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.

Celltrion Inc (068270 KS): Turning Bullish As Biosimilar Revenue Rebounds & US Launches Imminent

Celltrion (068270 KS): Humira Biosimilar Launch in US; Filed New Biosimilar Marketing Application

Celltrion Group Merger Announcement in July & Oversold Post Disappointing Exclusion by OptumRX?

Celltrion (068270 KS): Muted Q1 2022 Performance Reflects Continuing Biosimilars Pricing Pressure

Celltrion (068270 KS): Competition Makes US Approval of New Oncology Biosimilar Unappealing

Celltrion (068270 KS): Increasing Biosimilar Competition- Main Concerning Factor

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/celltrion-inc" target="_blank" data-smartkarma-citation="entities:991:1" rel="noopener">Celltrion Inc (068270 KS)</a> reported Q4 results, with revenue, operating profit, and net profit declined YoY and QoQ. Absence of COVID-related products dragged revenue, while non-recurring expenses impacted margins.</li>
<li>Pricing pressure in biosimilar products and elevated R&amp;D expenses are negatively impacting bottom line. With pipeline progress and upcoming product launches, R&amp;D expenses are expected to remain elevated.</li>
<li>Celltrion expects to launch Humira biosimilar in the US in July 2023. This year, 8 players are expected to launch Humira biosimilar.</li>
</ul>



Celltrion Inc (068270 KS) reported Q4 results, with revenue, operating profit, and net profit declined YoY and QoQ. Absence of COVID-related products dragged revenue, while non-recurring expenses impacted margins.
Pricing pressure in biosimilar products and elevated R&amp;D expenses are negatively impacting bottom line. With pipeline progress and upcoming product launches, R&amp;D expenses are expected to remain elevated.
Celltrion expects to launch Humira biosimilar in the US in July 2023. This year, 8 players are expected to launch Humira biosimilar.


Celltrion (068270 KS): Disappointing 4Q22 Result; No Immediate Respite Is Seen