中国干细胞、癌症免疫疗法第一股崩盘

tim1403

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2015-06-26
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' _5 T1 J' r- E, cHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
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+ G- T! `" C. P' m. C. FOn 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.
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/ E& X9 E: c/ t. c, G. ^( h% gCellular Biomedicine is a Chinese cell therapy stock which I stumbled upon when LifeTech Capital released an extremely bullish report with a target price of $32.50. I felt very strange, but I didn’t find any solid evidence against LifeTech Capital. Now it turned out to be a paid stock promotion.
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. K  C6 ]- {" u$ J8 C2 TIn 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).
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+ G+ \, O7 m% y* o1 z. zI 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.0 E/ m" D+ y3 P1 S" }: X- q

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. ?8 u# q7 ?9 R2 D- Y9 ]/ n. bHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
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iytbxxg

Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.. x( \% m7 @4 f: E- S
好惭愧的语言呀
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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！- i  M- y/ u) ?  @  j6 N2 N

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