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.

Nippon Shinyaku (4516 JP): Viltepso Concerns Deepen in 9MFY26, Guidance Marginally Revised

Nippon Shinyaku (4516 JP): Flurry of Concerns Going Ahead; Revenue Steady for Now; Guidance Revised

Nippon Shinyaku (4516 JP): Deramiocel Data Positive, Approval and Commercialization Next Big Trigger

Equity Bottom-Up

<ul>
<li>In FY26, <a href="https://www.smartkarma.com/entities/nippon-shinyaku-co-ltd" target="_blank" data-smartkarma-citation="entities:6634:1" rel="noopener">Nippon Shinyaku (4516 JP)</a> revenue grew 7% YoY to ¥170B driven by growth in etical drugs revenue, higher licensing fees and operating profit stood at ¥35.5B (flat YoY).</li>
<li>Viltepso witnessed slowing in US. Licensing income increased on higher overseas sales of Uptravi. Newly launched drugs like Vyxeos and Fintepla continue to show promise.</li>
<li>Company expects FY27 revenue to be ¥200B (up 17% YoY) taking into account Uptravi’s royalty income, U.S. launch of CAP-1002 (deramiocel) and growth in the domestic products.</li>
</ul>


In FY26, Nippon Shinyaku (4516 JP) revenue grew 7% YoY to ¥170B driven by growth in etical drugs revenue, higher licensing fees and operating profit stood at ¥35.5B (flat YoY).
Viltepso witnessed slowing in US. Licensing income increased on higher overseas sales of Uptravi. Newly launched drugs like Vyxeos and Fintepla continue to show promise.
Company expects FY27 revenue to be ¥200B (up 17% YoY) taking into account Uptravi’s royalty income, U.S. launch of CAP-1002 (deramiocel) and growth in the domestic products.


Nippon Shinyaku (4516 JP): FY27 Guidance Signals Recovery, Speed Bumps Remain