Member Info for miti1000

Stonking update...38mill in H1 ( brokers expectations for fullyear of 55mill ) ...clealry on track to smash that imo.

That's good trading statement today. Biggest division is powering ahead. I'd imagine in the new year we'll get some corporate activity in the other divisions leading to a rerating.

https://www.reuters.com/article/us-astrazeneca-china/astrazeneca-steps-up-china-push-with-new-drug-joint-venture-idUSKBN1DR0MD?utm_campaign=trueAnthem:+Trending+Content&utm_content=5a1bbca204d30177a21cf448&utm_medium=trueAnthem&utm_source=twitter

Well, its come off from 519 highs on no news so have added today at 388.

Boffster, Totally agree .

Nice to see the US is finally waking up !! We could do with AZN moving to Phase 3 trails with Savolitnib and Tagrisso .Then things will really get exciting.

Thanks davey , that was great.

As I mentioned before , this progression of Tagrisso into 1st live is big news for Azn. Getting into BTT for 1st line NSCLC today opens up a massive opportunity for Savolitinib if it Tagrisso/Iressa trials prove good. This is the killer opportunity for Hcm and the share price has potential to reach �100 at least imo if Cmet proves to be big problem which looks likely. Even forgetting the rest of the portfolio.

As I mentioned before , this progression of Tagrisso into 1st live is big news for Azn. Getting into BTT for 1st line NSCLC today opens up a massive opportunity for Savolitinib if it Tagrisso/Iressa trials prove good. This is the killer opportunity for Hcm and the share price has potential to reach �100 at least imo if Cmet proves to be big problem which looks likely. Even forgetting the rest of the portfolio.

Well , they had to do some Epidemiology test to satisfy the FDA and those would take till end of year . I'm not that fixated on BTT designation as they will still have to further testing as Hogg indicated. The market would like that though. Yes, Lilly must have decided to wait .No rush for them I suppose and they won't mind paying extra dough if the chances of approval are greater. Would be nice to see one of that ginats such as AZN take a stake in HCM. Beigene gone ballistic cos of stakebuilding it appears.

Comparatives to other companies are all good and well but Hcm is totally about getting drugs approved and into the market for sale. We have a lot of phase 3 candidates and possibilities and successes or failures is going to decide where we go. If people haven't listened to recent presentations then I suggest you do so. We have 2 Tagrisso trails and 1 Iressa with AZN which are all due to report results before the end of the year . As Christian Hogg has said in those presentations, Savolitinib is the absolute logical partner for AZN's Tagrisso. Worth remembering as well that it looks very likely Tagrisso will soon be go to drug for 1st line treatment .Now that;s where it will get very exciting for Hcm and Savolitinib. if CMet is really the biggest problem for Tagrisso efficacy as it is in 3rd line patients(30% resistant ) and that proves to be a hurdle in 1st line , then savolitinib revenues could be enormous . Big if but we shall see.

Hi Matt , good to see you have hung on in there however tempting to take profits. Been busy building positions in a few other stocks over the past few months so not added any HCM .

Tagrisso is the fastest every approved cancer drug in history but in phase 3 , 30% of patients are Tagrisso resistant cos of CMET .The solution hopefully is savolitinib. That's the exciting bit for me.

Yes I'm enjoying the rise like others but all I'm only really concerned about the news due in the next 3/4months esp. AZN decision whether to go phase 3 with savolitinib with Tagrisso . That should ignite this share imo .

Yes sounds reasonable. My average is over 70 and been buying on the way up .Reminds me of HNT where I did very well. Focussing on good growth divisions and eliminating the bad ones. Personally , I can see 140p if they execute.

Ok, I'm holding 488k of these and quite happy with the results. Will be adding a lot more once the dust has settled . A sell off after such a good run and no strategic review was to be expected imo.

duck, you have clearly been hurt badly by the share in the past .Too bad mate, move on.

A fudge ..are you serious ? The share price has had a good run and they seem to be turning things around .The main division is growing well and the strategic review was obviously hindered by a few major contract decisions. Sainsbury's lost and 1 more to go. I wasn't expecting much till they both get settled. All in all, headline figures look poor but the future looks quite good for a turnaround and as you say debt is coming down.

Obviously insiders knew this rns was coming. Its come off from 83p in a few days.Reality this sbry contract loss was expected by brokers so no huge move down. The most important division is trading better than expected so its looking rosy . Important for me is the strategic review and if the market takes that well, we could rest highs shortly in early October hopefully.

Well done . I bought in at a simllar price but am not looking to sell. It still looks cheap and importantly their strong operational gearing points to what lies ahead. If ever there was a case of run your winners......