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.

Kissei Pharmaceutical (4547 JP): Beova & Tavneos Still Key, Linzagolix Japan Approval Next Trigger

Kissei Pharma (4547 JP): 9MFY26 Stable, Guidance Reiterated, Linzagolix Japan Launch Awaited

Kissei Pharmaceutical (4547 JP): Guidance Upward Revision a Positive; Beova & Tavneos Still Key

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kissei-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18303:1" rel="noopener">Kissei Pharmaceutical (4547 JP)</a> reported 10% YoY jump in revenue during FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.</li>
<li>Kissei announced FY27 guidance numbers. The company expects FY27 revenue to drop 2% YoY to ¥95.7B. Extraordinary income would help company post a net profit of ¥14.5B in FY27.</li>
<li>Kissei in touch with authorities regarding the negative developments on Tavneos. For now, Linzagolix seems to be major growth catalyst with ample potential to play out in the long term.</li>
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Kissei Pharmaceutical (4547 JP) reported 10% YoY jump in revenue during FY26 driven by Beova, Tavneos and IT services amidst price revision pressures and generic competition.
Kissei announced FY27 guidance numbers. The company expects FY27 revenue to drop 2% YoY to ¥95.7B. Extraordinary income would help company post a net profit of ¥14.5B in FY27.
Kissei in touch with authorities regarding the negative developments on Tavneos. For now, Linzagolix seems to be major growth catalyst with ample potential to play out in the long term.


キッセイ薬品工業（4547 JP）：2027年度業績見通し発表、リンザゴリクスの好調な業績の中、タヴネオスに若干の遅れが生じる