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.

Hanmi Pharm (128940 KS): Flagship Drugs Boost 3Q25 Result Amid Obesity Pipeline Progress

Hanmi Pharm (128940 KS): Domestic Business Fuels 2Q Result; New Launches to Drive Near-Term Growth

Hanmi Pharm (128940 KS): Export Drives 1Q25 Performance; China Business Is Recovering

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/hanmi-pharm-co-ltd" target="_blank" data-smartkarma-citation="entities:12476:1" rel="noopener">Hanmi Pharm (128940 KS)</a> reported 2Q26 result, with operating profit surging 117% YoY to KRW131B, driven by upfront revenue received from global outlicensing deal with Lilly for sonefeglutide.</li>
<li>Reacting to 2Q26 result, Hanmi Pharm shares nosedived. Muted core business, weakness in China subsidiary, and expected increase in operating expenses raise concern over the near-term growth prospect.</li>
<li>The company has reached to an inflection point, where it is ready to reap the benefit of innovation prowess. Its GLP-1-based drug candidate Efpeglenatide aims for commercialization within the year.</li>
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Hanmi Pharm (128940 KS) reported 2Q26 result, with operating profit surging 117% YoY to KRW131B, driven by upfront revenue received from global outlicensing deal with Lilly for sonefeglutide.
Reacting to 2Q26 result, Hanmi Pharm shares nosedived. Muted core business, weakness in China subsidiary, and expected increase in operating expenses raise concern over the near-term growth prospect.
The company has reached to an inflection point, where it is ready to reap the benefit of innovation prowess. Its GLP-1-based drug candidate Efpeglenatide aims for commercialization within the year.


Hanmi Pharm (128940 KS): Why Shares Plunge Despite Record High 2Q Operating Profit; What Lies Ahead