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
  +0.00p +0.00% 4,350.00p 4,320.00p 4,380.00p 4,350.00p 4,350.00p 4,350.00p 245 07:46:49
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 178.6 -39.6 -31.8 - 2,894.17

Hutchison China Meditech Share Discussion Threads

Showing 1726 to 1749 of 1750 messages
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DateSubjectAuthorDiscuss
19/9/2018
02:29
Faster green light for imported drugs ignites international biopharmas' interest in China Tuesday, September 18, 2018 HONG KONG – China has seen a busy month of drug approvals, from Lenvima (lenvatinib, Eisai Co. Ltd. and Merck & Co. Inc.) on Sept. 5 to Elunate (fruquintinib, Hutchison China Meditech Ltd.) and Soliris (eculizumab, Alexion Pharmaceuticals Inc.) on Sept. 6. More notably, the three drugs, all accepted under the priority review pathway, were granted marketing approval in about a year. Http://www.bioworld.com/content/faster-green-light-imported-drugs-ignites-international-biopharmas-interest-china I am not a subscriber so cannot read the whole piece but I think we know that China will be a major player in the years to come which is why we all have an interest in HCM. PS. Thank you for the Edison link carcosa. Like the "Our revised valuation is £74/ share." ;-)
lauders
18/9/2018
10:51
Latest note from Edison: https://www.edisoninvestmentresearch.com/?ACT=18&ID=22029&LANG=
carcosa
17/9/2018
10:47
Very good company with great management team backed by the mega Hutchison group. Lots of positive factors being discussed including ongoing drug development, research, publications and impending new drug approvals (after fruquintinib success) etc., But Company’s shares are 30% lower than the peaks observed in 2017, probably due to ‘over reliance’ on the American investors. Why is the company still not listed on Chinese and/or HK stock exchanges? Are there too many administrative hurdles involved? Few days ago, NofS had posted a message that the management didn’t have any plans to list hcm on HK stocks exchange. Perhaps, someone may wish to ask the company again. A Chinese company has created first ever therapeutic medicine. A sentimental achievement to Chinese people. Isn’t it a valid factor for listing? After all, China is the second largest economy. Bring the Chinese private and institutional investors onboard! That will do a great benefit to the company.
sportii
16/9/2018
01:59
many drugs are incompatible with chemo so unless or until fruq has been trialled alongside chemo it will not be approved for that.
shaker44
15/9/2018
17:10
Yes , I think as a previous poster mentioned the results were for patients with few other options and who hadnt responded well to other treatments. I dont know a great deal about clinical trials but I would imagine that at some stage it may be shown to have greater benefits as an earlier treatment. You would think it would be prescribed early and even alongside chemo etc
peterm10
15/9/2018
16:42
15% more patients are alive after 15 months than would otherwise have been the case.
carcosa
15/9/2018
00:55
I suspect share price weskness is because the benefits of fruq recently approved in china are marginal. only applies to those with colorectal cancer where two rounds of chemo have not succeeded, and then only extends life by an average of 6 months as I understand it. I think we have to wait for approval of other pipeline drugs which offer a greater benefit to see the csp move forward. but interestingly other asian countries will use drugs based on chinese approval without usa and thats about 40% of global population.
shaker44
14/9/2018
21:10
The US can do whatever it wants, but in the end if HCM produces a drug which meets a need then I can't see how cost or tariffs will stop people in the US accessing it. It is one thing to try to bolster your own steel industry, another thing altogether to deny someone access to a lifesaving drug. So while I think this may explain some of the weakness in the SP, I don't think it really affects the business at all.
mad foetus
14/9/2018
20:55
Chi-med share price has not been moving in the positive direction, even after the major news of first drug approval. Due to the unfortunate geopolitical situation, institutional buyers in the USA are not showing any interest. Hence, share price is suffering and we, long time holders, are disappointed. Unless, there are new buyers who are willing to buy, share price will not move up. That will be the case even if the company gets approval for two or more drug candidates. Wondering why the management isn’t interested in listing on HK stock exchange.
sportii
13/9/2018
15:12
Reptile, good point and WCC brings back memories, I made a packet on that, together with CMSHL which also move to HK. I did ask the Board at this years AGM about a listing on the Hang Seng and they said it was not under consideration and unlikely to be in the future. As many recent HK Biotech IPO's have been a disaster, together with the wider HK market I doubt they'd touch it at the moment, although I do agree about the strong Chinese support. U.S. Investors are generally fickle & anti-foreign anyway. However Iam sure Donald's current China bashing stance is not helping our cause at all. Most U.S Investors, including Institutions are probably avoiding anything remotely chinese, which is a shame. However, it just presents a great buying with a long term view in my opinion. The United States may not like the rise of China Biotech but they'd better get used to it.
nerdofsteel
13/9/2018
08:07
That’s an excellent point, reptile. Listing on HK stock exchange would be extremely good for the company in view of the recent achievements. One can easily assume the sentimental value to the Chinese people about the first ever medicine developed on their soil by their researchers and scientists. Hence, there should be good response among Chinese and HK investors. Chi-med management should seriously think about this option. Many companies (including Luye are dual listed).
sportii
12/9/2018
21:30
Maybe the answer is to list on the Hong Kong exchange. At least in the short term most of the increased revenues will originate from mainland China. The Chinese provided strong support for West China Cement some years ago when it left AIM for H.K. and I feel they will appreciate a highly successful home grown company..... and as you say N of S current sentiment towards China in the USA is not helpful.
reptile3
12/9/2018
16:07
unfortunatley there's a lot of negatives in the media about the U.S - China trade war and also some commentary about the quality of China API's none of which is helpful. That said I am very surprised we have not had a better reaction by the market after last weeks announcement, which occurred whilst I was literally only a few yards away from Chi-Meds HQ in HK!
nerdofsteel
08/9/2018
06:28
yes an equivalent 4.5% would be good
shaker44
08/9/2018
06:16
Nice to see the share price ‘getting corrected’ to an extent in USA. Expecting same with AIM by next week. Good to see no bigger sell-off. Thursday’s negativity proved to be transient.
sportii
07/9/2018
08:34
Any early falls in the share price going to bevtransient. Expecting ‘corrections’ by this afternoon.
sportii
07/9/2018
07:51
kazoom.... I should have said with reference to the drop on Nasdaq where at 8.30p.m. UK time the share price was 9.3% down on the day and therefore anticipating the drop to around £41 on AIM.
reptile3
07/9/2018
01:53
Great news from HCM this week although the positive reaction was very short-lived! Judging from the close in the US at the end of the last session we are in for a rough day when the UK opens. If we drop down to the 4000-4100p area I may well have to average down. In the long term that should be a wise move, I hope!
lauders
07/9/2018
01:00
An interesting article just published by Evaluate hxxp://www.evaluate.com/vantage/articles/analysis/spotlight/china-comes-age?mkt_tok=eyJpIjoiWTJSaFltUmxZbUppTnpCaCIsInQiOiI1UG1zUE1OdHZ3S21LTEg1TG92VHpYK2xVVDhORTJmeVwvb09yY3FFTVI1K2pWU0xTRXRxTWNtMGk3dGQ5cUdjY1wvUk0rV0N3bWN1KzZLV1AxQTBsQ01remQ2WFZweDFtZThDRndnQUQ1NW5FRVJqQ0pCeldXdVB0a2hLZEl4Z0hqIn0%3D Interesting, although I do not agree with this point:- "Presumably if fruquintinib is left on its own outside China Chi-Med will have to seek a new partner." It seems the author isn't aware that Ci-Med is setting up the required infrastructure and regulatory Teams to avoid the need to partner if Lilly does not take up ex-China rights.
nerdofsteel
06/9/2018
23:13
The US close at $26.55 is equivalent to £41.I keep an eye on charts but I’m no devotee.However,that chart suggests that the price would like to revisit £41.I hope I’m wrong and if it does I hope the visitation is a short one. All things Chinese have been under pressure of late.Alibaba is down near a quarter in just a few months but this is in large part due to a falling renminbi.Quite why HCM has come in for a beating is not immediately obvious.Better to travel than arrive ahead of drug approval?Well,we hardly had a spate of outperformance ahead of yesterday’s RNS did we?I guess stocks like HCM can be vulnerable in tired markets but I’m searching for explanations.
steeplejack
06/9/2018
21:37
Head and shoulders.... probably complete now. I'm no expert on chart patterns at all, but isn't tjat a H&S formed, which would signal a further fall?
kazoom
06/9/2018
21:02
Head and shoulders.... probably complete now.
reptile3
06/9/2018
19:56
Makes no sense to me at all. Annoying though
mad foetus
06/9/2018
18:59
Everything else, other than the share price, appears positive. Big drop in share price on the other side of the pond, today. Is yesterdsy’s approval news not good enough for the big buyers? Disheartened sellers, perhaps.
sportii
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