Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on TAIHUA PLC. We currently have 2 research reports from 1 professional analysts.
|22Feb17 14:00||RNS||Result of Tender Offer and Directors' Interests|
|22Feb17 07:00||RNS||Result of Tender Offer and Directors' Interests|
|06Feb17 15:41||RNS||Proposed Tender Offer|
|30Jan17 13:39||RNS||Trading Update re Forsythia|
|18Jan17 15:14||RNS||AIM Rule 26 Website update|
|12Jan17 15:44||RNS||AIM Rule 26 Website update|
|11Jan17 11:00||RNS||AIM Rule 26 Website|
Frequency of research reports
Research reports on
Life Sciences Review - London calling to the faraway biotech: Now a bubble is declared and IPOs hail down
08 Jun 15
The British economy has 'cranked up several gears', according to the Confederation of British Industry (CBI), after a hiatus in the first quarter. Experts have passed off the slowdown in the first quarter of 2015 as a minor bump in the road for growth within the economy. The Office for National Statistics (ONS) in April 2015 revealed the UK economy had turned in the slowest quarterly growth for two years at 0.3 percent, driven by a widening trade deficit according to economists, which strengthened fears that the economy could well be heading for a slowdown. However, research conducted by the CBI put forward that business activity stepped up markedly in the three months to May, particularly led by strong growth in the professional services sector. Moreover, The Organisation for Economic Co-operation and Development (OECD) said that in spite of weakness in UK GDP in Q1 2015, growth has carried on at a "healthy pace", boosted by reasonable rises in consumption, employment and in real wages.
US pharma deals but don’t forget the rest!
09 Mar 15
While Abbvie and Pharmacyclics work out their $21bn nuptial party arrangements, there has also been some positive news over here on the UK biotech scene. British biotech company Heptares, has been bought by Japan’s Sosei in a deal worth around £250m. Which if you had not just read the $21bn number would seem like a result. This for just two COPD products, but then it has been ‘just’ hard slog since the 1990s to get to this place. Astra Zeneca signed a three year deal with Orca Pharmaceuticals for its Auto-immune program to the tune of $122m which has taken considerably less time, and overall there are definitely signs of life across the sector. So much so that Messrs Woodford and Mellon have also announced plans to invest in a significant way.
N+1 Singer - Morning Song 22-02-2017
22 Feb 17
CORETX (COR LN) Contract wins and new Lifestyle facility | Gooch & Housego (GHH LN) Solid Q1 trading plus earnings enhancing acquisition of StingRay Optics | NCC Group (NCC LN) Further issues in Assurance | PCI-PAL (PCIP LN) Strong H1 underpins positive outlook | UBM (UBM LN) Results | Verona Pharma (VRP LN) Phase IIa RPL554 add-on trial to tiotropium commenced
N+1 Singer - Morning Song 21-02-2017
21 Feb 17
Abzena (ABZA LN) Contract bookings strong; US costs higher than expected | City of London Investment Group (CLIG LN) Earnings and interim dividend in line, some modest growth in FuM | dotdigital Group (DOTD LN) Good H1; broadening avenues of growth | Grafenia (GRA LN) Weak print volumes | Vernalis (VER LN) Interims highlight increasing Tuzistra™ scrip volume
Panmure Morning Note 15-02-2017
15 Feb 17
With the early January trading update having prompted us to upgrade forecasts, today’s interim results show how the group’s focus on areas such as product development and international sales are translating through to growth in both the top and bottom-line. The consistency of delivery is what impresses us, reflecting the maturity of the management team and the clarity of the longterm vision. We repeat our Buy recommendation.
Panmure Morning Note 20-02-2017
20 Feb 17
Chi-Med has announced the initiation of a Phase II study of savolitinib in locally advanced or metastatic pulmonary sarcomatoid carcinoma (PSC) in China. This is a disease where patients are usually diagnosed by normal pathology (i.e. not via molecular diagnostics methods) but given that 20-30% of PSC patient show c-Met gene amplification this potentially represents a very rich patient pool for savolitinib as a highly selective and potent oral c-Met inhibitor. The continued strength of Chi-Med’s clinical momentum is further demonstrated by today’s news and we consider this represents further upside potential against our existing investment case. We repeat our Buy recommendation.
Discovering a sustainable model
21 Feb 17
We expect C4XD to begin to deliver commercially in 2017, following the shift in strategy away from fee for service in 2016. Over the next 12 months we expect C4XD to sign its first pre-clinical out-licensing deal, develop at least one more product line and sign at least one more strategic alliance. We believe this demonstration of the model will translate to a step up in value and we initiate coverage with a BUY recommendation and 129p price target.
AIPAC Phase IIb starts randomised component
15 Feb 17
Prima BioMed maintains its leadership in LAG-3 immunotherapies with the initiation of the randomised Phase IIb component of the AIPAC trial of IMP321 in breast cancer. In addition, the TACTI-Mel study of IMP321 combined with Keytruda in melanoma is expected to complete recruitment and report safety data in mid-2017, while the pipeline now includes a first-in-class Lag-3 agonist antibody. Initial efficacy data on the first 15 patients in AIPAC is also expected mid-year. We have revised development timelines for in-house and partnered LAG-3 programmes, which sees our valuation decrease to A$252m or A$0.12/share (vs A$282m or A$0.14/share).