Hutchmed (china) Share Discussion Threads

[steeplejack] 21/8/2019 08:50

4.638%,just over 30.9m share equivalent are held in ADR form,and the rest, 2.6m odd ,are held in ordinary stock.It would appear that the greater part of the ADS issue was placed with Capital Group and the Prudential.

[nerdofsteel] 21/8/2019 08:44

This is particularly interesting for me as I have a 401K in the U.S. with holdings in Capital Group's International Equity Fund which I suspect is the Fund which owns Chi-Med

The Capital Group Companies, Inc.
Ordinary Shares 2,651,060
ADR's 6,183,155
Total issue of Chi-Med share capital held 5.04%

[steeplejack] 21/8/2019 08:29

According to the RNS released yesterday,freely available to all that care to read it,Capital Group of LA now hold a little over 5% of the equity represented by a combination of ordinary and ADR stock.

[sportii] 21/8/2019 07:34

Is HCM added to one of their funds?
How much or how many ADRs?

[sarkasm] 20/8/2019 13:05

steeplejack
20 Aug '19 - 12:44 - 2130 of 2130
0 0 0

[steeplejack] 20/8/2019 12:44

https://en.m.wikipedia.org/wiki/Capital_Group_Companies

[nerdofsteel] 19/8/2019 07:43

Brad Loncar China Biotech interview on Yahoo Finance 16th August

[yidarmytom] 14/8/2019 17:06

Thanks for posting today's Edison note, they are always a little out of step with Trinity Delta but it's nice to see both Research houses are fairly well sycnronised!

[jaf1969] 14/8/2019 13:31

Https://www.edisongroup.com/publication/onwards-and-upwards/24840Not sure if I've got the url's correct.

[jaf1969] 14/8/2019 13:29

Edison research note £6.99 per share.hxxps://www.edisongroup.com/publication/onwards-and-upwards/24840

[nerdofsteel] 13/8/2019 13:05

Trinity Delta have issued an updated note today:-



Valuation maintained at $5.14bn ($38.55/ADS) or £3.95bn (£5.93/share)

[thornyone] 13/8/2019 09:38

Hope springs eternal. Thanks Nerd

[nerdofsteel] 13/8/2019 07:42

Plenty of results in the last 10 years:-

- First ever china developed Oncology drug launched
- JV sales on the CP grew from $21m in 2003 to $664m in 2018
- Pipeline grew from nothing to 8 drug candidates
- $298m Nett income to Chi-Med from CP so far

Plenty more to come

- 3 NDA's due in the next 3 years
- First NDA and launch for wholly owned drug

mcap growth of 1300% since IPO

[thornyone] 12/8/2019 15:25

Less aggression and technical b..ls..t and more results needed. Not fake news, like patients being able to live three weeks longer. Being the best in class means snafu if that is the best HCM can offer imho.
Might I suggest HCM trying 'small molecules' with lower atomic weight densities, if this has not been done.

[nhb001] 09/8/2019 10:46

Thanks SJ. A strangely muted response to this news.

[steeplejack] 09/8/2019 10:21

Comment by HCM on 30 July mentioning Tagrisso.

"Highly encouraging preliminary data was also reported for the savolitinib / Tagrisso(R) combination in NSCLC, which led to the initiation of a global registration intent trial by AstraZeneca AB (publ) ("AstraZeneca"), the SAVANNAH study, early this year. Also, recently released preliminary data for the savolitinib / Imfinzi(R) combination in kidney cancer is promising."

Good news today.Perhaps the US market will be more reactive .

[nhb001] 09/8/2019 10:05

So, Tagrisso is in trial with Savolitinib. Is there another read across with this news from AZ that I should be making?

[nerdofsteel] 09/8/2019 09:04

Great intel, thankyou for posting Lauders

[lauders] 09/8/2019 07:08

Got to be good for HCM as well as the unfortunate patients that have to use it:

Tagrisso significantly improves overall survival in the Phase III FLAURA trial for 1st-line EGFR-mutated non-small cell lung cancer

Tagrisso is the only medicine demonstrating statistically-significant overall survival benefit in this setting. Also increased the time patients with central nervous system metastases lived without disease progression

[steeplejack] 06/8/2019 18:11

Hutchinson can account for its interest in HCM as an associate interest.Sort of reduces visibility I suppose.

[dbadvn] 06/8/2019 16:43

similar story , but for anyone not in I think now will be the best opportunity for a while . I'm buying now but I already have a bunch so don't want to unbalance my portfolio too much but...…!!

[nerdofsteel] 06/8/2019 16:03

they still made a 1400% return on their investment over 13 years which is not bad, unfortunately I bought a very large amount at 250p and sold them at 400p back in 2010 only to buy again in 2014 @ �680p. Been buying ever since.