David_Global
27 Sep 2018
Is anyone still here? saigon, I really do not like this site so post on LSE and ADVFN
Boring_Bernie
18 Sep 2018
New Edison Note They’ve put another update out today after digesting the registration approval and have nudged their valuation up by a pretty tiny amount to £74 / share See [link] BB
DJingle
10 Sep 2018
Is anyone still here? I too like many hate the new website, so unfortunately visit very rarely. I used to log in daily. Still in ChiMed since 2011 and continue to buy here and there.
Saigon_Sally
06 Sep 2018
Fruquintinib approval David, not sure if you saw this pertinent article in The Economist. I hope the link works. I am disappoint3d with the market response and hope we see better in coming days. SS The Economist China is sprucing up its pharma sector The changes are helping multinational drugmakers. In time they may boost the domestic industry
David_Global
05 Sep 2018
Fruquintinib approval [link] This is huge, after so many years of development, loads more in the pipeline. I am confident the Company will get the drug on China’s Nat Drug Reimbursement List as that will open up its market significantly
David_Global
05 Sep 2018
Fruquintinib approval Brilliant, the Company, its scientists and its fantastic management Team are to be hugely congratulated! I had a feeling would happen whilst in HK, I’m posting this whilst in Central with a view of the HWL building ;o-) I continue to BUY
Saigon_Sally
27 Aug 2018
Updates Hi David, You are not alone in hating this new site; ii is a virtual Marie Celeste as the plonkers than own it have failed to pay the slightest attention to the outcry that attended its launch and which grows fainter by the day as more and more users abandon ship. Thanks to Bernie’s advice I have been following your postings over at LSE and although I have not yet found how to construct a virtual portfolio there I have one at londonstockexchange where the graphs are accurate and up to date. So it’s goodbye from Sally although I will pop in from time to time on the offchance that the Australian owners might actually heed their clients and restore the old board so much loved by us all. Thank you for your insight and valuable information on HCM. SS
David_Global
27 Aug 2018
New Edison Note A new Edison note has been issued today with a further valuation uplift “We value HCM at $6.4bn or £73.3/share.†edisoninvestmentresearch.com Establishing a global operational presence | Hutchison China MediTech Hutchison China MediTech - Establishing a global operational presence
David_Global
27 Aug 2018
Updates Hi Guys, I don’t use this site much now as I detest the new format. First ever NDA is on its way and could land any day now, which should give a big boost to the share price. Here are a few interesting articles from the last couple of weeks “Don’t worry about the State Pension! These 2 pharma stocks could make you VERY wealthy†[link] [link] Some great commentary from our Chief Executive on Chi-Med and Chinese Biotech
David_Global
27 Aug 2018
Is anyone still here? Hi Guys, I don’t use this site much now as I detest the new format. First ever NDA is on its way and could land any day now, which should give a big boost to the share price. Here are a few interesting articles from the last couple of weeks “Don’t worry about the State Pension! These 2 pharma stocks could make you VERY wealthy†[link] [link] Some great commentary from our Chief Executive on Chi-Med and Chinese Biotech
Saigon_Sally
23 Aug 2018
Is anyone still here? Thank you, BB. lse.co.uk is very useful and it’s good to catch up with David’s (Davey’s) comments over there. A lot more active than here… SS
Boring_Bernie
22 Aug 2018
Is anyone still here? I still pop in from time to time Sally, but, to be honest, not much is happening in the world of Chimed that we don’t already know about. If you don’t already look over there, David’s continuing to do what David does over on lse.co.uk and advfn.co.uk BB
Saigon_Sally
22 Aug 2018
Is anyone still here? It was never the busiest of boards but just wondering if anyone is till looking at HCM on ii. The brainless revamp has destroyed the investment community that formerly congregated here so no surprises if this scores a zero response but it would be nice to keep in touch with those who share an interest in HCM… SS
David_Global
28 Jul 2018
2018 Interims hi Saigon!, I agree re the new III website, bloody awful and almost unusable - what on earth were they thinking when they created it?! I think the interims were great. The finances are almost irrelevant at this point, and these revs & earnings will be considered tiny in a few years time. The big thing is the pipeline and the fairly major announcement that Savolitinib could get Breakthrough Therapy Designation in China using Phase 2 data and that will be massive. I am still 100% confident that within the next 5-7 years we will be a $30bn mcap Company with revs of circa $1.5bn p.a and net income of $350m-$400m which is what Analysts are looking for, but it could go higher if all pipeline comes to fruition. I am also excited about the new U.S regulatory office and the fact we will not be partnering more, so we will enjoy the full financial benefit of our unpartnered drugs . It also looks increasingly likely that Eli Lilly will not take up ex China rights to Fruquintinib, which means we will get 100% of the financials for that drug outside of China. This will be big IMO and I continue to buy.
Saigon_Sally
27 Jul 2018
2018 Interims David Global, I wondered if you have any comments on the Interim report just released? Hoping we can still maintain some discussion even on this greatly diminished website. Thank you, SS
