Hutchmed (china) Share Discussion Threads

[dbadvn] 21/5/2019 10:52

I can confidently say that I have no idea where any of the stocks in my portfolio will move from day to day , but I have a lot of confidence in the long term direction of each of them...!

Having said that I have more confidence that I don’t know which way hcm will move day to day , balanced of course by more confidence in the long term direction - otherwise I would sell it ....

[nerdofsteel] 21/5/2019 07:05

Liquidity will be improved once CKH drop to 50% in Q3, that should help to avoid the large under and over valuations we have seen over the years

[nerdofsteel] 21/5/2019 07:04

Average ADR volume on NASDAQ = 132k
Average OS volume on AIM = 2k

America controls the price, maybe HK will also have a big influence after the IPO in Q3

[steeplejack] 20/5/2019 16:21

I can safely say that I have no idea where this stock will move from day to day.

[ariane] 17/5/2019 10:22

Nerdofsteel
17 May '19 - 10:19 - 1924 of 1924
0 0 0
Astrazeneca released their ASCO2019 prsentation schedules yesterday, which includes Savolitinib

[nerdofsteel] 17/5/2019 10:19

Astrazeneca released their ASCO2019 prsentation schedules yesterday, which includes Savolitinib

hxxps://www.astrazeneca.com/media-centre/press-releases/2019/astrazeneca-continues-to-redefine-cancer-treatment-at-the-2019-asco-annual-meeting-16052019.html

[nerdofsteel] 16/5/2019 09:13

indeed, I lived in the United States for 3 years, my brother has dual citizenship and my sister-in-law is American

[shaker44] 16/5/2019 07:37

MRF filtered

[steeplejack] 15/5/2019 20:53

Been here before.Set to climb back to $30 hopefully.

[nerdofsteel] 15/5/2019 20:49

Excellent session at the DB ADR Virtual Investor Conference today

www.adr.db.com/dbvic

[maywillow] 15/5/2019 13:16

Nerdofsteel
15 May '19 - 07:10 - 1915 of 1915
0 1 0
The J P Morgan China Summit took place on the 8th May, and Chi-Med have uploaded the presented content to the website

[nerdofsteel] 15/5/2019 07:10

The J P Morgan China Summit took place on the 8th May, and Chi-Med have uploaded the presented content to the website

hxxps://www.chi-med.com/jpm-global-china-summit-2019/

[nerdofsteel] 15/5/2019 05:43

It's only got to gain 20% to reverse this weeks losses ;o-)

[dbadvn] 14/5/2019 17:31

Any doubt that HCM is not a China proxy removed today. Within 5 minutes of Trump saying trade talks were still alive the stock jumped. Totally unrelated to reality but that is the way it is.

[nerdofsteel] 14/5/2019 07:21

Nice Fool article

[nerdofsteel] 14/5/2019 07:15

The ironic thing is that Chinese drugs and other pharmaceutical products are exempt from import tariffs and that is planned to remain the case

[nerdofsteel] 14/5/2019 07:12

I bought a significant number of shares yesterday because the Co's fundamentals have not changed. For any medicines approved in the U.S. such as Savolitinib, it will be a first or best-in-class and I can't see how any tariffs applied would reduce the demand for the product. President Trump has just done me a favour.

[shaker44] 13/5/2019 16:38

Down 24% in 4 weeks on USA market. Clearly not based on fundamentals. Looks a good buying opportunity

[dbadvn] 13/5/2019 16:13

Buying again at this level. Steeplejack is correct this fall is related to China trade talks and nothing to do with the fundamentals. As long as the long term story is intact I will stay in.

HK listing will effectively draw an end to the trade talk proxy in any case . Looks more and more like a shrewd move by management.

[nerdofsteel] 12/5/2019 15:57

ASCO abstracts including Savolitinib available this coming Wednesday

[nerdofsteel] 12/5/2019 08:58

For those very reasons I've switched to buying ADR's only now.