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Share Name Share Symbol Market Type Share ISIN Share Description
Hutchmed (china) Limited LSE:HCM London Ordinary Share KYG4672N1198 ORD USD0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  14.00 2.58% 556.00 556.00 559.00 559.00 550.00 551.00 217,382 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 166.7 -138.8 -13.2 - 4,806

Hutchmed (china) Share Discussion Threads

Showing 3176 to 3196 of 3500 messages
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DateSubjectAuthorDiscuss
20/4/2021
09:04
I suppose I'm looking forward to Savo approval in China for exon14 del although it's a small indication/patient population so is not going to be worth much to the Company....sigh The opportunity cost here is becoming very concerning. The amount of money I have tied up here could probably be better deployed elsewhere.
nerdofsteel
14/4/2021
13:55
I must admit to seeing AZN placing the Savolitinib bet as a backstop for tagrisso. The better tagrisso does the less need there is for Savolitinib. Hence I am very encouraged by the restart of savoir and the other mono therapy and combos being planned. Trinity has a chart showing where they see value in different drugs....savo has stalled and is now decreasing as a source of value....but maybe it can be turned around.
whatja
14/4/2021
11:17
But no mention of HM. These guys are still playing hardball. CH needs to make sure that whenever an HM product is mentioned in any context it is clearly attributed to HM. It’s basic marketing.
dbadvn
14/4/2021
07:33
Thankyou for posting Lauders - very interesting
nerdofsteel
10/4/2021
06:35
I agree DBADVN, he is doing a great job, particularly in setting up the U.S operation in-house rather than partnering, ,I think that will pay off very well in the future. As for a Main Listing in London, smaller Companies with next to no resources have managed to do it (Tiziana last month for example) and I would have thought the NOMAD/in-house Broker would do the large majority of the legwork. There wouldn't even be a need for the Company to do Investor roadshows etc, it's purely a legal/admin exercise if they aren't raising new money.
nerdofsteel
09/4/2021
12:50
NoS, great point about cash flow. I think ( as I've said before) that due to the unique overall position of HM that it will behave much more like a normal growth stock and the market will want to see the numbers before waking up. Recent investors are serious players who will have done very in depth due diligence and have now made their move. They are looking to at least double their investment in 3 years as an absolute minimum and they have other choices ... Main market listing is a no-brainer now and next opportunity we should all ask CH straight out why its not been done . He needs a credible answer now , no more waffle about "right conditions ". I suspect that his answer will simply be "bandwidth" ie there is so much going on that he has not had enough time to get it done ( Covid is a factor here ) . I would accept that as long as there is a commitment to do it. Having said that I think CH is doing a very good job right now of creating a robust commercial side of the company and expanding the management team to match.
dbadvn
09/4/2021
10:22
On another note, I've calculated that HCM now have enough cash to last until they become cashlow positive in H2 2024 (just).
nerdofsteel
08/4/2021
23:05
GWpharmaceuticals delisted from AIM and relies solely upon Nasdaq......BUTIts unlikely given these recent private placements that HCM would delist from London.In fact,i presume recent placees would be very much in favour of upgrading to a full LSE listing.
steeplejack
08/4/2021
21:36
Delisting from London, certainly, will not be fancied by the institutional investors who have invested 300-400 million USD in the recent months. LSE listed shares will have to be sold by all share holders, including GA, CPP and BPEA, following such delisting. That might lead to a fall in share price Also, giving up London market and relying solely on NYSE in the developed world, doesn’t sound too good for a Chinese pharmaceutical company in the present circumstances.
sportii
08/4/2021
18:54
Or that they delist from London without upsetting too many people once the Asian placing is secured.
cockneytrader
08/4/2021
18:52
It may have something to do with penny pinching. What a £3 billion market cap firm is doing on AIM is beyond me.
cockneytrader
08/4/2021
18:23
I agree, they need to get off AIM and move to a Main Market listing to attract a wider Fund audience + an Asian listing. I've put the question of AIM to them many times over the years and they simply do not grasp what the benefits would be of moving off it. My impression is that their view is we are listed in London and that's it, we don't care about the intricacies of the different listings and why some benefit shareholders more than others. Until their Corporate Advisor/Broker advises otherwise they seem to be happy as it is for some odd reason!
nerdofsteel
08/4/2021
14:21
Thanks Whatja for this information. I hope these 3 institutional managers will be able to influence Hutchmed to migrate from AIM to the main LSE.
sportii
08/4/2021
13:42
Sportii...the registration seems to be avoiding some US requirement, probably marketing securities.....in that these are not tradable in US unless they are registered there. Same terms applied to General Atlantic and CPP deals.
whatja
08/4/2021
12:58
BPEA’s 15 million shares, equivalent to $100 million, are going to be registered on AIM market (as per company’s presentation). Is this of some consolation to the investors here in the UK?
sportii
08/4/2021
12:10
Completely agree NoS. Most institutions that would want to buy cannot buy on AIM. Asian listing and move to UK full listing my preferred option, that would bring in the punters....
dbadvn
08/4/2021
11:01
The London listing is a complete waste of time in my view, 8k shares traded so far today./ The sooner they get an Asian listing the better.
nerdofsteel
08/4/2021
09:40
Seems like our market is too weak and scared to push the price much before the US opens.
its the oxman
08/4/2021
09:39
A good indication of the significant value hcm offers and a strong vote of confidence. A lot of due diligence must have been done and another signal to the market to wake up. Happy to have bought more at these levels.
its the oxman
08/4/2021
09:18
The Company Corporate Presentation was updated as of yesterday:- Https://www.hutch-med.com/wp-content/uploads/2021/04/pre210407.pdf
nerdofsteel
08/4/2021
09:07
Yet another positive vote of confidence by a Private Equity Firm with a track record in making large strategic investments, with a defined exit strategy. At $30.50 a share I'd say that is excellent value for them, hopefully that will give the present depressed valuation a lift. Https://www.bpeasia.com/private-equity/strategy/
nerdofsteel
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