Hutchmed (china) Share Discussion Threads

[nerdofsteel] 27/4/2022 14:25

Why has there been no RNS announcing the results of the AGM? Mrs Shih is usually very efficient in arranging that.

[nerdofsteel] 19/4/2022 10:19

correction! 7 years of share price growth/mcap wiped out despite the huge change in the pipeline, and 3 drugs on the market.

[my retirement fund] 19/4/2022 09:36

Looking for a new low here, Nerd painful but you made the right decision !

[nerdofsteel] 19/4/2022 09:29

6.5 years of share price growth wiped out, and all that time ago revs were $91m, last year they were $342m, this year they will be around $516m. Losses have widened but the current mcap makes no sense.

[lauders] 19/4/2022 09:27

What was that about 13 being "lucky" in China? Think it is living up to its Western interpretation at present!

[nerdofsteel] 14/4/2022 17:41

do shorts need to cover? what happens if China comes up with an agreement with the SEC?

[nerdofsteel] 12/4/2022 19:38

the fall continues

[nerdofsteel] 12/4/2022 09:10

If this gets to $1 it will de-list anyway and the SEC won't have to do the dirty work

[cockneytrader] 10/4/2022 17:43

Luckily sold out at £5. However, I have now taken a considerably smaller stake down here. The reward is still as great as ever, albeit with higher risks attached. I will look in again in 2025.

[shaker44] 09/4/2022 06:44

I hope so but it will take very big news well handled to achieve the deserved re rating

[lauders] 09/4/2022 05:31

Agree the IR/PR part should/could be a whole lot better shaker44. The next potentially important news could be as soon as April 30:

Global development of surufatinib in NET: U.S. NDA and EU MAA under review

The U.S. NDA and EU MAA are supported by data from two positive Phase III studies of surufatinib in patients with pancreatic and extra-pancreatic NET in China (SANET-p and SANET-ep both previously reported in The Lancet Oncology), and a surufatinib
Phase Ib study conducted in U.S. NET patients (N=107 for safety and N=67 for efficacy).

In June 2021, the U.S. FDA accepted our filing of the NDA for surufatinib for the treatment of pancreatic and extra-pancreatic (non-pancreatic) NETs. Surufatinib received fast track designation in April 2020 for the treatment of pancreatic and extra-pancreatic NET. Orphan Drug Designation for pancreatic NET was also granted in November 2019. In addition, we have initiated an expanded access program in the United States for compassionate use by patients with NET with limited therapeutic options. Regulatory clearance of this program has been granted by the U.S. FDA and this program is open for site activation.

U.S. FDA NDA review, as well as the clinical site inspections and pre-approval inspections of our manufacturing facilities, are ongoing. The PDUFA goal date for the FDA’s completion of review is April 30, 2022. Timing of completion of the NDA review is subject to FDA scheduling limitations which are contingent on COVID–19 travel restrictions and security requirements for foreign visitors. Remaining inspections must be completed before regulatory action can be taken.

We have also submitted the EMA MAA for surufatinib, which was validated and accepted in July 2021, for the treatment of both pancreatic and non-pancreatic NET. The 120-day assessment has been completed, and we are now entering the later stages of MAA
review. In addition, we initiated a registration-enabling bridging study in NET patients in Japan in September 2021.

PDUFA = Prescription Drug User Fee Act.

I am going to wait until mid-year at least I think. Hopefully things will improve by then and newsflow will have been positive. Soon find out!

[shaker44] 09/4/2022 05:17

I wish I shared your faith. But I fear my losses with my remaining holding may just be another cgt offset if I manage to make profits elsewhere.
I can't see the trigger that will cause institutionals to buy.
I dont think positive new drug tests, FDA approvals, new jv's will be enough without the Bod managing Investor Relations better for a lengthy period, and no signs of that happening.

[lauders] 09/4/2022 01:30

Good point Cisk! Guess we have to wait for each annual report or find out another way then :-( Despite all the hurdles we are facing as investors I can't believe we will not be well rewarded by keeping the faith. I have a much smaller holding than the likes of NofS and some of the BOD though!

[cisk] 09/4/2022 00:15

Lauders, I'm not sure we would find out if he did sell - as he's not over 3% and no longer a PDMR I don't think he's under any obligation to disclose...

Sorry to see fellow long term holders leave.

[nerdofsteel] 08/4/2022 09:33

it's over and out for me. Goodbye all.