Hutchmed (china) Share Discussion Threads

[sportii] 27/6/2019 22:18

And, the volume of ADRs traded today - 346k.

[steeplejack] 27/6/2019 21:04

Back through $30 ....closing equivalent 477p equiv.

[nerdofsteel] 22/6/2019 07:25

An interesting article just published discussing the China-U.S. trade war and how drugs will continue to be tariff free

[nerdofsteel] 21/6/2019 07:30

I agree, tbh I can see the Company de-listing from the UK in the next few years, there seems no point being listed here, and the UK market simply does't understand Biotech

[steeplejack] 20/6/2019 16:02

Sadly the ridiculously wide nominal spread is a reflection of the lack of liquidity which in turn makes one wonder how long the company will persist with a U.K. listing.If the company isn't going to raise money in the UK (which I doubt) then there's not much point paying fees here.Thereagain,the concerns surrounding the HK listing might lessen misgivings about a UK quote.

[nhb001] 19/6/2019 11:40

So far, the only result of the share split and proposed HK listing has been a worse spread and a decoupling from the US index. i.e. the US share price goes up and UK price goes down!

[steeplejack] 19/6/2019 07:23

Strong performance in US more to do with resumption of trade talks next week I suspect.

[nerdofsteel] 18/6/2019 17:01

(Bloomberg) -- Hutchison China MediTech Ltd., a cancer drug developer backed by billionaire Li Ka-shing, is delaying the launch of its Hong Kong share sale that could raise about $500 million, people with knowledge of the matter said.



The American market seems to like this today! So fickle, I mean surely getting $500m cash via an HK IPO is a good thing as we can really push the pipeline dev, especially on the global side

[nerdofsteel] 18/6/2019 12:42

Trinity Delta Update today:-



Updated valuation is £5.93/share and $38.55/ADS

[grupo guitarlumber] 17/6/2019 09:19

MARCH/16/2020 FY 2019 Earnings Release (Projected)

A LONG WAY OFF

SO WILL HAVE TO BE HAPPY WITH THE ODD RNS AND PIECE OF NEWS

[sportii] 17/6/2019 08:44

London-Shanghai stock link has started from today. This allows investors from China can buy London listed shares and vice versa. Great news for HCM shares, isn’t it?

[lauders] 16/6/2019 02:37

Good to see the news did arrive shortly after my last post. Shame the reaction wasn’t more positive. You can bet your soul that if it was negative the price would have reacted!

[sportii] 15/6/2019 20:29

Nofs, Thanks for the posts. Encouraging to know all the recent updates.
Coming to HKSE listing, it’s assumed the company is going to raise $250-500 million. As we are all expecting, it should be a very successful IPO. Suppose the HKSE listed HCM shares do very well and the share price goes up over there, how’s that going to affect AIM and NYSE listed shares? What percentage of the present market valuation would be ‘transferred’ to HKSE listing?

[nerdofsteel] 15/6/2019 18:23

Just like when we submitted the NDA for Fruquintinib, when we got approval and when we actually launched it - the market didn't even notice


Lt's hope the Hong Kong and Chinese Investors take an interest at the IPO and realise what they have here - another Jiangsu Hengrui Medicine in the making, a Co. that grew 34 x in 10 years ;o-)

[nerdofsteel] 15/6/2019 18:20

A small amount of coverage on Surufatinib in today's Times Newspaper

[nhb001] 15/6/2019 14:38

This RNS seems like good news but the market does not seem to have noticed.

[shaker44] 15/6/2019 07:46

Many thanks for posting. Great news for patients and shareholders alike

[nerdofsteel] 15/6/2019 07:14

Trinity Delta Updated Note Today

[nerdofsteel] 14/6/2019 07:54

Hansoh Pharma IPO today, currently up 40% on the day, it would be nice to see something similar with Chi-Med

Clearly Hong Kong has a huge appetite for Biotech

[lauders] 11/6/2019 15:29

Hopefully we will start to see some news and hopefully positive news soon!

[nerdofsteel] 07/6/2019 07:03

Here is an extract from yesterday's Q1 Financial information, which may have prompted the ADR price fall

In 2015, Hutchison Sinopharm began distributing and marketing AstraZeneca’s quetiapine tablets, under the Seroquel trademark in China. In June 2018, AstraZeneca sold and licensed its rights to Seroquelto Luye Pharma Group, Ltd., including its rights in China. The terms of our agreement with AstraZeneca
were assigned to Luye Pharma Hong Kong Ltd. (‘‘Luye HK’’). In May 2019, we received a notice from Luye HK purporting to terminate our agreement. We believe that they have no basis for termination and intend to vigorously enforce our rights under the current agreement. As a result of the foregoing purported termination, we are no longer providing marketing and distribution services in respect of Seroquel. We
cannot be certain as to the outcome of this dispute or on our ability to resume marketing and distribution services for Seroquel in the future.

[nerdofsteel] 06/6/2019 06:43

A good article on the growth of the Biotech sector in Hong Kong



Big volume yesterday on NASDAQ