Hutchmed (china) Share Discussion Threads

[nerdofsteel] 31/7/2015 07:25

Typical AIM

I just hope they float off the Drug (Innovation Platform) on NASDAQ soon like they suggested they may a couple of years ago. As soon as one of their breakthrough drugs is stage III that seems likely, at which point the Company's valuation is likely to be many billions

[nahoon] 28/7/2015 10:28

What the hell am I not seeing in the results that's caused a 5% fall??

[nerdofsteel] 19/6/2015 18:10

Best Company on AIM

Cash generative

Property Asset sales looming

[nerdofsteel] 30/5/2015 10:15

I sold my entire holding at circa 350p and wish I hadn't.

I will be making a large purchase this week and putting it away for 20 years.

Cashflow positive, tightly held, Director Buys, prfitable, large drug pipeline etc etc

This is only going one way in the next decade in my opinion

[nhb001] 16/4/2015 16:23

More buying by the chairman Simon To since I posted. I really wish I had more of these now!

[nhb001] 08/4/2015 08:47

More director buying. Two lots in April now. Reassuring.

[jprouten] 30/3/2015 12:19

More good news released today. Still hopefull that it will start rising again soon.

[protean] 16/3/2015 13:56

Recent Slater view on HCM at the Mello Bloomberg event:

"In addition it has a potential pipeline of new drugs, whose development is being funded by big pharmaceutical companies, which he thinks could add $3-5bn on to the current valuation of HCM of around $1bn."

[pylewell] 27/2/2015 19:32

Inv. Chron. 27th Feb.
Article headed "Short- Sighted Investments. Forget mining, Real estate, and Finance, the big play on China's economic growth is its burgeoning healthcare sector.
.......an area of China's economy that offers real growth potential for western companies is the healthcare sector. An ageing populace and improving per capita income means that the country's total healthcare spending has more than doubled over the past five years and is projected to top $1 trillion by 2020. Yet per capita spending on healthcare is about 5% of GDP - versus around 10 percent in Japan and Europe, and 18% in the US."

We didn't get a mention, but perhaps next week we will get it.

[jprouten] 26/2/2015 14:06

Good rise today. In good profit so was tempted to sell but there is so much potential here

[pylewell] 25/2/2015 16:44

This is a share with a good background and nothing untoward known about it. It has recently had a heavy fall so it has to be a classic time to buy. The Chinese GDP has been falling but its still one of the strongest markets in the world. I cant believe the Chinese will be cutting back on health spending

[jprouten] 25/2/2015 10:25

Results tomorrow

[mad foetus] 25/2/2015 10:16

very quiet here. A good time to buy in imo.

[proactivest] 18/2/2015 15:44

Video interview with SVM Asset Management's Colin McLean


Colin McLean, chief executive of SVM Asset Management for 25 years, tells Proactiveinvestors about his investment strategy including why he won't invest in oil, gas and mining companies and why he favours SSP Group (LON:SSPG), DCC (LON:DCC), Micro Focus (LON:MCRO) and Hutchison China MediTech (LON:HCM).

[nhb001] 12/2/2015 12:46

Good Lord. Quite a drop of late. Bad news coming or buying opportunity?

[davidosh] 28/1/2015 14:37

I suspect quite a few here are followers of Mark Slater

[jprouten] 21/1/2015 10:44

Starting it's next steady rise to new high :)

[nhb001] 07/1/2015 16:41

Any reason for the late collapse?

[share_shark] 16/12/2014 10:02

Recommendation this am by Beaufort

I have a small holding here which has grown nicely over the years courtesy of SCSW newsletter.

Hutchison China MediTech (HCM.L, 1,395.0p) - Buy
Hutchison China MediTech announced that Hutchison MediPharma (HMP), its majority owned R&D company, has initiated FRESCO, a Phase III registration study in colorectal cancer (CRC) patients in China. The study requires the enrolment of over 400 patients in approximately 25 centres and aims to treat patients with locally advanced or metastatic CRC, who have failed at least two prior systemic antineoplastic therapies. The patients under the study would be administered fruquintinib or a placebo. Fruquintinib is designed to selectively inhibit vascular endothelial growth factor receptors (VEGFR) and has already treated 40 patients in the first-in-human Phase I clinical trial. The company selected the site in middle of the year and dosed the first patient on 12th December 2014. Top line results are expected in 2016 including endpoints of overall survival, progression free survival, objective response rate, disease control rate and duration of response.

Our view: At an advanced stage of cancer, the VEGFRs play a pivotal role in stimulating the formation of excessive vasculature around the tumour to provide higher blood flow, oxygen, and nutrients to the tumour. The innovative therapy by Hutchison inhibits the development of new blood vessels for tumour growth and invasion. HMP focuses on researching and developing innovative therapeutics in oncology and autoimmune diseases. On the other hand, the company has four cash generating joint ventures for development, manufacturing and marketing of both prescription and over-the-counter pharmaceuticals. The exciting and novel therapy provides a great scope for finding a ground-breaking solution to the metastatic cancer that makes us confident of the upside potential of Hutchison and hence we recommend a Buy rating on the stock.

[protean] 21/11/2014 10:46

The chart rise seems to be going parabolic.

[nhb001] 20/11/2014 15:41

Just no stopping this share. He's been chairman since 2006. I wonder why he's buying now.

[protean] 20/11/2014 14:16

Director buying 41k shares here:

[protean] 11/11/2014 14:38

Yes, good trend and strong momentum. Has had a few days rest so maybe ready to move higher from here.

[jprouten] 11/11/2014 14:34

Good recovery and new high reached.
Must be due a bit of news soon

[protean] 09/9/2014 17:36

Stock very thin on the ground into the close and price rising every couple of trades.

A new all time high again with the last buy at 1155p.