Hutchmed (china) Share Discussion Threads

[nerdofsteel] 22/8/2023 07:17

some old malaise with Hutchmed, can any news impact the shareprice. Positive news and barely anything happens, negative news and the price plummets.

[lauders] 21/8/2023 03:23

Hopefully a good week for HCM incoming:

21st August 2023 - HUTCHMED Announces that the Sovleplenib Phase III ESLIM-01 Study Met Its Primary Endpoint in Primary Immune Thrombocytopenia in China

EDIT - Hmm..... Perhaps not! Down nearly 2.6% in HK. HCM is just completely out of favour at present :-(

[nerdofsteel] 09/8/2023 10:42

thanks shaker - let's hope we are onwards and upwards here - PDUFA in Nov should be a big catalyst if it goes well for Takeda

[shaker45] 08/8/2023 10:27

I don't but you chose a memorable name and post frequently. If not consistently

[nerdofsteel] 08/8/2023 10:11

impressed you follow me so closely shaker..... ;o-)

[shaker45] 08/8/2023 08:55

Nerd of steel 6/6/23 '' I am out, lost far too much money here.. ''
Still in and adding? De ja vu

[nerdofsteel] 08/8/2023 08:11

let's hope he's worth it in the long run!

[cisk] 07/8/2023 15:52

fek me the CEO gets 1% of the company and has presided over a share price collapse.

I'm in the wrong business.

I know he's been there 18 years - didn't realize he could be paid this much:
"There will also be equity compensation of up to US$4,440,700 per annum, including performance based and non-performance based portions. Such emoluments are determined by reference to the performance and profitability of the Company as well as his personal performance, remuneration benchmark in the industry and the prevailing market conditions. Such amounts are subject to review from time to time and proration for an incomplete year of service"

[nerdofsteel] 07/8/2023 15:14

i'm buying again, this price action is a load of rubbish.....the company is so woefully undervalued now given the excellent update last week

[nerdofsteel] 05/8/2023 09:41

this is my largest long term investment and what a nightmare it has been - I hope you are right Lauders. If they continue to execute and deliver going forward there is no reasomn why they won't be a $20bn company in a few years time - Genmab has done it, Beigene has done it (despite still being loss making). There is no reason why we cannot attract a P/S of 10 again, and a P/E of around 30......

[lauders] 04/8/2023 01:32

When it comes to HCM, yesterday was a very good day. Long may it continue. Onwards and back towards at least 400p then back and beyond the high just beyond 600p please!

[mcmather] 02/8/2023 21:08

Not a member so do not have access to the note but hopefully still a positive:

2 Aug 2023 “Citi Starts Hutchmed China Ltd (13:HK) at Buy...Citi analyst John Yung initiates ...”

[nerdofsteel] 02/8/2023 11:12

JV is worth at least $1 billion too, so the current market value is cash + jv + only circa $800m for everything else including IP which is ludicrous

[nerdofsteel] 02/8/2023 11:10

valued at 2.9 x Cash.... very undervalued

[steeplejack] 02/8/2023 08:41

Reassuringly,HCM was up sharply in the US yesterday (+8%)following results,closing at 238p equivalent.The UK quote remains its normal anaemic self and has little credibility until given ADR leadership.

[lauders] 01/8/2023 04:39

Down in UK and US at close of play yesterday, but quite a strong start in HK today that has weakened as the day progresses. Currently up 1.7%. Let's hope that HK/China dictate the future share price if this is the pattern!

[mcmather] 31/7/2023 13:04

"Strategy has allowed HUTCHMED to conserve cash and significantly reduce costs, with a substantial cash balance of $856.2 million on June 30, 2023"

[lauders] 31/7/2023 13:00

Results and update look good to me on a cursory look but market marks HCM down a bit. Let's see what happens by day end in the US.

[lauders] 28/7/2023 08:27

A little strength going into the results on Monday. Let's hope the trend holds and the results are taken well. Soon find out!

[nerdofsteel] 14/7/2023 15:12

early takeover - care to guess on the valuation / what price the majority holders will accept?

[nerdofsteel] 13/7/2023 12:27

Carlyle on the Board to protect their investment and hopefully provide some level of corporate development advice, something that the company has not always been particularly good at. Our CEO is a scientist, and seems out of his depth when it comes to corporate development and investor relations (a big part of a CEO's role)

[grupo guitarlumber] 06/7/2023 08:09

FWIW



Analysts' Consensus

Mean consensus
BUY

Number of Analysts
4

Last Close Price
2.464USD

Average target price
5.467USD
Spread / Average Target
+121.82%

High Price Target
8.604USD
Spread / Highest target
+249.10%

Low Price Target
2.476USD
Spread / Lowest Target
+0.47%

Trending up perhaps