Member Info for daveycaferacer

a share buyback from a company that is burning cash like it's going out of fashion, either this is a joke or something is very wrong here.

The share price is now back to September 2017 territory, so we could end up with effectively no increase in the valaution of the company in 5 years by September if this continues.

it is certainly interesting to see a clinical/pipeline update on a drug candidate that isn't included in the pipeline yet.

Both Hutchmed and Beigene have been hammered in the last couple of weeks after rumours about the FDA's unwillingness to accept any china clinical trial data . The approval of Surufatinib by the EMA and FDA will (should) be a material event, and hopefully other markets will follow.

Currently it seems to me that Hutchmed's valuation gets hammered by geopolitical events, rumours and any antichina sentiment by the U.S. govt, FDA etc etc. My hope is that continued pipeline success, increasing annual revenues and eventual free cashflow generation by the middle of the decade will be how the company is valued, and geopolitical factors take a back seat.

Careers
The company currently has no vacancies

If Stemprinter/SPARE is so good why has the Company progressed approvals to enable it to be marketed or sold the asset? They are denying patients the best possible test and appear to have misled Investors.

It is nice to see GA increasing their holding, although only in a small way

The maximum time from NDA submission to approval from the EU MAA is 210 calendar days, Hutchmed submitted the application for Surufatinib 180 days ago so we could get approval at any time in the next month.

"How long does it take?
Upon submission of a valid application, the evaluation takes up to 210 days, at the end of
which the Committee for Medicinal Products for Human Use (CHMP) must issue a scientific
opinion on whether the medicine may be authorised or not.
This opinion is then transmitted to the European Commission, which has the ultimate authority for
granting the marketing authorisation within 67 days after receipt of the CHMP opinion.

I'll remain invested Jatw although I am frustrated the market doesn't see to atract the type of valuation of Beigene. I hope that the Company will be worth a lot more than double in 3-5 years time with revenues in excess of $1bn and positive cashflow generation, I'd like to see $15-20bn mcap by that point. It is outperforming Beigene, Junsho and Innovent but the opposite has been the case until very recently.

I hope that the FDA's approval of Surufatinib is a material event and will provide a boost to the valuation. It's interesting that inclusion in certain indexes and being added to the North-South Stock Connect program hasn't done anything although the sector has lost value in its entiretly in the past few months. What is frustration is every time the market (NASDAQ, DOW, S&P500 Hang Seng) drops by 1 or 2% another 5-10% is wiped of f Hutchmed's valuation and each time that happens it takes months to recover. Hopefully that is a good buying opportunity.

down over 8% in 1 week, something is very wrong with the way the market and investors view the company, the market seems to be pricing in failure which goes against the huge progress the company is making.

Given Stemprinter/SPARE is so superior to oncotype DX it's a shame for patients that this company is incapable of bringing it to market.

7% down on NASDAQ, this company gets punished excessively whenever the market falls

He was a director at Cardiff Oncology, Inc (NASDAQ: CRDF), based in San Diego, I'm not aware he had anything to do with Cardiff University in Wales

I have asked on a few occasions whether the company had considered leaving AIM but I don't think they see any disadvantage in AIM or any advantage in a full listing. It prompts the question as to whether the AIM listing serves any purpose now the Company is so well established elsewhere. It is surely just additional expense and admin overhead because the London market seems to have no real idea about Biopharma and no specialist investment community.

great news, more pipeline progress and another drop in the share price on NASDAQ! ITP market potential is large in China compared to the U.S. so it makes sense to push development in China (circa 91,000 new patients each year).

the pipeline on the Company website has been updated.

I hope in the next few weeks and months that the 2021 annual results and the FDA approval of Surufatinib are events that prove to be material enough to inject some ooomph into the Company's valuation.

Redchip aka serial rampers did a great job in ramping the hell out of the company for the fundraise last year, let's see what LifeSci can do.......at least they are specialist in healthcare and biotech so will have access to a pool of specialist investors

it was generally expected the illiquid nature of the shares would improve with the NASDAQ and HK listings but that has clearly not happened and feeds in to the sharp rises and falls in the share price. I suspect the Company's view is that true value will feed through eventually.

This is a great buying opportunity at these levels in my view, let's see if General Atlantic take up the warrants that expire shortly.

thanks for that tacly, I assume those are 1 year price targets.............
Currently the share price is where it was 4 years ago, very disappointing although some would argue the Company was over-valued at that time.

whilst I agree with this "- Challenge: Balancing R&D expenditures to achieve breakeven." at least the Company has a clear trajectory to achieve profitability if the pipeline continues to deliver and barring any further geopolitical nonsense and it is the latter that concerns me. The Company itself seems to be doing everything it can to deliver returns for long term investors but obviously can't control China-U.S. relations and the negative impact it causes on the company's valuation.

thank you Jayw, extra content has been added including HMPL-523 ITP information

"Anyone tried calling the number on the Accustem RNS' to try and get an update? Didn't want to waste my time if it's not answered or messages not returned. Cheers"
It has probably taken you longer to write that post than attempt to dial the number! ;o-)