Edison Investment Research - Hutchison China Meditech Ltd Sponsored ADR (HCM) POC positive - so far so good for savolitinib in PRCC

Report

Edison Investment Research

Susie Jana

POC positive - so far so good for savolitinib in PRCC

Hutchison (HCM) and partner AstraZeneca presented positive preliminary data from the ongoing phase II proof-of-concept trial evaluating savolitinib (c-Met TKI) in papillary renal cell carcinoma (PRCC) at the ASCO GU symposium on 16-18 February. Data presented demonstrate savolitinib’s strong anti-tumor activity in MET-driven patients. Importantly, the overall survival (OS) data readout expected later this year could support a US NDA application under breakthrough therapy designation, given the clear unmet need for c-Met-driven PRCC. Our valuation remains unchanged at $2.4bn.

28/02/2017 6 EN

Underlying

Hutchison China Meditech Ltd Sponsored ADR

See profile

US44842L1035 NASDAQ Stock Market United States

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

See profile

Analysts

Susie Jana

Other Reports on these Companies

UOB

China Healthcare Bi-Weekly: Regaining Strength.

After a significant pullback over the past two months, most Chinese healthcare stock prices have stabilised and are beginning to regain strength. Major biopharmaceuticals are leading the recovery supported by their strong 9M25 results. We expect the momentum to continue, given improving fundamentals across sub-segments. Moreover, the lower cost of capital, continuous innovation and globalisation efforts, and supportive policies eg new Commercial Health Insurance Innovative Drug List, will support the bright long-term prospects of the healthcare sector. Maintain OVERWEIGHT.

November 14, 2025 November 14, 2025 1 EN

GlobeNewsWire

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®

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® HONG KONG and SHANGHAI and FLORHAM PARK, N.J., Nov. 04, 2025 (GLOBE NEWSWIRE) -- HUTCHMED (China) Limited (“”) (Nasdaq/AIM:HCM; HKEX:13) today announces the completion of patient enrollment of SAFFRON, a global Phase III study of ORPATHYS® (savolitinib) and TAGRISSO® (osimertinib) for the treatment of patients with epidermal growth factor receptor (“EGFR”)-mutated, MET...

November 5, 2025 November 5, 2025 1 EN

UOB

HUTCHMED (China) (13 HK): The Promising ATTC Platform And Late-Stage Pipelines.

Combined with a robust pipeline and partnership strategy, HUTCHMED expects its ATTC platform to deliver potentially transformative cancer and immunology treatments to patients around the world. The company has also seen smooth R&D progress in its various late-stage programmes, eg Fruquintinib (FRUSICA-2 study), Savolitinib registration studies, Surufatinib for pancreatic cancer, Sovleplenib for ITP and wAIHA, and Fanregratinib in IHCC. HUTCHMED will likely embrace a new wave of new indication/product approvals in 2026-28. Maintain BUY, target price: HK$32.50.

November 4, 2025 November 4, 2025 1 EN

Manx Financial Group - Termination of coverage

Edison Investment Research is terminating coverage on Manx Financial Group (MFX). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

March 10, 2025 March 10, 2025 1 EN

Kate Heseltine

Kate Heseltine

musicMagpie - Termination of coverage

Edison Investment Research is terminating coverage on musicMagpie (MMAG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.

March 5, 2025 March 5, 2025 1 EN

Kate Heseltine

Kate Heseltine

Topps Tiles - Accelerating growth through Q125

Topps Tiles (TPT) is enjoying a return to revenue growth following a very challenging FY24 due to wider macroeconomic weakness. The company’s recovery is clearly being boosted by new revenue streams from its self-help initiatives, notably from trade and online customers across all of its brands. While the macroeconomic environment remains uncertain, it is pleasing that the strategy is supporting growth. The valuation continues to look compelling, even with limited macroeconomic recovery included in management’s long-term financial goals. With the Q125 trading update, the CEO has announced his ...

January 10, 2025 January 10, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN