Hutchison China Meditech Share Chat (HCM)

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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
	-65.00p	-1.65%	3,885.00p	3,800.00p	3,970.00p	3,975.00p	3,885.00p	3,950.00p	5,511	14:48:22

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	178.6	-39.6	-31.8	-	2,584.79

Hutchison China Meditech Share Discussion Threads

Showing 1851 to 1875 of 1875 messages

Chat Pages: 75 74 73 72 71 70 69 68 67 66 65 64 Older

Date	Subject	Author	Discuss
17/2/2019 08:30	Lots happening as ASCO yesterday ASCO Genitourinary Cancers SymposiuToday 08:29hxxps://stocksnewsfeed.com/benzinga/chi-med-highlights-preliminary-phase-ii-savolitinib-imfinzi-combination-data-in-advanced-papillary-renal-cell-carcinoma-at-2019-asco-genitourinary-cancers-symposium/?utm_source=dlvr.it&utm_medium=twitter https://twitter.com/Uromigos/status/1096874844736667648	nerdofsteel	Read Full Thread Reply
14/2/2019 10:32	Great volume on NASDAQ, the drop on negative pipleline news was overdone Company strategy in their engagement with Investors now firmly on track in terms of a much greater emphasis on the GLOBAL portfolio U.S. - China trade talks appear positive which is also probably helping sentiment with anything associated	nerdofsteel	Read Full Thread Reply
13/2/2019 15:08	agreed, certainly helping I think. Also......... common sense finally kicking in, and some large Institutions taking up new positions recently:- 1. Korea Investment CORP 2. Korea Investment CORP 3. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $25 just reached, let's hope we get back to a proper sensible valuation close to Trinity Delta's suggested £51.52/share or $33.49/ADS	nerdofsteel	Read Full Thread Reply
13/2/2019 08:39	I guess some sort of resolution of the trade war benefits sentiment here.Long may it continue.Been a rough ride of late.	steeplejack	Read Full Thread Reply
08/2/2019 09:45	Thankyou Lauders, that certainly causes concern. I think Chi-Med's response would be that they manufacture to FDA and GMP global standards, but whilst that is the case, these kind of incidents tarnish all Chinese Pharmas, even the good ones adhering to global standards and inspections.	nerdofsteel	Read Full Thread Reply
08/2/2019 01:10	From another respected poster on another BB comes this link about issues some Chinese companies have with the FDA. Doesn't really help sentiment when it comes to investing in HCM. Perhaps this is something you can drill down on when you go to the AGM NofS? Would be good to know that nothing like the scenario shared in the link could occur with HCM's operations! I very much doubt it to be the case but a concern, even if minor, in our case. Https://www.fiercepharma.com/manufacturing/fda-finds-big-issue-chinese-otc-drug-manufacturer	lauders	Read Full Thread Reply
07/2/2019 15:25	Thank you very much NofS. Very kind of you. Look forward to your feedback in due course. The Trinity Delta pdf you shared looks very comprehensive. Surprised there was such a weak reaction to it.	lauders	Read Full Thread Reply
07/2/2019 12:36	I certainly will do that Lauders	nerdofsteel	Read Full Thread Reply
07/2/2019 01:03	Hopefully you will be able and willing to share the fruits of your discussions with those who are unable to attend NofS? It would be appreciated by myself for one!	lauders	Read Full Thread Reply
06/2/2019 14:16	could not agree more Lauders, brilliant long term investment but most people have an even shorter timeframe at the moment. I will go to the AGM again for the 7th year in a row and have some interesting side-chats ;o-)	nerdofsteel	Read Full Thread Reply
06/2/2019 13:31	Need some encouraging news from HCM to get us back on track NofS. The recent run of disappointing RNSs has dented sentiment a lot. A chance to buy for those with faith and a long term view. With Brexit matters looming next month the appetite isn't around at present here!	lauders	Read Full Thread Reply
06/2/2019 13:06	Trinity Delta Initiates Coverage on Ch-Med today hxxps://www.trinitydelta.org/chi-med hxxps://docs.wixstatic.com/ugd/07354c_3a57457cbfbd457f8fd221ff6ec69537.pdf "We value Chi-Med at £51.52/share or $33.49/ADS."	nerdofsteel	Read Full Thread Reply
03/2/2019 10:14	ASCO #GU19 is Feb 14-16 in San Francisco, CA, I think we have AZ + HCM there with Durvalumab+Savolitinib. I'm not sure is it will be a presentation or just a poster session but hope it will have some positive impact	nerdofsteel	Read Full Thread Reply
17/1/2019 15:31	For anyone interested Chi-Meds pipeline has just been updated on the website hxxps://www.chi-med.com/innovation-platform/our-pipeline/	nerdofsteel	Read Full Thread Reply
17/1/2019 11:26	We need some fantastic late stage pipeline updates, some brilliant early Elunate sales figures and some really good FY19 forecasts when the 2018 results are announced. If we get all three there;'s some chance of getting back to $40+. Our CEO did a great job at the JPM HC event in emphasising we have a global focus but I still think the name of the Company puts off a lot of U.S Investors.	nerdofsteel	Read Full Thread Reply
16/1/2019 10:05	Didn't HCM close 3%+ yesterday in the US? Thought we would be having a better day. Such is life. Need folk to become interested in HCM in the UK again.	lauders	Read Full Thread Reply
10/1/2019 15:46	Haved followed Nerds of steel for some fair time now & appreciate his positive view on this company even when it has taken such a bashing. Bit concerned as to how low price will be driven before it bottoms out. I note the share price is just starting to wain again this afternoon. Rob longcroft	robert longcroft	Read Full Thread Reply
10/1/2019 14:56	See HCM are participating in this per their website: 18 Jan 2019 Bloomberg Intelligence - Harnessing China Biotech’s Potential Bloomberg Hong Kong Office Https://www.chi-med.com/investors/event-information/ Let's hope we start to climb back up share price wise soon!	lauders	Read Full Thread Reply
09/1/2019 14:07	agreed Lauders and given their commercial arm I have often wondered why they haven't struck the sort of deal Beigene did with Celgene, eg, take on the complete China rights and responsibility for sales and distribution in China for a U.S. based Pharma.......deals are there to be had according to China Showcase	nerdofsteel	Read Full Thread Reply
09/1/2019 11:14	We need the Co. to really start driving ahead with pipeline delivery now,... It isn't going to come NOW is it NofS? Will need some time. Any chance of more drugs on the commercial side being taken under HCM's wing and sales improved I wonder? That would be something that would help the income stream and fund the development side even more. They seem to be pretty good at it!	lauders	Read Full Thread Reply
09/1/2019 09:57	indeed NASDAQ drives the price now, much bigger volumes, it's just a pity that we will never have the advantage of LOXO, PUMA, AGIO, TSRO etc who get bought by big U.S pharmas. We need the Co. to really start driving ahead with pipeline delivery now, given the hundreds of millions spent so far. A return on that investment is now required.	nerdofsteel	Read Full Thread Reply
08/1/2019 12:41	To state the obvious,it's trades on NASDAQ that determine where this stock travels.The UK listing is something of a backwater.	steeplejack	Read Full Thread Reply
08/1/2019 10:19	Nofs, I agree. This is a long term investment par excellence. You should keep your stake at a level where a 50% hit does not destroy your portfolio , if necessary by top slicing . If you cannot accept a large decline every now and then you should probably buy a biotech fund instead. Bought a few more yesterday.	dbadvn	Read Full Thread Reply
08/1/2019 09:47	I agree Lauders, I think the new deal is much more to Chi-Med's advantage in the longer term, but with an impact on short term financials. The Company plays the long game which ultimately rewards long term Investors.	nerdofsteel	Read Full Thread Reply
08/1/2019 01:47	Thanks for that link NofS. Looking at slide 25 it would seem the new HCM/Lilly amendments are better for HCM in the long run. Higher milestone and royalty payments, more control over the marketing, for full responsibility on development costs. Is it just me or do you think it will be more favourable? I doubt HCM would have made the changes if they did not believe it was in their interest to do so.	lauders	Read Full Thread Reply

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