Member Info for amones

Remember reading a post from Jatw about Takeda’s results, scheduled for tomorrow, 9th May.

Any predictions about profit from fruq..sales, ex-China and income to HCM?

Points of interest to HCM shareholders will be;

-progress Takeda has achieved with fruq.. sales in the USA

-expected date of approval for Fruq..from European medical agency (received a positive opinion from CHMP, recently).

Perhaps, the ‘analysts’ in London and US were unable to ‘analyse’ CHMP’s POSITIVE opinion about fruq….

This morning, they seemed to have realised the meaning of ‘positive opinion’, of course, after getting a clue from HK.

It’s nothing but a crooked and desperate effort by the market manipulators.

Thanks again for a detailed explanation and for emailing the investors’ relations at HCM. Hope they respond to your query. (In my experience, getting a response from the IR is not as straightforward as it used to be during Mr Hogg’s period)

Waiting for Takeda’s results scheduled for 9th May.

Typo error; ‘It will be nice..’

Jatw, thanks for the information about raise in the sales of Orpathys. As a result, is HCM expected to gain an improved royalty from AZN?

It is be nice if HCM releases an update. Hope they do so.

SS, your optimism can become real if the 184 billion company shows an interest in the 2.8 billion company!!

(touched ‘post message’ before adding “?” )

If the company is buying back, at what time scale, it should be made known to the shareholders?

Quietly buying back

It is good to see the sp maintaining its position. Hopefully the Clinical data presented at the AACR which concluded yesterday might have ‘gone well and received appropriate attention’.

On a day, when the company gives some favourable news the sp, generally if not invariably, achieves downward trajectory. Today, in the absence of any news, it’s gone up by 7-8% both at HKSE and LSE. Nearly 45k AIM shares traded within the first hour. Not a big rise in the sp but it’s not negligible either.

Any reason/s?

An opportunity to showcase their entire ‘assets’ in a major venue. Nice efforts by the team to display their poster presentations. Keenly waiting to see the final results from the global Multi centre clinical trials for surufatinib.

Thank you Jatw for your opinion.

More than 20 year old “budding” pharma company. based in a country with stable governance and economy. 5000 personnel with 1200 working in oncology and immunology. 3 oncology drugs already in the pharma market in China, one is marketed in the USA, pending approval in Europe. Finally, attractive pipeline and a healthy positive balance in the bank. Market value a mere 3 billion!

Yet, no news of ‘expression of interest’ for takeover (or merger) from bigger companies.

(Possibly, that is the only hope for long term holders)

Another achievement! Market response is as anticipated!! Nothing to be surprised at.

If approved by NMPA as therapy for the new indication, who will have marketing rights? AZN or HCM?

‘…..Naive patients …., does it mean as primary therapy?

It will be interesting to compare the assets/ pipeline/ number of scientific staff/ ongoing clinical studies of various drug candidates/ research and production facilities of HCM and the two companies that have been taken over.

What might the reasons for HCM not being (at least, until now) considered for takeover? Is it the “Grand” market value of 3 billion USD/ the pipeline unattractive??

Thanks for providing the information.

Having passed the FDA approval test, let’s remain hopeful for a similar outcome here as well!

application for approval for fru*****inib by the european medical agency was made in may/ june 2023. a positive outcome here in europe will be a major achievement for takeda and hcm and boost the income for both. that may, more likel,y encourage studies being conducted as primary therapy for other indications. hcm will become more noticeable in the pharma corporate market. question is how much longer will it take for ema’s decision to be announced?

Exuberant share price movement in the absence of any substantial news is difficult to rely upon. After all the hikes seen earlier during the week, sp has dropped to 27 HK$ (~£2.70) and volume of more than 10 million, with in the first hour of trading, at HK.

Anyway, is there any “genuine” forthcoming information for the market to start noticing HCM?

Market is as pessimistic as always been with this share. After an initial spike to above HK$ 25, during the first half hour of trading, it has been a downward slope in red until now. Are the market makers clever enough to foresee what’s going to come in the results?

That’s is correct. We agree, this company is not going to give any dividend for, at least, another couple of years.

What about Mergers and acquisitions? It is also mentioned in the circular. Jatw, what is your opinion regarding lack of ‘interests’ , so far, from other major companies? Market capital is less than $ 2.5B as per today’s data.