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.

Kaken Pharmaceutical (4521 JP): Q1 Revenue Is Flat; Profit Falls; Bleak Outlook for FY24

Kaken Pharmaceutical (4521 JP): Key Operating Parameters Weakened in H1; H2 Not Seem to Be Better

Kaken Pharmaceutical (4521 JP): One-Off Payment Boosts H1FY25 Revenue; Headed for Another Bleak H2

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kaken-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:18819:1" rel="noopener">Kaken Pharmaceutical (4521 JP)</a> enters into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program, which is being developed by Kaken.</li>
<li>Kaken will advance KP-723 to the completion of Phase I clinical trials, after which J&amp;J will take over. Kaken will receive an upfront payment of $30M from J&amp;J.</li>
<li>The deal is a boost for future revenue flow but offers no near-term respite for revenue loss from NHI drug price revision and generic competition for top selling products.</li>
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Kaken Pharmaceutical (4521 JP) enters into a license agreement with J&amp;J for the global development, manufacturing, and commercialization of a STAT6 program, which is being developed by Kaken.
Kaken will advance KP-723 to the completion of Phase I clinical trials, after which J&amp;J will take over. Kaken will receive an upfront payment of $30M from J&amp;J.
The deal is a boost for future revenue flow but offers no near-term respite for revenue loss from NHI drug price revision and generic competition for top selling products.


Kaken Pharmaceutical (4521 JP): Johnson Deal Is Good For Future, But For Now Bleak H2 Ahead