Trinity Delta Lighthouse: HUTCHMED
Trinity Delta view: HUTCHMED’s investment case rests largely on the strength and depth of its late-stage pipeline for the China and global markets as well as the next product wave of haem-oncology assets approaching registration-intent trials. To date the in-house discovery platform has generated 11 clinical-stage assets, with three products approved and marketed in China in their first monotherapy indications; the first US approval is expected in H122. Cash of c S$1.2bn means HUTCHMED has funds to invest in its in-house pipeline, its increasingly global commercial operations, and in selected external product opportunities.Clinically and commercially, the Epizyme deal adds a highly complementary, and potentially synergistic, asset to HUTCHMED’s pipeline. Potential China approval of Tazverik as monotherapy (assuming positive clinical data and regulatory review) could make it the first EZH2 inhibitor marketed in China and would accelerate the build-out of HUTCHMED’s China haem-oncology sales team. Its mechanism of action and clean safety profile also lends Tazverik to exploratory combination studies with several HUTCHMED pipeline assets in multiple solid/haematological tumours.
Hutchison China MediTech is engaged in researching, developing, manufacturing and selling pharmaceuticals and healthcare products. Co. has research and development facilities and manufacturing plants in Shanghai and Guangzhou in the People's Republic of China and sells its products mainly in the PRC and Hong Kong. Co. operates two operating segments. The Innovation Platform focuses on discovering and developing therapeutics in oncology and autoimmune diseases, and the provision of research and development services. The Commercial Platform involves the manufacture, marketing and distribution of prescription and over the counter pharmaceuticals as well as consumer health products.
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