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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 3201 to 3223 of 3500 messages
Chat Pages: 140  139  138  137  136  135  134  133  132  131  130  129  Older
DateSubjectAuthorDiscuss
04/5/2021
14:49
Does anyone have an idea as to where the bad news is contained within the last couple of RNS statements resulting in this sort of drop? My hands have been seriously slashed by the falling knife.
fionascott1234
03/5/2021
16:35
I was in HK on the day when Chinese Regulatory authorities approved Frquintinib - the share price dropped! Given the stock market is supposed to be a voting machine and in theory prices in future prospects, and given Surufatinib will have peak sales >$500m p.a. the current valuation makes no sense compared with innovent, Beigene etc. Those two companies have big valuations based on future growth, but not us, oh no!
nerdofsteel
03/5/2021
15:59
and the price moves .....hardly at all !!!
dbadvn
03/5/2021
14:37
FDA aim to approve within 6 months for priority review & orphan designation - I am sure the expanded access program will help too. If all goes well we are looking at a full launch in late 2021/early 2022. Forecast peak sales are $500m+ in the U.S. alone and I am sure the new U.S. based sales team is raring to go. Also, the main clinics are well aware of the benefits of Surufatinib compared to Sunitinib etc so we should ramp up very quickly once launched.....
nerdofsteel
03/5/2021
13:34
How long do we think before approval….this seems to have all the tickets in terms of priority review, orphan designation but nothing is quick to guaranteed…6months? The extended access protocol would also seem to open the doors to some sales immediately.
whatja
03/5/2021
12:19
Https://www.hutch-med.com/hutchmed-completes-rolling-submission-of-nda-to-u-s-fda-for-surufatinib-for-the-treatment-of-advanced-nets/ HUTCHMED (China) Limited (“HUTCHMED”) (Nasdaq/AIM: HCM) today announces that it completed the rolling submission of a New Drug Application (“NDA”) to the U.S. Food and Drug Administration (“FDA”) for surufatinib for the treatment of pancreatic and extra-pancreatic (non-pancreatic) neuroendocrine tumors (“NETs”). Great news! Possibly an RNS tomorrow on this...........
nerdofsteel
01/5/2021
08:00
steeple - nice story about Oxford and to your last point, that is also my frustration. The share price may well have got ahead of itself 4 or 5 years ago but the opportunity cost here for most investors including many potential institutional ones, is too high. If you are managing a Fund there's no point in having zero growth in a position in your portfolio for 5 years, followed by a big uplift, surely as a Fund Manager you would rather have more predictable steady growth in value of your holdings. If I managed a Fund and HCM was on my Watchlist I'd avoid it for that reason alone. I am certain that over say a 10 year period this will end up as a $20bn+ mcap Company but the issue is, you could probably match that performance by investing in a basket of FAANG stocks without the risk or the sheer pain of seeing the Company languish for long periods. I also think an Asian listing will provide some much needed interest. If you look at Beigene and Innovent you can see how Asian Investors value these types of Biopharmas!
nerdofsteel
30/4/2021
18:27
down 25% year-to-date this is such a disappointing performance given the progress. The market doesn't like this Company.
nerdofsteel
30/4/2021
12:59
haha, gotta love these weird BOT generated headlines - the CEO actually got 99% of the votes to remain in place!
nerdofsteel
30/4/2021
11:43
https://uk.finance.yahoo.com/news/shareholders-may-wary-increasing-hutchison-000430831.html
steeplejack
30/4/2021
08:01
that's a great point DBADVN. I know Beigene are forecast to have much higher revs and will be cashflow positive by 2024, the same as HCM, but on aTM basis they have an EV/Revs of 91 which gives them a mcap of $30 billion. I'm not expecting that here but it seems to me that the current valuation does not reflect the rapid growth to come over the next few years. I though the stock market was forward looking. I appreciate the Company believes the share price got ahead of itself 4 years ago but to remain at that level is very disappointing. For some smaller albeit loyal investors the opportunity cost to remain invested is becoming too high to bear. I'm not at that point yet myself but could get there if there's no improvment in the next year.
nerdofsteel
29/4/2021
21:06
A quick look at the Beigene investors website shows how far ahead of HM they are in presenting an aggressive commercial model. The HM presentation looks more like a science class by comparison. That needs to change.
dbadvn
29/4/2021
20:32
On Monday I was close to breaking even at which point I would have thrown in the towel and of course 6 weeks ago I was talking about catching a falling knife when considering a further large purchase. However the 7% drop today on even trading by close + the only news being a Phase 2 registration study of HMPL689 in patients makes me feel that I've caught a series of knives with HCM.
fionascott1234
29/4/2021
17:50
down 20% since January despite great annual results and Surufatinib approval in China. Nothing seems to stop the malaise.
nerdofsteel
29/4/2021
17:49
me too, I mean, I have £100's of K invested in FAANG stocks, if I'd ditched this position in HCM and added it to my U.S. stocks I'd have made a lot of money. Look at Beigene, look at Innovent. Even independent Analysts think this should be north of $8bn. This has been a brilliant investment until 2016 and a disaster since. The opportunity cost is simply too high.
nerdofsteel
29/4/2021
08:36
NOS, well that's how it rolls. We can only hope that an Asia listing has some merit.
cockneytrader
29/4/2021
07:13
It seems to have no regard for the way the market values or perceives it. I often compare it to Beigene, but Innovent is another very similar Chinese company with global aspirations and a similar pipeline, slightly higher revs and a $12bn mcap. When CKHH dropped below 50% thanks to the botched placing I had hoped that would free the Company up to start really pushing itself from a visibility and marketing perspective The opportunity cost here is getting too high for me now, I'd have doubled my investment over the last 5 years in a U.S. Tracker or actually had a 12-FOLD increase if I'd invested in Beigene, which I was considering at the time!
nerdofsteel
28/4/2021
23:58
Yes very irritating that BeiGene is so much better at marketing their wares.Frankly,i can't quite see where the Damascene appreciation experience for this company (despite the name change) is going to come from.It's a sell into strength for the simple reason that the company really doesn't care about its rating.It paddles along with the odd inept placing and give away placings to specialist institutions in the knowledge (i suspect) that it can't be taken over without the approval of its erstwhile parent.Enough is a enough really.Where is the catalyst for our forward looking markets to radically review their appreciation of this stock?
steeplejack
28/4/2021
20:42
very annoying to see Beigene leap 9% when it makes a trial announcement and see HM go sideways after several such events ...!!!!
dbadvn
22/4/2021
07:01
fair enough, just my musings and opinion, one can change one's mind on things of course Bareknee!
nerdofsteel
22/4/2021
07:01
fair enough, just my musings and opinion, one can change one's mind on things of course Bareknee!
nerdofsteel
21/4/2021
17:37
NoS / Davey If I remember rightly, last time you sold out the share price was something like the equivalent of 30 to 40p in today's prices and then you had to buy back in at something like the equivalent of 200p ? Obviously history is very unlikely to repeat itself, and I can't see the share price rising something like sixfold in the next few years, but if you've got a balanced portfolio and believe the market will catch up at some time, then short termism seems a bit odd. Not that there's anything wrong with looking elsewhere, but given you've been so effusive on Chimed for years it seems out of character. BB
bareknee
20/4/2021
10:41
There again you could have deployed it somewhere you thought was better and then found out that the plan didn't quite go as expected. Just done that with some holdings, switched from one held for a while, to another and you guessed it, the switch lost me money SO FAR as the new buy has gone down. In the long run who knows what will happen? Patience is the hardest when watching almost everyone else talking about their spectacular gains!
lauders
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