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.

Pharmaessentia Corp (6446 TT): Arbitration Reaction Is Overdone; Time to Re-Focus on Fundamentals

Pharmaessentia Corp (6446 TT): Strong Start of 2025; Growth Momentum to Continue

Pharmaessentia Corp (6446 TT): Third Consecutive Quarters for Operating Profit; Pipeline Raises Hope

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/pharmaessentia-corp" target="_blank" data-smartkarma-citation="entities:16461:1" rel="noopener">Pharmaessentia Corp (6446 TT)</a> reported strong financial performance for 2Q25, with revenue increasing 56% YoY and operating profit growing 150% YoY. Quarterly revenue hit new highs for nine consecutive quarters.</li>
<li>Despite significant expansion of the U.S. and Japan commercial teams, operating expenses rose modestly by 32% YoY and 15% QoQ to NT$2.1B due to tight cost control and scale expansion.</li>
<li>Geography and indication expansion of Besremi, and pipeline progress will remain growth engines. Potential BLA submission of Besremi for ET and Besremi pen launch in 2025 are the near-term catalysts.</li>
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Pharmaessentia Corp (6446 TT) reported strong financial performance for 2Q25, with revenue increasing 56% YoY and operating profit growing 150% YoY. Quarterly revenue hit new highs for nine consecutive quarters.
Despite significant expansion of the U.S. and Japan commercial teams, operating expenses rose modestly by 32% YoY and 15% QoQ to NT$2.1B due to tight cost control and scale expansion.
Geography and indication expansion of Besremi, and pipeline progress will remain growth engines. Potential BLA submission of Besremi for ET and Besremi pen launch in 2025 are the near-term catalysts.


Pharmaessentia Corp (6446 TT): Strong 2Q25; Geography Expansion of Besremi to Drive Near-Term Growth