Report
Franc Gregori ...
  • Lala Gregorek

Trinity Delta Lighthouse: HUTCHMED

Trinity Delta view: Pipeline progress, coupled to commercial execution, is the key valuation driver for HUTCHMED. Recent solid news flow highlights the progress of key programmes that are set to deliver the new indications, new markets, and new products that we discussed in our December 2025 Update note. The start of clinical trials of the lead ATTC programme will focus investor, and potential partner, attention on this novel platform’s significant potential as it seeks to circumvent the toxicity limitations of ADCs. Our valuation for HUTCHMED is $5.98bn/£4.66bn/HK$46.61bn, or $34.26/ADS and 548p/HK$53.4 per share.
Underlying
Hutchison China Meditech Ltd Sponsored ADR

Provider
Trinity Delta
Trinity Delta

We are experienced healthcare and life sciences analysts providing the highest quality service to companies in these sectors and to investors. We have expertise in the fields of the biotech, medtech , specialty pharma and consumer health sectors.

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Analysts
Franc Gregori

Lala Gregorek

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