David Global
11 May 2018
Re: FAO: DG sporty I did look at Innovent but I must admit, what I have always liked about Chi-Med is:-1. Its London listing2. It's mainly UK/U.S Board3. The Huchistom Whampoa/CK Hutchison involvement and their international experience 4. Their Corporate governance5. The CEOWithout these types of benefits I would be reluctant to invest I did however invest in CMSL when it was listed in London, with a subs in HK - it did well on both
David Global
11 May 2018
Re: FAO: DG thanks sporty, I have not looked at ascentage yet but will do s
David Global
11 May 2018
Chi-Med to Present Chi-Med to Present at Bank of America Merrill Lynch Annual Health Care Conference - 16th Mayhxxps://fintel.io/doc/www.sec.gov/Archives/edgar/data/1648257/000164825718000031/c257-20180511x6k.htmWebcast available live on the Company website
sporty investor
04 May 2018
Re: FAO: DG Also, if you have looked at the second company “ascentage pharmaceutical”. Many of us her who missed hcm, 10 years ago! I will check with my broker if they are able to apply for the ipo on my behalf.
sporty investor
04 May 2018
FAO: DG DG, you recently posted on HCM bb of another website about couple more Chinese bio pharmaceutical company applying to trade on Hong Kong’s stock market. Out of curiosity, I checked one of those , Innovent biopharm’s website. It has picture of a huge and attractive building. They too are working on anti malignancy drug candidate/s in addition to chronic inflammatory conditions like Rh.Arthritis. Ely Lilly is mentioned as a partner. They have a drug in phase 3 trial. I couldn’t get any further details as the links lead to mandarin script pages. The company is letting their infrastructure facilities to other pharmaceutical companies. If you happen to find any useful information please let us know. Just wondering if it’s another chi-med in its toddler stages. Thank
David Global
03 May 2018
Re: shares difficult to get hold of how remiss of me, I forgot to click the STRONG BUY button!
David Global
03 May 2018
shares difficult to get hold of 2 separate very reliable sources have told me recently that they have been approached by parties looking to buy very large quantities of shares and both have declined to sell. At the moment one can buy small quantities without a problem but buying 100's of thousands or millions is not possible. Holders are not willing to sell, which sends a strong message...in the meantime I continue to buy
David Global
03 May 2018
Re: Buy rating in Investors Chronicle Friday... thanks missmolly............4. Hutchison China MediTechIt has been 30 years since a Chinese company last launched a globally commercialised medicine, but Hutchison China Meditech (HCM) is on the cusp of changing that. Its novel cancer drug, Savolitinib, is in the closing stages of a final phase clinical trial which analysts think has a 75 per cent chance of success. If it gets the green light from regulators, Savolitinib will be used to treat kidney cancer, while further testing might give it the potential to be used in non-small cell lung cancer patients as well.After 20 years of steady investment in research and development, clinical success has come thick and fast in the last 18 months. Aside from the Savolitinib trial, Chi-Med has seven final phase programmes ongoing in four different drugs which analysts think could generate peak annual sales of $7.6bn. The most advanced of these is colorectal cancer treatment, Fruquintinib, which could be launched in China later this year.Arguably more important is the depth in the early- and mid-stage pipeline, which gives the group an excellent long-term outlook. There are five oncology medicines currently undergoing early-stage human trials, which should be launched between 2020 and 2023 and a further five in pre-clinical studies. Chi-Med is certainly not a one-trick pony looking to develop and divest novel drugs, but a fast-growing commercial biotech company with a long line of new medicines which should keep the top line growing for many years.The group£s commercial arm in China is well established and will provide an excellent platform to sell medicines once they gain approval. It also generates cash to fund the drug development branch, while a recent $293m fundraise from the group£s Nasdaq investors has strengthened the balance sheet. The innovation division also earns money for Chi-Med in the form of milestone payments, notably from big pharma groups Eli Lilly and AstraZeneca, which the group has partnered with to develop Fruquintinib and Savolitinib, respectively. The group will continue to receive one-off payments throughout the development stage and then royalties on the drugs£ sales.Profits may still be some way off (which makes valuing Chi-Med very difficult), but we think the plethora of potential drug launches should give plenty of firepower to the share price in the next few years. The Chinese healthcare market is also becoming increasingly attractive as doctors and pharma companies seek to match their western counterparts. Buy. MB
missmolly
28 Apr 2018
Buy rating in Investors Chronicle Friday for HCM Good and positive write up worth a readmm
David Global
28 Apr 2018
Re: FDA approves Tagrisso hi sporty, just returned from the excellent AGM in Battersea, always a great event hosted by the superb Management Team....Chi-Med believes the future of immunotherapy lies in combination treatments. Tagrisso is a EGFR drug which is already approved in first line treatment for NSCLC. It is also now being trialed in combination with Savolitinib and if successful, which the data so far suggests it will be, Savolitinib could get Breakthrough Therapy Designation as a combination therapy. Savolitinib could be used as a standalone therapy but its success lies as a combination, which is why Tagrisso's approval was so important.
sporty investor
20 Apr 2018
Re: FDA approves Tagrisso DG,Thanks for posting last two messages.For the benefit of newcomers to HCM boards,is it possible for you to briefly explain tagrisso’s importance to HCM and savolitinib getting highlighted in AstraZeneca’s report.
David Global
19 Apr 2018
FDA approves Tagrisso FDA Approves Tagrisso for 1st Line NSCL[link] is very good news for us
David Global
19 Apr 2018
AZN Annual Review Savolitinib gets plenty of coverage in AZN's annual review just published + Chi-Med detailed as partner [link] only have to read the coverage to get the impression Savolitinib is going to be very significant
David Global
19 Apr 2018
Re: AGM Only attend Chi-Med Ramptastic , every year, regular as clockwork!
Ramptastic
17 Apr 2018
Re: AGM I'm impressed that you are going to the AGM David.Do you attend many?Jim
