US · Healthcare · Drug Manufacturers - Specialty & Generic
Analysts rate HUTCHMED DRC a buy (11 buy, 3 hold, 0 sell out of 14) with an average price target of $21.86.
CONFIDENT HUTCHMED delivered 23% oncology revenue growth H1 2026 on ELUNATE/SULANDA strength. Raised full-year guidance $330–450M. Advanced ATTC platform with 2 assets in Phase I, 3rd entering clinic. Sovleplenib NDA under priority review. H1 2026 China product sales robust (ELUNATE, SULANDA >40% growth). Ex-U.S. FRUZAQLA expansion accelerating. U.S. saw near-term Medicare headwinds but expected to stabilize. Takeda partnership driving global penetration. Analysts probed partnership status (immature, ongoing), HMPL-760 differentiation (reversible selectivity, large DLBCL unmet need), sovleplenib commercialization (HTA, NRDL strategy, 2027 launch). Management emphasized early-stage data sensitivity and strong clinical foundation; no concrete partnership terms disclosed. 2026-07-30…
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| Fund | Stake |
|---|---|
| Schroder Investment Management Group | 0.85% |
| Allianz Asset Management AG | 0.48% |
| State Street Corp | 0.18% |
| AIA Group Ltd | 0.17% |
| M&G PLC | 0.15% |
| Amundi | 0.13% |
| Renaissance Technologies Corp | 0.08% |
| BNP Paribas Arbitrage, SA | 0.06% |
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Google PlayApp StoreData updated 2026-09-18.