Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kissei-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18303:1" rel="noopener">Kissei Pharmaceutical (4547 JP)</a> reported 10% YoY jump in revenue during FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.</li>
<li>Kissei announced FY27 guidance numbers. The company expects FY27 revenue to drop 2% YoY to ¥95.7B. Extraordinary income would help company post a net profit of ¥14.5B in FY27.</li>
<li>Kissei in touch with authorities regarding the negative developments on Tavneos. For now, Linzagolix seems to be major growth catalyst with ample potential to play out in the long term.</li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 10% YoY jump in revenue during FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.
Kissei announced FY27 guidance numbers. The company expects FY27 revenue to drop 2% YoY to ¥95.7B. Extraordinary income would help company post a net profit of ¥14.5B in FY27.
Kissei in touch with authorities regarding the negative developments on Tavneos. For now, Linzagolix seems to be major growth catalyst with ample potential to play out in the long term.


Kissei Pharma (4547 JP): FY27 Guidance Revealed, Tavneos Hiccup Amid Linzagolix Positives

Thematic (Sector/Industry)

<ul>
<li>We have screened for APAC (ex-China) healthcare companies using their respective Smart Score, a compound score for a company indicating its overall outlook based on key factors.</li>
<li>Smart Score screens the stock based on five major components including value, dividends, growth, resilience, and momentum. It also provides a cumulative score, which puts equal weightage on each parameter.  </li>
<li>Parameters used to screen the stocks: market cap≥ $800M and smart score≥ 3.5. We have seen stocks having high smart score has strong growth prospects and qualify for investment proposition.</li>
</ul>


We have screened for APAC (ex-China) healthcare companies using their respective Smart Score, a compound score for a company indicating its overall outlook based on key factors.
Smart Score screens the stock based on five major components including value, dividends, growth, resilience, and momentum. It also provides a cumulative score, which puts equal weightage on each parameter.  
Parameters used to screen the stocks: market cap≥ $800M and smart score≥ 3.5. We have seen stocks having high smart score has strong growth prospects and qualify for investment proposition.


Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kissei-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18303:1" rel="noopener">Kissei Pharmaceutical (4547 JP)</a> reported 11% YoY jump in revenue during 9MFY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.</li>
<li>Management reiterated FY26 guidance numbers. The company expects FY26 revenue to rise 8% YoY to ¥95.5B. Extraordinary income would help company post a net profit of ¥12.7B in FY26.</li>
<li>The next big trigger would be Linzagolix launch in Japan for treatment of uterine fibroids and its further geographic and indication expansion.  </li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 11% YoY jump in revenue during 9MFY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.
Management reiterated FY26 guidance numbers. The company expects FY26 revenue to rise 8% YoY to ¥95.5B. Extraordinary income would help company post a net profit of ¥12.7B in FY26.
The next big trigger would be Linzagolix launch in Japan for treatment of uterine fibroids and its further geographic and indication expansion.  


Kissei Pharma (4547 JP): 9MFY26 Stable, Guidance Reiterated, Linzagolix Japan Launch Awaited

<ul>
<li>Shanghai Henlius Biotech announced that PMDA of Japan approved phase 2/3 clinical trial of HLX43 for injection (an anti-PD-L1 antibody-drug conjugate) for advanced squamous non-small cell lung cancer (NSCLC).</li>
<li>Simcere Pharmaceutical announced that, SIM0613 for Injection, an antibody-drug conjugate, received the clinical trial approval in China, and is intended for commencing the clinical trial for advanced solid tumors.</li>
<li>Olympus has signed an exclusive global distribution agreement with EndoRobotics. Under this agreement, robot-assisted technologies manufactured by EndoRobotics will be distributed globally by Olympus exclusively.</li>
</ul>


Shanghai Henlius Biotech announced that PMDA of Japan approved phase 2/3 clinical trial of HLX43 for injection (an anti-PD-L1 antibody-drug conjugate) for advanced squamous non-small cell lung cancer (NSCLC).
Simcere Pharmaceutical announced that, SIM0613 for Injection, an antibody-drug conjugate, received the clinical trial approval in China, and is intended for commencing the clinical trial for advanced solid tumors.
Olympus has signed an exclusive global distribution agreement with EndoRobotics. Under this agreement, robot-assisted technologies manufactured by EndoRobotics will be distributed globally by Olympus exclusively.


APAC Healthcare Weekly (May 10) – Henlius Bio, Simcere, Olympus, Daewoong Pharma

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kissei-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18303:1" rel="noopener">Kissei Pharmaceutical (4547 JP)</a> reported 7.9% YoY jump in revenue during H1FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.</li>
<li>Kissei beat their H1FY26 guidance numbers. This compelled the company to revise their FY26 guidance numbers upwards.</li>
<li>An NDA application was submitted in Japan in February 2025 for Linzagolix. The next big trigger would be Linzagolix receiving the approval for treatment of uterine fibroids in Japan.  </li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 7.9% YoY jump in revenue during H1FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.
Kissei beat their H1FY26 guidance numbers. This compelled the company to revise their FY26 guidance numbers upwards.
An NDA application was submitted in Japan in February 2025 for Linzagolix. The next big trigger would be Linzagolix receiving the approval for treatment of uterine fibroids in Japan.  


Kissei Pharmaceutical (4547 JP): Guidance Upward Revision a Positive; Beova & Tavneos Still Key

Japan

KISSEI PHARMACEUTICAL CO., LTD. manufactures and sells a variety of prescription drugs.  The Company's main products are for cholesterol, high blood pressure, digestion, allergy, circulatory and respiratory diseases, and Parkinson's disease.

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Kissei Pharmaceutical (4547 JP)

Kissei Pharma (4547 JP): FY27 Guidance Revealed, Tavneos Hiccup Amid Linzagolix Positives

Kissei Pharmaceutical revenue grows driven by Beova, Tavneos, and IT services despite challenges. Expects drop in revenue for FY27. Linzagolix...

Tina Banerjee

Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener

We have screened APAC (ex-China) healthcare companies with market cap≥$800M using Smartkarma’s Smart Score and picked up 2 investable ideas by...

Tina Banerjee

Kissei Pharma (4547 JP): 9MFY26 Stable, Guidance Reiterated, Linzagolix Japan Launch Awaited

Kissei Pharmaceutical sees 11% revenue growth in 9MFY26 driven by key products. Expects stable FY26 with focus on Linzagolix (for uterine...

Tina Banerjee

APAC Healthcare Weekly (May 10) – Henlius Bio, Simcere, Olympus, Daewoong Pharma

Henlius Bio and Simcere got trial approval for their respective ADC candidates in Japan and China, respectively. Olympus forges exclusive global...

Tina Banerjee