Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

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Celltrion (068270 KS): Stellar 3Q Result; Poised for Accelerated Growth on Expanding Portfolio

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Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/celltrion-inc" target="_blank" data-smartkarma-citation="entities:991:1" rel="noopener">Celltrion Inc (068270 KS)</a> reported preliminary 2Q26 result, marking the highest Q2 performance in its history. Greater contribution from high-margin young products and structurally improved cost base drove 2Q26 performance.</li>
<li>Newer products including Remsima SC, Yuflyma, and Steqeyma continued to deliver strong growth across major markets, with the newer portfolio accounting for 60%+ of total revenue (versus 51% in 1Q26).</li>
<li>Major tender opportunities and continued momentum from newly launched products are expected to support stronger performance in 2H26. Thus, sales growth is expected to accelerate further.</li>
</ul>



Celltrion Inc (068270 KS) reported preliminary 2Q26 result, marking the highest Q2 performance in its history. Greater contribution from high-margin young products and structurally improved cost base drove 2Q26 performance.
Newer products including Remsima SC, Yuflyma, and Steqeyma continued to deliver strong growth across major markets, with the newer portfolio accounting for 60%+ of total revenue (versus 51% in 1Q26).
Major tender opportunities and continued momentum from newly launched products are expected to support stronger performance in 2H26. Thus, sales growth is expected to accelerate further.


Celltrion (068270 KS): New Products Drive Record High 2Q Performance; Growth to Accelerate in 2H