Hutchmed (china) Share Discussion Threads

[nerdofsteel] 21/4/2019 14:57

I am looking forward to the AGM this coming week, my eight or ninth and always a good opportunity to catch up with a few long term strategic Investors

[lauders] 20/4/2019 05:59

“The current pace of development of the biotech ecosystem in China is remarkable,” said Simon To, Chi-Med’s chairman. “It is being fuelled by the major unmet medical needs in China, systemic regulatory reforms that are accelerating new drug innovation and deepening market access.”

“We expect the listing to enhance liquidity for our shareholders and strengthen our access to capital with a view to ensuring that we can fully realise the considerable potential of our drug portfolio and continue to strive to become a global biopharmaceutical company,” he added.

If it will also reduce the spread between bid/offer it will also help liquidity as mentioned above. Bring it on. I may buy even more if that improves drastically!

[nerdofsteel] 18/4/2019 14:13

slightly off topic but here is an article from Brad Loncar's China ETF website today (we are a constitute of his China Biotech ETF)

hxxps://www.loncarfunds.com/Junshi

The article is an interview with the CEO of Junshi but it is interesting in that he talks about the NDRL and also the general state of the Biopharma industry in China

[dbadvn] 15/4/2019 13:48

Asked the CFO about this last month. He said main reason for CKHH to reduce below 50% would be to change the way that HCM was consolidated in the HH accounts. Apparently new management there is under pressure to increase margins.. Not sure about the details but all round it does make sense.

[nerdofsteel] 15/4/2019 07:46

I did ask the BOD about an HK listing at last years AGM and their view was "never say never"........the market should like this news, the liquidity aspect should be a major positive

[steeplejack] 15/4/2019 07:36

Note there's a split in London but NOT in the USA.Canny move.The UK has this naive appreciation of low priced stocks but arguably the reverse is true in the US.A heavyweight price in the States is a sign of quality.

[steeplejack] 15/4/2019 07:33

"I am also intrigued by the reduction of holdings by CKHH to increase liquidity, something that has been mooted by them previously..."Yes,below 50%,good move,the market will like that.

[lauders] 15/4/2019 07:31

Never sure about share-splits. Makes the shares seem more attractive to many as they are a lower price and you can buy more for your money, but never seemed to do Berkshire Hathaway much harm to never split. Still, it will probably end well. Just have to await the reaction now.

[nerdofsteel] 15/4/2019 07:26

Fantastic news in my opinion, I have wondered for some time whether the Company may consider a HK listing rather than any future additional issues on NASDAQ. This is yet another example of the Co's globalisation! I am also intrigued by the reduction of holdings by CKHH to increase liquidity, something that has been mooted by them previously...

"CKHH has also informed Chi-Med that it intends to reduce its shareholding to below 50% both to improve liquidity in Chi-Med’s Shares and in order that Chi-Med would no longer be a consolidated subsidiary in the financial statements of CKHH."

[steeplejack] 15/4/2019 07:09

Hong Kong listing could stimulate interest.Road shows etc.10 for 1 split planned for AIM quote.

The Company has made the application to the SEHK at this time to facilitate a potential listing on the SEHK in the third quarter of 2019.

In connection with the Offering, the Company proposes to (a) implement a share split whereby one share will be sub-divided into 10 shares and (b) amend certain provisions of the Company's Articles of Association to reflect certain requirements of the SEHK. Concurrent with the proposed share split, the ADS ratio will be changed from 1 ADS representing one-half Share to 1 ADS representing 5 Shares, so that the foregoing share split will not affect the trading price of our ADSs. The share split will, however, result in a reduction in the price of each Share trading on the AIM market such that, immediately following the share split, the price of each Share on AIM will be one-tenth of the price prior to the split.

[nerdofsteel] 13/4/2019 11:39

Barclays PLC purchased a new position in HUTCHISON CHINA/S (NASDAQ:HCM) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 34,954 shares of the company’s stock, valued at approximately $807,000.

hxxps://www.fairfieldcurrent.com/news/2019/04/13/34954-shares-in-hutchison-china-s-hcm-purchased-by-barclays-plc.html

Can't say I blame them

I continue to buy

[nerdofsteel] 12/4/2019 08:11

Yes, and it would be fantastic if we manage to get Elunate on the NDRL in the next few months. Currently just over 1000 patients are on it, with a target patient population of 50,000 so expanded access even at a lower price benefits patients and Chi-Med.

[lauders] 12/4/2019 02:08

Good interview as usual from CH NofS. Your link didn't work for me though (just need to change the first "h" to "H" to make it work by the way), so I went to the company's homepage and just watched it by clicking the link there:

I like the fact he talked about the IP and how it is protected in China as well as how reducing the drug costs is not a bad thing but rather the opposite: helps more patients and in the end HCM.

[nerdofsteel] 11/4/2019 18:39

CEO interview on CNBC Hong Kong

hxxps://www.chi-med.com/wp-content/uploads/2019/04

[nerdofsteel] 09/4/2019 17:38

Thankyou GGL! ;o-)

[grupo guitarlumber] 09/4/2019 14:48

Nerdofsteel
9 Apr '19 - 14:39 - 1860 of 1860
0 0 0
New Trinity Delta note released today:-

[nerdofsteel] 09/4/2019 14:39

New Trinity Delta note released today:-

hxxps://www.trinitydelta.org/research-notes/aacr-2019-savolitinib-in-the-spotlight-in-nsclc/

[lauders] 05/4/2019 02:19

A very brief snippet from a recent interview (2nd April). Good that the weekend news generated interest within the scientific community.

[nerdofsteel] 03/4/2019 09:13

My tales of woe on the price is that I bought a very large holding between around £3.50 and £4.50 and sold them all back in 2013, I then bought a large holding again in mid 2016 for circa £18.00 per share and have been buying ever since but clearly wish I hadn't sold at all. I continue to buy and will be holding for at least 10 years. Brilliant Company with fantastic management! Looking forward to the AGM again in a couple of weeks time.

[nerdofsteel] 03/4/2019 08:34

I think a five-fold increase is certainly possible over a long period of time, maybe 10 years or so. Looking at forecast revs and earnings, on the assumption that there are no major pipeline crashes, and looking at valuation metrics of similar companies (Genmab, Incyte etc) - Incyte is a great example - it went up 5 fold in 2 years from Jan 2013 as its pipeline and launches started to kick in

[learningtrader] 02/4/2019 09:13

I am certainly relieved holder now. Have it in my ISA, SIPP and daughter's child trust so hoping for five-fold increase from here as my average price is GBP 40.

[nerdofsteel] 01/4/2019 16:57

Now back in >$30 territory, where it was prior to the pipeline news in late Dec, common sense starting to prevail

[lauders] 01/4/2019 10:13

Have to wait for the US market to open to see if we can go back towards 5000p faster NofS!

[nerdofsteel] 01/4/2019 10:03

Plenty of very positive Tweets and coverage from AACR2019 in Atlanta yesterday