Hutchmed (china) Share Discussion Threads

[lauders] 10/2/2018 10:55

If you look at the chart price chart (link below) and check the boxes for the four US indices mentioned you will see they are all falling in a specific pattern. So as carcosa says I doubt there is need for any statement, especially when results are due on 12th March (see second link).





PS. Found the answer to my dividend question the other day in the annual report, so pretty much as expected:

A.8 Dividend Policy
We have never declared or paid dividends on our ordinary shares. We currently expect to retain all future earnings for use in the operation and expansion of our business and do not have any present plan to pay any dividends. The declaration and payment of any dividends in the future will be determined by our board of directors in its discretion, and will depend on a number of factors, including our earnings, capital requirements, overall financial condition, and contractual restrictions.

[carcosa] 10/2/2018 09:19

Why do you need reassuring? Recent share price decline is in line with world stock market changes.

[reptile3] 10/2/2018 09:09

A reassuring statement from the company would be a help.

[lauders] 09/2/2018 22:58

Perhaps foolish but I bought in on this dip! Seems too steep so either bad news is on the way or it is just a major correction on a frothy share price and is due a change in direction soon. Obviously I am hoping for the latter! RSI makes it a buy at least.

One of the things I found during my due diligence into HCM:

I wasn't aware of the video before even if it is a bit dated now.

[melf] 09/2/2018 15:39

I wonder if the directors will be tempted to have another nibble at this price?

[lauders] 09/2/2018 13:57

Even more tempting now. Too many choices. HCM, GAW or BVXP? Those are the main ones I am watching. FEVR too I suppose. Can't have all of them.

[patrick0999] 09/2/2018 08:25

I am here simply because Asia's richest man is here

[lauders] 08/2/2018 12:37

I am interested in joining investors here on this dip. Just curious about your opinion on the reaction if the Lilly decision is negative Nerdofsteel? Also will HCM ever be likely to pay a dividend or is this just not on the cards!

[nerdofsteel] 08/2/2018 11:41

yes indeed, they know value when they see it, and they know this will be a $20bn+ mcap Company in the next few years. These are an experienced quality management Team and also worth noting that Asia's richest man owns the Company that holds >50% of our company stock and took all the over-allocation in the recent secondary NASDAQ listing. They probably did that because they understand the value that will be returned to Shareholders in the next few years.....

Here's a short list of some of the exciting news to come in the next few weeks and months

FY17 results
Major late stage pipeline updates
Lilly decision on Frquintinib
AZ updates on Savolitinib and potential BT designation
Land compensation from Shanghai Govt

[nfs] 07/2/2018 18:59

At these times I think of the many director buys in the last 2 years, by several directors

[its the oxman] 07/2/2018 14:50

Added again today and hoping the worst of this fall is over now.

[reptile3] 07/2/2018 11:19

On 12th June 2017 HCM submitted a New Drug Application to the CFDA for Fruquintinib in Advanced Colorectal Cancer. A decision must surely be due any day now...... this seems to be taking forever.

[steeplejack] 06/2/2018 21:08

Continues to fall on Nasdaq on rising volume.Back now to 46 quid equivalent.

This stock has always been a law unto itself and I reckon you should just lock them away rather than muse over erratic short term moves.....easier said than done!

[nerdofsteel] 01/2/2018 15:46

Frustrating price drift on NASDAQ which I suspect is simply down to the lack of news for the last few months. In my long experience of investing in the Company, we've had periods like this, and often when material news comes it comes in waves. I also notice when there's a long quiet period when we do get news it's usually extremely interesting and very very material, causing a significant positive impact on the share price.

[nhb001] 31/1/2018 14:24

I'm sure you're right. Thanks.

[nerdofsteel] 31/1/2018 13:32

I was not aware of that date for AZ and Savolitinib. They've invested a huge amount of time and $$$ in its development and it has clear potential as a global blockbuster. I think AZ were trying to make a decision on whether they'd go for BT with the FDA but from memory were in discussion with the FDA and presenting more data.

As for Lilly and Fruquintinib our CEO said at the time of the last annual results that they have one more year to either take up the option to global rights, or not, and that time is approaching now, so I'd expect an announcement very soon.

[nhb001] 31/1/2018 11:35

Nerdofsteel, can we assume that AZ have not taken up their option? I thought I read that they had to decide by January 2018.

[nerdofsteel] 31/1/2018 09:41

first drug approval in China very soon, + Eli Lilly decision on taking potential blockbuster Fruquintinib global. Then we have poss FDA Breakthrough Therapy Designation for Savolitinib + $40m property compensation from Shanghai Govt and a lot more big news coming.........

Americans driving the price now and here's a great Bulletin Board

hxxps://stocktwits.com/symbol/HCM

A no deal on Brexit would be good news generally and send sterling down against the USD which will lift the share price back up again! ;o-)

[jgoold] 31/1/2018 09:25

Bought in here today. Seems to be a nice conjunction of fundamental prospects and technicals. It looks like it bounces off the support line and just under the 50MA every time it gets there. I hope it does so this time.

[nerdofsteel] 31/1/2018 09:10

Interesting developments for Biotech listings on the HK Stock Exchange including a mention of Chi-Med and Beigene

[its the oxman] 30/1/2018 23:26

Many thx. All sounds very positive.

[nerdofsteel] 29/1/2018 07:17

These two things tell you a lot oxman



hxxp://www.chi-med.com/wp-content/uploads/2018/01/pre180116.pdf

Also if you look at the stunning shareholder returns over the last 10 years you will see how this Co's brilliant management (who buy and hold a lot of shares) are building value

First drug to be launched in China very shortly followed by global launch of lead candidate with Astra - as Hilton says, this will be a $20bn Co in the next few years

[its the oxman] 26/1/2018 14:54

Bought a few here. Speculative buy really as not fully up with latest events here, but from what I can gather prospects and delivery to date suggest it could rise much higher if things go to plan. Hope to add again if I become more convinced. Fingers crossed.

[reptile3] 25/1/2018 15:27

I think the share price is simply returning to its support line (letting the traders take their 5% - 10%) before resuming its upward trajectory. If correct expect a turning point around £50 - £51 or $33 on the NASDAQ. ....... IMO.