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.

Sumitomo Pharma (4506 JP): North America Continue To Be Robust in Q1FY27, Enzomenib Progressing Well

2026 High Conviction Update: Sumitomo Pharma (4506 JP): Key Drugs Shine; FY26 Guidance Reiterated

Sumitomo Pharma (4506 JP): Placement Is In Line With “Boost 2028” Plan, R&D in Focus

2026 High Conviction Update: Sumitomo Pharma (4506 JP): Guidance Revised, “Boost 2028” Plan Unveiled

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/sumitomo-pharma-co" target="_blank" data-smartkarma-citation="entities:1935:1" rel="noopener">Sumitomo Pharma (4506 JP)</a> revenue was up 14% YoY to ¥453.3B in FY26 on the back of continued strong sales in North America (up 34% YoY to ¥337.9B).</li>
<li>Orgovyx (revenue jumped 87% YoY to ¥155B) witnessed solid patient growth in medicare patients while Gemtesa (revenue rose 46% to ¥96B) improved market share.</li>
<li>Company expects the FY27 revenue to be ¥540B, up 19% YoY. Core operating profit has been guided to be at ¥91B (down 14% YoY).</li>
</ul>



Sumitomo Pharma (4506 JP) revenue was up 14% YoY to ¥453.3B in FY26 on the back of continued strong sales in North America (up 34% YoY to ¥337.9B).
Orgovyx (revenue jumped 87% YoY to ¥155B) witnessed solid patient growth in medicare patients while Gemtesa (revenue rose 46% to ¥96B) improved market share.
Company expects the FY27 revenue to be ¥540B, up 19% YoY. Core operating profit has been guided to be at ¥91B (down 14% YoY).


Sumitomo Pharma (4506 JP): America Drives FY26, To Be Continued in FY27, Enzomenib in Pivotal Phase