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HCHCM

HUTCHMED (China) Limited

$HCM·$2.5B·Drug Manufacturers - Specialty & Generic·Healthcare
$14.09-0.1%
Price updated 1m ago·X counts updated 2d ago
HCHCM
$HCMHUTCHMED (China) Limited
$14.09-0.14%67 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HCM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

67X posts · last 7 days
Aug 29Sep 5
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $HCM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HCM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-07

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Chinese oncology biotech just landed a $1.3B GSK KRAS-EGFR deal — real inflection with real dated milestones.

HUTCHMED is a China-based oncology-focused biotech — the story here just got materially better with a major Big Pharma licensing event that reprices the entire pipeline.

  • The base business is stable: revenue essentially flat YoY at $139M last quarter with a thin gross margin and modest operating margin — this is a biotech where the P&L doesn't matter until the pipeline hits milestone-and-royalty tiers, so the current run rate is a bridge.
  • The catalyst just landed: HUTCHMED signed a licensing deal with GSK worth up to $1.3B for the A830 KRAS-EGFR cancer therapy — a real, specific licensing event that Panmure and Cavendish reiterated Buy on, and the deal validates the platform beyond a single asset.
  • The tape is accelerating: 20% above the 50-day, 7% above the 200-day, sitting at 51% of the 52-week range with volume 2x normal — an accumulation pattern with volume that reads as institutional-flow response to the GSK deal.

A next earnings print showing GSK upfront-payment recognition plus additional oncology-partnership discussions extends the run; the earnings cadence is only annual (March 2027), so the near-term drivers are milestone-payment triggers and clinical readouts rather than quarterly prints.

What to watch: Any GSK-milestone payment triggers on A830, additional oncology-partnership announcements, and clinical-readout timing. A follow-on partnership or milestone extends the run; a clinical setback on the licensed asset is the honest risk.

On the calendar: 2027-03-04 — annual earnings

Read the AI verdict on $HCM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

HUTCHMED (China) Limited is a biopharmaceutical firm dedicated to the discovery, advancement, and marketing of innovative targeted and immune-based treatments for various cancers and immune-related disorders. Its operations are divided into two main areas: Oncology/Immunology and a segment encompassing Other Ventures. The company's reach extends from Hong Kong globally. Among its pipeline, HUTCHMED is developing Savolitinib, an inhibitor targeting non-small cell lung cancer (NSCLC), papillary and renal cell carcinoma, colorectal cancer (CRC), and gastric cancer (GC). Another key therapeutic, Fruquintinib, is an inhibitor being investigated for its efficacy in CRC, breast cancer, GC, endometrial cancer (EMC), NSCLC, hepatocellular carcinoma, and a range of other gastrointestinal and solid tumors. Furthermore, the company's portfolio includes Surufatinib, an inhibitor applicable to numerous conditions such as neuroendocrine tumors (NETs - both pancreatic and non-pancreatic), biliary tract cancer, sarcoma, neuroendocrine neoplasm, esophageal cancer, small cell lung cancer, gastric cancer (GC), thyroid cancer, endometrial cancer (EMC), NSCLC, and general solid tumors. HMPL-523, a spleen tyrosine kinase inhibitor, is designed to treat hematological cancers and specific chronic immune conditions, while HMPL-689 targets the isoform PI3Kd (phosphoinositide 3'-kinase delta). Additional compounds in development include Tazemetostat, an EZH2 inhibitor indicated for specific epithelioid sarcoma and follicular lymphoma patients; HMPL-306, an inhibitor showing promise for hematological malignancies, gliomas, and solid tumors; HMPL-760, which functions as a Bruton's tyrosine kinase inhibitor; and HMPL-453, an inhibitor aimed at intrahepatic cholangiocarcinoma. The pipeline also features HMPL-295 for solid tumors, HMPL-653 for metastatic solid tumors and tenosynovial giant cell tumors, alongside Epitinib (HMPL-813) and Theliatinib (HMPL-309), both of which act as inhibitors. HUTCHMED maintains strategic collaboration agreements with a number of partners, including AstraZeneca AB (publ), Lilly (Shanghai) Management Company Limited, BeiGene, Inmagene Biopharmaceuticals Co. Ltd., Innovent Biologics Co., Inc., Genor Biopharma Co. Ltd., Shanghai Junshi Biosciences Co. Ltd., and Epizyme, Inc. The entity, established in 2000 and headquartered in Central, Hong Kong, was previously identified as Hutchison China MediTech Limited before officially adopting its current name, HUTCHMED (China) Limited, in May 2021.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $HCM.

Drug Manufacturers - Specialty & Generic · Healthcare

Specialty pharma and generic drug manufacturers face biosimilar competition tailwind against LOE biologics while branded-generic premiums sustain for complex formulations; cannabis pharma is in early regulatory normalisation. AI-formulation optimisation is an R&D efficiency tool.

What this means for $HCM

Neutral — Hutchmed China oncology; China oncology, EM regulatory risk.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+46.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
155.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.05$0.14-68.3%
Q2 2026Jul 2, 2026$0.05$-0.36+112.8%
Q4 2025Mar 5, 2026$0.00$2.50-100.0%
Q2 2025Aug 7, 2025$2.60$1.46+78.1%
Next earningsThu, Mar 4·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$139.1M+0.2%17.0%0.3%$0.05$3.3M
Q1 FY26$139.1M+0.2%17.0%0.3%$0.05$3.3M
Q4 FY25$135.4M-16.5%-17.1%-13.2%$0.00$1.7M
Q3 FY25$135.4M-16.5%-17.1%-13.2%$0.01$1.7M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$616.9M$589.9M – $643.8M$0.26$0.24 – $0.2916
FY27$702.3M$694.2M – $710.5M$0.42$0.36 – $0.4715
FY28$791.3M$733.5M – $863.3M$0.54$0.49 – $0.616
FY29$1.1B$994.9M – $1.2B$0.81$0.73 – $0.9110
FY30$1.3B$1.2B – $1.4B$1.17$1.06 – $1.317

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.51%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+20.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 170.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (4 others) in window

See when $HCM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HUTCHMED Lands GSK Deal Worth Up to $1.3B for KRAS-EGFR Cancer Therapymarketbeat.com·4d agoHUTCHMED (China) Limited (HCM) Discusses Strategic Partnership With GSK and Licensing of Oncology Asset A830 Transcriptseekingalpha.com·4d agoPanmure and Cavendish reiterate buy on Hutchmed after GSK dealproactiveinvestors.co.uk·4d agoHUTCHMED shares jump 17% on US$1.3 billion GSK cancer drug dealproactiveinvestors.co.uk·5d agoHUTCHMED (China) signs licensing deal with GSK for experimental solid tumour drugreuters.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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