Member Info for daveycaferacer

I think this news was inevitable but I takea it as very positive. In my view they have already spread themselves too thinly and are better off becoming profitable earlier with a smaller profit than later on with larger cash generation. That makes entire sense. Focus more on late stage assets that have a larger potential. Clearly the questionable global strategy with their own sales force in the U.S. was the wrong one given the setback with Surufatinib which could have been managed more easily if it was being out licenced. I noticed last week they moved Fruquintinib to the top of the Pipeline chart on the website.

Love this "Dr. Marek Kania, Executive Vice President, Managing Director and Chief Medical Officer, International, will be transitioning out from his role with HUTCHMED.". So he's leaving Hutchmed then!

very exciting only down 62% ytd now! I've not seen any decent updates on HFCAA bur assume auditors have been able to progress their work.

up 21% today and down 30% tomorrow no doubt.......disappointment always seems to follow these days

this is now up 17%, is there an HFCAA update?

normal average volume in HK = 1.7 million
Today's volume = 7 million

yes, amazing, usually NASQ up Hutch down, NASDAQ down Hutch down A LOT

re FRESCO2 I would like to think (hope) they get the NDA accepted by the end of the year and progress rapidly through approvals - at least the FDA can't say "oh didn't we tell you a year ago, you need a bridging study coz we don't like Asian only data and oh, by the way, we don't like Chinese competition as we have to protect U.S. drug makes" etc etc

I followed Slater having spoken with him at an Investor event around 12 years ago... On my watchlist for some time is Innovent, Legend and Beigene, all of which have fared better (bad but not as bad as Hucthmed) and all 3 have much higher valuation metrics......

Anything China has been hammered, even profitable Biotechs like Hengrui, but Hucthmed seems to be one of the worst... oh well yet another failed investment.... maybe cash is the answer although that is losing 10%+ p.a. at the moment so spending it is probably the best approach

it seems we have more pipeline progress today, and another drop in the share price! Good news and the price drops, bad news and the price drops.........

Since Christian has left the company's malaise continues, the senior leadership team seem to have little interest in Investor Relations, they may as well take it private and put us all out of our never ending misery......

it's interesting that when the S&P500, DJIA or NASDAQ drops 1% HCM drops 4- 8%..... when those indices go up by 1% HCM goes up by about 2%

This direct correlation is probably set to continue until we get material news, NDA acceptance won't cut it, approval of Fruq by the FDA may but that's a year off, meanwhile the malaise will continue

Back to where it was 8 years ago..................8 years of stunning progress that the market thinks is worthless...

completely out of kilter with Analyst DCF valuations which are circa $5.5bn mcap!

42% drop since NASDAQ IPO 6.5 years ago, amazing and almost unbelievable........ i'm at a loss here, literally and figuratively speaking

Christian's holding value down from a peak of £66m to £16m which is some paper loss for sure but at least he hasn't used his own money unlike the rest of us!

thanks 1pencil, and to you amones......I am holding here on the premise that this is still a good long term investment - I hope I'm right

I wonder if they have laid off all the NA Sales Team based in NJ. Seems a shame they built up the organisation there in anticipation of the approval of Surufatinib. Maybe they will maintain a small clinical, regulatory and pharmacovigilence team only and partner with someone for sales and marketing......

Why, with this frankly massive late stage pipeline has someone not bought out Hutchmed?

it seems the market and investors do not agree with the Analysts on the investment case here. Malaise has set in for a number of years, probably until it generates free cashflow, in the meantime there is not much of an investment case unless you want to tie up capital that may be better deployed elsewhere. Again I find myself considering whether to bale out or continue on the vague promise that the company will deliver some good news at some point. It seems the chance of ever getting a global approval is quite slim even with FRESCO-2. I get the impression the FDA are just anti-chinese even if patients would benefit from the therapy.

TD posted a new research note on the 21st September

https://www.trinitydelta.org/research-notes/fresco-2-data-support-broad-uptake-in-later-line-mcrc/