Hutchmed (china) Share Discussion Threads

[mcmather] 22/1/2024 22:45

US closed -7.50%. Will we see any response from the company?

There appeared to be support on the US weekly at 14.48ish. Hmmmm.

FWIW: "The 55 rating InvestorsObserver gives to HUTCHMED (China) Ltd (HCM) stock puts it near the top of the Drug Manufacturers - Specialty & Generic industry. In addition to scoring higher than 80 percent of stocks in the Drug Manufacturers - Specialty & Generic industry, HCM’s 55 overall rating means the stock scores better than 55 percent of all stocks...Over the past year the S&P 500 has risen 20.68% while HCM has fallen -26.98%"

[tday] 22/1/2024 11:28

Good point. What is to stop the majority shareholder making a cheap bid for the remaining shares, although it would need to get > 75%.

[dbadvn] 22/1/2024 10:42

At this rate Hutchison will buy it back themselves .

It would be a great deal for them!

[lauders] 22/1/2024 08:58

I know there's not many on his board, but could I suggest copying above link along with a note and sending into the board for airing - if anyone needs contact details I can post here.

Already sent an e-mail with the suggestion to [e-mail]

Not sure it will do any good but if we don't try we will never know. The price is really being hit at present. Why though? I suppose, yet again, it is a chance to top-up near 200p, but why do so when the IR/PR is so poor and the share price continues to depress?

[mcmather] 19/1/2024 15:08

Guess yesterday's presentation didn't go down that well...

The company certainly need to do something; the market is presently saying that they aren't very smart.

(US) 14.04 quote price -8.12%

[1pencil] 18/1/2024 14:07

Posted on another board, not many of us left, need to stick together safety in numbers : )

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Given the small free float a share buy back would make a noticeable difference, this has become standard with many companies on both sides of the pond actively buying back shares.

Worth checking the LSE RNS first thing in the morning to see just how prolific it is, perhaps if a few of us on here suggest it then it may get tabled at next AGM.
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Here's a search of today's RNS release on share buy backs, no less than 4 pages



I know there's not many on his board, but could I suggest copying above link along with a note and sending into the board for airing - if anyone needs contact details I can post here.

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[steeplejack] 17/1/2024 17:38

Opportunity cost what its all about.

Good luck.

[mcmather] 17/1/2024 10:46

Good work.

[nerdofsteel] 17/1/2024 09:47

I have sold my entiore position after 10 years because whilst the company's prospects are bright and tyhere is a clear roadmap to profitability, and always a possibility of a sale at a premium, I can't stomoach the lost opportunity cost elseweher.

Since selling a week and a half ago I have made a greater return in 7 days than I have with Hucthmed in 7 years.

Good luck everyone.

[mcmather] 11/1/2024 19:37

Their website mentions that HCM were presenting today at the "Sinolink Securities 2024 Spring Strategy Conference, Shanghai"*. Continued positivity in HK tomorrow? Or back to going errmmmmmm?

(*and on 18 Jan 2024 at Citi’s 2024 China Healthcare Corporate Day, Hong Kong)

[lauders] 11/1/2024 05:26

5.3% up in HK so let's hope that the news is the catalyst for the beginning of a new upward trajectory in the share price!

[mcmather] 11/1/2024 00:23

Some news:

"HUTCHMED Announces NDA Acceptance in China for Sovleplenib for the Treatment of Primary Immune Thrombocytopenia with Priority Review Status"

[bareknee] 27/12/2023 18:00

Maybe holding individual stocks isn't for you DaveyNerd ?

If it gets in your head that much then just sell up and, as you say, stick it in a tracker and just get on with life instead of micro-analysing individual companies performances and trying to second guess things.

Just a thought like.

[nerdofsteel] 27/12/2023 11:49

another year, another lacklustre performance, I mean - the opportunity cost is here is too high now - you can make a lot more money with much lower risk by investing in an S&P500 ETF/tracker fund so what's the point of Hutchmed?

[nerdofsteel] 21/12/2023 09:14

thanks for the post mcmather.....another good insight

It doesn't seem to matter how successful this company is any more, it still gets hammered by the market. 8 years of progress and absolutely no reward for it. Terrible valuation compared to others such as Beigene, Innovent etc

[mcmather] 20/12/2023 16:29

There appears to have been a bit coverage today as well from a “HK/China Healthcare Analyst”, albeit, I’m not signed up so do not have access to the piece:

“Hutchmed China Ltd (13.HK/HCM.US) - A Valuable Option in the Portfolio...Despite market's lackluster response to fruquintinib’s FDA approval, we're optimistic about HUTCHMED’s outlook...We think HUTCHMED is a relatively safe bet for investors as eventual breakeven is drawing near. If based on conservative calculation, market value of about US...”

[nerdofsteel] 20/12/2023 15:21

another day another drop in the share price - now back to where it was 8 years ago

[nerdofsteel] 14/12/2023 07:51

indeed, but progress nevertheless and positive press releases to boot!

[bareknee] 13/12/2023 13:09

They're just press releases ( RNS-R gives it away ), don't expect any movement on the share price because of them.

[nerdofsteel] 13/12/2023 12:51

great progress ,let's hope at last that we remain on an upwards trajectory back to a Beigene/Innovent type valaution

[lauders] 13/12/2023 01:06

Hong Kong, Shanghai & Florham Park, NJ — Wednesday, December 13, 2023: HUTCHMED (China) Limited (Nasdaq/AIM:​HCM, HKEX:​13) (“HUTCHMEDR21;) today announces that it has completed enrollment of its Phase II/III trial of fruquintinib in combination with sintilimab as second-line treatment for locally advanced or metastatic renal cell carcinoma (“RCC”) in China.

Let's hope we reach the 500p range again in 2024. We are not too far off the year's high but 2021 and the beginning of 2022 were much better periods as far as the share price goes!

[dbadvn] 12/12/2023 17:24

They are still burning 350musd a year in cash on r+d.

Whatever they say in annual reports it’s obvious that Covid set back sales by around 3years (looking at analysts’ spreadsheets for forward revenue etc from 2018/19 ). Latest projection for cash flow project positive from about 2025 , barring any more upsets (politics for example).

So the sale of some at least of the commercial operations may still be necessary , but it is a very good insurance policy and makes the capitalisation in the market look ridiculous. Basically all the pipeline is in there at 50% valuation…

[1jat] 12/12/2023 16:05

They dont need the money any more…..while they might say they have options, they really have no interest in selling except for an exceptional price.,,and that gives them a problem of what to do with the cash….they dont have any debt to speak of….so that would mean they would have to buy something else or return it to Shareholders.