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1. Company Snapshot

1.a. Company Description

HUTCHMED (China) Limited discovers, develops, and commercializes targeted therapeutics and immunotherapies for cancer and immunological diseases in HongKong and internationally.It operates in Oncology/Immunology and Other Ventures segments.The company develops Savolitinib, an inhibitor for non-small cell lung cancer (NSCLC), papillary and renal cell carcinoma, colorectal cancer (CRC), and gastric cancer (GC); and Fruquintinib, an inhibitor for CRC, breast cancer, GC, endometrial cancer (EMC), NSCLC, hepatocellular carcinoma, and gastrointestinal and solid tumors.


It also develops Surufatinib, an inhibitor for neuroendocrine tumors (NET), pancreatic NET, non-pancreatic NET, biliary tract cancer, sarcoma, neuroendocrine neoplasm, esophageal cancer, small cell lung cancer, GC, thyroid cancer, EMC, NSCLC, and solid tumors; HMPL-523, a spleen tyrosine kinase inhibitor for hematological cancers and certain chronic immune diseases; and HMPL-689 for isoform PI3Kd (phosphoinositide 3'-kinase delta).In addition, it develops Tazemetostat, an inhibitor of EZH2 for the treatment of certain epithelioid sarcoma and follicular lymphoma patients; HMPL-306, an inhibitor for hematological malignancies, gliomas, and solid tumors; HMPL-760, an Bruton's tyrosine kinase inhibitor; HMPL-453, an inhibitor for intrahepatic cholangiocarcinoma; HMPL-295 for solid tumors; HMPL-653 for metastatic solid tumors and tenosynovial giant cell tumors; and Epitinib (HMPL-813) and Theliatinib (HMPL-309) inhibitors.It has collaboration agreements with 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 company was formerly known as Hutchison China MediTech Limited and changed its name to HUTCHMED (China) Limited in May 2021.The company was incorporated in 2000 and is headquartered in Central, Hong Kong.

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1.b. Last Insights on HCM

HUTCHMED's recent performance was driven by several positive developments. The company's interim results for H1 2025 showed a significant increase in net income attributable to HUTCHMED, driven by a non-core partial disposal. The company's ATTC platform is enriching its pipeline, and indication expansion is driving growth. Additionally, HUTCHMED's ORPATHYS combination with TAGRISSO for lung cancer treatment received China approval. The company also completed patient enrollment for the SANOVO Phase III trial. Furthermore, HUTCHMED will present clinical data at the 2025 World Conference on Lung Cancer and the CSCO Annual Meeting.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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HUTCHMED Highlights Clinical Data to be Presented at the 2025 ESMO Asia Congress and the 2025 ASH Annual Meeting

Nov -27

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Private equity firms among HUTCHMED (China) Limited's (LON:HCM) largest stockholders and were hit after last week's 4.8% price drop

Nov -23

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Deutsche Bank ADR Virtual Investor Conference: Presentations Now Available for Online Viewing

Nov -05

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HUTCHMED Announces Enrollment Completed of SAFFRON Global Phase¬ÝIII¬ÝTrial of ORPATHYS¬Æ¬Ýand¬ÝTAGRISSO¬Æ Combination for Certain¬ÝLung¬ÝCancer Patients with MET¬ÝOverexpression and/or Amplification After Progression on TAGRISSO¬Æ

Nov -05

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HUTCHMED Announces Enrollment Completed of SAFFRON Global Phase III Trial of ORPATHYS® and TAGRISSO® Combination for Certain Lung Cancer Patients with MET Overexpression and/or Amplification After Progression on TAGRISSO®

Nov -05

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HUTCHMED Highlights Pipeline and Business Progress at R&D Updates Event

Nov -03

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HUTCHMED Highlights Pipeline and Business Progress at R&D Updates Event

Nov -03

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CORRECTION -- International companies to host live webcasts at Deutsche Bank’s Depositary Receipts Virtual Investor Conference on November 04, 2025

Oct -31

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.05%)

6. Segments

Oncology/Immunology - Research and Development

Expected Growth: 10%

HUTCHMED's Oncology/Immunology R&D growth is driven by increasing investment in novel therapies, China's growing cancer incidence, and government support for innovation. The company's strong pipeline, including savolitinib and surufatinib, and partnerships with global pharma companies, such as AstraZeneca, also contribute to its 10% growth.

Other Ventures

Expected Growth: 8%

HUTCHMED's Other Ventures segment growth is driven by increasing demand for its novel oncology and immunology treatments, strategic partnerships, and expansion into new markets. The company's strong R&D pipeline, coupled with its ability to leverage China's growing biotech industry, has positioned it for continued growth.

Oncology/Immunology - Marketed Products

Expected Growth: 14%

Strong demand for innovative cancer treatments, increasing adoption of immunotherapies, and growing incidence of cancer in China drive growth. HUTCHMED's marketed products, such as Elunate and Sulanda, benefit from China's healthcare reform and government support for innovative medicines, leading to a 14% growth rate.

7. Detailed Products

Sulindac

A non-steroidal anti-inflammatory drug (NSAID) used to treat cancer, pain, and inflammation

Fruquintinib

A small molecule inhibitor of vascular endothelial growth factor receptors (VEGFR) used to treat colorectal cancer

Elunate

A chemotherapy drug used to treat acute lymphoblastic leukemia (ALL) and acute myeloid leukemia (AML)

HMPL-523

A selective Syk inhibitor used to treat hematological malignancies

HMPL-689

A PI3Kδ inhibitor used to treat hematological malignancies

HMPL-306

A selective FGFR inhibitor used to treat solid tumors

8. HUTCHMED (China) Limited's Porter Forces

Forces Ranking

Threat Of Substitutes

HUTCHMED (China) Limited has a moderate threat of substitutes due to the availability of alternative treatments and therapies for cancer and immunological diseases.

Bargaining Power Of Customers

HUTCHMED (China) Limited has a low bargaining power of customers due to the specialized nature of its products and the lack of price sensitivity among patients and healthcare providers.

Bargaining Power Of Suppliers

HUTCHMED (China) Limited has a moderate bargaining power of suppliers due to the presence of multiple suppliers for raw materials and the company's dependence on a few key suppliers.

Threat Of New Entrants

HUTCHMED (China) Limited has a high threat of new entrants due to the growing demand for cancer and immunological disease treatments and the increasing investment in biotechnology research and development.

Intensity Of Rivalry

HUTCHMED (China) Limited operates in a highly competitive industry with several established players, leading to a high intensity of rivalry among companies.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 10.55%
Debt Cost 3.95%
Equity Weight 89.45%
Equity Cost 7.21%
WACC 6.86%
Leverage 11.79%

11. Quality Control: HUTCHMED (China) Limited passed 8 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Growth: 7.4

Quality: 7.2

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Momentum: 9.5

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Neurocrine Biosciences

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Quality: 8.3

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Ipsen

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Value: 5.0

Growth: 6.0

Quality: 7.7

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Bumrungrad Hospital

A-Score: 5.5/10

Value: 2.0

Growth: 7.3

Quality: 8.8

Yield: 4.2

Momentum: 1.5

Volatility: 9.3

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HUTCHMED

A-Score: 5.5/10

Value: 6.7

Growth: 7.4

Quality: 7.1

Yield: 0.0

Momentum: 4.0

Volatility: 7.7

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Viatris

A-Score: 5.3/10

Value: 8.9

Growth: 2.2

Quality: 3.3

Yield: 7.0

Momentum: 3.0

Volatility: 7.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.13$

Current Price

2.13$

Potential

-0.00%

Expected Cash-Flows