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 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

<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 4.9% YoY jump in revenue during Q1FY26 driven by Beova and Tavneos amidst price revision pressures and generic competition.</li>
<li>The company partially revised FY26 guidance down for ordinary profit and operating profit accounting for an anticipated in-licensing agreement coming their way.</li>
<li>The next trigger for the stock would be Linzagolix receiving approval for treatment of uterine fibroids in Japan and new in-licensing agreement.  </li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 4.9% YoY jump in revenue during Q1FY26 driven by Beova and Tavneos amidst price revision pressures and generic competition.
The company partially revised FY26 guidance down for ordinary profit and operating profit accounting for an anticipated in-licensing agreement coming their way.
The next trigger for the stock would be Linzagolix receiving approval for treatment of uterine fibroids in Japan and new in-licensing agreement.  


Kissei Pharmaceutical (4547 JP): Beova & Tavneos Still Key, Linzagolix Japan Approval Next Trigger

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 16.9% YoY jump in revenue during FY25 driven by Beova and Tavneos despite price revision pressures and generic competition.</li>
<li>The company has issued FY26 guidance of revenue rising 3.6%, with pharmaceuticals segment remaining flat dragged by lower overseas licensing fees.</li>
<li>The only trigger point at this moment happens to be the recent licensing deals signed by the company with various players gives it an opportunity to expand offerings and market.</li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 16.9% YoY jump in revenue during FY25 driven by Beova and Tavneos despite price revision pressures and generic competition.
The company has issued FY26 guidance of revenue rising 3.6%, with pharmaceuticals segment remaining flat dragged by lower overseas licensing fees.
The only trigger point at this moment happens to be the recent licensing deals signed by the company with various players gives it an opportunity to expand offerings and market.


Kissei Pharmaceutical (4547 JP): Steady FY25, Licensing Fees To Drag FY26, Margins To Stay Strong

<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 14% YoY jump in revenue during 9MFY25 driven by Beova and Tavneos amidst price revision pressures and generic competition.</li>
<li>The company has reiterated FY25 guidance of revenue rising 14% YoY, with major drugs witnessing growth.</li>
<li>Main trigger point happens to be the in-licensing deal and the sub-licensing agreements the company has signed with various players giving an opportunity to expand its market in near future.</li>
</ul>



Kissei Pharmaceutical (4547 JP) reported 14% YoY jump in revenue during 9MFY25 driven by Beova and Tavneos amidst price revision pressures and generic competition.
The company has reiterated FY25 guidance of revenue rising 14% YoY, with major drugs witnessing growth.
Main trigger point happens to be the in-licensing deal and the sub-licensing agreements the company has signed with various players giving an opportunity to expand its market in near future.


Kissei Pharmaceutical (4547 JP): FY25 Looks Stable; Recent Licensing Deals Key To Near Term Growth

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)