HUTCHMED (China) Limited ADR (HCM)
Braveheart Bio: In Non-Obstructive HCM, The Therapeutic Window Is The Product
Braveheart Bio is undervalued as a late-stage HCM player, with two Phase 3 programs fully funded and a differentiated molecule for non-obstructive HCM. BRVE holds $527M in pro forma cash, supporting operations into 2029 and enabling completion of LIONHEART-HCM and NOBLEHEART-HCM trials. Phase 2 data show rapid, reversible effects with minimal LVEF decline, supporting a favorable safety profile and clinical flexibility versus competitors.
Lexicon Pharmaceuticals: Upgrading On Sotagliflozin HCM Data In Q1 '27 And More
Lexicon Pharmaceuticals, Inc. upgraded to Buy as multiple near-term catalysts emerge across its pipeline. LXRX anticipates NDA resubmission for ZYNQUISTA in T1D by Q4 2026, contingent on STENO1 safety data. Top-line results from the pivotal phase 3 SONATA-HCM trial for sotagliflozin in HCM are expected in Q1 2027.
Lexicon Completes SONATA-HCM Enrollment, Eyes 2027 Sotagliflozin Data
Lexicon Pharmaceuticals NASDAQ: LXRX said it has completed enrollment in its Phase III SONATA-HCM study of sotagliflozin in hypertrophic cardiomyopathy, with topline data expected in the first quarter of 2027.
HUTCHMED Lands GSK Deal Worth Up to $1.3B for KRAS-EGFR Cancer Therapy
HUTCHMED NASDAQ: HCM said it has entered a co-development and licensing agreement with GSK for ex-China rights to HMPL-A830, a preclinical KRAS-EGFR antibody-targeted therapy conjugate, or ATTC. The transaction has a total potential value of approximately $1.3 billion, including a $110 million upfront payment, according to Acting Chief Executive Officer and Chief Financial Officer Johnny Cheng.
HUTCHMED shares jump 17% on US$1.3 billion GSK cancer drug deal
Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) shares jumped 17% to 210p on Thursday after the oncology specialist struck a licensing agreement with GSK worth up to US$1.295 billion for its experimental KRAS-EGFR cancer therapy. The shares were up 30.5p from Wednesday's 179.5p close following news that GSK will receive exclusive rights outside Mainland China, Hong Kong, Macau and Taiwan to develop and commercialise HMPL-A830.
HUTCHMED (China) signs licensing deal with GSK for experimental solid tumour drug
GSK subsidiary GlaxoSmithKline Intellectual Property (No. 4) Ltd will pay a unit of HUTCHMED (China) $110 million upfront for rights to an experimental drug for solid tumours, the Chinese drugmaker said on Thursday.
Lexicon Pharmaceuticals Edging Closer To 'Go Time' On Multiple Late-Stage Assets
Lexicon Pharmaceuticals (LXRX) is nearing multiple potential value-transforming events for sotagliflozin, and the shares have been strong since my last update. Sotagliflozin, targeting HCM and T1D, is the primary value driver; the pivotal SONATA-HCM Phase III readout is expected in 2027, and an NDA re-filing for T1D before year-end. Regulatory and commercialization risks arguably outweigh clinical risk, especially for T1D, as the company would have to commit considerable resources to commercialization to maximize the value of sotagliflozin.
HUTCHMED shares rise as lung cancer drug trial hits key targets
Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) shares rose 4% to 192p after the biopharmaceutical company reported positive top-line results from a late-stage global trial of its lung cancer drug savolitinib. The Phase III SAFFRON study tested savolitinib, sold as Orpathys, in combination with AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) Tagrisso in patients with a form of non-small cell lung cancer whose disease had worsened despite treatment.
HUTCHMED (China) Limited (HCM) Q2 2026 Earnings Call Transcript
HUTCHMED (China) Limited (HCM) Q2 2026 Earnings Call Transcript
HUTCHMED H1 Earnings Call Highlights
HUTCHMED NASDAQ: HCM reported first-half 2026 oncology revenue of $162 million, including $121 million in product revenue, as growth in China and expanding international sales of FRUZAQLA supported results. The company maintained its full-year oncology revenue guidance of $330 million to $415 million and said it remained profitable during the period.
Hutchmed: Bullish On Their Commercial Prospects And Pipeline Catalysts
Hutchmed basically combines a growing oncology franchise with late-stage immunology assets and an early ATTC pipeline. Their Fruzaqla international rollout and improving China execution could also help increase their recurring revenues. Similarly, Sovleplenib, Fanregratinib, and SAFFRON give HCM several options to further derisk its broader pipeline.
Buy These 3 HCM Software Solution Stocks to Tap Short-Term Potential
AI-driven hiring and HR automation are reshaping HCM software, with three companies, namely, PAYC, PCTY and FA standing out for short-term upside.
