中国干细胞、癌症免疫疗法第一股崩盘

tim1403

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2 R0 n4 S, H$ e6 P中国干细胞、癌症免疫疗法第一股崩盘 % d( D% t  F$ z/ l6 a
2015-06-26 6 m9 w' |# a' a/ P! P, @6 C2 J: L

& W. N3 W& {5 B" z$ l* J0 Z) E! U* VHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
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; C) A( v$ H6 X, dOn 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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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.. A) u7 E; u) ^+ E% ^# V9 Q- Q

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+ l7 `% A: @, j8 s3 FIn 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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' b; T" c1 G. c3 T1 [5 x+ w. eI 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.
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" y* i; h" J+ E& E' A: UHere's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
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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！* y; Z4 C5 P! e% t1 b1 S' K, _

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