Hutchmed (china) Share Discussion Threads

[steeplejack] 23/1/2023 10:15

No mention of royalties % in press release.I guess it'll be revealed at presentation timed for 1-30pm UK time.

[its the oxman] 23/1/2023 09:23

Be interested to know what royalties will be earnt on net sales unless I've missed it somewhere.

[steeplejack] 23/1/2023 09:20

The UK quote has always been farcical.Until the NASDAQ opens,its like toddlers playing with bricks playing with inhibitingly wide spreads.The deal with Takeda could prove transformational for Hutchmed in terms of market perception.I think it pretty much ensures that the company will jump through the hoops to fulfil SEC listing requirements.The chart looks very bullish too.At long last!

[shaker45] 23/1/2023 09:10

Wow, spreads widened to 295-308! Wanted to top up but backed out.

[shaker45] 23/1/2023 08:35

This looks a great deal. Let's hope they communicate well on the call, better than in the past. Hcm really undervalued imo

[lauders] 23/1/2023 08:28

HUTCHMED Announces License to Takeda to Develop and Commercialize Fruquintinib Outside China

- HUTCHMED to receive US$400 million upfront on deal closing and up to US$730 million in potential future milestone payments, totaling up to US$1.13 billion, plus royalties on net sales -

- Marketing authorization submissions in the U.S., Europe and Japan planned to complete in 2023 -

- Partnership approach aligned with HUTCHMED's path to profitability and strategy to bring its innovative medicines to patients worldwide -

Looks good to me. Conference call soon.

Management of HUTCHMED will host a conference call and webcast for investors and analysts on Monday, January 23, 2023, at 8:30 a.m. New York time (1:30 p.m. London time, 9:30 p.m. Hong Kong Time). Details of the conference call dial-in and the webcast link will be provided on the company website at www.hutch-med.com/event/. A replay will also be available on the website shortly after the event.

[dbadvn] 19/1/2023 10:18

I have stayed with HCM through thick and (very) thin only because the long term story is still intact although the environment has changed dramatically. They have the product , it’s now a race to monetise it before they need to raise cash which will be much more difficult than in the past , not helped by their record of inept management of investors.

[nerdofsteel] 19/1/2023 08:46

13,000 new Met patients p.a with no treatment options, so at 30% royalties this could end up being worth $50m+ p.a to Hutchmed, plus manufacturing fees, so could end up at $100m+ p.a

[lauders] 19/1/2023 00:16

Would have hoped the inclusion in China's NRDL news yesterday would have had a greater impact on the share price than it did. Guess we will have to wait for it to take effect. Good news any way you look at it. For the company and patients.

[lauders] 15/1/2023 05:54

If we manage to get above 300p will we be able to hold it and then progress back towards 400p? Let's hope the newsflow to come allows us to do so.

[steeplejack] 05/1/2023 14:17

I wouldn't be surprised if the stock consolidated around this 275-300p mark after the recent surge.Much depends on the US.Anything Chinese has started the year well on Nasdaq.I reckon that a return to $25 is probable in the coming months given drug development,a commitment on the part of management to expedite the path to profits and the dissipation of delisting fears.

[its the oxman] 05/1/2023 00:11

Fair enough. Don't have all your eggs in one basket. But still a long way to go yet if HCM can continue to deliver.

[rabiddog] 04/1/2023 13:07

As per post #3825 300p target just about reached. Time to fully exit my 7 year holding. Just not a safe jurisdiction and better risk reward elsewhere.

[nerdofsteel] 03/1/2023 17:45

HFCAA news will gradually feed through, massively under-valued on all metrics compared to Innovent, Beigene etc etc

[its the oxman] 03/1/2023 15:14

300p soon. Massively oversold. Just got to hold tight.

[lauders] 03/1/2023 09:29

Some news from the company today: HUTCHMED Completes Patient Enrollment of ESLIM-01, a Phase III Trial of Sovleplenib in Primary Immune Thrombocytopenia in China

Will we have a good year at HCM? Can't be much worse than 2022!

[nerdofsteel] 02/12/2022 12:23

great news on the strategy to stop spreading themselves too thinly and focus all resources and cash on getting the late stage assets over the line and delivering money back into the business. Once that is achieved the earlier stage assets can then be prioritised. I wonder if some of the cornerstone investors including General Atlantic and its new Hutchmed Board Member have put pressure on the Company to get its act together.

We also await an update on what is happening with regards to the HFCAA.

[steeplejack] 30/11/2022 08:26

There's a real and hopefully enduring price recovery stateside.The shares have recovered 50% on Nasdaq in the last month.The suggestion is that the management are becoming more share price/shareholder conscious.Perhaps the company will indeed provide the FDA with the required information to sustain their Nasdaq listing.

[nerdofsteel] 21/11/2022 09:05

as we drop back to 180p... nightmare continues

[lauders] 15/11/2022 00:35

HCM are part of the usual dbVIC: Deutsche Bank’s ADR Virtual Investor Conference again:

Online Presentations
Next Live Event: November 16 and November 17

On Wednesday, November 16, 2022 and Thursday, November 17, 2022 companies with American Depositary Receipts (ADR) programs will present their equity story in an engaging virtual conference environment at the dbVIC: Deutsche Bank’s ADR Virtual Investor Conference.

Let's hope the newsflow will be good and we are able to recover more lost ground when it comes to the share price.

[rabiddog] 14/11/2022 09:29

Double bottom forming by the looks…should get is back to 300p

[lauders] 14/11/2022 06:58

Nearly +20% in HK now! Come on HCM share price at least match that!

[lauders] 14/11/2022 01:04

Some good and bad news today:

HUTCHMED Announces Positive Topline Result in Fruquintinib Phase III FRUTIGA Study in Second-Line Gastric Cancer in China

— Results of dual primary endpoint study showed statistically significant and clinically meaningful benefit in progression-free survival, a primary endpoint —

— Overall survival, the other primary endpoint, was not statistically significant —

— Safety findings consistent with fruquintinib known profile —

What's the betting that the bad will outweigh the good? I hope I am pleasantly surprised by the reaction!

PS - Good start in HK = +4%

[nerdofsteel] 24/10/2022 08:33

yes I agree, geo-politics combined with the company's amazing ability to inflict self-harm has now made this uninvestable. There is no point me selling now and I suspect many others are in the same position, but equally, there seems little point in anyone buying either.