David Global
16 Apr 2018
AGM 2 weeks to go until the AGM, I look forward to attending year and hearing about all the fantastic progress from the Board....will report back on any interesting items.
peddlar
03 Apr 2018
Held up well on NASDQ One of the few stocks to gain in Nasdaq yesterday.I bought back first thing this am.i hope the sellers have finished.hopefully the results of the new drugs stream will be positive.
sporty investor
28 Mar 2018
Re: price drop! Sorry! It’s the autocorrecting menace again ..If should have been ..”in the last two months...”
sporty investor
28 Mar 2018
Re: price drop! In the last two minutes months, the share price has gone down by 30% compared to the peaks seen at the beginning of new year. Question is, where is the bottom?
David Global
25 Mar 2018
Re: price drop! Whatever IC says, the price is now governed by the U.S market but they have always been a fan of the Co. which is very welcome
David Global
25 Mar 2018
Re: price drop! I think so, but the entire NASDAQ sector is down significantly in the last week too[link]
peddlar
24 Mar 2018
price drop! Does this have anything to do with the trump tariffs?I thought it would do well this week as it was tipped by IC.
David Global
24 Mar 2018
Re: FY17 Results Bernie, my understanding is that they have a similar drug in development that would effectively compete with Fruquintinib for certain indications, which is why they may end up competing against themselves.However, now we are setting up our own presence in the United States, and will be able to liaise directly with the FDA using our own in-house regulatory Team, I suspect that is why we have the view we no longer need them.I'd prefer it if they didn't take up ex-China rights because, whilst we'd miss out on some milestone payments the future revs and earnings from Fruquintinib in the U.S are huge - $1.7bn annual sales outside China has been forecast by Analysts based on Co. dat
Boring Bernie
23 Mar 2018
Re: FY17 Results DavidRe "Bernie, our CEO actually said it during the Analyst Presentation, he hopes they don't take up the rights because we now have or will soon have the capabilities to take it global on our own"Thanks for that, I finally got round to watching the presentation and you're spot on with what you say there. It's a strange situation to be in. If Eli-Lilly don't take up their rights, then it presumably means they don't think there's enough cash in it for them, which normally would be a negative. But there could still be enough money in it for us to do better out of it than we would do in partnership.
sporty investor
22 Mar 2018
interesting trading As expected the share price has been drifting slowly. How ever, it is encouraging to see big chunks of shares being bought almost every trading day. People/firms buying these should be aware of the real prospects here. Chinese approval of the first drug candidate is the 'tonic' required to galvanise the share price at this moment. Hope it comes through soon.
David Global
19 Mar 2018
Director Buys Director Buys always very welcome!
David Global
16 Mar 2018
Re: Results etc sporty, only that we will book net income of $20-$35m on sales of $110m - $160m with 20-25% penetration rateAnd to my mind that could translate into $2450 mcap uplift or circa £50 per share on top of the current share price, IN THEORY of course!
David Global
16 Mar 2018
Re: FY17 Results Bernie, our CEO actually said it during the Analyst Presentation, he hopes they don't take up the rights because we now have or will soon have the capabilities to take it global on our ownOn that note, we are setting up a Regulatory Office in the United States, which will mean we can start liaising directly with the FDA.
David Global
16 Mar 2018
Loncar Index 1. Glad to see Biotech Investor and ETF Fund Manager Brad Loncar has added Chi-Med to his Index[link] communicated with him a few times recently, highlighting Chi-Med and what I consider to be its superior investment case over Beigene......For anyone interested in the wider Biotech sector he is worth following on Twitter @bradloncar2. Another mention of Brad Loncar's index fund today, and a mention of Chi-Med[link]
Boring Bernie
14 Mar 2018
Re: FY17 Results I don't think there were any surprises in the results, but that's not a bad thing.David - when you say " Chi-Med is comfortable with, and actually sees advantages in Lilly not taking up global rights to Fruquintinib as they are gearing up on the U.S Regulatory side", is that something you picked up on from the presentation ( I've skimmed the pdf, but havn't watched the video yet ) , or is it just a gut reaction ?Personally, I've always thought that Eli-Lilly will just adopt a "wait and see what happens in China first" attitude. If they think there's money in it for them to take up the global rights, then surely they'll do so ?
