本帖最后由 细胞海洋 于 2015-7-7 10:31 编辑 6 o8 \. U" V2 Z8 F& F7 e
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中国干细胞、癌症免疫疗法第一股崩盘 % E$ a2 h* g$ p) M; y' T# e8 p/ C R2015-06-26 1 S/ F$ S4 p1 p: O a3 L' }2 _# h. S$ _
Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing. ( j3 v, m) V# ?% e M# ? * c+ c9 \8 ~. }8 m5 ~+ O9 H8 q; _5 W0 F9 E" G
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.3 |, X/ z& }3 t% C
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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 $32.50. I felt very strange, but I didn’t find any solid evidence against LifeTech Capital. Now it turned out to be a paid stock promotion.1 e$ o( B! v2 g1 m' \
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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. $9.31 million).# I/ _1 e: R' z- P' R8 ~. G- \; F T
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9 `! ~6 [* X2 O" S0 T" d9 }- bI saw why four CAR-T therapies only cost RMB12 million when the Phase I results of CAR-CD19 came out on March 25, 2015. The trial enrolled nine adult patients with R/R B-cell ALL, only two had a complete response. One of those patients eventually died of graft-versus-host disease. The results were dim when compared to Juno Therapeutics’ (NASDAQ: JUNO) complete response rate of 90% presented at the ASH2014 Annual Meeting. only cost RMB12 million when the Phase I results of CAR-CD19 came out on March 25, 2015. The trial enrolled nine adult patients with R/R B-cell ALL, only two had a complete response. One of those patients eventually died of graft-versus-host disease. The results were dim when compared to Juno Therapeutics’ (NASDAQ: JUNO) complete response rate of 90% presented at the ASH2014 Annual Meeting. ! I4 C( ?3 d/ G( m$ {' u- N9 p4 s _7 ^; N
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Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing. / X# h5 w( ~# G8 w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. 4 p, @) r6 L( W/ k2 L/ @+ F1 p好惭愧的语言呀. N- Z' T2 Y3 Z W% ?/ K
这是哪个专家说的- A! B9 @- p# f5 _( L6 F 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！* z( `: r7 F N/ D0 L. P: u2 I 作者: sunnyhuan0629 时间: 2015-8-12 16:25