Hutchmed (china) Share Discussion Threads

[shaker44] 05/10/2021 12:57

Thank you.

[shaker44] 05/10/2021 12:09

Thank you.
I hope share price will pick up after Chinese market re opens following this long national holuday

[whatja] 05/10/2021 11:38

Shaker
April 2022 is the action date set by the FDA to respond to the surufatinib New drug application.

[nahoon] 05/10/2021 10:51

With a spread like this?? Wow, you're brave.

[steeplejack] 04/10/2021 16:49

Some might be forgiven for regarding this as a trading stock.

[shaker44] 04/10/2021 14:45

Thanks. Interesting. Why is April 22 significant?,
Chinese companies generally not so popular in USA now, for sure
Maybe we will find the bottom soon

[shaker44] 04/10/2021 14:45

Thanks. Interesting. Why is April 22 significant?,
Chinese companies generally not so popular in USA now, for sure
Maybe we will find the bottom soon

[whatja] 04/10/2021 12:17

Shaker
There appears to be no business reason for the selling. It seems to be caught up with China issues in US, HK and internally.

The company is now well funded and is nesting in its pipeline and infrastructure.

There is a bit of a lull in NDAs and approvals, but that is going to change starting in April 2022 and judging by recent pipeline progressions there should be several new NDAs across late 2022-2024.

Asian market closure days seem to be particularly bad for US markets as they go full risk off and drop 5%.

Buy for 2025.

[shaker44] 04/10/2021 11:15

Already overweight here but looking so cheap. Every time I look at adding, it sinks further. Bumpy ride here. Presumably some heavy selling for some reason?

[nerdofsteel] 01/10/2021 07:44

I was hoping the Stock Connect program and inclusion in various indexes of Hong Kong-listed stocks, including the Hang Seng Healthcare Index and the Hang Seng Hong Kong-Listed Biotech Index would give us a boost.

However, there are so many negatives for China at the moment. One big one is the forced rolling power cuts that will be enforced throughout the winter due to a shortage of natural gas and other factors. This will effect factories although whether drug manufacturing can get some kind of exemption is not clear.

[lauders] 29/9/2021 11:43

I also note that HCM are on the shortlist for one award in December here:

Mentioned well into the video.

[lauders] 29/9/2021 11:27

A series of pretty good announcements recently and all we have seen is a drift. Pretty amazing. Thought the Chinese listing was going to energize HCM? Doesn't really seem to have maintained the initial spike on listing. Sure patience will be rewarded but this is one trying share price!

[its the oxman] 22/9/2021 17:03

HUTCHMED (NASDAQ:HCM) was downgraded by The Goldman Sachs Group from a "buy" rating to a "neutral" rating in a research report issued on Wednesday, The Fly reports. They presently have a $46.00 price target on the stock. The Goldman Sachs Group's target price would suggest a potential upside of 20.48% from the stock's previous close.

[fionascott1234] 22/9/2021 15:47

Yet again there's no indication as to the reason for such a drop particularly when there's hopeful news on drug development and placing. ANNOYING!

[steeplejack] 22/9/2021 15:29

Dear old Hutchmed might be the promised land but it often feels as if we're still wandering in the wilderness ;(

[its the oxman] 22/9/2021 15:20

Nasty fall today for some reason 538p?

[nerdofsteel] 18/9/2021 15:59

China Merchants Bank releasaed this comprehensive research note yesterday and are confident of revenues well in excess of $2bn by 2030 and free cashflow generation by 2025.



Against peers a conservative P/S of 25 and P/E of 60 will give them a mcap of around $50bn by then, and I fully expect them to achieve it if the pipeline plays out as expected. If it doesn't or the competition beat them with certain candidates then maybe it will be less but revenues will be many many multiples of today's figures, and earnings should be well into positive territory.

The only other issue to hamper the valuation accretion is potntial geo-political issues.

[fionascott1234] 16/9/2021 14:47

My goodness this is bleeding daily now.

[lauders] 15/9/2021 05:35

The most recent Bloomberg interview with CH:

[whatja] 13/9/2021 07:38

Nice announcement re 689 being granted BTD in China.
Ph2 registration trial started in April with ph1 data at ESMO now.

Their work with the regulators in China and US appears to be strong.

[nerdofsteel] 12/9/2021 12:32

I agree, but 1st line setting rather than 2nd or 3rd so huge potential. As our CEO said recently "we expect by 2025 to have 9 therapies launched in China, we expect to have 5 launched outside of China. and we expect another 6 to be in registration studies outside China and 9 inside China. If we are able to deliver on these kinds of numbers HUTCHMED WILL BE A VERY BIG COMPANY BY 2025 AND I'M FULLY OF THE VIEW THAT WE'LL BE ABLE TO DELIVER THESE KIND OF NUMBERS"

[whatja] 08/9/2021 22:31

The commencement of two trials announced recently are potentially very exciting. Both are combos
Sulanda + Beigene PD1
Orpathys + tagrisso in a first line setting

Unfortunately we need to wait along time for the results, my guess is 2-3 years for NDA submissions.

Keep holding.

[steeplejack] 08/9/2021 15:52

It's an AIM market share!

[its the oxman] 07/9/2021 15:42

Oh dear back to 570p, this is one frustrating share.

[its the oxman] 03/9/2021 16:31

Hoping we've done the China wobble and consolidation around 600p, ready for a big push higher.