Hutchmed (china) Share Discussion Threads

[lauders] 20/6/2018 12:20

Thank you NofS. Some interesting points in that piece:

As China battles surging rates of cancer, heart disease and diabetes, sales of medicines are expected to hit as much as $175 billion by 2022, according to researcher Iqvia Holdings Inc. China is the world’s second-largest pharmaceutical market after the U.S.

This also:

Their plans are getting a boost from the government’s move in 2015 to overhaul regulations that had for decades slowed drug approvals and stifled innovation. These days innovative new drugs can reach the Chinese market in a fraction of the time the process once took.

The risks:

Yet the risks remain plentiful. Most Chinese companies are still awaiting approvals for their medicines, and the country still doesn’t have major novel drugs of its own. Also, a lot of biotech innovation in China still doesn’t include groundbreaking new mechanisms of treatment, or so-called first-in-class therapies.

The future:

Meanwhile, though, more money is likely to flow into China’s biotech sector. The Hong Kong Stock Exchange is starting to allow unprofitable biotech companies to list. Debra Yu, head of U.S. cross-border health-care investment banking for China Renaissance, predicts that will bring new investors, including some from the U.S., into the industry.

“I believe in five to 10 years, several global blockbusters that benefit people around the world will come from China,” said Wu Xiaobin, BeiGene’s China head and former country manager at Pfizer China. “I don’t know which companies, but they will be Chinese.”

Hmm.... HCM among them?

[nerdofsteel] 20/6/2018 08:37

Nice article from Bloomberg yesterday on the rise of China's fledgling Biotech industry

[montynj] 19/6/2018 12:35

Lower highs on the chart not good..also a massive head and shoulders pattern pointing down to approx £30-32 per share...

[mad foetus] 19/6/2018 08:03

Then collapsed 8% overnight, what an up and down ride it is at the moment, pending news.

[mad foetus] 15/6/2018 21:40

Bots went mad and then a $5m+ trade came in. Bodes well

[nimrod22] 15/6/2018 21:25

SP up 3.34% in US market today, despite tariff news and general market decline.

[nerdofsteel] 15/6/2018 08:05

news due:-

1. First NDA + Milestone payment from Lilly
2. 2nd Property compensation
3. Commencement of Savolitinib Phase 3 NSCLC + Milestone payment from AZ
4. Lilly decision on taking global ex-China rights to Fruquintinib

Let's hope Lilly don't take up global rights to Fruquintinib. We can then use our new U.S. Regulatory Team to liaise directly with the FDA, complete the caucasian bridging study then launch in the U.S on our own for $$$$

[lauders] 14/6/2018 01:50

Hope you are not surprised then! ;-)

Just needs some news that we know is due and hopefully £50 will be left in the rear-view mirror. Whatever happens to the economies of the world China and the health of its citizens, in the main when it comes to HCM, will still continue.

[nimrod22] 12/6/2018 15:40

Tongue in cheek, but will be surprised if it doesn't reach £50 in the near future

[lauders] 12/6/2018 15:07

You were expecting more nimrod22? Why? If you don't mind me asking. That has been a pretty quick recovery from the quick dip!

[nimrod22] 12/6/2018 10:30

I'm a bit puzzled as to why its only up 17.8% in the last three days !!

[nerdofsteel] 10/6/2018 07:57

hmmmm those share options prior to the first NDA is a great move by the Management - NDA expected probably Q3 but could come at any time to surprise the market

[nimrod22] 08/6/2018 17:35

cyclical is better, its on the way up!!

[steeplejack] 08/6/2018 15:39

I'm old and a tad cynical!

[nimrod22] 08/6/2018 15:31

On the move, now up 9.5% and 5% in USA. Its quite possible that there's some big share buys/sells which will not be reported until Monday

[nimrod22] 08/6/2018 15:03

SP up 4% in UK and 2% in USA, if it keeps this up on Monday then I'd suggest that its in a cycle back up mode for the next three weeks and worth buying in at this depressed price.

[mad foetus] 07/6/2018 14:47

Options given, brakes off? Surely not!

[steeplejack] 07/6/2018 14:20

Luckily,management have been awarded new options at a strike price that reflects recent share price weakness.Every cloud has a silver lining.

[mad foetus] 05/6/2018 16:03

Volume really picking up the last couple of weeks. Pity the price has been going down!

[nerdofsteel] 05/6/2018 15:42

Interesting Report just published on China Biotech

hxxps://www.lek.com/sites/default/files/insights/pdf-attachments/biopharma-international-expansion-china.pdf

[gswredland] 05/6/2018 14:02

Thank you nerdofsteel

[nerdofsteel] 05/6/2018 13:06

gswredland4 Jun '18 - 08:40 - 1478 of 1482

Yes, Mark has been invested for over 10 years, but has unfortunately had to make partial disposals many times in order to avoid breaking the 10% stake size in his Growth Fund.

It's been a great problem for him to have and I have no doubt the problem will continue to occur over the next decade.

It's been his largest holding for a long time, currently makes up 8.66% of his Growth Fund, and that's after a recent large disposal.

hxxp://www.slaterinvestments.com/media/108554/slater_growth_fund_a_-_fact_sheet_april_2018.pdf

[nimrod22] 04/6/2018 15:06

sp moved quite strongly in to the oversold on the RSI graph. Up in the US market today and probably about to turn in the UK market

[gswredland] 04/6/2018 14:35

Thanks Lauders