Share Name Share Symbol Market Type Share ISIN Share Description
Hutchison China Meditech LSE:HCM London Ordinary Share KYG4672N1016 ORD USD1
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -40.00p -0.84% 4,700.00p 4,650.00p 4,750.00p 4,715.00p 4,700.00p 4,715.00p 477 08:13:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 178.6 -39.6 -31.8 - 3,127.04

Hutchison China Meditech Share Discussion Threads

Showing 1601 to 1625 of 1625 messages
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DateSubjectAuthorDiscuss
15/7/2018
10:35
I did wonder if the share price may have suffered because it has "China" in the company name and the frequent news about tariffs?? For anybody following Chinese based shares.. Xiaomi on the Hong Kong board is worth a punt, IPO last Monday at low end of valuation of 17HK$, dropped and since recovered to 21.45HK$. Will also be listed on the Hang Seng index on 23rd July. Plenty of info out there.
nimrod22
14/7/2018
12:33
thanks Lauders, plenty of interest but average daily volume still quite small hxxps://fintel.io/so/us/hcm
nerdofsteel
13/7/2018
02:14
Nice to see some interest towards the end of yesterday's session. The only reason I can find is some buying from this outfit: Prince Street Capital Management Llc, which manages about $1.36B and $530.07M US Long portfolio, upped its stake in Hutchison China Meditech Ltd by 20,100 shares to 81,400 shares, valued at $2.41M in 2018Q1, according to the filing. Https://hillaryhq.com/2018/07/12/as-international-business-machs-ibm-market-value-declined-personal-capital-advisors-trimmed-position-gran-tierra-energy-gte-holder-prince-street-capital-management-has-decreased-position-by-1-2/ Also managed to find out that HCM are also held by this fund: Https://www.invesco.com/portal/site/us/financial-professional/etfs/holdings/?ticker=ADRD when trying to research Prince Street Capital Management Llc who happen to have the most useless website I think I have ever had the misfortune to find.
lauders
10/7/2018
02:14
More of a similar nature that you can read on a non-subscription basis: Http://www.chinadaily.com.cn/a/201807/02/WS5b3961f1a3103349141e0028.html China's medical research and development has progressed in recent years with the talent pool getting stronger and innovation booming, he said. Not sure how this will impact HCM but probably not at all as none are available on the market yet: Https://www.fiercepharma.com/pharma-asia/china-speeds-cancer-drug-price-cuts-as-movie-smuggled-indian-generics-causes-a-stir It will probably be a help actually as the drugs, when available, will be local and not as highly priced as some unless AZ or Lilly have their say and make pricing discussions "complicated". Will be interesting.
lauders
09/7/2018
18:02
Interesting article from today's FT on cancer drug prices in China https://www.ft.com/content/51204cb2-8354-11e8-96dd-fa565ec55929
nerdofsteel
06/7/2018
12:02
Thanks Lauders, I assumed that to be the case, any contract with AZ would still be valid but good to get it from the IR contact, which was a good way of sourcing the information.
nerdofsteel
05/7/2018
14:40
Thanks Lauders for your efforts and update.
sportii
05/7/2018
13:50
Reply from the company via IR: Chi-Med’s subsidiary, Hutchison Sinopharm, has exclusive rights to commercialize both Seroquel and Seroquel XR in China, and these rights are unaffected by the AZ/Luye deal. This has zero impact to our 2018 revenue and net income guidance.
lauders
05/7/2018
07:36
Thanks Lauders, approaching IR is a great strategy. Please do post if you get a response ;o-)
nerdofsteel
05/7/2018
02:19
Well, apologies if it upsets anyone but I already contacted Ralph at Investor Relations late yetesterday afternoon and posed the question about the possible impact on HCM. He very kindly replied promptly and said he would check the answer for me, so if he replies with anything worth sharing I will update you all. Please note that I did not go directly to management but through the channel that I believe is there to assist investors at such times. If they choose to pursue the inquiry with the company that is their decision. They could always reply with a general comment per NofS post above, i.e. "The company is aware of the matter and investors will be updated on Friday 27th July during the CEO's presentation" or something along those lines. We shall soon find out but I will not be able to update here until later this evening which is probably going to be around noon UK time as I don't have access to personal e-mails until after work.
lauders
04/7/2018
19:18
Thanks Nofs.
sportii
04/7/2018
15:59
Typical Chinese Co. they even have a Company song on their website which is nauseating belief, although I have no idea what they are saying! Founded in 1994,Luye Pharma has state-of-the-art production facilities and R&D centers located in China, the USA and Europe, as well as overseas branch offices in Hong Kong, Singapore and Malaysia with approximately 4,000 employees. Looks like the majority are partnered or products that are in-licensed. I would expect to get an update from our CEO on Friday 27th July during the H1 results webcast. I am not going to approach the Co. on this point as I believe it puts the management team in a compromising position when an individual investor tries to gain this type of information. I am sure Analysts will raise the Seroquel question on the 27th.
nerdofsteel
04/7/2018
11:08
DG,after this news,I looked briefly at luye. They appear to be doing well in oncology as well as in cns related fields. Listed at Hong Kong and Frankfurt exchanges. Wondering if you have any information.
sportii
04/7/2018
10:24
nice spot Sportii............ and it reflects the fact that Chi-Med's JV has 3,000 medical sales reps across China, which Luye does not have. I suspect the contract between HCM and AZ is still valid in that regard.
nerdofsteel
04/7/2018
10:13
Is this any relevant? - ‘Luye plans to use the same local distributors for Seroquel as AZ,...’ in the 7th June yahoo finance article titled ‘ Seroquel Stepping Stone: How Luye Will Use Seroquel to Expand in Emerging Markets’
sportii
04/7/2018
06:58
It's a great question, I hope we get an answer shortly as Seroquel is extremely important for us at the moment. That importance will start to diminish as Fruquintinib and other drugs gain approval of course, but it's fairly critical at the moment.
nerdofsteel
04/7/2018
02:14
Am I missing something NofS? The link you supplied doesn't really address what happens re: HCM's involvement. Think an e-mail to the company may be in order or they should at least clarify via an announcement on their website at the very least. As miti 1000 says "Its an important question". Https://www.astrazeneca.com/media-centre/press-releases/2018/astrazeneca-and-luye-pharma-group-enter-agreement-for-rights-to-seroquel-and-seroquel-xr-in-the-uk-china-and-other-international-markets.html
lauders
02/7/2018
09:29
hxxps://www.astrazeneca.com/media-centre/press-releases/2018/astrazeneca-and-luye-pharma-group-enter-agreement-for-rights-to-seroquel-and-seroquel-xr-in-the-uk-china-and-other-international-markets.html
nerdofsteel
02/7/2018
07:56
miti, no, planning to do that today To my mind, whatever contract Chi-Med had with AZ will still be valid and transfer across to Luye as part of the deal
nerdofsteel
02/7/2018
06:52
Nerdofsteel, have you emailed him about Seroquel ? Its an important question.
miti 1000
29/6/2018
15:34
Just came across this post from Oct 2011 on iii:- Great little company with an excellent future but short term unfortunately It's Chinese It's on AIM It's jam tomorrow , low revenues loss making support on chart looks questionable at £2.50 and £2. this dropped to sub 50p in the 08/09 trauma John09 certainly mis-read what this Co is all about
nerdofsteel
29/6/2018
10:17
Interesting article in today's Times regarding Seroquel. AZ sold rights of Seroquel to Luye Pharma, a HK listed company last month including rights to the drug in China. I assume Chi-Meds deal to sell the drug in China on behalf of AZ transfers contractually to Luye, in other words, we still have the deal in place. Seroquel sales by Chi-Med in China were $35m in FY17
nerdofsteel
28/6/2018
02:14
Thank NofS! All looks good. We just await some of that key news now and then we may move higher again. Posting the link in 1520 again so it is live: Https://jamanetwork.com/journals/jama/article-abstract/2685988
lauders
27/6/2018
11:42
Excellent note from Edison published today on ASCO2018 including coverage on Fruquintinib https://www.edisoninvestmentresearch.com/research/insights/the-post-asco-io-pecking-order
nerdofsteel
27/6/2018
10:36
more coverage hxxps://jamanetwork.com/journals/jama/article-abstract/2685988
nerdofsteel
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