Hutchmed (china) Share Discussion Threads

[bulltradept] 20/9/2022 10:57

Yes, seems an interesting share, down 10% or so today, not sure why as yet....

[nerdofsteel] 06/9/2022 17:38

nothing seems to make a difference bad news and this gets absolutely hammered, anything positive and it makes no difference....

[shaker44] 04/9/2022 06:00

Good to see them ascribe a value of 531p a share. Quite a gap to close.

[nerdofsteel] 03/9/2022 18:23

Trinity Delta has just published a new research note

[steeplejack] 25/8/2022 18:26

In a state­ment to The Wall Street Jour­nal on Tues­day, the CSRC said: "China and the U.S. main-tain close com­mu­ni­ca­tions and are com­mit­ted to reach­ing col­lab­o­ra­tive arrange­ments that com­ply with both coun­tries' laws and reg­u­la­tions. Over­all, the ne­go­ti­a­tion process is go­ing smoothly."WSJ 25 AugLight at the end of tunnel for the "listings" furore?Alibaba etc up 10% + on Nasdaq.

[1jat] 18/8/2022 19:03

Prob working for Beigene….

[nerdofsteel] 18/8/2022 10:17

I wonder what their sizeable U.S. Sales Team are currently doing with themselves or have they been laid off?

[1jat] 02/8/2022 16:45

The Pipeline may be progressing but there is a three year delay on Surufatinib global sales which with an industry gross margin of 80% is not to be sniffed at. The lost margin and the cost of the New phase three study could be in the region of $100-200m
Losses this year of $350m are likely and a substantial loss is baked in for 2023.
The CFO suggested they have funding for three years and are carefully allocating funds.

They need to avoid a fund raising that will be dilutive to existing shareholders, with fruquintinib not marketed outside China until 2024 it will be touch and go whether they can get far into 2024 without a capital raise or sale of their other interests.

The best thing for existing shareholders would be a merger of equals with a company with overlapping products so that the lower performing programs can be cut and cash preserved.

[steeplejack] 02/8/2022 09:34

Indeed.We seem to be on the frontline of what is a mini geopolitical stand off.Hutchmed,along with some other Chinese Nasdaq listed companies,seem unwilling (if not unprepared)to give a commitment to fulfil SEC requirements.The fungible aspect of holding HK/AIM in place of US listed stock is a thorny issue for most North American institutions i suspect.Anyway,has Hutchmed made itself such an attractive proposition that one would be prepared to jump through a series of irritating hoops to sustain a holding.You probably won't want to add until things re listing are clarified.That apart and ignoring ethnicity screw ups on data submission,the company seems to be making real progress albeit the progress won't be reflected in the share price!

[my retirement fund] 01/8/2022 20:00

So all systems go for the de-listing still. Little to no hope of the company ever seeing a sensible valuation then.

[nerdofsteel] 22/7/2022 16:33

timberr...

[peterm10] 15/7/2022 11:51

What will happen if they ever deliver a bad RNS ?

[nerdofsteel] 04/7/2022 11:09

Volume in HK was 6.5 million as opposed the 2 million average. Maybe someone has got win of EMA approval for Surufatinib... or maybe we will see a stock market notification shortly regarding a big purchaser

[rabiddog] 04/7/2022 09:04

Any idea on today’s big tick up. Generic China bounce or company specific

[tday] 24/6/2022 15:15

So far so good.

[nerdofsteel] 18/6/2022 13:33

bottom,big shareholders are reducing their short positions and buying more stock

[tday] 17/6/2022 16:14

Is this the bottom, or will there be another leg down?

[nerdofsteel] 09/6/2022 16:42

thanks Gents, or ladies......

[tday] 08/6/2022 17:07

Lomcovaks. Let's hope so.

[lomcovaks] 08/6/2022 16:59

TDay,
Could be relief rally as Chinese regulators signal easing up of pressure on the tech sector - many of which have ADRs listed in US.
This from Zerohedge on Monday -

[tday] 08/6/2022 15:58

Something is up.