Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/sk-bioscience-co-ltd" target="_blank" data-smartkarma-citation="entities:31484:1" rel="noopener">SK Bioscience (302440 KS)</a> markets four in-house products in Korea, including influenza, shingles, and chicken pox vaccines. The company has partnerships with global companies for the production of COVID-19 vaccines. </li>
<li>SK Bioscience has started shipment of Novavax’ COVID-19 vaccine, while its own vaccine is in phase 3 trial. With ~15% vaccination in low-income countries, demand for vaccine is still high.  </li>
<li>SK Bioscience has a rich pipeline, with four promising blockbuster candidates for the global market. This entails strong revenue visibility in post-COVID era.</li>
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SK Bioscience (302440 KS) markets four in-house products in Korea, including influenza, shingles, and chicken pox vaccines. The company has partnerships with global companies for the production of COVID-19 vaccines. 
SK Bioscience has started shipment of Novavax’ COVID-19 vaccine, while its own vaccine is in phase 3 trial. With ~15% vaccination in low-income countries, demand for vaccine is still high.  
SK Bioscience has a rich pipeline, with four promising blockbuster candidates for the global market. This entails strong revenue visibility in post-COVID era.


SK Bioscience (302440 KS): An Attractive Pure-Play on Vaccines- Both COVID and Non-COVID

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<a href="https://www.smartkarma.com/entities/mesoblast-ltd" target="_blank" data-smartkarma-citation="entities:769:1" rel="noopener">Mesoblast Ltd (MSB AU)</a> has developed a range of late-stage product candidates derived from its first and second generation proprietary mesenchymal lineage cell therapy technology platforms.</li>
<li>BLA resubmission of remestemcel-L and formal BLA submission of rexlemestrocel-L to the FDA are two near-term catalysts for Mesoblast. Latest clinical trial results should support efficacy of both the candidates.</li>
<li>In November, Mesoblast completed a refinancing of its senior secured debt facility with a new $90 million five-year facility. Current funding is available for an estimated seven quarters.</li>
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Mesoblast Ltd (MSB AU) has developed a range of late-stage product candidates derived from its first and second generation proprietary mesenchymal lineage cell therapy technology platforms.
BLA resubmission of remestemcel-L and formal BLA submission of rexlemestrocel-L to the FDA are two near-term catalysts for Mesoblast. Latest clinical trial results should support efficacy of both the candidates.
In November, Mesoblast completed a refinancing of its senior secured debt facility with a new $90 million five-year facility. Current funding is available for an estimated seven quarters.


Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil

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<a href="https://www.smartkarma.com/entities/green-cross-corp" target="_blank" data-smartkarma-citation="entities:2969:1" rel="noopener">Green Cross (006280 KS)</a> is currently waiting for marketing approval from the FDA for its immune globulin intravenous injection, which will mark its entry into the U.S. market.</li>
<li>The company will start commercializing its hemophilia A treatment, GreenGene F in China market this year. As a third-generation product, GreenGene is expected to gain substantial market share.</li>
<li>Green Cross shares remained subdued last year, as the company could not finalize a contract manufacturing deal for COVID-19 vaccine.</li>
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Green Cross (006280 KS) is currently waiting for marketing approval from the FDA for its immune globulin intravenous injection, which will mark its entry into the U.S. market.
The company will start commercializing its hemophilia A treatment, GreenGene F in China market this year. As a third-generation product, GreenGene is expected to gain substantial market share.
Green Cross shares remained subdued last year, as the company could not finalize a contract manufacturing deal for COVID-19 vaccine.


Green Cross (006280 KS): Look Ahead for Key Milestones Amid Covid Vaccine Related Setback

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<a href="https://www.smartkarma.com/entities/takeda-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:11747:1" rel="noopener">Takeda Pharmaceutical (4502 JP)</a> received CRL from the FDA for TAK-721, through which FDA declined to approve the drug in its current form and asked for additional clinical study.</li>
<li>Takeda aimed for four potential approvals in FY22. Thus far, the company has received only two approvals. R&amp;D expenditure for FY22 is guided at ¥522 billion, up 15% y/y.</li>
<li>Next big catalyst for the company is the potential approval of its Dengue vaccine candidate, TAK-003, which has peak revenue opportunity of $1.6 billion.</li>
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Takeda Pharmaceutical (4502 JP) received CRL from the FDA for TAK-721, through which FDA declined to approve the drug in its current form and asked for additional clinical study.
Takeda aimed for four potential approvals in FY22. Thus far, the company has received only two approvals. R&amp;D expenditure for FY22 is guided at ¥522 billion, up 15% y/y.
Next big catalyst for the company is the potential approval of its Dengue vaccine candidate, TAK-003, which has peak revenue opportunity of $1.6 billion.


Takeda Pharmaceutical (4502 JP): Bearish Tone Continues Despite New Drug Approvals

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<a href="https://www.smartkarma.com/entities/nektar-therapeutics" target="_blank" data-smartkarma-citation="entities:15060:1" rel="noopener">Nektar Therapeutics (NKTR US)</a> is a global biopharmaceutical company, with major focus on immune-oncology. Its lead candidate bempeg is the near-term growth engine for the company.</li>
<li>On December 6, Nektar presented favorable results for Bempeg plus Keytruda in patients with non-small-cell lung cancer. Bempeg is poised for getting approvals for multiple indications during 2023–2025.</li>
<li>Clinical trial progress of other late-stage programs remains long-term growth driver for Nektar. Buyout deal at a premium presents another upside opportunity for Nektar.</li>
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Nektar Therapeutics (NKTR US) is a global biopharmaceutical company, with major focus on immune-oncology. Its lead candidate bempeg is the near-term growth engine for the company.
On December 6, Nektar presented favorable results for Bempeg plus Keytruda in patients with non-small-cell lung cancer. Bempeg is poised for getting approvals for multiple indications during 2023–2025.
Clinical trial progress of other late-stage programs remains long-term growth driver for Nektar. Buyout deal at a premium presents another upside opportunity for Nektar.


Nektar Therapeutics (NKTR US): A Good Buying Option in Immuno-Oncology Therapeutic Area

United Kingdom

AstraZeneca PLC is a holding company. The Company, through its subsidiaries, researches, manufactures, and sells pharmaceutical and medical products. AstraZeneca focuses its operations on eight therapeutic areas: Gastrointestinal, Oncology, Cardiovascular, Respiratory, Central Nervous System, Pain Control, Anaesthesia, and Infection.

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Astrazeneca Plc Spons Adr (AZN US)

SK Bioscience (302440 KS): An Attractive Pure-Play on Vaccines- Both COVID and Non-COVID

SK Bioscience’s near-term growth will be driven by CMO contract of Novavax COVID-19 vaccine. The company’s rich non-COVID pipeline and global...

Tina Banerjee

Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil

Mesoblast is preparing for biologics license application for two of its pipeline candidates. The company believes it has generated substantial new...

Tina Banerjee

Takeda Pharmaceutical (4502 JP): Bearish Tone Continues Despite New Drug Approvals

The bear case thesis of patent cliff and pipeline blues still hold good for the company. However, long-term fundamental growth story of the company...

Tina Banerjee

Nektar Therapeutics (NKTR US): A Good Buying Option in Immuno-Oncology Therapeutic Area

Nektar presented favorable clinical data for its lead candidate, bempeg at a global healthcare conference recently. Bempeg, a potential blockbuster...

Tina Banerjee

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52-week Range

Market Cap (USDm)

P/E

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SK Bioscience (302440 KS): An Attractive Pure-Play on Vaccines- Both COVID and Non-COVID

SK Bioscience’s near-term growth will be driven by CMO contract of Novavax COVID-19 vaccine. The company’s rich non-COVID pipeline and global...

Tina Banerjee

Mesoblast (MSB AU): Preparing for Re-Submission of Biologics License Application for Ryoncil

Mesoblast is preparing for biologics license application for two of its pipeline candidates. The company believes it has generated substantial new...

Tina Banerjee

Green Cross (006280 KS): Look Ahead for Key Milestones Amid Covid Vaccine Related Setback

The company is expected to receive marketing approval in the U.S. for its first immune globulin product next month and start commercialize...

Tina Banerjee

Takeda Pharmaceutical (4502 JP): Bearish Tone Continues Despite New Drug Approvals

The bear case thesis of patent cliff and pipeline blues still hold good for the company. However, long-term fundamental growth story of the company...

Tina Banerjee

Nektar Therapeutics (NKTR US): A Good Buying Option in Immuno-Oncology Therapeutic Area

Nektar presented favorable clinical data for its lead candidate, bempeg at a global healthcare conference recently. Bempeg, a potential blockbuster...

Tina Banerjee