中国干细胞、癌症免疫疗法第一股崩盘

tim1403

; B; t1 n$ Y2 ?' U
* O2 ]3 Y# |4 K0 o9 K. `; b/ L
中国干细胞、癌症免疫疗法第一股崩盘
4 d; e; ^3 I4 t. d2015-06-26 4 g  ?: o9 g( T" R5 |% R1 }
# A2 d: w) [  L& p; m& e2 h
Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.
: x+ j" c# {0 Y& N! c0 J* W( X0 y1 r' w2 l9 t0 B1 P

4 l% B0 j6 M1 U0 u$ }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.
7 r1 z/ N$ }) l& B; n& v( D3 o& x/ z2 P. @4 \  y" Y; S7 n5 I$ {. S

$ @6 ~* `6 q8 j8 x; eCellular 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.0 L9 Y4 E- j+ w7 W1 @
+ M" b& y1 V# Z+ F6 {7 C0 n! h
3 }) G( o# K, S- q- S
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. $9.31 million).
6 t7 m* p4 P; `: T3 g1 N1 z
" M2 d/ s7 ~# p1 f# Q8 X  r9 P; [1 V! Y+ D$ Z; c2 Y
I 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.+ \4 V; E; X. G- o2 T6 a
3 I0 J1 B: }" n( G
  }' ~# A9 y3 @3 M. A
Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.8 |8 h* [3 h, n* e

iytbxxg

Here's still a biotech investment lesson: be careful of Chinese fraudsters in biotech clothing.$ c1 w2 z) G/ s6 b
好惭愧的语言呀0 m* ?+ X3 O; A$ R2 n
这是哪个专家说的
5 H2 ^6 K) \  H

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！2 h  c% F' F# o3 V( G# P# ^

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