Daily Brief Health Care: Sumitomo Pharma, AS ONE Corporation, Daiichi Sankyo, Protalix BioTherapeutics , Select Medical Holdings, Sionna Therapeutics and more

• Sumitomo Pharma (4506 JP) reported 25% YoY revenue growth during 9MFY25, driven by North America.
• Restructuring and streamlining efforts help curb expenses and post a core operating profit of ¥21B during 9MFY25 compared to an operating loss of ¥96B in same period last year.
• Sumitomo is now expecting FY25 revenue to be ¥381B, up by ¥43B from the previous forecast and a core net profit of ¥16B.

• Cumulative Q3 FY03/25 sales were JPY75.4bn (+9.8% YoY), operating profit JPY8.4bn (+11.5% YoY), net income JPY6.0bn (+10.2% YoY).
• Research and Industrial Instruments sales reached JPY62.4bn (+11.0% YoY), with Scientific and Industrial sales at JPY46.1bn and JPY16.3bn respectively.
• E-commerce sales rose to JPY24.7bn (+23.8% YoY), overseas business sales were JPY4.1bn (+8.9% YoY), driven by online expansion.

• Daiichi Sankyo (4568 JP) reported mixed Q3FY25 result, with revenue increasing 8% YoY to ¥484.8M and net profit decreasing 7% YoY to ¥61.9M. Enhertu revenue increased 39% YoY to ¥143B.
• The company has raised FY25 net profit guidance by 7% to ¥240B (up 20% YoY), to reflect an increase in financial income due to an improvement in foreign exchange gains.
• As Daiichi Sankyo enters the final year of its current five-year business plan, the company has appointed Hiroyuki Okuzawa as Chief Executive Officer effective April 1, 2025.

• Protalix is a clinical and commercial pharmaceutical company using its proprietary ProCellEx plant-based expression system to pro duce thera peutic proteins for global markets.
• The company has two commer cialized products, Elelyso that is marketed by Fiocruz in Brazil & Pfizer in the rest of the world for Gaucher Disease and Elfabrio which was approved in May 2023.
• Chiesi Rare Disease will commercialize Elfabrio globally.

• SEM stub trading at a discount to fair value with a catalyst expected to narrow gap in near future
• Predicted to be valued closer to 9.5x EV/EBITDA in 12 months, offering potential 49% upside
• Select Medical is a prominent operator of critical illness recovery hospitals, rehab hospitals, physical therapy clinics, and occupational health centers in the U.S., recently IPOed occupational health business Concentra and plans to spin off remaining stake in CON to shareholders

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Biopharmaceutical company on a mission to revolutionize the current treatment paradigm for cystic fibrosis filed for IPO.
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