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.

Neuren Pharmaceuticals (NEU AU): Ready to Fly Again After a Breather

Neuren Pharmaceuticals (NEU AU): Daybue US Sales and Geography Expansion to Drive Growth

Neuren Pharmaceuticals (NEU AU): Substantial Buyback Plan Announced; Daybue Sales Accelerate in US

Equity Bottom-Up

Neuren Pharmaceuticals / Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/neuren-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:4494:1" rel="noopener">Neuren Pharmaceuticals (NEU AU)</a> announced stellar financial performance for 1H25, with doubling of net profit on high-teens revenue growth. Royalty income from Daybue grew 16% YoY to A$28.3M.</li>
<li>The number of unique patients receiving a Daybue shipment continued to grow and in 2Q25 reached a record high of 987, up from 954 in 1Q25 and 920 in 4Q24.</li>
<li>Assuming partner’s guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.</li>
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Neuren Pharmaceuticals (NEU AU) announced stellar financial performance for 1H25, with doubling of net profit on high-teens revenue growth. Royalty income from Daybue grew 16% YoY to A$28.3M.
The number of unique patients receiving a Daybue shipment continued to grow and in 2Q25 reached a record high of 987, up from 954 in 1Q25 and 920 in 4Q24.
Assuming partner’s guidance is met and an exchange rate of 0.65, Neuren anticipates earning U.S. royalties of A$62–67M, up 15% YoY at mid-point in 2025.


Neuren Pharmaceuticals (NEU AU): Net Profit Doubles in 1H On Daybue Acceleration; Guidance Restated