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
	-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

Chat Pages: 65 64 63 62 61 60 59 58 57 56 55 54 Older

Date	Subject	Author	Discuss
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	Read Full Thread Reply
14/7/2018 12:33	thanks Lauders, plenty of interest but average daily volume still quite small hxxps://fintel.io/so/us/hcm	nerdofsteel	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
05/7/2018 14:40	Thanks Lauders for your efforts and update.	sportii	Read Full Thread Reply
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	Read Full Thread Reply
05/7/2018 07:36	Thanks Lauders, approaching IR is a great strategy. Please do post if you get a response ;o-)	nerdofsteel	Read Full Thread Reply
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	Read Full Thread Reply
04/7/2018 19:18	Thanks Nofs.	sportii	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
02/7/2018 06:52	Nerdofsteel, have you emailed him about Seroquel ? Its an important question.	miti 1000	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
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	Read Full Thread Reply
27/6/2018 10:36	more coverage hxxps://jamanetwork.com/journals/jama/article-abstract/2685988	nerdofsteel	Read Full Thread Reply

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