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Hutchmed (China) Newsroom
[Brokerage Focus] Western Securities initially rates Hutchmed (00013) as "Buy" and expects to welcome a performance harvest period in 2025.
Jinwu Financial News | Western Securities released a Research Report stating that Hutchmed (China) (00013) has 13 candidates for cancer drugs currently in clinical trials. Three drugs (furorefenib, surufatinib, and savolitinib) have been approved for launch in mainland China, and furorefenib has also been approved in the USA, EU, Japan, Hong Kong, Macau, and 6 other countries globally. The fourth candidate drug, tepotinib, has been approved in China's Hainan free trade zone, Hong Kong, and Macau. Solcitinib's NDA has been submitted domestically, soon to become the fifth commercialized product. Hutchmed (China) values international cooperation, with furorefenib licensed to Takeda overseas, and savolitinib.
HAITONG INT'L: Maintains SH PHARMA "Outperform the Market" rating, with the Target Price raised to HKD 14.39.
HAITONG INT'L released a research report stating that it slightly lowered the revenue forecast for SH PHARMA (02607) for 2024 to 27.73 billion yuan, and slightly raised the revenue forecast for 2025/26 to 30.08/32.4 billion yuan, to reflect the impact of acquisitions and Huang Pharmaceutical; it slightly lowered theNet income forecast for 2024/25/26 to 4.8/5.4/5.7 billion yuan, respectively. The bank uses a cash flow discount model and cash flows from FY25-FY33 for valuation. Based on a WACC of 6.2%, a perpetual growth rate of 3%, and a 60% discount of Hong Kong stocks to A-shares (all unchanged), the corresponding Target Price is raised by 4.1.
Hutchmed (China) (0013.HK): A leading innovative company going global is entering a harvest period, with multiple catalysts expected to materialize.
Leading enterprises in the small molecule industry are committed to an internationalization path. Hutchmed (China) already has 13 tumor candidate drugs in clinical trial stages, with three drugs (furmonertinib, savolitinib, and surufatinib) having been approved for market launch in mainland China, furmonertinib.
China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.
National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.
WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.
In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.
Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.
Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.
Foreign capital is accelerating its shift to betting on China Assets! Call options on Chinese Stocks ETFs are being snatched up again.
Chris Murphy, Co-Head of Derivative Strategy at Horizon International Group, stated that last Friday investors bought a large number of Call Options for the iShares Core MSCI China Index ETF (FXI). Other Call Options related to Chinese Assets also rose significantly, including the China Overseas Internet Plus-Related ETF (KWEB). ETFs related to Chinese Assets also strengthened.
What does AI pharmaceuticals still lack before a market explosion? | Focus
① From the discovery of targets to the identification of preclinical candidate compounds, current generative AI mainly focuses on the early stages of drug development, which can lead to significant acceleration; ② If AI in drug development is to further expand the realm of possibilities, it must explore more profitable real-world applications.
This week in Hong Kong stocks, the semiconductor sector is leading the rise! Semiconductor Manufacturing International Corporation has increased nearly 22% this week, HUA HONG SEMI has risen over 17%; with major institutions raising the Target Price, ZTE
This week, Hong Kong stocks initially fell before rising, with the Hang Seng Index increasing by 2.73% over the week, the Hang Seng TECH Index rising by 5.13%, and the Hang Seng China Enterprises Index up by 3.05% during the same period.
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.
Quick look at the Hong Kong market | The three major Indices have risen for 4 consecutive days! The Semiconductors and Communication Equipment Sectors performed strongly, with Semiconductor Manufacturing International Corporation rising over 9% and ZTE in
Network Technology stocks rose, with JD-SW up 4.71% and NTES-S down 2.04%; Building Materials stocks went up, with SK TARGET down 18.10% and WESTCHINACEMENT up 4.79%; Nonferrous Metals stocks performed well, with CHINAHONGQIAO up 5.14% and CMOC Group Limited up 3.00%.
Hong Kong stock midday review | The three major Indices showed mixed results, with the Tech Index rising over 1%; Semiconductors and Network Technology performed well, with Semiconductor Manufacturing International Corporation increasing by more than 10%
Network Technology stocks showed mixed performance, with JD-SW rising by 4.21% and NTES-S falling by 2.74%; Nonferrous Metals stocks generally rose, CHINAHONGQIAO increasing by 5.80% and ZHAOJIN MINING rising by 2.97%; Building Materials stocks moved higher, with SK TARGET dropping by 8.10% and WESTCHINACEMENT rising by 5.48%.
Last year, the medical insurance Fund in the mainland was balanced with a slight surplus.
The press conference held by the National Medical Insurance Bureau stated that in 2024, the Medical Insurance Fund will balance its revenue and expenditure, with a slight surplus, ensuring the fund's safety and sustainability. According to preliminary aggregated data from the Medical Insurance Fund, in 2024, the total income of the national basic medical insurance fund will be 3.48 trillion yuan (RMB), an annual increase of 4.4%. The total expenditure of the national basic medical insurance fund will be 2.97 trillion yuan, an annual increase of 5.5%. The current surplus of the national medical insurance pooling fund is 470 billion yuan, with a cumulative balance of 3.87 trillion yuan. At the same time, the number of outpatient settlements in the national basic medical insurance has reached 6.7 billion visits, an annual increase of 19%. The maternity insurance fund is pending.
BofA Securities Maintains Hutchmed (China)(HCM.US) With Buy Rating, Maintains Target Price $26
U.S. stocks fluctuate | Hutchmed (China) fell over 5.7% before the market, while Bank of China International lowered the Target Price to $26.
Gelonghui, January 15 | Hutchmed (China) (HCM.US) fell more than 5.7% before the market opened, reported at 14.15 USD. In the news, CCB International recently published a Research Report stating that despite the recent weak stock performance due to the delay in the USA registration of Savolitinib and the approval for the mainland listing of Solripinib, it believes that these impacts have been fully priced in. The bank has lowered its revenue forecasts for the next two years by 8% and 11% respectively to reflect the registration delays of key assets, while maintaining its prediction that the company will start making profits in 2025. The bank has slightly reduced its target prices for its Listed in Hong Kong shares and ADRs from 27 USD and 42 HKD to 26 USD and.
Hong Kong Market Quick Review | Hong Kong stocks rose for the second consecutive day, with the Technology Index slightly increasing; Semiconductors and China Mainland Banking stocks generally rose, with Semiconductor Manufacturing International Corporatio
Network Technology stocks showed mixed results, with NTES-S up 4.03% and TENCENT up 1.33%. Semiconductors stocks rose, with Semiconductor Manufacturing International Corporation up 5.98% and Innosilicon down 4.17%. Nonferrous Metals stocks mostly declined, with Zijin Mining Group down 5.85% and CMOC Group Limited down 2.98%.
Hutchmed Gets China Approval for Non-Small Cell Lung Cancer Mutation
Hutchmed Says Orpathys Receives Full Approval in China
Reported Earlier, HUTCHMED Secures Full NMPA Approval For ORPATHYS In China To Treat Advanced MET Exon 14 NSCLC