Yap SK's comment on GENTING. All Comments

Yap SK
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TauRx 阿尔茨海默症药物:进入最终审批冲刺

最新进展: TauRx 研发的药物 HMTM 已向英国药品和保健品管理局(MHRA)提交了上市许可申请(MAA)。

关键时间点:

技术评审: 2026年1月12日,MHRA 发出了第二次正式信息请求(RFI),TauRx 目前正在“加速”整理回复。

决策窗口: 根据 I3investor 披露的研报信息,英国技术评估委员会(Technology Appraisal Committee)预计在 2026年3月 开会讨论,最终决定(Final Decision)可能在 2026年4月至6月 之间揭晓。
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boy boy
这个写了几千年的故事,也是累看了,每天骗人>_<
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John LTL
我读书少,你不要骗我。
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cheng
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cheng
2nd RFI came in 2 to 3 months later and announced by TauRx in Oct'25 - https://taurx.com/news/industry-news/mhra-response-to-hmtm-marketing-authorisation-application
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Yap SK
股市全是造谣骗人的鬼。。。
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cheng
No details shared by TauRx on the RFIs by UK MHRA. However, one of the request is probably the peer reviewed clinical trial results for hmtm judging from the press release by TauRx back in end of Jan'26
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cheng
it is probably due to lack of understanding on the particular topic, yap sk. the process is uk mhra has to grant approval first and then, NICE or the technology appraisal committee will then review and decide whether it is suitable for use by NHS UK.
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cheng
You can click on the link below and scroll down to the bottom of the page which will show the following remarks. The "regulatory" here is referring to UK MHRA - The committee meeting planned for 12 February 2025 will be rescheduled and the timelines for this appraisal will be revised to ensure they align with regulatory timings. We will provide a further update when it is available. https://www.nice.org.uk/guidance/indevelopment/gid-ta11379
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Vin Vin
Cheng, what are your expectations for the upcoming QE? Any potential foreign exchange gains due to a USD decline?
Like · 20 hours · translate
cheng
There will be foreign exchange gain, Vin. USD weakened / MYR strengthened by approx 5% in q4'25 comparing to q3'25 peak and approx 10% comparing to q4'24 peak. The forex gain/loss will not move the share price as can be seen from the past reports. SG, MY and US assets performance trends will have a bigger impact on the share price.
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cheng
There are 2 more variables added into the performance factors in 2026 onwards - (1) The 3.0 bil MTN issued this year for the financing of GenM acquisition at 3 months KLIBOR + 1.80 pc interest (~5.2 pc per annum) means additional 40 mil qtrly finance cost added; excluding any redemption this year onwards (2) Increasing GenM stakes from 49 pc to 73.8 pc means higher profit/loss attributable to equity holders and lower NCI.
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1 Like · 14 hours · translate