gtand
24 Jan 2018
A big fall Quite big drop in the share price. Something doesn't add up. Is it time to get out,???????????
David Global
23 Jan 2018
Another Great Article re: China Regualtory Reforms Interesting perspective from yesterdays Pharma letter on China Regulatory reforms including this very important point:-"In addition, novel orphan drugs and biologics will enjoy an extended period of exclusivity of ten, rather than the usual six years" - That could be extremely beneficial and allow a potentially greater payback on investment[link] Pipeline updates coming folks! Plus 2017 annual results in about 5 - 6 weeks 
-)
David Global
10 Jan 2018
New article Nothing new but here's a nice new summary article from a U.S. Specialist Biotech IR Firm from yesterday.....hxxp://www.biotuesdays.com/features/2018/1/8/chi-med-transforming-into-fully-integrated-pharm
hopetown
05 Jan 2018
Re: New Year I second that vote of thanks to David for his input.
Maru118
04 Jan 2018
New Year Belated Merry Christmas and Happy Near Year all. Thank you for your kind mention Sporty Investor, and do hope all who post here are well! Well, it's hard not to be with this almost ludicrous share price. Some of you might remember I took half of my holdings off the table when I hit 100% profit and am now in this share absolutely free. Funny thing is, I'm up 168% but compared to many of you, I'm sure that's child's play. As for crypto's, well I fear they are a huge bubble waiting to burst, so I am not envious in the slightest at those fearless enough to tackle the virtual coins. As for HCM, well I'm still young, and I have many many (hopefully) more years ahead to let my entire profit based holding rise. Special thanks to David, your information has been incredibly informative.
David Global
04 Jan 2018
WSJ Nice article in yesterday's WSJ which has plenty of coverage of Chi-Med[link]
David Global
03 Jan 2018
Re: Valuation hi Bernie, yes £55 is now above my mid year 2018 target and it seems we will be closer to £60 today based on the rise on NASDAQ yesterday.Based on the latest Analyst forecasts for revs and earnings (negative for 2018 of course) my new target/guesstimate is now £75 for 2018 ;o-)I wonder what will happen when Fruquintinib gets approval or if Lilly exercise their rights in the next few months to take it global?The American Specilaist Investors really do get this Companys and its huges prospects. We have the brilliant management Team to thank for getting those IPO's off the ground.
DJingle
02 Jan 2018
Re: ItÂ’s been wonderful Happy New Year all,I too bought my largest chunk around the £3 mark and have continued to pick up smaller bundles in the £20s, £30s, and £40s. I have not sold a single share and do not intend on doing so for many years to come. Like many, this is by far my largest holding. I have been reducing my portfolio, selling others shares at profit and putting into HCM, I am doing this because I can let HCM grow without the need to monitor on a daily basis. And I'm doing this because I entered to Crypto space around October time. This, on the other hand, needs minute by minute monitoring, none of the usual charting analysis applies. It's very exciting, full of risk, but also rewards. I see people, turning 3k into 5k in literally 30 minutes.Good luck all.
Saigon Sally
30 Dec 2017
Re: ItÂ’s been wonderful Yes, indeed Sporty, it's great to end the year on a high like this. Despite any rough seas we may encounter in 2018 our HCM craft is in capable hands.Happy New Year one and all.
sporty investor
29 Dec 2017
ItÂ’s been wonderful Season’s greetings to all the learned and intelligent posters here. What a fantastic journey we have experienced on this HCM ship. More correctly, it’s been super sonic jet! The true share price has beaten every prediction made here. Ever optimistic DG had calculated £45 for the year end. Well, with the Nasdaq hcm price at $40 a piece, aim shares are valued at $80 (~£59)Thanks to DG, Bernie, Sally, Maru and all others for the informative posts and for answering the questions posted.
Boring Bernie
29 Dec 2017
Re: Valuation SharpedgeI probably bought my first batch at much the same time as you ( around £4 ) and was adding ( and occassionally reducing ) for a few years and ended up with ( for me ), quite a few shares in ChiMed. That means I'm well overweight in them as a result, which is a nice problem to haveI too, have sold shares when I've thought they were overvalued, only to see them rise more and more, but I've also sold shares and then watched them stall, or fall as well. so, for me, I tend not to be greedy. We currently have a market-cap of something like 3.5 Billion GBP. Looking at one of DavidG's posts ( [link] )... suggests an EBIT figure of ~ 250 million in 2026 , then that would value us on 14 times future earnings eight years down the line. Eight years is a heck of a long time !I was originally going to sell another block if it got above £60, but momentum still seems to be with us so greed may win the day in the short term, but if it gets much above £70 in 2018, then I'll almost certainly be taking some more off the table !
Ramptastic
29 Dec 2017
Re: Valuation I just sell a few on the spikes, but then can't resist buying them back on the dips.2017 was a very nice year from this POV, but I always accept that I might sell a few and wish I hadn't as something really big might come along and I'll miss out.Roll on 2018!J
Sharpedge7
29 Dec 2017
Re: Valuation well Bernie I'm resisting selling any more - the share owes me nowt as running profits largely (although did buy more at 42, 45 and 47 dips, thanks David G for lead). Despite having taken profits a number of times under £30, It's by far my biggest share but if I'd never sold any (taking profits as it multi-bagged) I would be in a very different (and better!!!)place entirely as first bought at 3.32... It's hard to get out of habit (for me) of not taking profits (especially as clearly arguable price is too high at this precise mo) but doing so on my best growth shares (including this one) has probably been the biggest single (and repeated) mistake I have made over last 15 years or so. Not doing it again! Well not with this one.
Boring Bernie
29 Dec 2017
Re: Valuation I think, at £55, we're now above your mid-year target for 2018 David ? The rise in the last twelve months of ~140% has been quite remarkable, and I hope it continues. Despite reducing at £40, Chimed is still my largest holding, so I may well feel the need to reduce again if the price rise continues, but I wish those strong enough to hold, or add the very best of luck
David Global
29 Dec 2017
Valuation All time high reached yesterday on NASDAQ, 2018 is going to be a huge year for the Company as we launch our first drug onto the Cjinese market and possibly get BT designation in the U.S. for Savolitinib. Despite the huge recent growth in the share price I thionk the best is yet to come.For anyone who missed it, here is a great article that sums up the massive potential[link] Cpompany has recently posted an updated Company Review Presentation here[link]
