David_Global
29 Jun 2018
Seroquel Interesting article in today’s Times regarding Seroquel. AZ sold rights of Seroquel to Luye Pharma, a HK listed company last month including rights to the drug in China. I assume Chi-Meds deal to sell the drug in China on behalf of AZ transfers contractually to Luye, in other words, we still have the deal in place. Seroquel sales by Chi-Med in China were $35m in FY17
joe269
19 Jun 2018
New ii website I quite agree sally the BBC tried to improve the bbc site and ****** it up. So I do not use that site any more , now ii website has done the same, so will not use or look at this anymore loved your comments xx
Saigon_Sally
19 Jun 2018
New ii website Indeed the graphs are worse than rubbish they are downright wrong. We are down 7% today and yet ii manages to post a chart showing no change or even slightly higher depending on time frame. Why do these IT idiots ever touch anything. They have destroyed what was once a useful source of information and a place where it was easy to discuss our shareholdings…
joe269
19 Jun 2018
New ii website I agree charts are rubish lets have the old charts back . If it works why touch it
steve2
13 Jun 2018
Latest feedback from ii Has anyone seen any fresh feedback from II? I either can’t find it, or it isn’t here.
David Global
05 Jun 2018
China Biotech Interesting Report just published on China Biotech[link]
David Global
04 Jun 2018
Re: Delay?? hi sporty, there are no delays officially announced. What I meant by my comment is that Edisons latest note has slightly different dates for some drugs compared to its last note.
sporty investor
03 Jun 2018
Delay?? DG, I just read your recent post in lse site about analysts ‘pushing back launching dates’.Could you please give some details? Thank
David Global
01 Jun 2018
New Research Note New Edison Note out yesterday[link] We have extensively reviewed our financial forecasts and increase our valuation to £71.0/share or $6.4bn."
David Global
30 May 2018
Re: Any reason for the drop.. it will come, my estimate is we will be at £60 by year en
David Global
30 May 2018
Bloomberg News May 28, 2018 "China's Drugmaker Shares Are Red Hot"[link]
peddlar
29 May 2018
Any reason for the drop.. steady on the slide!!!i was hoping for the opposite,due to expected news flow on trial results.
David Global
16 May 2018
China extends drug patents China extends drug patents from 20 to 25 yearsThat should be good news for us[link]
David Global
13 May 2018
Trump on Drugs! President Trump's speech from Friday on lower drug price initiatives - content starts at 40 mins, 3 secs[link] the speech the NBO went up by 2%, presumably as the sector liked what they heard, maybe as there will be no direct price controls
sporty investor
11 May 2018
Re: FAO: DG Thanks DG. Your word of caution is Very much appreciated.
