Hutchmed (china) Share Discussion Threads

[nerdofsteel] 03/11/2015 17:42

We could via a U.S. Broker, but this will be heavily marketed to Instititional Investors and I think the Company will be pleasantly surprised by the amount of cash that is raised. Smart move, unlimited offer, could raise A LOT of $.

The Chairman recently outlined a nice example of a drug calledIbrutinib, developed by Abbvie/Pharmacyclics. That drug alone added $40M to the market cap of Pharmacyclics over a 6 year period before they were acquired by AbbVie.

His point is this. Leading Oncology drugs with high efficiacy are worth billions.

We have several leading candidates which have taken hundreds of millions of dollars to develop. The only negative I can see is if Clinton wins the election as she is desperate to cap drug prices. The problem for cancer patients is companies will cut back on development of new drugs as a result, as they may not get a return on their investment. Clinton could potentially then effectively be responsible for patients deaths, especially those with rarer forms of cancer.

Let's hope we raise a lot of $ on NASDAQ. I also hope we eventually spin off the Innovation Platform into a separate NASDAQ only Company, worth tens of billions of dollars. That will provide a huge reward for those willing to keep this as a long term hold. I'm here for the next 10 years and will look forward to looking back when today's share price will seem very small!

[hamsterdam] 03/11/2015 16:29

Would it make for HCM holders to buy the Nasdaq stock?

Don't think we can subscribe to IPO though

[nerdofsteel] 03/11/2015 15:40

there are a lot of Biopharma's on NASDAQ with no part of the business that is cross-funding them, but are still worth billions of dollars

The great thing about HCM is that even if most or all of the drug candidates never come to market they have very profitbale drugs and healthcare businesses in China

I love the fact they channel the profits of those divisions back into the drugs development business, so unlike many small NASDAQ listed Biopharmaceuticals, HCM is self-funding. That is a very tactical and strategic move and I think the money raised on NASDAQ will be huge, a lot more than the tentative $100m target.

[steeplejack] 03/11/2015 00:02

Very interesting stock with a good spread of drugs with majors in the wings.It's worth remembering that only one in ten drugs make it through phase 3 clinical trials.This is often happily forgotten by investors.Remember British Biotech with wonder drug Marimastat back in the 90s.That failed in phase three.Its not like a horse race jumping hurdles phase one,phase 2-1,2-2 and onward to the finish line.Phase three is the proof of the pudding.Yet the market often provides you with an opportunity to bank a handsome profit before you ever reach the phase three final fence,so it's often a nice day out at the races even if don't pick any eventual winners.

[nerdofsteel] 30/10/2015 08:48

So far ALL drug candidates are progressing, not one has been dropped which is an enviable track record

[nerdofsteel] 30/10/2015 08:47

More great progress on Clinical trial for HMPL-523, a leading, best in class drug for Hematological cancer, Phase II on its way for this candidate.

[nerdofsteel] 29/10/2015 10:28

myretirement fund

Do you actually know anything about Hutchison Whampoa? One of the largest conglomorates in the world with billions of dollars of investments including UK Retail and Utilities

NASDAQ listing on its way

You also need to understand HCM is very prfitable, has a number of large Investors including Mark Slater

Clown

Filtered

[miti 1000] 29/10/2015 10:18

my retirement fund...poor dimwit.

[my retirement fund] 29/10/2015 08:05

I don't think so, last time I checked I noted that this is a Chinese operated outfit that's registered office is a PO Box in the Cayman Islands and listed in London on AIM and its reported business is via a further subsidary known as Hutchinson Medipharma ring any bells?

Sino forest was a big fraud it had a 5 billion market cap, when it collapsed and filed for bankruptcy its creditors took claim to all of the assets moreover all of the cash, to my knowledge shareholders have never seen a penny.

Who is the main creditor here, is it yet another Chinese company, a member of CK Hutchison holdings then?

[nerdofsteel] 29/10/2015 07:40

Have you posted on the wrong board?

[my retirement fund] 29/10/2015 05:36

How long before this all turns out to be one big fraud?

What could go wrong here other than investors finding out in reality they own the rights to nothing, or say management disappearing with the company seals and no body has the faintest clue which bank and where was holding the companies cash pile. For example?

[essential] 28/10/2015 10:36

Interesting - just put an order in to sell 500 shares and was immediately returned with a quote of £25 - so there is some demand out there for these shares!!!

[nerdofsteel] 28/10/2015 07:38

Yes, a nice small retrace, prior to the nex leg up. Plenty of big drug pipeline new soming soon, EGM, NASDAQ IPO and thn we will see the true extent of the American interest in the Company, which I can see far exceeding the $100m penciled in at the moment

[essential] 27/10/2015 14:00

The proce has gone almost vertically over the last week. A pull back is expected and healthy!

[jprouten] 27/10/2015 13:07

1 day blip ready to shoot back up tomorrow?

[nerdofsteel] 23/10/2015 18:31

a1samu
23 Oct'15 - 09:39 - 641 of 643 0 0

£200+/share
---------------------------------

Spot on, I agree 100% alsamu

My £100 was a very conservative figure but having done further research on the potential commercial calue of the pipeline I think you have a better figure.

If you think that their 2 leading drug candidates could yield revenue of $1bn a year each, and multiply that by a typical NASDAQ 20, you can seen we could bee looking at a $20bn Company in 5 years time.....and that's without the Healthcare division, which continues to grow double digit % Y-on-Y

As the Evenning Standard said yesterday, the last 10 years growth could seem insignificant compared woth what's to come

[patrick0999] 23/10/2015 12:50

Five of the seven drug candidates could be eligible for accelerated approval by the U.S. Food and Drug Administration, Hutchison China said in a filing to the U.S. Securities and Exchange Commission.

[patrick0999] 23/10/2015 12:46

This share gonna fly

[a1samu] 23/10/2015 09:39

£200+/share

[essential] 23/10/2015 08:25

Any ideas on a price target?

[nerdofsteel] 22/10/2015 18:57

London Evening Standard tonight implies that the last 10 years growth in terms of Market Cap could be small compared to what may happen when we gett on NASDAQ.

This Company could be worth many multiple of what it is today if some of its drugs at Phase II and Phase III get the go ahead from the FDA

[nerdofsteel] 20/10/2015 14:53

Will get to £100 per share, circa £6bn, $10bn market cap in the next 10 years IMHO

[jayson26jay] 19/10/2015 21:35

I brought several years ago at 80p. Over 1100% up now!

[willsy50] 19/10/2015 16:03

Same here
Was buying at £2 - £3 in 2009/2010 and sold out at £5+
been watching from £16 but as usual didn't press the buy button in time.

[essential] 19/10/2015 14:53

I used to own these down at £5 and sold for a decent profit. However I have just bought back in as the Nasdaq listing is really exciting and the valuations on Nasdaq are mouthwatering. Let's hope the shares increase a further 4 fold again!