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.

Kyowa Kirin (4151 JP): Margin Expand, Flat Revenue in 2025, Temporary Cost Burden To Be Felt in 2026

Kyowa Kirin (4151 JP): Ziftomenib Approval and Commercialization A Positive, What Lies Ahead?

Kyowa Kirin (4151 JP): 1Q26 Revenue Grow on EMEA & Out-Licensing, Guidance Partially Revised

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kyowa-kirin-co-ltd" target="_blank" data-smartkarma-citation="entities:18055:1" rel="noopener">Kyowa Kirin Co Ltd (4151 JP)</a> posted 14% revenue growth in 1H26. Core operating margin expands expanded on lower SG&amp;A and R&amp;D expense.</li>
<li>Kyowa Kirin reiterated 2026 guidance. They expect revenue to be ¥520B and core operating profit to be ¥130B. Company expects to end the year with a core profit of ¥103B.</li>
<li>Kyowa Kirin needs new drugs to augment growth. It remains highly dependent on Crysvita. Ziftomenib, infigratinib will drive revenue numbers in medium to long term.</li>
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Kyowa Kirin Co Ltd (4151 JP) posted 14% revenue growth in 1H26. Core operating margin expands expanded on lower SG&amp;A and R&amp;D expense.
Kyowa Kirin reiterated 2026 guidance. They expect revenue to be ¥520B and core operating profit to be ¥130B. Company expects to end the year with a core profit of ¥103B.
Kyowa Kirin needs new drugs to augment growth. It remains highly dependent on Crysvita. Ziftomenib, infigratinib will drive revenue numbers in medium to long term.


Kyowa Kirin (4151 JP): 1H26 Revenue Grow on North America, EMEA; Guidance Reiterated