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.

SanBio (4592 JP): Q1 Losses Narrow, NHI Price Listing and Akuugo Launch Done, Guidance Reiterated

SanBio (4592 JP): Akuugo Awaiting NHI Price Listing and Launch, SB623 Trial Progressing Well In US

SanBio Co (4592 JP): Akuugo Launch Awaited, Groundwork Being Laid for New Indications & Geographies

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/sanbio-co-ltd" target="_blank" data-smartkarma-citation="entities:24540:1" rel="noopener">SanBio Co Ltd (4592 JP)</a> reported marginally higher operating loss (~¥1909.9M) in H1FY27.  R&amp;D expenses decreased. Net loss witnessed narrowing too.</li>
<li>Integration of manufacturing at Minaris Japan’s Yokohama facility and contract manufacturing agreement with JCR Pharmaceuticals to strengthen the stable supply of Akuugo.</li>
<li>FY27 guidance reiterated with revenue expected to be ¥396M. FY27 would be an inflection point for SanBio and the stock still remains a moderately risky bet.</li>
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SanBio Co Ltd (4592 JP) reported marginally higher operating loss (~¥1909.9M) in H1FY27.  R&amp;D expenses decreased. Net loss witnessed narrowing too.
Integration of manufacturing at Minaris Japan’s Yokohama facility and contract manufacturing agreement with JCR Pharmaceuticals to strengthen the stable supply of Akuugo.
FY27 guidance reiterated with revenue expected to be ¥396M. FY27 would be an inflection point for SanBio and the stock still remains a moderately risky bet.


SanBio (4592 JP): FY27 Guidance Reiterated, All Eyes On How Akuugo Sales Fall Through