Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/cochlear-ltd" target="_blank" data-smartkarma-citation="entities:918:1" rel="noopener">Cochlear Ltd (COH AU)</a> now expects FY25 underlying net profit to be at the lower end of A$410–430M guidance range due to lower services revenue and higher cloud-related investment.</li>
<li>Despite 5% growth in H1FY25, Cochlear reiterated that “solid market growth rates to drive cochlear implant unit growth of around 10% in FY25.”</li>
<li>Cochlear is expected to release next-generation cochlear implant in mid-2025. The introduction of the new off-the-ear Nucleus Kanso 3 sound processor is expected to contribute to services revenue from FY26.</li>
</ul>



Cochlear Ltd (COH AU) now expects FY25 underlying net profit to be at the lower end of A$410–430M guidance range due to lower services revenue and higher cloud-related investment.
Despite 5% growth in H1FY25, Cochlear reiterated that “solid market growth rates to drive cochlear implant unit growth of around 10% in FY25.”
Cochlear is expected to release next-generation cochlear implant in mid-2025. The introduction of the new off-the-ear Nucleus Kanso 3 sound processor is expected to contribute to services revenue from FY26.


Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

Thematic (Sector/Industry)

<ul>
<li>Daiichi Sankyo received FDA approval for Datroway for the treatment of unresectable or metastatic hormone receptor (HR) positive, HER2 negative breast cancer who have received prior endocrine-based therapy and chemotherapy.</li>
<li>Sumitomo Pharma partnered with J&amp;J for co-promotion of the long-acting antipsychotic medication XEPLION. Shanghai Fosun Pharma’s proposed buyout of Shanghai Henlius Biotech for HK$5.4B (~$693M) failed to pass shareholders’ vote.</li>
<li>SK Bioscience signed a co-promotion and distribution agreement with Sanofi for RSV and hepatitis A vaccines. Hugel received approval for its botulinum toxin for five indications from the UAE.</li>
</ul>


Daiichi Sankyo received FDA approval for Datroway for the treatment of unresectable or metastatic hormone receptor (HR) positive, HER2 negative breast cancer who have received prior endocrine-based therapy and chemotherapy.
Sumitomo Pharma partnered with J&amp;J for co-promotion of the long-acting antipsychotic medication XEPLION. Shanghai Fosun Pharma’s proposed buyout of Shanghai Henlius Biotech for HK$5.4B (~$693M) failed to pass shareholders’ vote.
SK Bioscience signed a co-promotion and distribution agreement with Sanofi for RSV and hepatitis A vaccines. Hugel received approval for its botulinum toxin for five indications from the UAE.


APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

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.

<ul><li>ResMed's Q1 Fiscal Year 2025 earnings report presented a strong start to the year, showing an impressive trajectory in revenue growth, profitability, and operational efficiency.</li><li>The company's focused growth across its core business segments has yielded a reported 11% revenue increase, attributed to robust demand for sleep health, breathing devices, masks, accessories, and residential care software offerings, spanning across global markets.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

ResMed's Q1 Fiscal Year 2025 earnings report presented a strong start to the year, showing an impressive trajectory in revenue growth, profitability, and operational efficiency.The company's focused growth across its core business segments has yielded a reported 11% revenue increase, attributed to robust demand for sleep health, breathing devices, masks, accessories, and residential care software offerings, spanning across global markets.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

ResMed Inc.: Expanding Patient Access and Engagement with Technology To Catalyze Growth! - Major Drivers

<ul><li>ResMed recently reported its fourth quarter results for the fiscal year 2024, providing a comprehensive update on its performance across various business segments.</li><li>The company demonstrated robust growth attributed to increased demand and operational excellence, with a focus on innovations in sleep apnea, digital health solutions, and home medical equipment software.</li><li>Financially, ResMed achieved a 9% increase in revenue year-over-year, amounting to $1.22 billion for the quarter.</li></ul>

ResMed recently reported its fourth quarter results for the fiscal year 2024, providing a comprehensive update on its performance across various business segments.The company demonstrated robust growth attributed to increased demand and operational excellence, with a focus on innovations in sleep apnea, digital health solutions, and home medical equipment software.Financially, ResMed achieved a 9% increase in revenue year-over-year, amounting to $1.22 billion for the quarter.

ResMed Inc.: A Story Of Increased Market Penetration and New Patient Acquisition! - Major Drivers

<ul><li>ResMed has had a strong third financial quarter for 2024, demonstrating strong top-line growth and double-digit bottom-line growth.</li><li>This growth is driven by the ongoing demand for their devices across global markets, high single-digit growth in their Software as a Service business, and double digit global growth in masks and accessories.</li><li>These results are particularly impressive given the company is annualizing a robust quarter of growth from the previous year.</li></ul>

ResMed has had a strong third financial quarter for 2024, demonstrating strong top-line growth and double-digit bottom-line growth.This growth is driven by the ongoing demand for their devices across global markets, high single-digit growth in their Software as a Service business, and double digit global growth in masks and accessories.These results are particularly impressive given the company is annualizing a robust quarter of growth from the previous year.

ResMed Inc.: What Are Their Latest Products & Their Expected Revenue Impact? - Major Drivers

United States

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing. The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

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ResMed Inc (RMD AU)

Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...

Tina Banerjee

APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

ResMed Inc.: Expanding Patient Access and Engagement with Technology To Catalyze Growth! - Major Drivers

ResMed's Q1 Fiscal Year 2025 earnings report presented a strong start to the year, showing an impressive trajectory in revenue growth,...

Baptista Research

ResMed Inc.: A Story Of Increased Market Penetration and New Patient Acquisition! - Major Drivers

ResMed recently reported its fourth quarter results for the fiscal year 2024, providing a comprehensive update on its performance across various...

Baptista Research

ResMed Inc.: What Are Their Latest Products & Their Expected Revenue Impact? - Major Drivers

ResMed has had a strong third financial quarter for 2024, demonstrating strong top-line growth and double-digit bottom-line growth. This growth is...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Cochlear Ltd (COH AU): Negative Reaction Is Overdone; Performance Reversal Is Imminent

​Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...

Tina Banerjee

APAC Healthcare Weekly (Jan 26)- Daiichi Sankyo, Sumitomo Pharma, Fosun Pharma, SK Bioscience, Hugel

APAC healthcare companies got approvals for new products as well as clinical trials. The companies continued with acquisitions and collaborations...

Tina Banerjee

ResMed Inc.: Expanding Patient Access and Engagement with Technology To Catalyze Growth! - Major Drivers

ResMed's Q1 Fiscal Year 2025 earnings report presented a strong start to the year, showing an impressive trajectory in revenue growth,...

Baptista Research

ResMed Inc.: A Story Of Increased Market Penetration and New Patient Acquisition! - Major Drivers

ResMed recently reported its fourth quarter results for the fiscal year 2024, providing a comprehensive update on its performance across various...

Baptista Research

ResMed Inc.: What Are Their Latest Products & Their Expected Revenue Impact? - Major Drivers

ResMed has had a strong third financial quarter for 2024, demonstrating strong top-line growth and double-digit bottom-line growth. This growth is...

Baptista Research

Cochlear expects FY25 profit to be at the lower end of guidance range, but remains optimistic about maintaining 10% implant volume growth. The...