中国干细胞、癌症免疫疗法第一股崩盘

tim1403

( N$ A% e3 v/ e9 j! S
6 E0 c1 C& i- h+ [0 O7 M; [
中国干细胞、癌症免疫疗法第一股崩盘 ' U, {) Z; g4 C% Z  t) Y. \( P' ?
2015-06-26
* n/ I) f/ _* Y  \. M6 k. L) a/ V ; L: T, U2 |" h' N. q2 Q- G
Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
# M0 \9 v& Z. j/ D6 p3 y' Y, a
4 e! k5 b( D% j  I
0 r2 R4 M5 f- V: ^" rOn 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.& l' `" J- @1 A& n  X" U. x
' C2 J' K" t- ?1 l  ^7 Q
) B+ i# [, f" z% Q% G
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.- L( `! s( h6 Z' r5 F' z

) v2 Q8 i4 d% H2 q5 v
9 k, N) C  Q% t7 N+ B" F  E. ?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. $9.31 million).
% w( T' Z1 m$ H; w! {3 l4 ^3 N7 F( S/ E

% g- O% ]" u/ ]5 [' \; pI 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.
: k% b  U0 T  y# p- ^# \. M! U' H) ]+ a' M& G( V

: x" ~- O7 V( Q% ]7 z& Z- V  tHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
7 O2 F2 Y1 n5 g+ l% O0 W6 q3 Q

iytbxxg

Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
0 Z4 s/ s1 v* [7 F( q3 q( |. J好惭愧的语言呀
' S6 c7 d2 M1 y这是哪个专家说的! {! G5 N2 x. Y0 C! |' F

tim1403

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 V% t- S3 L/ n# Q7 O, Z' ?, d

sunnyhuan0629

我想请教下，那在中国，现在那些天使投资人怎么去评估项目？或者国内真的有很好的原创技术的话，会吸引到国外的投资者么？并且生命科学领域的投资热看起来才刚刚起步不久，应该还会持续，怎么理智地去行动呢？

tim1403

目前国外的基金还不能投资细胞治疗产业，因为他是限制外商投资的项目之一