Hutchmed (china) Share Discussion Threads

[lauders] 15/3/2018 14:24

Thanks for the links NofS! With links all you have to do to make them active is change the lower case "h" to an upper case one. Hey presto!

[nerdofsteel] 15/3/2018 14:04

Glad to see Biotech Investor and ETF Fund Manager Brad Loncar has added Chi-Med to his Index

hxxp://www.loncarindex.com/china-biopharma-index

hxxps://www.biocentury.com/bc-extra/financial-news/2018-03-14/loncar-unveils-china-biopharma-index

I've communicated with him a few times recently, highlighting Chi-Med and what I consider to be its superior investment case over Beigene......

For anyone interested in the wider Biotech sector he is worth following on Twitter @bradloncar

[nerdofsteel] 15/3/2018 14:03

mad - agree 100%, and if you look back at the share price in London over the last 10 years you see sometimes quite lengthy periods where the share price is stagnant, followed by sharp increases, then further stagnation

[nerdofsteel] 15/3/2018 14:00

China prepares for Big Pharma

hxxps://thediplomat.com/2018/03/china-prepares-for-big-pharma/

It certainly does!!!

[reptile3] 14/3/2018 13:10

Short interest on the NASDAQ is 326.25k shares which I assume is significant and affecting the share price today.

[mad foetus] 14/3/2018 10:47

I think it is all about patience now. I have no doubt HCM will be sharply higher in a year or two, but have no idea what the share price will do along the way.

[mad foetus] 12/3/2018 18:54

Yes, and he sort of indicated that was quite possible as Lilly had spent a lot of effort on launching a less effective drug in that area recently. It is all very positive, I'm just impatient to get the first product launched. It will be a real proof of the abilities if the Chi-med team and will trigger either a rerating or a takeover imo

[carcosa] 12/3/2018 18:17

Interestingly they said they would prefer Lilly NOT to take the ex-China rights because they can make more money doing it themselves. The Lilly deal was negotiated in large part 5 years ago when HCm was in a weaker position

[nerdofsteel] 12/3/2018 17:31

Three critical points for me:-

1. Chi-Med is comfortable with, and actually sees advantages in Lilly not taking up global rights to Fruquintinib as they are gearing up on the U.S Regulatory side, so can now go it alone outside China

2. AZ have said they will proceed into final stages of development with Tagrisso globally

3. The fact the Company is setting up their own Regulatory Team based in the United States is important - they can push approval for Fruq (if Lilly do not take ex China rights) and for unpartnered drugs in the future - that is massive

[compnews1] 12/3/2018 13:09

This is what Investor Chronicle posted 2 hours ago. One thing of notice is "one or two drug launch every year and enough cash to carry on until 2020"
"Clinical development at Hutchison China Meditech (HCM) has been extensive in the last twelve months. The group has filed its first drug with Chinese regulators and expects launch later in the year, has begun a final phase global trial in partnership with AstraZeneca and has a further five pivotal clinical trials underway. The group is expecting to launch one or two drugs every year and – following its recent US fundraising – has the cash in place to fund the development until 2020. Clinical development has come at a cost to the bottom line (the group dipped back into a loss-making position in 2017), but its commercial platform continues to grow revenues. Buy"

[mad foetus] 12/3/2018 12:49

Not sure what people expect really. Until sav is launched the figures are never going to be stellar

[patrick0999] 12/3/2018 12:45

It was 3% up this morning but now is 2%drop....

[mad foetus] 12/3/2018 12:39

Interesting to see if we get a slew of directors buys and what the US tAke is

[miti 1000] 12/3/2018 10:03

As you say the presentation is fantastic. The comments just now on sav/tagrisso are just what we wanted to hear.

[haydock] 12/3/2018 08:57

hint !!!!
. Our team of about 2,300 medical sales people now stands ready to enter oncology either through, subject to approval, the launch of our own Innovation Platform drugs, or acquisition.

[lauders] 11/3/2018 02:50

The recent weather (mostly cold) in China ( ) probably hasn't done HCM's commercial platform any harm over the last few months. Hence, hopefully their Banlangen Granules offering will show an improvement in sales.







PS - An old article from 2014 (new to me though!), but I enjoyed reading it:

[mad foetus] 09/3/2018 16:37

Have a good weekend folks. Looking forward to Monday and the 9am webcast

[nerdofsteel] 07/3/2018 07:55

Buying ahead of results, just like last year.....and hopefully more buying on results day, again, just like last year. This is now very news driven from a price perspective

[mad foetus] 07/3/2018 07:47

Very big volume in States, 217,000 ADRs and up 2.5%. Would be good to see momentum continue into results.

[lauders] 06/3/2018 12:44

Will the US react more favourably to today's news? Will find out later. Will be interesting to see when the Nasdaq closes!

[nerdofsteel] 05/3/2018 12:55

generally the Company tends not to issue specific pipeline updates on the day of the annual results. From a pipeline perspective I expect them to give updates during the presentation.

I anticipate there will be specific questions on Eli Lilly's decision to take up global ex rights to Fruquintinib, which they deferred a year ago. We are also due a major update on AZ's next moves for Savolitinib, and whether it intends to go for BT designation with the FDA....etc

[lauders] 03/3/2018 04:48

HCM mentioned a bit here. Nothing new but good to know it is considered a "core" holding.

2. Hutchison China Meditech (HCM) - The stock offers investors a strong pipeline of differentiated candidates (up to 15 possible Breakthrough Therapy Designations), China exposure (via its sales team of over 3,200 employees and 1,900 medical professionals), validating partnerships and several upcoming catalysts. Downside appears limited due to having several irons in the fire, low cash burn as a result of its prescription drug commercial services segment offsetting clinical costs and quite a few pivotal readouts lined up over the next couple years.



There is also a start of the year TMF piece that I don't think I read before:

I am also hoping for a "monster".

[lauders] 02/3/2018 13:30

eg. a 50% uplift within a month!

That would be very nice NoS but even a smaller rise with a steady and increasing rise thereafter would do me just fine. Of course if we receive any significant news it may be a completely different story. I assume they would release any news when they receive it and have had time to word an RNS rather than holding it for results. Not sure they would be permitted to do that?