Posted by fangyew > 2016-07-18 08:41 | Report Abuse

thank you

Posted by Icon8888 > 2016-07-18 08:56 | Report Abuse

Excellent article !!! The author knows clearly what he is talking about

Posted by murali > 2016-07-18 09:43 | Report Abuse

Wonder why Genting M'sia 's EBITA Margin (34%) is so much higher than in UK (18%) n US (6%). Really got bomoh stationed in Genting Msia ah?

Posted by cyphua > 2016-07-18 11:52 | Report Abuse

The theme park cannot ready by end 2017. only can expect sky avenue, sky plaza and new cable car.

Posted by cyphua > 2016-07-18 11:53 | Report Abuse

Total investment from RM5B to RM10B

Posted by paperplane2016 > 2016-07-18 12:03 | Report Abuse

wow, Genting. I Like GENM more

Posted by Piggybank > 2016-07-18 19:17 | Report Abuse

Fantastic! Thanks for this detailed insights. Not many will understand what drives Genting'share price due to its many businesses. But this analysis made it much easier to understand.

Posted by staind86 > 2016-07-18 19:33 | Report Abuse

This 27th July. Presentation is only phase 1 and phase 2. Phase 3 will be excluded.

Posted by tom274 > 2016-07-18 19:35 | Report Abuse

Wakakaka. Friend, which planet are you from? 27th announce Phase 3 larr..so sohigh larr you

Posted by staind86 > 2016-07-19 01:30 | Report Abuse

Tom 274, before you ask me which planet I am from, you should do your homework first. At least, I felt obliged to copy and paste the link for you to check it out. Now, find it yourself. This piece of information is available officially.

Posted by tom274 > 2016-07-19 02:11 | Report Abuse

Phase 3 started in 2012...finish trial and collected data 2015..apa lu cerita?

Posted by tom274 > 2016-07-19 02:13 | Report Abuse

Phase 3 clinical trials are currently underway with TauRx’s second-generation tau aggregation inhibitor, LMTX®. The Phase 3 programme comprises two clinical trials in Alzheimer’s disease and a further trial in the neurodegenerative orphan indication behavioural variant frontotemporal dementia.

The trials are fully recruited and results are expected in Q3 2016.

Posted by staind86 > 2016-07-19 06:29 | Report Abuse

Go check their official website. under clinical trial and read until last 2 sentences. then, you know apa wa cerita.

Posted by DrGru > 2016-07-19 08:33 | Report Abuse

This is a binary event and only one of the catalyst for the stock. Investors should take into consideration other catalysts when reviewing the company.

We are also keeping an eye on the upcoming Alzheimer’s Association International Conference in Toronto.
TauRx, which is working on a potential line of treatment to slow the progress
of Alzheimer’s disease. Unlike most previously researched Alzheimer’s
treatments which focussed on Amyloid beta (Aβ) plaques, Dr Claude
Wischik-led TauRx is focussing on Tau-proteins in the brain in his research
for a possible cure. The mid-stage trials for TauRx showed cognitive
benefits to patients taking the drug for 24 and 50 weeks, although with some
dosage-related inconsistencies, which TauRx has tried to fix in the phase-3
trials. TauRx researchers Dr Wischik and Dr Serge Gauthier are registered
to present on the phase 3 trial updates for two separate disease variants –
1) mild to moderate Alzheimers’ disease and 2) behavioural variant
Frontotemporal Dementia (bvFTD) respectively.

Posted by helloworld123 > 2016-07-19 08:40 | Report Abuse

way too risky to venture into biotech space. then again high risk high reward (if trials are successful).

Posted by speakup > 2016-07-19 09:14 | Report Abuse

OPR rate cut is good for genting as more ppl now have extra money to gamble.
speakup UPGRADE genting to BUY!

Posted by tom274 > 2016-07-19 10:35 | Report Abuse

Wakakaka. Apa lu cerita friend? Mabuk cow dung ah? In 2 years TauRx already manufacture LMTX for Alzheimer larr...now waiting good news on 27th only

Posted by staind86 > Jul 19, 2016 06:29 AM | Report Abuse

Go check their official website. under clinical trial and read until last 2 sentences. then, you know apa wa cerita.

Posted by staind86 > 2016-07-19 10:45 | Report Abuse

Lols. Cowdung. As I said, go read their website.

Posted by Piggybank > 2016-07-20 09:09 | Report Abuse

Maybank IB Research 20 July 2016

Worth a bet – up TP to MYR11.10, Upgrade to BUY
21%-owned TauRX will reveal results of two out of its three Phase III trial
studies very soon. We understand that there has been some success,
notably with frontotemporal dementia. We leave our earnings estimates
unchanged but remove the 20% discount to our GENT SOP/sh valuation to
lift our TP to MYR11.10 from MYR8.90 to reflect the potential
monetisation of TauRX. Consequently, we upgrade GENT to BUY from
HOLD. Downside risk also appears limited at current valuations.
TauRX to reveal results of 2 of 3 Phase III studies
Channel checks indicate that 21%-owned TauRX will reveal results of two
out of its three Phase III trial studies during the Alzheimer’s Association
International Conference in Toronto, Canada on 27 Jul 2016. We
understand that TauRX will reveal results of its TRx-237-015 (mild to
moderate Alzheimer’s) and TRx-237-007 (frontotemporal dementia)
studies. Please refer to Fig. 1 for details. We understand that results of
the TRx-237-005 (mild Alzheimer’s) study will only be revealed in 4Q16.
Anecdotes suggest some success in the 2 studies
While we do not know exactly how effective LMTX (the drug subjected to
the Phase III trials) was, in improving the cognitive function of patients,
we understand that TauRX’s participation in the Alzheimer’s Association
International Conference is a positive indication of the results. Our
perusal of online Alzheimer’s forums also indicate that LMTX has had
some success in improving the cognitive function of patients, most
notably with frontotemporal dementia.
One step closer to monetisation?
If TRx-237-005 is successful, the next step is for LMTX to obtain approval
from the US Food & Drug Administration. Despite reports of a potential
listing at USD15b valuation (link), we gather that a trade sale of LMTX is
more likely as a listing requires a profit track record. If LMTX were sold
at USD15b, we estimate that it will add ~MYR2.55/sh to our GENT TP
([USD15b valuation X 20.7% shareholding – USD120m investment – 20%
holding company discount]/3,750m shares X MYR4:USD1 exchange rate).

Posted by Ahbeng Beng > 2016-07-24 04:47 | Report Abuse

Tan kong han bet is rather small if he knew the result. Nope i dont think he got insider news, his education background doesnt supprt that nor he directly involve in the trial. His position in taurx the most is just attend meeting twice yearly and earn few hundred thousand dollar as director...that all. Every invested company have the rights to place their ppl in the company, what about temasek or dundee ppl? Any action?

Posted by probability > 2018-06-02 21:44 | Report Abuse

any update on Genting?