Hutchmed (china) Share Discussion Threads

[paleje] 26/3/2013 15:31

They (not necessarily Slater) were looking for £10 per share on a 5 year view 3 years ago, Protean:)

Not knocking it though, I hold, thought the RNS today was very good, always seems to take the market a while to respond to these guys, not a bad thing, better than spiking. Thanks for the link.

[protean] 26/3/2013 14:56

'Another company I like very much is Hutchinson China. Its Chinese healthcare division sells prescription and non-prescription Chinese medicines and is supported by a big salesforce and strong branding. Some of their drugs are even on the essential-medicines list in China which, given massive government spending on healthcare, gives the company a wonderful tail-wind.

'In addition, the company's separate R&D operation is loaded with intellectual property which is being commercialised with partners like AstraZeneca and Nestle. The healthcare division alone is worth more than the market capitalisation leaving the R&D operation, cash and consumer products division in for nothing. On a five year view, the stock could hit £10 a share.

[protean] 26/3/2013 11:35

Some bullish remarks from the CEO on today's results. The bit saying that the company expects to "create substantial shareholder value in 2013/2014 and the years beyond" certainly sounds optimistic.

"2012 has been a great year for Chi-Med. In particular, our Drug R&D operation and its potential have been transformed through our 50/50 joint venture with Nestlé Health Science, which followed our 2011 deal with AstraZeneca, and by the rapidly expanding programme of discovery, clinical trial proof-of-concept data and licensing dialogue. The significant value of its pipeline of compounds is becoming increasingly clear."

"The Drug R&D Division is now beginning to demonstrate that its innovations are of considerable worth and consequently we expect other partnership deals in 2013. We expect to create substantial shareholder value in 2013/2014 and the years beyond."

[snatander] 07/3/2013 18:34

looks ready for 700p target

[john09] 30/11/2012 10:25

Someone accumulating here. Big trades last few days continuing and the share price not budging. Bodes verrrry well cos this is narrowly traded. Expect a move up Monday. Hoping Midas cover it too at weekend

[gucci] 29/11/2012 19:44

glad i added

[daveycaferacer] 29/11/2012 07:50

should be 6 quid this

[daveycaferacer] 28/11/2012 11:00

about time as well!

[gucci] 28/11/2012 10:52

breaking out

[john09] 28/11/2012 08:07

Excellent announcement and about to fly this.

[protean] 18/10/2012 23:00

From a couple of months back, but worth reading. Mark Slater has a good track record and this is one of his top holdings.



Some buying interest today pushing price near to potential breakout territory.

[ihatemms] 18/10/2012 22:47

The HMPL-004 deal is already in the public domain- in the accounts- will be concluded b4 y/e. And if you think director's don't know what's going on in the company and when - you're seriously naive!! Call it what you want 'informed intuition' or something bordering illegal - they're certainly far better informed than the average PI.

[gbb483] 18/10/2012 22:37

Directors buy because it's part of their renumeration package. If they buy because of a known deal in the pipeline it's called 'insider trading' and is illegal.

When will you children learn?

[paleje] 15/10/2012 16:29

Ah well the condition of our NHS is another matter, if the Chinese want to buy the blueprint that's up to them, I just liked the £400bn number...and us sharing some of it:)

[gbb483] 12/10/2012 10:42

How soon before they inherit the NHS' ability to be bankrupt?

[paleje] 12/10/2012 10:17

Today's FT - China's healthcare market £400bn within a decade.

Financial Times: Ken Clarke, the veteran Conservative politician, is to head a drive to sell expertise from the NHS to China – where the growing healthcare market is forecast to be worth £400 billion a year within the next decade.

[ihatemms] 03/9/2012 14:37

Once HMPL-004 patnering is confirmed(anytime now) these will hit £6 plus. Possible NAS listing for the drug division . The instists recently buying if you look at recent trades in the last 2-3 weeks.

[azalea] 03/9/2012 14:17

Panmure gave a buy recc 27/8/12. Much reduced EPS loss of -3.43p for 2013.

[gbb483] 03/9/2012 12:29

So is today a dip to buy on, or a warning to get out?