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LON:HCM

HUTCHMED (China) Ltd

OPPORTUNISTIC BUY 2026-08-01 Updated today 170.00p Healthcare - Drug Manufacturers - Specialty & GenericAWAIT ENTRY
59

Position levels

Currenttoday
170.00p
Buy <=wait / entry
145.00p
Trim >=take some off
195.00p
Thesis breakThe thesis is invalidated if HUTCHMED misses its stated 2026 revenue guidance by...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • In-market sales from key China commercial products up over 40% led by ELUNATE and SULANDA
  • FRUZAQLA ex-US sales driving growth with approvals or launches in 41 countries
  • 2026 full year Oncology/Immunology consolidated revenue guidance of $330-450 million
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.