Hutchmed (china) Share Discussion Threads

[nerdofsteel] 23/11/2015 15:09

thanks miti - I will do that. I am assuming our IPO will be completed by year end and also assume we may raise more than $100m.....

[nerdofsteel] 13/11/2015 17:26

revised filing with the SEC, all moving along swiftly

I bet the bookrunners have A LOT of interest from their institutional Clients

There;s nothing the Americans like more than a Biopharma with a big drug pipeline, existing revs and some big Breakthrough candidates. We will have a further masive re-rating inb the next year IMO

[nerdofsteel] 12/11/2015 13:37

and now 40p down on 91000 shares traded - big volume, and a lot more bought than sold - looking for a big tickup tomorrow. Someone's bagged a big bargain today.

[essential] 12/11/2015 09:01

Interesting - down 80p on 800 shares traded.....!

[steeplejack] 10/11/2015 16:58

There's a bigger appreciation on the US market of what biotech stocks are all about not to mention that AIM is a pitifully low calibre and poorly regulated market.Does anyone know what sort of NASDAQ listing the company is considering?There are various options from a lightweight OTC Nasdaq listing (a waste of time because in effect it's near matched bargains) to something more prestigious that GW pharmaceutical have.I guess they'll go for a GWPH type listing.If so,that could be very beneficial.Useful quote for placings etc.

[essential] 10/11/2015 14:36

Hamstersdam - Not sure I understand where you are coming from. What more do you want from a share apart from a rising price and potentially dividend payments....?

[hamsterdam] 10/11/2015 13:52

Do us existing shareholders in anyway benefit from the Nasdaq listing? Apart from any rise in the share price on AIM?

[miti 1000] 10/11/2015 12:09

It went off with no hitches.

[nerdofsteel] 10/11/2015 07:27

Ok, all Im saying is there is a big negative for future patients with her policy, drugs are expensive to develop and people won't invest in that development. Hopefully she gets that side of the argument. A proper balance must be struck.

[steeplejack] 09/11/2015 12:45

Um,well there you're just spelling out the pharmas argument once again but Hilary knows that some 15 per cent of sales are spent on jollies and peripheral marketing.Don't get me wrong,with extensive holdings in the pharmaceutical sector,I'm not overly happy about Hilary giving the drug companies a hard time.I went to a SmithklineBeecham meeting many years ago and there was a large picture of Hilary."This woman is NOT the President of the USA" read the caption.But she will be soon,so we may as well get acquainted with her arguments which are more pervasive than the old R&D chestnut.

[nerdofsteel] 09/11/2015 07:20

The reality is that her policy will reduce research and the amount of money spent on expensive breakthrough drugs, which will have a direct impact on the health and survival rates of some patients - no one likes the fact some drugs cost hundreds of millions to develop and investors want a return on their investment but the alternative is no R&D with obvious consequences

[steeplejack] 06/11/2015 18:39

Hilary's hex is a real dampener overhanging the Phama multi nationals and their pricing intentions.However,her concerns don't end there.When the pharmas have attempted to defend themselves by drawing attention to the high level of R&D as a % of sales,Hilary has countered by remarking about the very high expenditure spent on jollies to cajole the medical profession into purchasing drugs.If margins come under pressure from a tougher pricing policy,they might well benefit if the whole industry is able to cut back on the expense of wining and dining their customers.(While blaming Hilary of course!).Swings and roundabouts.

[nerdofsteel] 06/11/2015 14:39

More brilliant progress on the pipeline with sulfatinib

This is already about to go into Phase III in China but once we get a quick Phase I in the U.S. this could very quickly get fast tracked through the FDA Breakthrough therapy route - could be on the market quickly if results continue to be better than anyone elses

Big $$$$ coming for drug sales unless H Clinton kills off the drug researh industruy with her proce controls, kiilling off R&D investment in new drugs

[nerdofsteel] 06/11/2015 11:38

indeed, not at the moment, but I can see a time in the future when our drug/innovation platform is listed seoarately, and on NASDAQ only

[twonky] 04/11/2015 21:51

Take a look here and you will see that HCM are not going to de-list from AIM.

hxxp://www.chi-med.com/wp-content/uploads/2015/10/c151016notice.pdf

[nerdofsteel] 04/11/2015 12:36

More buying pressure - absolutely relentless

[nerdofsteel] 04/11/2015 12:01

looking great here, brilliant long term hold, best share on the AIM market IMO

[nerdofsteel] 04/11/2015 07:25

Not being proposed at the moment but I hope that is what eventually happens. It would hit the share price only in that we would end up with a huge valuation on NASDAQ.

Eventually I think the Innovation platform (drugs research and development arm) will become a completely separate NASDAQ Company, worth many multiples of what it is today.

[hamsterdam] 03/11/2015 18:48

Any likelihood HCM decide to delist from the AIM and focus on Nasdaq only?

That's my biggest worry as it may hit the share price hard.

[nerdofsteel] 03/11/2015 17:42

We could via a U.S. Broker, but this will be heavily marketed to Instititional Investors and I think the Company will be pleasantly surprised by the amount of cash that is raised. Smart move, unlimited offer, could raise A LOT of $.

The Chairman recently outlined a nice example of a drug calledIbrutinib, developed by Abbvie/Pharmacyclics. That drug alone added $40M to the market cap of Pharmacyclics over a 6 year period before they were acquired by AbbVie.

His point is this. Leading Oncology drugs with high efficiacy are worth billions.

We have several leading candidates which have taken hundreds of millions of dollars to develop. The only negative I can see is if Clinton wins the election as she is desperate to cap drug prices. The problem for cancer patients is companies will cut back on development of new drugs as a result, as they may not get a return on their investment. Clinton could potentially then effectively be responsible for patients deaths, especially those with rarer forms of cancer.

Let's hope we raise a lot of $ on NASDAQ. I also hope we eventually spin off the Innovation Platform into a separate NASDAQ only Company, worth tens of billions of dollars. That will provide a huge reward for those willing to keep this as a long term hold. I'm here for the next 10 years and will look forward to looking back when today's share price will seem very small!

[hamsterdam] 03/11/2015 16:29

Would it make for HCM holders to buy the Nasdaq stock?

Don't think we can subscribe to IPO though

[nerdofsteel] 03/11/2015 15:40

there are a lot of Biopharma's on NASDAQ with no part of the business that is cross-funding them, but are still worth billions of dollars

The great thing about HCM is that even if most or all of the drug candidates never come to market they have very profitbale drugs and healthcare businesses in China

I love the fact they channel the profits of those divisions back into the drugs development business, so unlike many small NASDAQ listed Biopharmaceuticals, HCM is self-funding. That is a very tactical and strategic move and I think the money raised on NASDAQ will be huge, a lot more than the tentative $100m target.

[steeplejack] 03/11/2015 00:02

Very interesting stock with a good spread of drugs with majors in the wings.It's worth remembering that only one in ten drugs make it through phase 3 clinical trials.This is often happily forgotten by investors.Remember British Biotech with wonder drug Marimastat back in the 90s.That failed in phase three.Its not like a horse race jumping hurdles phase one,phase 2-1,2-2 and onward to the finish line.Phase three is the proof of the pudding.Yet the market often provides you with an opportunity to bank a handsome profit before you ever reach the phase three final fence,so it's often a nice day out at the races even if don't pick any eventual winners.

[nerdofsteel] 30/10/2015 08:48

So far ALL drug candidates are progressing, not one has been dropped which is an enviable track record

[nerdofsteel] 30/10/2015 08:47

More great progress on Clinical trial for HMPL-523, a leading, best in class drug for Hematological cancer, Phase II on its way for this candidate.