Core Viewpoint - Hutchison China MediTech Limited (00013) experienced a significant decline of over 13% in its stock price, closing at HKD 24.36 with a trading volume of HKD 401 million following the release of its interim results [1] Financial Performance - The company reported a revenue of USD 278 million for the period, representing a year-on-year decrease of 9.2%, primarily due to a decline in sales in the mainland market [1] - Despite the revenue drop, the income from fruquintinib remained stable, offsetting some of the negative impacts [1] - The net profit surged to USD 455 million, marking a 16.6-fold increase, with earnings per share at USD 0.53 [1] - The company did not declare any dividends for this period [1] Strategic Moves - In January, the company announced the sale of its 45% stake in Shanghai Hutchison Pharmaceuticals for HKD 608 million [1] - Citigroup noted that this divestment would further strengthen the company's capital and debt structure, allowing it to focus resources on core business areas [1] - Guotai Junan stated that the transaction would help the company concentrate on discovering, developing, and commercializing innovative therapies for cancer and immune diseases [1]

Financial Data and Key Metrics Changes - The revenue for the first half of 2025 was $278 million, down 10% compared to the same period last year [10] - The company reported a record high net income of $455 million, primarily due to the partial divestment of its joint venture with Shanghai Farm [10] - Full year revenue guidance has been adjusted down to between $270 million to $350 million, reflecting revisions for clinical and commercial milestones [11] Business Line Data and Key Metrics Changes - Zecla, the company's global commercial product, saw a 25% growth in the first half of 2025 compared to 2024 [3] - The commercial performance for Fruzacla was strong, particularly in Japan, but faced challenges in China due to increased competition [12][14] - The MET TKI market experienced turbulence with the introduction of four new products, impacting Opas's market share initially [15] Market Data and Key Metrics Changes - The China CRC market has become more competitive with the launch of generics, affecting the company's market share [13] - The company noted a recovery in sales momentum in China, particularly in the second quarter of 2025 [66] Company Strategy and Development Direction - The company is exploring opportunities to leverage its cash for growth, focusing on commercialization and potential R&D investments [54] - The ATTC platform is a key focus, with plans for the first candidate IND filing expected soon [55] - The company aims to position its products in early alliances, particularly in combination therapies [55] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the recovery of sales in the second half of 2025, despite previous challenges [66] - The company is focused on addressing compliance issues and adapting marketing strategies to improve sales performance [81] - There is a belief that the sales decline in China is transitory, with expectations for continued growth [66] Other Important Information - The company has made significant progress in its late-stage product development, including approvals for savolitinib and fruquintinib in new indications [19][53] - The company is preparing for NDA submissions for savolitinib in gastric cancer and is also considering NRDL negotiations for its EZH2 product [93] Q&A Session Summary Question: Update on ATTC platform and drug targets - The IND submission for A251 is expected in early September, with details to be disclosed at the upcoming EORTC conference [61][62] Question: Sales decline and transition effects - The sales decline was influenced by team transitions and compliance issues, but there is optimism for recovery in the second half of 2025 [66] Question: Update on SYK inhibitor sofloplanib - The NDA submission is expected in March or April next year, with ongoing discussions with CDE regarding impurity levels [68][70] Question: Economic sensitivity affecting oncology products in China - The market remains strong despite turbulence, and there is confidence in the recovery of sales momentum [81][82] Question: Impact of tariffs on US sales - The impact of tariffs is uncertain, but manufacturing costs are relatively low, suggesting limited effects [91] Question: NDA submission timeline for savolitinib in gastric cancer - NDA filing is planned for late 2025 for late-stage gastric cancer with MET amplification [92]

HUTCHMED (China) (HCM) H1 2025 Earnings Call August 07, 2025 08:00 AM ET Speaker0Hello, everyone. This is David Ng, Head of Investor Relations of HutchMet. Thank you for joining HutchMet twenty '25 interim result presentation. Our results and presentation slides have already been posted on our home page as well as on the Hong Kong Stock Exchange website. Just a quick moment on the disclaimer.The performance and results of operation of Hutchinson Group contained within this presentation are historical in nat ...

GLOBAL COMMERCIAL PORTFOLIO NEXT-GENERATION INNOVATIVE PLATFORM 0000po HUTCHMED August 2025 Nasdaq/AIM:HCM | HKEX:13 Safe harbor statement & disclaimer The performance and results of operations of the HUTCHMED Group contained within this presentation are historical in nature, and past performance is no guarantee of future results. apat performance is no guarantee of future results of the Group. This presentation cortains for na d-looking statements filings with the US Securities and Endorge Commis within th ...

Core Viewpoint - Hutchison China MediTech Limited (HCM) reported a total revenue of $278 million for the first half of 2025, a decrease of 9.16% year-on-year, while net profit attributable to shareholders surged to $455 million, reflecting a significant increase of 1663.32% [1] Financial Performance - Total revenue for HCM in the first half of 2025 was $278 million, down 9.16% compared to the previous year [1] - Net profit attributable to shareholders reached $455 million, marking a substantial increase of 1663.32% year-on-year [1] - Basic earnings per share for ordinary shares were reported at $0.53 [1] Strategic Developments - HCM's non-executive chairman, Dr. Dan Eldar, emphasized the company's strong financial position and operational strength, indicating readiness for a new growth phase [1] - The company is focusing on collaboration opportunities with multinational pharmaceutical companies, particularly in licensing deals with Chinese biotech firms [1] - HCM plans to deploy resources cautiously yet actively to accelerate the development of candidates from its innovative ATTC platform [1][2] Clinical and Regulatory Milestones - Significant milestones were achieved in the first half of 2025, including impressive data from the SACHI study presented at the ASCO annual meeting, demonstrating clinical benefits for patients with EGFR TKI-resistant lung cancer [1] - The approval for the drug Vorasertib was obtained ahead of expectations, allowing participation in this year's National Medical Insurance Drug List negotiations [1] - HCM's third indication for the drug Aiyoute for kidney cancer has been accepted by the National Medical Products Administration, with data to be presented at the ESMO annual meeting [1] Future Outlook - The company anticipates a rebound in sales growth in the second half of 2025, driven by the expansion of indications in China and increased penetration in overseas markets [2] - HCM is advancing multiple candidates from its key ATTC technology platform into clinical development, which is expected to enrich its product pipeline and create more collaboration opportunities [2]

— $455 million in net income attributable to HUTCHMED driven by non-core partial disposal — HONG KONG and SHANGHAI and FLORHAM PARK, N.J., Aug. 07, 2025 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited ("HUTCHMED", the "Company" or "we") (Nasdaq/AIM:HCM; HKEX:13) today reports its financial results for the six months ended June 30, 2025 and provides updates on key clinical and commercial developments. HUTCHMED to host results webcasts today at 8:00 a.m. EDT / 1:00 p.m. BST / 8:00 p.m. HKT in English on Thursday ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示， 概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 HUTCHMED (China) Limited 和黃醫藥（中國）有限公司 （於開曼群島註冊成立的有限公司） （股份代號：13） 和黃醫藥公佈2025年中期業績 — 適應症擴展推動增長及ATTC平台為管線注入新活力 — 出售非核心業務部分股權為和黃醫藥帶來4.55億美元應佔淨收益 — 和黃醫藥（中國）有限公司（簡稱「和黃醫藥」、「本公司」或「我們」）今日公佈截至2025年6月30日止六個月 的財務業績以及提供關鍵臨床項目和商業化發展的最新進展。 和黃醫藥將於今天2025年8月7日（星期四）美國東部夏令時間上午8時/ 英國夏令時間下午1時/ 中國香港時間晚 上8時舉行業績會網絡直播（英語場次），並於明天2025年8月8日（星期五）中國香港時間上午8時30分舉行中 文（普通話）場次。 投資者可於www.hutch-med.com/event登記後參與實時網絡直播。 除另有說明外，所有金額均以美元列示。縮寫清單 ...

Group 1 - The stock price of Hutchison China MediTech Limited (HCM) increased by 5.03% to $18.15 per share, with a total market capitalization of $3.166 billion as of August 5 [1] - For the fiscal year ending December 31, 2024, the company reported total revenue of $630 million, a decrease of 24.8% year-over-year, and a net profit attributable to shareholders of $37.729 million, down 62.56% year-over-year [1] - The company is scheduled to release its interim report for the fiscal year 2025 on August 7, 2023, before the market opens in the Eastern Time zone [1] Group 2 - Hutchison China MediTech Limited is one of the first innovative pharmaceutical research and development companies in China focused on the global market [2] - Over the past 20 years, the company has established a comprehensive and integrated research and development platform with world-class discovery and development capabilities [2] - The company has successfully launched three self-discovered anti-tumor candidate drugs in China, with the first drug also approved in the United States [2] - Hutchison China MediTech has built a profitable commercial platform in China for the production, marketing, and distribution of its innovative oncology drugs, prescription drugs, and consumer healthcare products [2] - The company is listed on the NASDAQ Global Select Market, Hong Kong Stock Exchange, and AIM market of the London Stock Exchange [2]

8月5日，和黄医药(US ADR)(HCM)开盘上涨3.41%，截至21:30，报17.87美元/股，成交7.44万美元，总 市值31.17亿美元。 财务数据显示，截至2024年12月31日，和黄医药(US ADR)收入总额6.3亿美元，同比减少24.8%；归母 净利润3772.9万美元，同比减少62.56%。 本文源自：金融界 大事提醒： 作者：行情君 8月7日，和黄医药(US ADR)将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日 期为美国当地时间，实际披露日期以公司公告为准）。 资料显示，和黄医药(中国)有限公司(原名:和黄中国医药科技有限公司)是中国首家专注于全球市场的创 新型医药研发企业之一。在过去的20年里,公司建立了具有世界一流的发现和开发能力的全面整合的研 发创新平台。自成立以来,公司致力于将自主发现的抗肿瘤候选药物带向全球患者,首三个药物现已在中 国上市,其中首个药物亦于美国上市。公司还在中国市场建立了深入的具盈利的商业平台,在中国生产、 营销及经销自主研发的创新肿瘤药物,以及处方药和消费保健产品。和黄医药于纳斯达克全球精选市 场、香港交易所以及伦敦证交所的AIM市 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the biotechnology sector, including Legend Biotech (LEGN US), and others like 3SBio (1530 HK), Innovent Biologics (1801 HK), and more, indicating a positive outlook for these stocks [7]. Core Insights - The upcoming centralized procurement of biosimilars in mainland China is expected to impact multiple major products, with the first round of information collection already initiated [2]. - The report emphasizes that the impact of this procurement on company performance and product sales will likely be felt starting in 2026, as the process is expected to take longer due to the novelty of biosimilar procurement in China [2]. - Companies such as China Biologic Products, Innovent Biologics, and Hengrui Medicine are highlighted as key players with multiple products involved in the procurement process, warranting close attention to pricing and allocation results [2][3]. - The report suggests that the impact on innovative drugs will be limited, as the products involved in the procurement are off-patent and already have competing biosimilars [2]. Summary by Sections Section: Centralized Procurement - The centralized procurement for biosimilars is officially starting, with a focus on eight monoclonal antibody products [2]. - The information collection phase is expected to last 1-2 months, with a longer timeline anticipated for rule formulation and final product inclusion [2]. Section: Company Focus - Key companies to watch include China Biologic Products, Innovent Biologics, and Hengrui Medicine, with respective products in the procurement process [2]. - The report recommends monitoring the pricing and allocation outcomes closely for these companies [2]. Section: Innovative Drugs - The report indicates that the eight monoclonal antibodies involved in the procurement are already off-patent and have existing biosimilars, suggesting limited impact on innovative drugs still under patent [2]. - Continuous attention is advised for the upcoming national medical insurance negotiations and the establishment of commercial insurance innovative drug directories [2].