No sense at all other than China is at loggerheads with the US and its allies.The geopolitical risk is outweighing Hutchmed’s medical advances.Plus,the management of the company are pretty naive when it comes to dealing with market sentiment and nurturing investors.It is disappointing that the Takeda deal hasn’t altered perception. |
Despite the huge pipeline, clear runway to free cashflow in 2025/6 and massive progress (+ a few setbacks) this is valued the same it it was 8 years ago, which makes no sense at all. |
> HUTCHMED (China) Ltd
250.00 GBX −20.00 (7.41%) |
Apparently Morgan Stanley reinstated HCM China "Equal-Weight" today and yet we are down nearly 7.5% on the day so far. HCM are really being a disappointment re: the share price. |
Aye, might well zap up after this news
Next Resistance seems to be 284p then a huge gap to 335p
Expecting an exciting day
cheers |
PENCILLED IN RESISTANCE AT 296.50p |
Having held HCM in varying quantities for a number of years,i can say that i haven't got the faintest idea of how the shares are likely to move from month to month let alone day to day.Its a mystery. |
A pathway to free cashflow - I wonder if Lefei Sun and some of the large institutional investors had a say in pushing Hutchmed into the Takeda deal, and stopping spreading themselves too thin. This is no longer a CKHH vanity Project thank goodness. The key question now is whether someone makes a bid for the company. Also, they have been wanting to offload the non-core JV assets for a while, maybe that will happen this year, current value is circa $1bn. |
Hutchmed (China) Limited 2022 Annual Report and Notice of AGM HCM +3.92%
UK Regulatory (RNS & others) - Today @ 09:30
Hong Kong, Shanghai, & Florham Park, NJ - Tuesday, April 11, 2023: HUTCHMED (China) Limited ("HUTCHMED") (Nasdaq/AIM: HCM; HKEX: 13) today announces that its 2022 Annual Report together with the Notice of Annual General Meeting and the Form of Proxy ("AGM Materials") will be posted to shareholders on April 12, 2023 who have elected to receive the AGM Materials in printed form. The documents can also be accessed from the HUTCHMED website (www.hutch-med.com). |
This is a bit more like it! Decent RNS. |
Is it because I is Chinese? |
In my inbox today from Trinity Delta:
HUTCHMED’s transition into a sustainably profitable global biopharma continues to gather momentum, as evidenced in FY22 results, with growing commercial traction in China and pipeline progress with key assets. Global ambitions are now being addressed with partners. Positive fruquintinib FRESCO-2 data, completion of US FDA rolling filing, and execution of a global ex-China commercial and development deal with Takeda brings first launch of a HUTCHMED product outside of China even closer. The $400m Takeda upfront will boost the balance sheet and the prospect of further downstream economics enables HUTCHMED to focus on progressing its priority late-stage assets which, with plans to secure further strategic partnerships, should drive near-term value. Our HUTCHMED valuation is US$5.5bn (US$32.01 per ADS), £4.6bn and HK$43.2bn (534p or HK$49.94 per share).
Guess the market doesn't give a &%@! what TD think! |
Yes hard to fathom the price action here. Things seem to be shaping up nicely yet we go lower. |
In the field of investment,Hutchmed can be characterised as a booby trap. |
I had a meeting with Cheng a few years back - he has no concept of Investors . Had no idea of the route to profitability or why it was needed.
Old style Chinese company man . Really needs to go.... |
Buying opp methinks. |
Poor reaction to sale of stock by Johnny Cheng.Certainly takes the gloss of the Takeda RNS.Shouldn't Johnny be adding to his holding!That said,he's recently been awarded a shed load of options.Dear old Hutchmed is incompetent when it comes to nurturing its investor base. |
the fact they have a clearly executable and realistic path to profitability must surely please investors. The market will catch up but as you say the political environment is holding it back and the Taiwan situation may be a drag for some time. |
Story still intact and HCM continues to deliver.
Enough cash to get to +ve free cash flow without needing to go to market.
Realistic route to market strategy .
Only the political environment holding it back now….
Cheap as chips at this price. |
agreed steeple, great set of results and forecast to become profitable by 2025 which is way ahead of previous forecasts before the Takeda deal |
The update reads well.So much promise in the pipeline as confirmed by the tie ups with Takeda.Hopefully,the stock can resume its recovery. |
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