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.

Hisamitsu Pharmaceutical (4530 JP): Set to Benefit from Roaring OTC Business and New Rx Drug Launch

Hisamitsu Pharmaceutical (4530 JP): Strong Q3 Result Driven by Salonpas; FY23 Guidance Reiterated

Hisamitsu Pharmaceutical (4530 JP): FY23 Result Ahead of Expectations; FY24 Guidance Initiated

Hisamitsu Pharmaceutical (4530 JP): Avoid as More Pain Ahead

Equity Bottom-Up

Hisamitsu Pharmaceutical Co / Equity Bottom-Up

<ul>
<li>For the near-term, focus will be on the marketing partnership for ATS, attention deficit hyperactivity disorder treatment patch. FDA action date is in late December.</li>
<li>Lower domestic sales of OTC pharmaceuticals due to the lack of sports events remains the major downside risk for Hisamitsu. Revenue from its largest selling Rx brand is also declining.</li>
<li>Management reiterated FY22 guidance and announced a buyback plan worth ¥12 billion.</li>
</ul>


For the near-term, focus will be on the marketing partnership for ATS, attention deficit hyperactivity disorder treatment patch. FDA action date is in late December.
Lower domestic sales of OTC pharmaceuticals due to the lack of sports events remains the major downside risk for Hisamitsu. Revenue from its largest selling Rx brand is also declining.
Management reiterated FY22 guidance and announced a buyback plan worth ¥12 billion.


Hisamitsu Pharmaceutical (4530 JP): Focus Shifts to ADHD Treatment Patch and Other Upcoming Launches