Trinity Delta Lighthouse: HUTCHMED
Trinity Delta view: Sovleplenib is an important pipeline asset for HUTCHMED and one that is expected to make an important contribution to future growth. With a 2025 approval decision pending, launch planning is well advanced with a modest specialty immunology sales and marketing team supplementing the existing commercial infrastructure. Clinical data, including that recently presented at ASH 2024, confirm an attractive efficacy and safety profile, including longer-term, in a highly pre-treated patient group. Ex-China, an international Phase Ib bridging study is underway and regulatory discussions are ongoing regarding Phase III programme design, with a strategic partner sought for global development/commercialisation. Our current HUTCHMED valuation is $6.10bn/£5.09bn/HK$47.61bn, or $35.03/ADS and 584p/HK$54.64 per share.
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