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.

Kissei Pharmaceutical (4547 JP): Guidance Upward Revision a Positive; Beova & Tavneos Still Key

Kissei Pharmaceutical (4547 JP): FY25 Looks Stable; Recent Licensing Deals Key To Near Term Growth

Kissei Pharmaceutical (4547 JP): Steady FY25, Licensing Fees To Drag FY26, Margins To Stay Strong

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kissei-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18303:1" rel="noopener">Kissei Pharmaceutical (4547 JP)</a> reported 4.9% YoY jump in revenue during Q1FY26 driven by Beova and Tavneos amidst price revision pressures and generic competition.</li>
<li>The company partially revised FY26 guidance down for ordinary profit and operating profit accounting for an anticipated in-licensing agreement coming their way.</li>
<li>The next trigger for the stock would be Linzagolix receiving approval for treatment of uterine fibroids in Japan and new in-licensing agreement.  </li>
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Kissei Pharmaceutical (4547 JP) reported 4.9% YoY jump in revenue during Q1FY26 driven by Beova and Tavneos amidst price revision pressures and generic competition.
The company partially revised FY26 guidance down for ordinary profit and operating profit accounting for an anticipated in-licensing agreement coming their way.
The next trigger for the stock would be Linzagolix receiving approval for treatment of uterine fibroids in Japan and new in-licensing agreement.  


Kissei Pharmaceutical (4547 JP): Beova & Tavneos Still Key, Linzagolix Japan Approval Next Trigger