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Yup, agree, DOCS is a good example of how things go terribly wrong with poor distribution and stock control.

What they need is a good fulfilment company ..

(runs into telephone box, peels back shirt to reveal 'INGENUITY' ! up, up and away )

lol

Nice one AS1, what value I wonder is being attributed to all of these long term (many tier 1) Ingenuity customers?

Its a rare and prized business model to have such committed customers signing up for five or more years, highly visible cashflow coupled with strong barriers to entry, a true moat.

Couldn't be happier with progress to date, nothing short of astonishing in this climate.

I'm amazed at the quantity of companies onboarding to Ingenuity, its relentless and not even really searching, just the odd aggregator site.

You cant help but notice they all have one thing in common, quality - most have long pedigrees going back years, some still with founder owners - I find the quality of new customers highly encouraging, choosing Ingenuity over other partners.

Here's new one popped up today https://uk.korres.com/

Take a look at major share holders and background:

https://www.linkedin.com/pulse/korres-from-experiments-tzivanidis-pharmacy-morgan-stanley/

Always good to get more press coverage, doesn't take much to move the needle with Hutchmed given low free float.

This is a link to the New Drugs ("1+" mechanism) described below, should help the broader healthcare market return to more normalized valuations.

https://www.info.gov.hk/gia/general/202310/26/P2023102600381.htm#:~:text=The%20%221%2B%22%20mechanism%20will%20facilitate%20the%20registration%20of%20new,early%20access%20to%20new%20drugs.

Can see how trends are formed, lots of small incremental trades - link below is a good example, only 20k of shares but magnify this across all of the tracker type funds that follow THG.

https://fintel.io/so/gb/thg/spdr-index-shares-funds-formerly-streettracks-index-shares-funds-spdr-r-portfolio-developed-world-ex-us-etf

Griffiths sold a big chunk around 4%, question is who is the buyer?

Different regulators ?

https://www.db.com/news/detail/20231013-deutsche-bank-completes-acquisition-of-numis?language_id=1

Oral-B

https://shop.oralb.co.uk/

Gillette

https://www.gillette.co.uk/gillettelabs/exfoliation.list

Braun

https://www.braunshop.co.uk/

It gives a good insight as to how the board is thinking, rather than any fire sale of THG divisions actually going on the offensive making acquisitions.

Lol, I hear you OSG, I know folks are a bit frazzled at the moment with rates as high as they are, hopefully set to unwind next year which may mean any purchases now will look well timed.

Aussie dollar being at almost 2 to 1 to the pound makes it look a bit more palatable too.

btw, not sure if anyone picked up during that video mentioning Costco USA, only have one MP product unless its just launched?

Hopefully by now distribution issues resolved;

"Black Friday e-commerce spending popped 7.5% from a year earlier, reaching a record $9.8 billion in the U.S., according to an Adobe Analytics report"

"A Mastercard analysis of this year’s Black Friday sales found that in-store sales rose just over 1% versus online sales, which grew by over 8% compared to last year."

https://www.cnbc.com/2023/11/25/black-friday-shoppers-spent-a-record-9point8-billion-in-us-online-sales-up-7point5percent-from-last-year.html

Interesting story and many parallels to THG not least of which they both IPO'd within a month of each other, valuing Adore at around $700m at its peak. Ring any bells:

"As it began trading at midday on Friday the stock soared to $7.42, before retreating to be up 2.6 per cent at $6.93 at 3pm AEST."

Economies of scale, purchasing power plus entry into Oz, straight in at No 1

https://www.afr.com/companies/retail/adore-beauty-delivers-on-debut-20201023-p567zq

It closed at 93.5 cents on Friday giving Adora a market cap of $87m, if they can use THG paper to fund it could be a great strategy move ..

"Black Friday e-commerce spending popped 7.5% from a year earlier, reaching a record $9.8 billion in the U.S., according to an Adobe Analytics report"

"A Mastercard analysis of this year’s Black Friday sales found that in-store sales rose just over 1% versus online sales, which grew by over 8% compared to last year."

https://www.cnbc.com/2023/11/25/black-friday-shoppers-spent-a-record-9point8-billion-in-us-online-sales-up-7point5percent-from-last-year.html

That's a great link, plenty of info - should help raise Hutchmeds profile amongst the investment community too.

"Hong Kong has been striving to attract tech firms to the city and is to launch a new "1+" mechanism to accelerate the approval of new drugs treating life-threatening diseases, which require only one certificate of pharmaceutical product with local clinical data."

Fair but of stock changing hands but not much in the way of notifications as yet, good to see Chairman joining in with a market purchase too.

Whilst its a set back, perhaps not a disaster that the drop in share price suggests. Many of these things are outside of managements control such as registrations, even if delayed by a month or two it may mean missing the growing season for that year.

Puzzled where all the shares are coming from, you would think by now a TR1 or similar notification.

On top of that Templeton bought around 800k at the end of Sept

Franklin Small Cap Value Vip Fund Class 1 reports 28.19% increase in ownership of DOCS / Dr. Martens Plc

https://fintel.io/so/gb/docs/franklin-templeton-variable-insurance-products-trust-franklin-small-cap-value-vip-fund-class-1

Two more small entries, one new and one adding - they are small but again so is daily volume, this imo is what is causing the upward drift along with Consumer Discretionary moving up the in weightings.

https://fintel.io/so/gb/thg

Yup, its there although its behind a paywall

https://www.scmp.com/news/china/science/article/3242440/china-gearing-take-big-pharma-and-drive-biotech-boom-innovator?module=top_story&pgtype=homepage

Has John Goold got any idea of the costs involved in listing NY, not to mention minimum capital requirements.

Listing separately in NY would be the worst thing that could happen for long term shareholders

Ahh okay, sounded convincing at the time talking about airlines/healthy options.

Its a small world, have you ever played poker old Vic, Edgeware rd ?