Hutchmed (china) Share Discussion Threads

[nerdofsteel] 08/8/2017 16:19

All time high on AIM of 4100p just reached

As an investor of 10 years here I can say this is now just the beginning folks! At least another 2000% over the next 10 years IMO

[nfs] 07/8/2017 22:20

USA price about £41 now at 1.3 fx rate

[jayson26jay] 07/8/2017 21:33

Still holding :)

[mad foetus] 07/8/2017 18:07

Sharply up in US. Loving it here.

[jaf1969] 07/8/2017 16:26

Strong finish on not much volume.

[mastermatto] 07/8/2017 13:44

I have recently doubled up my holding following the small dip after the results. Great to see this keeping momentum.

[nerdofsteel] 07/8/2017 12:45

Lots of Director buys last week on NASDAQ

hxxp://www.chi-med.com/directors-share-dealing-170807/

Clearly they know exactly where the Company is heading and how it will be worth many many multiple of today's price within a few years.

Love the fact that this has been co-ordinated buying by the Directors too. Their confidence is the Company can be summed up by the Chairman's comments last week:-

"Simon To, Chairman of Chi-Med, said: “Chi-Med’;s consistent strategy over the past 16 years has generated considerable shareholder value, and we believe it is now poised to deliver substantially more."

[nerdofsteel] 04/8/2017 18:17

I agree dbadvn although for me price swings are irrelevant as I've been invested and have been building a position for 10 years and will continue for the next 10 years. 2000% in the last 10 years has demonstrated that, over the long term, the Company delivers.

I agree with your point about NASDAQ and US Analysts, as that is what is controlling the share price. The London listing is now irrelevant and I can see a time when they de-list as it serves no real purpose at all.

[nimrod22] 04/8/2017 15:49

HCM up by 7% for a short spell on the US Nasdaq

[dbadvn] 04/8/2017 14:13

Nerdofsteel,
not disputing the history or potential.

The esential difference is that the company is now dealing with NASDAQ and US analysts + fund managers . This is a different communications environment from the European/ British / far East market and patience is in much shorter supply .The short terme approach is not balanced by the long term potential. If you put something out there it has to happen and happen quickly or you will be penalised ( probably unfairly).

For us private investors it does have the upside of allowing us to buy the dips , but it makes the stock more volatile than it needs to be and will put off a lot of UK funds.

[nerdofsteel] 04/8/2017 07:10

Under promising and over delivering? I think you will find, if you look back through the Company's history that is exactly what the CEO has done. Also, a return of 2000% over 10 years is over delivering....,

[mad foetus] 03/8/2017 21:26

Seems to be rising nicely in the US, up another 2%. Pretty positive since the results.

[dbadvn] 03/8/2017 13:40

As I have said before whilst HCM has great potential , until it starts to make profits , the CEO needs to learn the art of underpromising and over delivering .

The market will soon get tired of "leading" statements that never come to pass and will lose credibility in the future of the company. The "2 or 3 big things need to happen " and the sooner the better.

[nerdofsteel] 03/8/2017 09:34

Growth over the last 10 years has been astonishing and Simon To is right to state
“Chi-Med’;s consistent strategy over the past 16 years has generated considerable shareholder value" - to the tune of 2000%

However, I think he is also right to suggest that if you think that is astonishing, you ain't seen nothing yet!

The CEO said recently they were working on 2 or 3 big things any one of which will radically change 2017 guidance. That suggests a major Big Pharma licencing deal is on the cards like the recent Beigene/Celgene one announced 2 weeks ago, prompting Beigene's share price to go up 75%

[mad foetus] 02/8/2017 20:34

Up another 3% in the US. Amazing lack of volume here, considering the track record and prospects. I won't clutter the thread though, good luck all.

[nerdofsteel] 31/7/2017 14:27

I must admit, I was hoping for an announcement of a major licencing deal like the one Beigene has just signed with Celgene.

However, it will come, and in the meantime we have big pipeline progress, a 21% rise in revenues over H1 16 and a continued execution of the Company's startegy.

This has delivered in excess of 200% return in the last 10 years. Anyone with a long term view will be very very well rewarded. As The Chairman has put it:-

“Chi-Med’;s consistent strategy over the past 16 years has generated considerable shareholder value, and we believe it is now poised to deliver substantially more."

That is code for, "if you think the growth over the last 16 years has been brilliant wait until you see the next 16 years!" I could not agree more and I firmly believe this will be a $10bn mcap Company by 2020, and even bigger than that in 10 years time.

I continue to BUY

[nimrod22] 31/7/2017 14:17

mostly buys showing at the moment, maybe more when US market opens....

[mad foetus] 31/7/2017 08:20

Look a decent set of results but perhaps people were expecting news of a tie up with a big boy or further progress on Fruqi. Patience will bring rewards here imo, and it was good to hear Chairman talk of "substantial" shareholder value about to be added.

[nhb001] 27/7/2017 11:47

Nerdofsteel, what do you make of the disappointment of AstraZeneca's Mystic program. Lung cancer Immunotherapy. I wonder if it will have any impact on HCM - +ve or -ve.

[nerdofsteel] 27/7/2017 07:12

Thanks haydock

Interim results, presentations and webcast on Monday.....

[haydock] 26/7/2017 08:26

Nerdofsteel

Many thanks for keeping this bb. alive & providing a great service.
I also watched for @ 10yrs, & your updates are invaluable.
Cheers Hay.

[mad foetus] 25/7/2017 14:26

Had my eyes on this for years and have just bought in. GLA

[nerdofsteel] 23/7/2017 21:09

Yes, the CEO said in April they are working on 2 or 3 things and any one of which comes to fruition will radically alter 2017 guidance. They have major late stage assets which need to be taken global and big Pharma, some of whom are facing a patent cliff, will no doubt be looking. The CEO reiterated more than once that big deals are being looked at.

[hamsterdam] 22/7/2017 09:30

Is that based on anything?