' S( [4 ~. I) T) Y5 \( |4 {中国干细胞、癌症免疫疗法第一股崩盘 4 b+ n" o4 n7 C, S2015-06-26 - {* u1 J" g% K3 W" W/ s ) u8 s* s4 y. X# C: y5 S- O' YHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.; F7 ~7 F" B( P$ H/ \5 _$ ?4 i
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On April 7, 2015, The Pump Stopper at Seeking Alpha released a bearish report claiming that Cellular Biomedicine (NASDAQ: CBMG) has achieved an unsustainable valuation with paid stock promotion. The company’s cell therapies are worthless and certain executives have questionable histories.8 u& R/ D0 Q' D
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Cellular Biomedicine is a Chinese cell therapy stock which I stumbled upon when LifeTech Capital released an extremely bullish report with a target price of $32.50. I felt very strange, but I didn’t find any solid evidence against LifeTech Capital. Now it turned out to be a paid stock promotion.2 D5 D' H! O# g
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In February 2015, Cellular Biomedicine acquired CAR-T therapies targeting CD19, CD20, CD30, and EGFR from the Chinese PLA General Hospital in a RMB12 million deal. It sounds too cheap to be true. Furthermore, the company’ R&D expense was much lower than G&A cost in the last two years (2014: $2.67 vs. $8.41 million; 2013: $1.89 vs. $9.31 million)., and EGFR from the Chinese PLA General Hospital in a RMB12 million deal. It sounds too cheap to be true. Furthermore, the company’ R&D expense was much lower than G&A cost in the last two years (2014: $2.67 vs. $8.41 million; 2013: $1.89 vs. $9.31 million).* z8 K1 @4 M1 G5 x# j/ p3 B% C! F
d; O! `/ b& e2 u) v" v+ Z$ B . j: H. e$ @: s6 T, z: BI saw why four CAR-T therapies only cost RMB12 million when the Phase I results of CAR-CD19 came out on March 25, 2015. The trial enrolled nine adult patients with R/R B-cell ALL, only two had a complete response. One of those patients eventually died of graft-versus-host disease. The results were dim when compared to Juno Therapeutics’ (NASDAQ: JUNO) complete response rate of 90% presented at the ASH2014 Annual Meeting. only cost RMB12 million when the Phase I results of CAR-CD19 came out on March 25, 2015. The trial enrolled nine adult patients with R/R B-cell ALL, only two had a complete response. One of those patients eventually died of graft-versus-host disease. The results were dim when compared to Juno Therapeutics’ (NASDAQ: JUNO) complete response rate of 90% presented at the ASH2014 Annual Meeting.+ X4 z. t; F' Q! o" N/ P/ n5 @4 ^2 r
) g. t) O; p) J/ `* N! F . N! V5 l7 C, I" BHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing. ' |9 ]' m: O. w9 [, y( A) [作者: iytbxxg 时间: 2015-7-7 10:33
Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.5 q' l/ n- f& l
好惭愧的语言呀 O, R1 @2 \$ i& F% ~
这是哪个专家说的 / v0 ^' d6 U/ `8 N4 e1 {0 ~; [: Y作者: tim1403 时间: 2015-7-7 15:35
这里要告诉你的是投资生物科技类股的教训：小心在中国那些披上生物科技外衣的骗子！6 D! w' p$ @7 W1 k z 作者: sunnyhuan0629 时间: 2015-8-12 16:25