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.

Shionogi & Co (4507 JP): Muted 1H Result; Solid HIV Business Leads FY Profit Guidance Raise

Shionogi (4507 JP): $2.5B ALS Drug Buyout and New Approval To Accelerate Portfolio Diversification

Shionogi & Co (4507 JP): Decent 9MFY26 Result; No Revision in FY Forecast; Accelerate Growth Ahead

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shionogi-co-ltd" target="_blank" data-smartkarma-citation="entities:19535:1" rel="noopener">Shionogi &amp; Co (4507 JP)</a> has announced mixed FY26 result, with revenue meeting and operating profit missing guidance due to higher SG&amp;A and R&amp;D expenses, and impairment loss.</li>
<li>Prescription drug portfolio of Torii, newly launched insomnia treatment Quviviq, Radicava business in the U.S., and royalty income from HIV franchise are the key growth drivers.</li>
<li>Shionogi expects FY27 revenue to grow 40% YoY to ¥700B. Due to surging opex, the company has guided for FY27 operating profit of ¥220B, up 32% YoY.</li>
</ul>



Shionogi &amp; Co (4507 JP) has announced mixed FY26 result, with revenue meeting and operating profit missing guidance due to higher SG&amp;A and R&amp;D expenses, and impairment loss.
Prescription drug portfolio of Torii, newly launched insomnia treatment Quviviq, Radicava business in the U.S., and royalty income from HIV franchise are the key growth drivers.
Shionogi expects FY27 revenue to grow 40% YoY to ¥700B. Due to surging opex, the company has guided for FY27 operating profit of ¥220B, up 32% YoY.


塩野義製薬（4507 JP）：2026年度業績は予想を下回る。2027年度業績見通しはまちまち。