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Totally shafted, sell and just buy NVDA
Another British company thst's not worth investing in - my recommendation is to dump it and buy into the Magnificent 7 US stocks, sit back and watch your investment grow and grow. Forget anything on the British Stock Market, complete waste of time, especially any company on AIM.
I think the main issue here now is China, teh entire market and anything Chinese is now considered univestible by most Fund Managers and the entire Chinese market is sinking, fuelled by an impending property sector collapse
A few weeks ago I sold my entire holding and invested it in Nvidia. I have finally given up with the Geo Political risks here. It doesn't seem to matter how successful the Company is or will become, the market and investors are not buying it. I have invested too much time and effort and became emotionally attached to Hucthmed, which is probably not a good thing. Good luck to everyone.
The interesting thing about Christian is that he did look at this bulletin board occasionally and was always keen on picking up investor sentiment. I don't get the impression the current senior leadership team have the same interest in investors.
I will email them - the least they could do is update the out of date pipleline which was last changed in July 2023!
I think that resolution is always there and I can't see them doing Buybacks for years......they seem to be inept when it comes tro shareholders interests or strategic actions rto build shareholder value. Almost a vanity Project for CKHH.....
the company has very little track record of safeguarding investors interest, aptly demonstrated by ckhh's botched placing ****-up a few years ago, although to be fair it appears even senior management weren't aware it was going to happen. sometimes i get the feeling this is a ckhh vanity project.
AZ and others have had time to buy Hutchmed at a ridculously low valuation and some could argue they still can. Currently for UK based shareholders we now have the continued appreciation of GBP against the USD as another headwind to deal with.
Well here we are, in the Hutchmed time machine when it comes to the share price, back to where it was 8 years ago. All that progress and the market doesn't give a damn...
takeda now have a public website which includes their financial assistance program details:-
https://www.fruzaqla.com/
here is interesting comentary from seeking alpha:-
https://www.stockilluminati.com/hcm/display.php?url=https%3a%2f%2fwww.stockilluminati.com%2fhcm%2fsanews.html
and here is some very interesting intel on the pricing:-
(published: 3:04pm, 29 nov, 2023) “fru*****inib, which will be marketed as fruzaqla in the us by tokyo-based takeda pharmaceutical company, will also face a price bump similar to that of toripalimab. a box of 21 pills each containing 5mg of the drug is sold in china for around 7,500 yuan (us$1,050), according to chinese medical news site medical valley. its us wholesale price will be us$25,200 for the same amount of medication, according to a takeda prescribing document, putting it at 24 times the cost in china”
https://pdf.defence.pk/threads/chinas-new-cancer-drug-toripalimab-is-approved-in-the-us-but-will-cost-30-times-more.780555/
CMB have posted a new research note with updated and upgraded financials
https://www.cmbi.com.hk/article/9075.html?lang=en
FCF starts in 2026
Hopefully shorts covering ahead of PDUFA in a few weeks time
Thankyou as always jatw and 1pencil fir your excellent insightful posts, always a great read
As you know, I’m always bemused by Hurchmed’s valuation and wondered if you had any thoughts as to why innovent is valued on much higher metrics such as P/S and DCF compared to Hutchmed….
Very low volume these days, possibly underlying the fact US Investors are generally pulling out of anything related to China
Iam sure you are right jatw which is why I also remain invested
I’m sure today we will have the customary excellent results coupled with the usual dive in the share price.
Another day another minus 13%
NASDAQ daily volume has fallen significantly in the last few weeks
i can’t understand why the fda didn’t tell them right at the beginning that china only data wouldn’t be acceptable for the fru*****inib nda. it also seems amazing that the subject never came up in the year+ long series of meetings until the very end. it almost seems as if the fda deliberately misled the company, the company was naive and incompetent, or a combination