Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>Shionogi is acquiring CNS biopharmaceutical company IntraBio for an upfront consideration of $2B. Ono Pharmaceutical entered exclusive license agreement with Biohaven to develop and commercialize Biohaven’s IgG degrader portfolio.</li>
<li>Celltrion launched first Xolair biosimilar in the U.S. at 15% discount to the original product. Hanmi Pharmaceutical received domestic marketing approval for Eppe (Epeglenatide), a new GLP-1 class obesity drug.</li>
<li>CSL is mutually terminating the supply agreement with Terumo and is transitioning to Haemonetics platform. The company stuck new drug development deal with Alentis Therapeutics.</li>
</ul>


Shionogi is acquiring CNS biopharmaceutical company IntraBio for an upfront consideration of $2B. Ono Pharmaceutical entered exclusive license agreement with Biohaven to develop and commercialize Biohaven’s IgG degrader portfolio.
Celltrion launched first Xolair biosimilar in the U.S. at 15% discount to the original product. Hanmi Pharmaceutical received domestic marketing approval for Eppe (Epeglenatide), a new GLP-1 class obesity drug.
CSL is mutually terminating the supply agreement with Terumo and is transitioning to Haemonetics platform. The company stuck new drug development deal with Alentis Therapeutics.


APAC Healthcare Weekly (Oct 11) – Shionogi, Terumo, Ono Pharma, Celltrion, Hanmi Pharm, CSL

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Haemonetics Corporation reported first quarter fiscal year 2027 results demonstrating continued profitable growth, with revenues totaling $339 million, reflecting a 6% increase both on a reported and organic basis.</li><li>Adjusted earnings per diluted share rose 4% to $1.14.</li><li>The company operates through three core platforms—Plasma, Blood Management Technologies (BMT), and Interventional Technologies (IVT)—all of which contributed positively to the quarter’s performance.</li></ul>

Haemonetics Corporation reported first quarter fiscal year 2027 results demonstrating continued profitable growth, with revenues totaling $339 million, reflecting a 6% increase both on a reported and organic basis.Adjusted earnings per diluted share rose 4% to $1.14.The company operates through three core platforms—Plasma, Blood Management Technologies (BMT), and Interventional Technologies (IVT)—all of which contributed positively to the quarter’s performance.

Haemonetics’ Strategic Reset — Plasma, BMT & Cash Flow Drive Higher 2027 Guidance!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>Haemonetics is a global leader in the niche markets of automated plasma collection and hospital-based blood management, with its Plasma and Hospital segments positioned as key long-term growth drivers.</li>
  <li>The company is executing a portfolio transformation, focusing on higher-margin, recurring revenue streams through innovation and strategic acquisitions, while de-emphasizing the more competitive Blood Center business.</li>
  <li>While demonstrating strong underlying organic growth in core areas and robust cash flow, the company faces challenges in its Interventional Technologies business and a high degree of customer concentration, which present key risks to its outlook.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Haemonetics is a global leader in the niche markets of automated plasma collection and hospital-based blood management, with its Plasma and Hospital segments positioned as key long-term growth drivers.
  The company is executing a portfolio transformation, focusing on higher-margin, recurring revenue streams through innovation and strategic acquisitions, while de-emphasizing the more competitive Blood Center business.
  While demonstrating strong underlying organic growth in core areas and robust cash flow, the company faces challenges in its Interventional Technologies business and a high degree of customer concentration, which present key risks to its outlook.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Haemonetics Corp (HAE US) - Aug 2026

<ul><li>Haemonetics Corporation reported fourth quarter fiscal 2026 revenue of $346 million, marking a 5% increase on a reported basis and 9% organic growth excluding CSL-related impacts.</li><li>Adjusted earnings per share (EPS) rose 4% year-over-year to $1.29.</li><li>For the full fiscal year, revenue totaled $1.3 billion with adjusted EPS of $4.96, delivering margin expansion and stronger free cash flow despite $153 million in nonrecurring revenue effects from portfolio transitions.</li></ul>

Haemonetics Corporation reported fourth quarter fiscal 2026 revenue of $346 million, marking a 5% increase on a reported basis and 9% organic growth excluding CSL-related impacts.Adjusted earnings per share (EPS) rose 4% year-over-year to $1.29.For the full fiscal year, revenue totaled $1.3 billion with adjusted EPS of $4.96, delivering margin expansion and stronger free cash flow despite $153 million in nonrecurring revenue effects from portfolio transitions.

Haemonetics Corporation's $210 Million Cash Flow: Is The Transition Working?

<ul><li>Haemonetics Corporation is making headlines with its recent strategic move to acquire Galway, Ireland-based Vivasure Medical—a developer of next-generation, fully absorbable, sutureless closure technologies for large-bore percutaneous procedures.</li><li>The deal, announced in early January 2026, comprises an upfront payment of €100 million (~$110M), with up to €85 million (~$93M) in additional milestone-based payments.</li><li>This marks a significant step forward for Haemonetics, which is looking to cement its footprint in structural heart and endovascular procedures through its Interventional Technologies (IVT) segment.</li></ul>

Haemonetics Corporation is making headlines with its recent strategic move to acquire Galway, Ireland-based Vivasure Medical—a developer of next-generation, fully absorbable, sutureless closure technologies for large-bore percutaneous procedures.The deal, announced in early January 2026, comprises an upfront payment of €100 million (~$110M), with up to €85 million (~$93M) in additional milestone-based payments.This marks a significant step forward for Haemonetics, which is looking to cement its footprint in structural heart and endovascular procedures through its Interventional Technologies (IVT) segment.

Haemonetics Acquires Vivasure—Could This Be Its Next Growth Engine?

United States

Haemonetics Corporation designs, manufactures, and markets automated blood processing systems.  The Company's products are for use in surgical blood salvage, blood component collections, and plasma collections.  Haemonetics markets its products worldwide, primarily outside the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Haemonetics Corp (HAE US)

APAC Healthcare Weekly (Oct 11) – Shionogi, Terumo, Ono Pharma, Celltrion, Hanmi Pharm, CSL

Shionogi is acquiring IntraBio for $2B. Ono stuck inlicensing deal with Biohaven. Hanmi’s obesity drug got approval in Korea. CSL terminates supply...

Tina Banerjee

Haemonetics’ Strategic Reset — Plasma, BMT & Cash Flow Drive Higher 2027 Guidance!

Haemonetics Corporation reported first quarter fiscal year 2027 results demonstrating continued profitable growth, with revenues totaling $339...

Baptista Research

Primer: Haemonetics Corp (HAE US) - Aug 2026

Haemonetics is a global leader in the niche markets of automated plasma collection and hospital-based blood management, with its Plasma and...

αSK Primers

Haemonetics Corporation's $210 Million Cash Flow: Is The Transition Working?

Haemonetics Corporation reported fourth quarter fiscal 2026 revenue of $346 million, marking a 5% increase on a reported basis and 9% organic...

Baptista Research

Haemonetics Acquires Vivasure—Could This Be Its Next Growth Engine?

Haemonetics Corporation is making headlines with its recent strategic move to acquire Galway, Ireland-based Vivasure Medical—a developer of...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)