Hutchmed (china) Share Discussion Threads

[rabiddog] 01/4/2018 13:46

He is just restating a Trump stereotype that Chinese companies steal US IP. Definitely doesn’t apply to HCM

[nerdofsteel] 31/3/2018 10:32

nicked IP? These people are creating IP not stealing it........and their IP is registered in some cases by AZ and Lilly in the United States.

Which IP are you referring to and who have they stolen it off?

[steeplejack] 30/3/2018 08:17

US close at a tad over 42 Sterling.

[gswredland] 29/3/2018 18:24

Good results and quite a fall from previous high (30%)
Have always wanted to buy in - must be at a low in dip...

[steeplejack] 29/3/2018 10:21

Lighten up.

[dbadvn] 28/3/2018 23:02

Two examples of the kind of attitude that a stock like hcm faces in the market...

[steeplejack] 28/3/2018 17:39

Soy sauce?

[my retirement fund] 28/3/2018 17:15

Wonder what intellectual property this lot have nicked?

[dbadvn] 28/3/2018 17:09

I am not a chartist myself, I think that we are probably looking at an artefact of the trading methodology rather than anything fundamental. Regardless of what you believe it does look as if it should turn soon. If it does not then both theories are baloney!

[steeplejack] 28/3/2018 16:42

Yes,it looks like a classic head and shoulders but don't you think that the pattern is almost complete.

[lauders] 28/3/2018 14:55

Talking of charts I would think that some are calling the current one a definite head and shoulders? Hence more weakness may be on the way. It was looking so good a short time ago, but it only needs one major update from HCM and the chart may turn!

[dbadvn] 27/3/2018 17:41

I suspect that whatever the reason (this time around it could be China) we are the victims(beneficiaries) of the US analysts/traders addiction to charts. I expected hcm to fall to nearer usd28 which is on one of the bollinger bands (whatever) but today it is bouncing of previous resistance at around usd 31.

Nothing to do with the real value or potential of hcm , but we do live in the real world.....

[nerdofsteel] 26/3/2018 17:26

Also buying, but then again, I am always buying so I am biased!

[rabiddog] 26/3/2018 15:43

Yep ditto...added to the increasing bucket I already have. Hoping it doesn’t break through £40 though !

[nimrod22] 26/3/2018 14:40

Up 1.1% in the US NASDAQ market

[nimrod22] 26/3/2018 14:13

bought 250 shares this morning, can only see this pushing back up again in the near future

[nimrod22] 26/3/2018 11:36

Just dropped in to the oversold range; should be worth a punt now. China already talking about agreeing concessions on trade etc along with other face saving comments.

[steeplejack] 26/3/2018 10:42

Now running a sizeable discount to US close which was over 44 pound equivalent.Interesting to see how it plays out.I suppose the company has "China" in its name and China,like the Far East in general,has certainly compromised medicine intellectual property rights over the years but I don't quite see how HCM can be singled out for interference by the US .

[my retirement fund] 26/3/2018 10:30

I will be tempted if it falls back a lot, eg around the 30 level etc or worse.

[melf] 26/3/2018 09:34

OXMAN....It's obviously a result of the current US/China trade situation. As someone mentioned previously, HCM are suffering collateral damage. Hopefully just some short term noise.

[its the oxman] 26/3/2018 08:42

Why so weak?

[lauders] 25/3/2018 00:07

Investors Chronicle

Gateley, the UK’s first listed law firm, is delivering on its promises of organic growth (168p). With a plethora of near-term catalysts and a solid long-term outlook, Hutchison China Meditech is a rarity in the biopharma world (5,200p). Take profits in Aim-listed oil and gas company President Energy, which has performed well over the past year (12p).

Not new but worth repeating the "near-term catalysts" part :-) HCM can go up just as fast as it can come down!

[nerdofsteel] 24/3/2018 11:43

vicsonvic - Gilead are developing GS-9876 Syk Inhibitor but it appears their indication is Sjogren's (which I happen to suffer from) and the huge RA market.

They appear to be ahead ahead of us (Phase 2), so could be First-in-Class but even if they are we may be Best-in-Class....time will tell

Chi-Med have stated the RA market is expected to be a $45 billion p.a. by 2020 with B-cell pathway; anti-TNF; & JAK the main focus.

[mad foetus] 24/3/2018 06:12

I'm not sure trade wars will make any difference. If HCM comes up with drugs that are better than those available in the US, I cannot see the US not allowing them in. And indeed, if the US focus on ensuring that China stop copying IP, that could have hidden benefits for us. I think the main cause is people locking in profits after a good run and a sense that news isn't imminent and there is no reason for the price to rise without it.

[lauders] 24/3/2018 04:09

From a link on the pharmacube page highlighted above:

Q. Is that in part a statement about the demographics of China and the urgency of solutions?

A. All of the Chinese healthcare industry is going to grow because of the demographics. You can see all the money from real estate and other industries now coming into healthcare industry. There is a window for investors and businesses, as this is a necessity for China. This is the fastest growing industry in China. Besides areas like cancer and cardiovascular, there will areas such as long-term management and medical foods. There will be more management of diabetes on a long-term basis, as well as diagnostics.