In today’s briefing:
- Hutchmed China Ltd (13.HK/HCM.US) – Big but Not Strong
Hutchmed China Ltd (13.HK/HCM.US) – Big but Not Strong
- For the three commercialized products (fruquintinib, surufatinib and savolitinib), they are facing challenges from different aspects.
- The lack of blockbuster products and promising targets indicates that Hutchmed’s current pipeline does not have core competitiveness, which means Hutchmed’s position in the industry is not in first echelon.
- In fact, Li Ka-shing’s positioning and original intention for Hutchmed is not on innovative drugs. So, big but not strong has always been the pain point of the Company.
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