Hutchison China Meditech Share Chat (HCM)

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
	+12.50p	+0.34%	3,687.50p	3,650.00p	3,725.00p	3,687.50p	3,650.00p	3,650.00p	28,056	15:06:18

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	175.0	-38.3	16.2	250.4	2,239.61

Hutchison China Meditech Share Discussion Threads

Showing 1076 to 1100 of 1100 messages

Chat Pages: 44 43 42 41 40 39 38 37 36 35 34 33 Older

Date	Subject	Author	Discuss
19/9/2017 15:13	I'm not sure why the US price is about £1 more than the UK equivalent. Market inefficiency I guess.	mad foetus	Read Full Thread Reply
17/9/2017 17:25	"What price would you advise buying at?" Any, I mean the share price has grown in excess of 2000% in the last 10 years and we don't have a drug on the market, yet, although our first application has been submitted to the CFDA, so expect launch next year, followed by a number of others. If you look at a P/S of say 14 and a P/E of say 70 (Genmab is a great peer to compare HCM to) you can see Analysts forecasting sales of circa $650m by 2020 which equates to $9,100m mcap or circa £108 per share ish. So if anyone has a long term view like me (8 - 10 yrs) this is a bargain, even at this price IMO	nerdofsteel	Read Full Thread Reply
15/9/2017 16:05	I think those who keep an eye on technical analysis would say the share price was bound to visit £36 (or thereabouts), being on a projected line of support before resuming its upward move. If this is correct we should experience a day or two of stability followed by a significant rebound next week to maybe £41 or £42..... IMHO	reptile3	Read Full Thread Reply
15/9/2017 12:43	I maybe wrong, but I sold my HCM shares on the LSE and US markets yesterday along with many other shares (some exceptions). I've decided to sit on my cash/profits and wait for whatever correction or fall that may come. There's been so much talk of a fall that it becomes likely to be a self fulfilling prophesy after a while even if earnings and other indicators look ok. It maybe a few months in coming, but I'll be there with the readies to pick up some bargains. Suspect the market makers enjoy a correction just as much as when things are going up.	nimrod22	Read Full Thread Reply
15/9/2017 11:13	Yes probably prove to be savvy.The price markdowns here reflect general nervousness about the overall level of the market.Other good performers are being notably marked down.I don't see HCM as an obvious sale even in nervy markets but I've top sliced elsewhere.The equity markets look vulnerable all things considered.	steeplejack	Read Full Thread Reply
15/9/2017 11:06	I've just had my final top-up. The director buys recently give me sufficient confidence for the long term.	melf	Read Full Thread Reply
15/9/2017 10:38	What price would you advise buying at?	my retirement fund	Read Full Thread Reply
15/9/2017 10:30	Looks as if the share price is going to pull back further.......and hopefully have another rally in a couple of weeks	nimrod22	Read Full Thread Reply
05/9/2017 16:57	Net Income on first drug in China (Fruquintinib) circa $30m peak sales If you multiply that by say 70 (Genmab is multiple circa 79) you get $2100m mcap which is circa £18 per share just for that one indication, and there are many more $20bn mcap by 2025 is my estimate	nerdofsteel	Read Full Thread Reply
31/8/2017 14:32	I agree, the Directors, including the new ones know the value of the Company and no doubt agree with the Chairman who recently said:- "“Chi-Med̵7;s consistent strategy over the past 16 years has generated considerable shareholder value, and we believe it is now poised to deliver substantially more." I couldn't agree more and the 2000% delivered in the last 10 years will be conservative compared to what we will see in the next 10 years. I have absolutely no doubt about that. The following news is still due:- Savolitinib - AZ descision on strategy for Phase III registration and potential Breakthrough Therapy Fruquintinib - Phase III FRESCO study full data sub-group analysis in third-line CRC; Complete enrollment of Phase III FALUCA study in third-line NSCLC; Initiate China Phase III study in second-line gastric cancer patients; Initiate U.S. Phase I bridging study in Caucasian patients. Sulfatinib - Initiate China Phase III study in first-line EGFR-mutant NSCLC patients with brain metastasis; Initiate China Phase II study in glioblastoma (primary brain cancer). Sulfatinib - Initiate Phase II expansion study in NET patients in the U.S. Plus of course we have some potential things which could impact positively on FY17 guidance	nerdofsteel	Read Full Thread Reply
31/8/2017 13:49	Chinese have different timescales often. I suspect they are seeking a tenfold increase over the next 5 years. For a company so large and with so much potential we are still well under the radar imo	mad foetus	Read Full Thread Reply
31/8/2017 13:41	Depends what you mean by game changing. Takeover I'd tend to agree but likely good news on drug research wouldn't really count. Lots of positive news generally available publicaly. It is likely he is buying for the longer term though so near term news less impactful.	rabiddog	Read Full Thread Reply
31/8/2017 13:31	I would caution that patience is needed. I doubt a Director could be buying should he be aware of a game changing announcement to be imminent. No?	nhb001	Read Full Thread Reply
31/8/2017 12:29	Rarely has anything been signalled so clearly. Loaded and ready for ignition	mad foetus	Read Full Thread Reply
31/8/2017 10:25	More director buying....the message is clear :-)	melf	Read Full Thread Reply
24/8/2017 17:03	Interesting EBITDA and DCF forecast here:- hxxps://finbox.io/HCM/models/dcf-revenue-exit-5yr Rather intriguing for me because the rev forecasts tie in very closely with my own model:- FY18 $271m EBITDA -$31m FY19 $308m EBITDA -$17m FY20 $474m EBITDA +$71m FY21 $683m EBITDA +$154m FCF forecasted at $151m for FY21, now that is a prospect I am really looking forward to!	nerdofsteel	Read Full Thread Reply
24/8/2017 08:44	thanks Melf :o-) Agreed about the herd! The most attractive thing for me about Chi-Med is that there's a very clear roadmap to big revs and profit, together with a detailed strategy which is being flawlessly executed. Their track record is exemplary and over 200% in the last 10 years. A great investment for anyone with a long term view. In the recent words of the Chairman - “Chi-Med’;s consistent strategy over the past 16 years has generated considerable shareholder value, and we believe it is now poised to deliver substantially more." Lost and lots of news due soon, including.......... Savolitinib - AZ descision on strategy for Phase III registration and potential Breakthrough Therapy Fruquintinib - Phase III FRESCO study full data sub-group analysis in third-line CRC; Complete enrollment of Phase III FALUCA study in third-line NSCLC; Initiate China Phase III study in second-line gastric cancer patients; Initiate U.S. Phase I bridging study in Caucasian patients. Sulfatinib - Initiate China Phase III study in first-line EGFR-mutant NSCLC patients with brain metastasis; Initiate China Phase II study in glioblastoma (primary brain cancer). Sulfatinib - Initiate Phase II expansion study in NET patients in the U.S. Plus of course we have some potential things which could impact positively on FY17 guidance	nerdofsteel	Read Full Thread Reply
22/8/2017 12:08	Just a quick thanks to Nerdofsteel and all the other informative posters for making this an example of what a BB should be. I've been following this one quietly and had another top-up this morning. Loving all these director buys and lack of the herd! GLA	melf	Read Full Thread Reply
22/8/2017 09:23	Seems to be quite a lot of Director buys recently, do they know something?	hamsterdam	Read Full Thread Reply
22/8/2017 09:05	More non-exec buys reported.	nhb001	Read Full Thread Reply
22/8/2017 07:22	Suits me! The less Private Investors the better, avoids the short term herd.	nerdofsteel	Read Full Thread Reply
18/8/2017 11:50	The problem with PI's tends to be the price per share. There is a perception that they are unaffordable. Were they £3.70 or 37p they would attract small investors. Psychology plays a great part of investment success.	scanjet17	Read Full Thread Reply
18/8/2017 11:29	More buys. How many more clues do people need?	mad foetus	Read Full Thread Reply
16/8/2017 07:06	indeed! and I like the fact the Directors continue to buy dispelling any views we are over-valued. $10bn mcap Company by 2020 IMO.	nerdofsteel	Read Full Thread Reply
15/8/2017 11:59	More director buys. I tried a cheeky top up online but none available. Await the inevitable news and a £50 share price over the next couple of months	mad foetus	Read Full Thread Reply

Chat Pages: 44 43 42 41 40 39 38 37 36 35 34 33 Older

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