Member Info for daveycaferacer

we only need to go up 200% more and we will be back to where we were a year ago.......and that could take a decade

Epizyme to be acquired by Ipsen

https://uk.finance.yahoo.com/news/biotech-stock-roundup-epzm-soars-155103141.html

Fantastic volume in HK today, we only need to go up a further 150% and we will be back to where we were at the time of the HK IPO!

The pipeline on the website has been updated

In addition a conference/fireside chat with Marek @ the Jefferies H/care conference on the 10th June is on the website. Not too much new info in it and he was cagey and didn't properly address the EMA question regarding pending approval for Surufatinib.

That also begs the question as to when we will get news about a partner in Europe too.

https://www.lexology.com/library/detail.aspx?g=7132e7d0-9c40-421d-87c9-fc75dd6c325a

yes, only needs to go up another 200% and we will be back to where we were a year ago!

great volume, almost 900K in first 45 mins, I wonder if EMA or HFCAA news is leaking??

I think I'd pull our, get a STAR listing and convert London to a full Main Market listing, or make HK primary and have done with it. The Company's valuation will then become stable albeit at a lower rate than it was on NASDAQ 6 months ago.

EV/sales = 1.81 which is plainly ridiculous

BGNE EV/sales = 10.27
Innovent EV/sales = 6.3

The market seems ti be pricing Hutchmed to fail/collapse.

If the Chinese Regulator cannot come to a final agreement with the SEC soon they will have to de-list and I suspect will go
down the STAR route. The loss of a U.S. listing will be a shame but is already more than priced in. Trillions of dollars of equity to be wiped off NSADAQ over the next couple of years if no solution is found.

https://cooleypubco.com/2022/05/31/time-running-out-hfcaa/?utm_source=Mondaq&utm_medium=syndication&utm_campaign=LinkedIn-integration

Her suggestion—a decision she recognizes is for authorities in China—is that Chinese authorities consider whether to carve out some "China-based issuers that are simply 'too sensitive to comply' with the requirements for US listing and voluntarily delist those entities from US exchanges while bringing the remainder into compliance with PCAOB standards." Whatever decision is made, the SEC has offered to work with Chinese authorities to ensure a smooth transition.

According to Reuters, the China Securities Regulatory Commission "said in a statement that negotiations were progressing smoothly overall, and it was inappropriate to disclose specific issues. 'We've always maintained that the audit inspection issue should be solved by cooperation on the basis of equality. Our attitude has always been positive and constructive,' the regulator said."

Yes, Rosen and many others are on the bandwagon as they are with Beigene, Yum and dozens of others on the HFCAA list. I've seen this before when companies are heavily shorted. It happened with Gamestop and is a huge industry in the United States. They will get nowehere, as they always do, because in this case the company has done nothing wrong, nothing illegal and has not misled investors. They mainly make money by getting investors to pay upfront to join a class action lawsuit. The large majority of cases never make court and most result in nothing for investors whatsoever. Best ignored.

yes, why buy when you can get them for free..............

back of fag packet calculation, Christian is currently down by about $50m

yes I have 1p, no response yet

LTIP's are great but wouldn't it be nice for Directors (Exec and non-Exec) to actually spend some of their own money on buying shares. They never do.

yes, the valuation is now almost the cash balance, zero for IP, zero for clinical assets including marketed drugs and zero for the JV which is worth at least $750m alone. The valuation is now so low I will begin buying regularly again to average down because whilst I am incredulous at the current valuation it must turn at some point.

agree 100% and now is the time for CKHH to stop treating Hutchmed as a vanity project and a subsidiary. We need some traction and vigor going forward including the following possible actions:-
1. Announce partner for Europe
2. Dispose of the SH JV for circa $700m+
3. Consider in-licensing some American big pharma assets and utilise the China sales infrastructure to market them
4. Consider using the temporarily defunct American sales and marketing team to in-license and market some china Biopharma assets from a company that has no NA presence

Overall the company has a proven track record of developing and marketing Oncology assets but it needs to step up with regards to its corporate development. The market needs some signals of rapid development and possible future institutional investors need some reasons to buy.

$800m for the JV, $1000m cash

macp $1600m

so minus $200m for the IP, all the pipeline, other fixed assets

I have 25% left out of my original holding, I am amazed the company is worth $500m if you exclude their cash. This is either a fantastic buying opportunity or something is very wrong. I appreciate the market is a bloodbath but even so, its valuing the company to fail which is ridiculous.