Coverage / LON:HCM / Trade Card

LON:HCM

HUTCHMED (China) Ltd

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 184.00p Healthcare - Drug Manufacturers - Specialty & GenericAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
184.00p
Buy <=wait / entry
155.00p
Trim >=take some off
205.00p
Thesis breakThe thesis is invalidated if FRUZAQLA ex-China sales decline sequentially for tw...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Oncology product revenue growth of 23% to $121.4 million in H1 2026
  • Full year 2026 Oncology/Immunology revenue guidance of $330 million to $450 million
  • FRUZAQLA global in-market sales of $185.4 million with approvals or launches in 41 countries
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.