as the milestones are passes so I'm ok with them delaying taking up their rights. No big announcements to transform earnings as CH alluded to when you spoke to him. Hopefully we might get something more concrete with resulsts. I really want to hear the AZN savolitiinib decision. That's the biggie for me . Frustrating that they have not gone for phase 3 yet with Tagrisso and Iressa .

Added another 3k in past few days

Will start adding again shortly. Quite big pullback with good news due.

Had a great run form 5.60...sold out today my final lot. Slightly ahead of expectations not enough for me considiering it has finally faltered in recent weeks.

Any idea if HCM qualifies for IHT relief if held for 2 years ?