In today’s briefing:
- Takeda Pharma (4502) – Strong Results
- Takeda Pharmaceutical (4502 JP): Strong Q3 Result Triggers Guidance Raise; ¥100B Buyback Announced
- HCA Healthcare: Health Insurance Exchange Growth Driving Our ‘Outperform’ Rating! – Major Drivers
- PBSV: Company Invests for the Future
- AEMD Treats First Patient in Australian Safety
- Pre-IPO Zephyrm Bioscience – Despite Promising Pipeline, Investment Risk Is High
- Aurion Biotech (AURN): Regenerative Eye Disease Biotech Filed for IPO Despite Investor Litigation
- Beta Bionic Inc (BBNX): IPO Pops, Trades Strong on Opening Day
Takeda Pharma (4502) – Strong Results
- Today Takeda Pharmaceutical (4502 JP) announced earnings which will mean last year was the trough, not this year. The pipeline looks OK too.
- The company also announced a ¥100bn buyback and a change of CEO. The buyback has a big number, but it isn’t particularly exciting.
- All in all, there’s positive news here, but it is all much of a muchness, but as it is a nine-figure buyback in 3mos, we take a look.
Takeda Pharmaceutical (4502 JP): Strong Q3 Result Triggers Guidance Raise; ¥100B Buyback Announced
- Takeda Pharmaceutical (4502 JP) reported better-than-expected performance in Q3FY25, with 3% revenue growth to ¥1,144B, driven by continued strong momentum from Growth and Launch Products. All key parameters beat estimates.
- Takeda has upgraded its full year outlook for growth, reflecting strong year-to-date product performance and OPEX efficiencies, as well as revised foreign exchange assumptions. Takeda has also announced ¥100B buyback.
- Continued strong performance of its Growth and Launch product portfolio, ripe late-stage pipeline, and expected margin improvement from FY26 envisage long-term growth prospect of the company.
HCA Healthcare: Health Insurance Exchange Growth Driving Our ‘Outperform’ Rating! – Major Drivers
- HCA Healthcare concluded the fourth quarter of 2024 with robust business fundamentals, maintaining consistency with previous quarters.
- The company displayed resilience amidst challenges, such as significant weather disruptions caused by hurricanes, and a stable operational environment underpinned a reasonable starting point for 2025.
- The execution of efficient operational strategies has allowed the organization to stabilize operations in affected regions like North Carolina, Georgia, and West Florida.
PBSV: Company Invests for the Future
- Pharma-Bio Serv(PBSV) Company Sponsored Research Report
AEMD Treats First Patient in Australian Safety
- Zacks Small-Cap Research Note for Aethlon Medical (AEMD)
Pre-IPO Zephyrm Bioscience – Despite Promising Pipeline, Investment Risk Is High
- There’s great potential for PSCs, which provides new treatment options for complex diseases where traditional therapies are ineffective.The more solid the platform technology, the greater the dividends in later stage.
- Zephyrm’s pipeline candidates are promising. However, considering the R&D risks, the uncertainty of future commercialization and product safety profile, we think the investment risk of this Company is relatively high.
- Valuation of overseas peers is not high. In our view, valuation performance of Zephyrm would be largely depend on its clinical results of pipeline, which is a gamble for investors.
Aurion Biotech (AURN): Regenerative Eye Disease Biotech Filed for IPO Despite Investor Litigation
- AURN001, is an improved formulation designed to be mechanistically identical to Vyznova and to provide enhanced benefits, including manufacturing scalability and extended shelf life.
- There is pending litigation between Aurion Biotech and the company’s largest shareholder, Alcon Research.
- This company is on a trajectory to set terms and debut in the first half of February.
Beta Bionic Inc (BBNX): IPO Pops, Trades Strong on Opening Day
- The stock opened 29.4% above its issue price at $22.00 and closed its debut session at $23.63, delivering a first-day gain of 39.0%.
- This was a major victory for the IPO market, marking the highest first-day percentage gain of the year.
- Looking ahead, the IPO market’s next test will be from the biotech sector.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
