Hutchmed (china) Share Discussion Threads

[melf] 03/10/2017 22:12

The US close equates to around 4630p by my calculations. Hopefully a nice rise at the kick off tomorrow.

[mad foetus] 03/10/2017 21:08

Finishing on a high in US but more to the point, volume is well over 100,000. If we continue to trade double the volume is US compared to London we will get valued on US metrics.

[peterm10] 03/10/2017 19:19

Ditto on all of those comments Malcontent .bought a few more last week out of PAYS proceeds when I thought I should have bought a lot more but cant complain.Think I got in on an early mention on SCSW [share tip sheet] who havent followed it since. Evgen look similarly interesting with apologies to those who dont like other stocks mentioned ... anti cancer drugs you just WANT to work

[malcontent] 03/10/2017 19:10

10 bagger for me today

that's worth a nice cool beer

as always, wish I'd put my house on it.....

[melf] 03/10/2017 18:09

In all my years of investing I don't think I've ever had a share increase by 357p in a day :-)

[mad foetus] 03/10/2017 15:57

Flirting with $30, happy days. Once news comes I feel the US will quickly drive this to a multiple of today's price.

[nerdofsteel] 03/10/2017 14:55

$28.99 all time high just recahed on NASDAQ - the U.S. market have woken up at last and really do know how to value this Company

[nerdofsteel] 03/10/2017 12:35

sometimes the prices get out if synch by a few % but usually end up equalizing

The Marketmakers can tap into ADR's and AIM shares - in other words an order for UK listed shares may in part or entirely satisfied by ADR's, although the end Client would receive UK Ordinary shares.

The details are here:-

hxxp://www.chi-med.com/investors/investor-faqs/

[steeplejack] 03/10/2017 12:10

The ADR is equal to half a U.K. share.So currently,the US is trading around 43 quid equivalent at current xrates

[hamsterdam] 03/10/2017 11:44

We are listed on AIM in the UK and Nasdaq in the USA

[my retirement fund] 03/10/2017 11:22

Hope this is not a daft observation but these seem fungible? Why are people not buying in the US and selling at a huge premium here?

[mad foetus] 03/10/2017 10:19

Thanks nerd, will look at that later if I have a chance. Thanks for all your posts here, just the right balance of info and enthusiasm.

[nerdofsteel] 03/10/2017 09:58

U.S market driving the price and at last they have woken up to the massive potential with Chi-Med

If anyone would care to join me Stocktwits.com is probably one of the best U.S Bulletin boards with posts from a mix of Private and Institutional Investors

hxxps://stocktwits.com/symbol/HCM?q=HCM

Interestingly the number of watchers of HCM has increased from a one (when I joined the board a year ior so ago, to 113 today and rising

[nerdofsteel] 02/10/2017 17:13

An all time high reached on NASDAQ today at $28.39 mad

I do wish people would stop buying shares in the Company, it's playing havoc with my strategy of continuing to purchase shares regularly. I will have to downgrade my total holding target!! (which is 6000 shares)

[mad foetus] 02/10/2017 16:55

Big volume and big move at the moment in US. May try a cheeky buy first thing tomorrow!

[mad foetus] 02/10/2017 15:34

You are right, the volumes in US are getting bigger than in LSE. Today they've already traded nearly 12,000 ADRs and buys are going through at equivalent of £42.

[nerdofsteel] 02/10/2017 10:49

At last the American retail Investors are waking up to the massive potential we have here, although little do they know that some of us have enjoyed >2000% growth in the last 10 years in the UK. This is on track to be a very large Biopharma by the mid 20's with a mcap of many multiples of today.........

My estimate

2025 @ 16 P/S = $16,736m
2025 @ 86 P/EBITDA = $25,800m
Blended mcap = $21,268m = 6.4 x todays mcap or circa £256 per share

If anyone things that is unachievable look at Incyte or Genmab and you'll see that level of growth for a late stage Biopharma with a huge pipeline is perfectly achievable

[nerdofsteel] 02/10/2017 07:06

Haha unlike most Chinese drug companies we have no interest in low margin generics!

[my retirement fund] 29/9/2017 15:38

May see a higher high in the next few weeks. So what do they do make clone aspirin and paracetamol in china or somthink?

[nerdofsteel] 29/9/2017 09:30

In the slow, long term world of drug development any new data is always good news.

My big question on Savolitinib is this........Do we now have data of sufficient quality to satisfy the FDA that this should get Breakthrough Therapy Designation? If the answer is yes, that will be a significant and material update.

[mad foetus] 29/9/2017 07:41

I wonder whether the presentation in China was the catalyst for the increased buying this week. Looks like the publicity is being ramped up: mention of the Astra Zeneca joint drug results being announced at a major event later this year. And that, as nerd will tell is, is just what we know: there are so many areas where unexpected news could come as well.

[nerdofsteel] 29/9/2017 07:05

Ham - I do, one of the main posters

[my retirement fund] 28/9/2017 15:15

Buy at best only chaps.

[hamsterdam] 28/9/2017 15:03

NerdofSteel, do you post under a different name on the HCM thread on iii?