Hutchmed (china) Share Discussion Threads

[mad foetus] 31/10/2018 18:41

Big volume here today and up again in US. Bodes well

[nerdofsteel] 25/10/2018 10:23

Great pics posted by Brad Loncar touring Chi-Med's R&D facility today!

[nerdofsteel] 22/10/2018 10:45

Another great find, thanks Lauders!

Lots of late stage pipeline news coming before the end of the year:-

SAVOLITINIB:-
1. Initiate global study of savolitinib/ Tagrisso® combo in 2L/3L NSCLC post Tagrisso® failure; AZ presents data on c-Met resistance; regulatory dialogue

2. Molecular epidemiology study (n>200) in PRCC [3] – possibly BTD enabling

FRUQUINTINIB:-
1. Report top-line data for Phase III FALUCA study in 3L NSCLC

[lauders] 22/10/2018 02:54

HCM get a very small mention in this piece:



There are also other FGFR inhibitors in development, including Hutchison China Meditech’s sulfatinib, which hits FGFR1 as well as VEGFR, and is in a phase III neuroendocrine tumour study.

There is also this piece on the latest HCM RNS:

[nerdofsteel] 14/10/2018 18:17

China cuts pricing on cancer drugs

hxxps://www.fiercepharma.com/pharma-asia/big-pharma-s-cancer-drugs-take-50-plus-discount-for-china-s-insurance-scheme

[nerdofsteel] 08/10/2018 16:34

Excellent post, thankyou Lauders

[lauders] 06/10/2018 14:47

I see HCM were mentioned in the MasterInvestor monthly publication this month:

The Chinese are coming

When we talk about big pharma we tend not to think about the Chinese. That may be about to change. Early in September, a cancer drug called fruquintinib became the first Chinese-made oncology medicine to be approved by the National Medical Products Administration – the Chinese regulator analogous to the FDA and the EMA. Apart from artemisininan anti-malarial treatment, China has never before commercialised its own pharmaceuticals.

Fruquintinib is produced by Hutchinson China Meditech Limited (LON:HCM) (with ADRs listed as NASDAQ:HCM). The drug was approved after demonstrating that it was effective in cutting off the blood supply to rectal tumours. Hutchinson is now applying for approval from the FDA in the United States.

Hitherto, most of the Chinese pharmaceutical sector has been made up of state-owned companies which manufacture generic drugs. Now there are a number of world-class labs staffed by PhD students, educated both in the West and in China, which are working on innovative treatments. The Chinese government has been encouraging this move with grants and tax breaks.

Other Chinese pharmaceutical pio- neers include Beigene (HKG:6160) and Jiangsu Hengrui Medicine Co. (SHA: 600276). China, with more than 1.2 billion inhabitants, is already the second largest pharmaceuticals market in the world. Its citizens are getting richer – and older. There is a government-sponsored healthcare system in China which shows willingness to pay for more expensive treatments. Some analysts think that China will be the number one market for pharmaceutical products by 2030 – and that many of the suppliers to that market will be Chinese.



Page 64.

[nerdofsteel] 28/9/2018 18:04

I suspect there may have been a stock overhang in the U.S. for the last few weeks and that has now gone.

[mad foetus] 27/9/2018 20:20

Nice action in US tonight, looks like corner has been turned

[sportii] 27/9/2018 16:56

Hoping for the last couple of days’ upward trend to stay for bit longer! Similar positivity all over pharma sector.
Are there any specific reasons for the upward movement of HCM?

[nerdofsteel] 24/9/2018 15:04

China cuts pricing on cancer drugs by up to 9%

hxxps://www.thepharmaletter.com/in-brief/brief-china-cuts-pricing-on-cancer-drugs-by-up-to-9?utm_source=The+Pharma+Letter&utm_campaign=54c8a96593-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_6eaa4daa09-54c8a96593-265387269&;mc_cid=54c8a96593&mc_eid=39aa759c0d

[nerdofsteel] 24/9/2018 14:54

yes, thankyou for posting cracosa, and the next big should be either:-

top-line data for Phase III FALUCA study in 3L NSCLC

or

Initiate global study of savolitinib/ Tagrisso® combo in 2L/3L NSCLC post Tagrisso® failure; AZ presents data on c-Met resistance; regulatory dialogue (BTD???????????)

[carcosa] 24/9/2018 11:05

CNBC interview from earlier this month (not been published here, from what I can see)



So next big announcement expected early December, possibly

[nerdofsteel] 24/9/2018 07:29

Great finds, thankyou Lauders

[shaker44] 20/9/2018 01:24

very interesting post. thank you

[lauders] 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.



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." ;-)

[carcosa] 18/9/2018 10:51

Latest note from Edison:

[sportii] 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.

[shaker44] 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.

[peterm10] 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

[carcosa] 15/9/2018 16:42

15% more patients are alive after 15 months than would otherwise have been the case.

[shaker44] 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.