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.

Otsuka Holdings (4578 JP): Voyxact Positive Trial Data Augur Well For the Future

Otsuka Holdings (4578 JP): Strong 1H Result; FY Guidance Revision; Approaching Next Level Growth

Otsuka Holdings (4578 JP): Better-Than-Expected 1H Performance Leads 2025 Guidance Raise

Otsuka Holdings (4578 JP): All Eyes on Sibeprenlimab in Likely Stable 2026, More Approvals Awaited

Otsuka Holdings (4578 JP): Rexulti, Abilify Drive 2025 Guidance Upward, All Eyes on Sibeprenlimab

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/otsuka-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:12292:1" rel="noopener">Otsuka Holdings (4578 JP)</a> witnessed 8% revenue growth in 1Q26. Mainstay pharmaceutical business (+9% YoY) drove revenue. Rexulti, Lonsurf and Abilify remained strong.</li>
<li>Otsuka reiterated 2026 guidance and expects the revenue to be up 2% to ¥2520B backed by Rexulti, Abilify and Voyxact. Profit is expected to stand at ¥265B, down 27% YoY.</li>
<li>Top selling drugs are steadily gaining traction. Going ahead, Otsuka is banking on new drugs like sibeprenlimab to further drive growth. We recommend to Hold the stock for now.</li>
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Otsuka Holdings (4578 JP) witnessed 8% revenue growth in 1Q26. Mainstay pharmaceutical business (+9% YoY) drove revenue. Rexulti, Lonsurf and Abilify remained strong.
Otsuka reiterated 2026 guidance and expects the revenue to be up 2% to ¥2520B backed by Rexulti, Abilify and Voyxact. Profit is expected to stand at ¥265B, down 27% YoY.
Top selling drugs are steadily gaining traction. Going ahead, Otsuka is banking on new drugs like sibeprenlimab to further drive growth. We recommend to Hold the stock for now.


Otsuka Holdings (4578 JP): Rexulti, Abilify Gain Further Traction in 1Q26, Guidance Reiterated