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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Hutchmed (china) Limited | HCM | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -6.00 | -2.11% | 278.00 | 09:56:52 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 282.00 | 278.00 | 282.00 | 284.00 |
| Industry Sector |
|---|
| PHARMACEUTICALS & BIOTECHNOLOGY |
| Top Posts |
|---|
Posted at 20/11/2024 09:58 by fillipe Reason for today's rise is perhaps due to the RNS release of only a very short time ago.Woiuld appear to be a quite significat appointment. f |
Posted at 12/11/2024 07:28 by 1jat AZ has reported Orpathys sales of $36m for the 9m to end September.This is consistent with the H1 run rate and FY sales should be close to $50m. The Savannah read out was the first item in the pipeline update. HCM has stated in the November corporate presentation that they expect AZ to submit the US NDA in 2024. They also mention accelerated approval, so we may see an approval late in 2025, both events are likely to trigger milestone payments followed by sales milestones and royalties in 2026. |
Posted at 17/10/2024 13:32 by 1jat Arguably both cash flow + and - lead to M&A - one as the major party and one as the minor party.There are a lot of biotechs in China and there are significant efficiencies possible across pipeline assets, sales and general administration. New money is hard to raise but mergers are likely to be encouraged by the mainland to build some national champions (globally China cos are not in the big pharma league - that should change). If CKHH is willing to back HCM issuing new equity or taking on some debt, then it should be possible for HCM to take the lead on some M&A deals and grow inorganically - that is how big Pharma got to be big rather than organic growth. Pre-commercial deals - will come with more uncertainty but the target will bring some cash and R&D capabilities. The main economies will come from pushing more volume through the factory and sales channels when the acquired products are approved. Commercial stage deals - Should generate value for both shareholders due to the large synergies…..ba I dont think HCM has the management to do a significant merger at the moment, so if they are to be on the front foot I would expect a new CEO and a strategy director to be appointed first. |
Posted at 16/10/2024 05:45 by lauders Further good news: HUTCHMED Announces that TAGRISSO® plus ORPATHYS® demonstrated high, clinically meaningful response rate in lung cancer patients with high levels of MET overexpression and/or amplification in SAVANNAH Phase II trialWill hopefully get past 300p again. Perhaps it may actually stay above for once! Hong Kong, Shanghai & Florham Park, NJ — Wednesday, October 16, 2024: HUTCHMED (China) Limited (“HUTCHMEDR |
Posted at 02/10/2024 07:27 by fillipe HCM + 7.48% at the start of today.Lowest ask on show; 317p. f |
Posted at 30/8/2024 17:25 by 1jat I dont expect anything to happen quickly - but I hope this triggers a thought that it might be a good idea to separate the roles of CEO and CSO……and they need to appoint some new management to both roles.I would also like CKHH to review its strategy for HCM. I suspect HCM shareholders would be materially better off if it was part of a larger organisation where the commercial teams can be rationalised / leveraged along with the pipeline better prioritised. That could mean bringing in new management and then acquiring other businesses, or selling to a rival. |
Posted at 30/8/2024 10:13 by dbadvn 1jat.I agree - this is yet another management screw up - they should not have waited so long when they must have known the results were not acceptable , and talking it up at the HY results is just inexplicable. very poorly handled. Not the first time ; HCM suceeds technically, despite its management ...... |
Posted at 06/8/2024 07:15 by lauders Good to see that HCM stood its ground yesterday and did not buckle. Very surprised really! Now good to see strength on the general recovery that appears to be taking place. |
Posted at 30/7/2024 09:23 by 1jat As with all things M&A for HCM, it will come down to CKHH.China wants its raise its markets by encouraging firms to be more commercially oriented and provide value to owners….. Beigene is probably the most successful of its younger biotechs but is still small compared to big pharma. I expect there will be a wave of consolidation M&A within the chinese biotechs, and HCM will participate… The economics would appear compelling… The big news tomorrow will be Takeda’s sales in the US……they should have grown sales from the $50m in Q1 but by how much? Closer to $80m and it will look like the patient population is growing and could be much higher than the $200m pa currently penciled in by analysts. The rest of the year will be dominated by: 1 news of regulatory approvals with three reviews ongoing in China and one in Japan. 2 early sales in Europe by Takeda 3 AZ submitting Savolitinib for approval in the US. 4 Possible partner for Sovlep. |
Posted at 12/7/2024 06:35 by 1jat It seems that Goldman is in at CKHH and its reviews are proving a little leaky,Two stories in two days about the European Three mobile telecoms businesses and a second about CK Infrastructure. When they get to HCM it will be no surprise if they suggest M&A with other China biotech (I would not expect HCM to be the buyer as that would not generate immediate gains for CKHH). They should be having these discussions about reaising SH value from time to time. IMO CKHH has incubated HCM and may decide it does not have the resources/appetite to take it much further or the ability as a Board to oversee this specialist investment and therefore seeks to dilute its ownership. If they can get a proposal above hk$50 they will be obliged to seriously consider it. CK deals have often involved a mix of cash and listed shares followed by sell downs (eg recent mobile mast deal in Europe). No certainty of a deal emerging, but I feel there is change coming at CKHH and HCM may not be untouched by it. |
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