Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that...
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2026 High Conviction Update: Sumitomo Pharma (4506 JP): Guidance Revised, “Boost 2028” Plan Unveiled
Sumitomo Pharma obtained conditional and time limited approval in Japan for the manufacturing and marketing of allogeneic iPS cell derived...
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2026 High Conviction Update: Sumitomo Pharma (4506 JP): Key Drugs Shine; FY26 Guidance Reiterated
Sumitomo Pharma and RACTHERA (JV with Sumitomo Chemicals) announced that the regenerative medical product Amchepry has been listed as an item for...
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Kyowa Kirin (4151 JP): Margin Expand, Flat Revenue in 2025, Temporary Cost Burden To Be Felt in 2026
​Kyowa Kirin posted flat 2025 revenue, but saw expansion in core operating margin. 2026 guidance shows revenue growth but cost pressure. Drug...
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