Member Info for daveycaferacer

the only saving grace here is sterlings collapse against the USD and HKD, otherwise this would be close to a £ a share now

or sell button? this is now worth 35% less than at its NASDAQ IPO nearly 7 years ago, a truly shocking situation. yes, Global tensions and Fed Interest hikes have hit the entire market but Hutchmed is almost priced to fail at this level.

down 24% in 1 week on top of all the other loss in valuation, almost $500m mcap wiped off since Monday, and this has gone from a $6bn to a $1.8bn mcap company in very quick order. Something is very wrong here. Are institutions dumping and if so, why?

it's a pity they didn't do that in NA, going it alone has probably meant laying off most of the sales team due to delay with Surufatinib........

thansk Jatw, I also hope the continual anti-chinese sentiment doesn't get in the way of providing the best possible treatments for patients, no matter where it has been developed, although we know the FDA is political

very enthusiastic, pfs, orr, dcr etc all way ahead of the other available treatments

"Share price hampered by macro factors, but multiple value inflection points expected"

They certainly right about that!

Trinity Delta has just published a new researc nte

https://www.trinitydelta.org/research-notes/on-the-right-track/

A great summary and commentary by the SEC here
https://www.sec.gov/news/statement/gensler-audit-firms-china-hong-kong-20220826

"Make no mistake, though: The proof will be in the pudding. While important, this framework is merely a step in the process. This agreement will be meaningful only if the PCAOB actually can inspect and investigate completely audit firms in China."

NoS

"EMA indicated that the SANET studies were not representative of patients and medical practice in the EU16; and

o The requisite pre-approval on-site inspections are currently subject to restrictions in China.

· Discussions on the path forward are ongoing with U.S. and EU regulators."

I know that now as we all do, but my point was why wasn't that known about when they submitted the NDA and stop calling me NoS just to appear to be clever.

they haven't explained why they voluntarily withdrew the EMA MAA - is it because they assumed it would be rejected? If so I think that is a poor decision.

Surufatinib has a peak sales forecast of $700,m for NET/and Pancreatic NET outside of China

"and our decision today to withdraw the EMA MAA are a disappointment, it has no impact on our global development strategy." they kept that under the radar until today, very disappointing.

I'd like to hear them comment on Surufatinib approval by the EMA, I assume the worst, that the EMA have followed the FDA, either that or the delay is due to pending factory inspections delayed by Shanghai lockdowns

given the fact this company is becoming less global and more Asia focused, even if that is not its intention, and given its lack of attention to Investors since Christian left, I wouldn't be surprised at all if it ditched its London listing, especially once it lists on the STAR market.

Barclays? 100p? Jatw....

it's a pity no HCM Execs or non-Execs use their own cash to buy shares in the Company, they either think it's their right to get LTIP and decent options along the way or have little confidence in the Company.......

hasn't the person from GA on been there a few weeks ? can't see he will have much impact at all. Sold half your holding 1pencil? Glad to see you are following my lead, a sure fire way to lose money ;o-)

The management team are like a load of middle ranking civil servants, no sense of urgency or investor engagement apart from what is absolutely necessary.

I mean to say, thanks for posting 1pencil

well I'm glad to see my holding is still larger than the 5 non-Execs

As for the Execs they haven't used their own money to purchase shares for many years but why would you if you keep being given free ones as part of the LTIP.........