HUTCHMED (China) (NasdaqGS:HCM) 2025 Earnings Call Presentation
2025-11-04 13:00

Financial Performance & Divestment - HUTCHMED reported profits of $455 million in H1 2025, driven by a $477.5 million gain from the partial divestment of SHPL[15] - The company divested a 45% equity interest in SHPL, retaining 5%, resulting in gross proceeds of $609 million[13] - HUTCHMED's cash, cash equivalents, and short-term investments totaled $1,364.5 million as of June 30, 2025[12] - Oncology revenue was $143.5 million in H1 2025, a decrease from $168.7 million in H1 2024[15] - The company revised its 2025 Oncology Revenue Guidance to $270 million - $350 million, down from the previous guidance of $350 million - $450 million[20] Commercial Product Performance - FRUZAQLA® in-market sales grew by 25% to $162.8 million in H1 2025[10, 22] - ELUNATE® in-market sales decreased by 29% to $43.0 million in H1 2025[22] - ORPATHYS® in-market sales decreased by 41% to $15.2 million in H1 2025[22] - SULANDA® in-market sales decreased by 50% to $12.7 million in H1 2025[22] Pipeline & Development - The company is developing an Antibody-Targeted Therapy Conjugate (ATTC) platform with multiple drug candidates, with the first candidate US + China clinical trial initiation expected in H2 2025[10] - Savolitinib received China NMPA approval in June 2025 for 2L NSCLC MET amplification[10, 36, 46]