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.

SK Bioscience (302440 KS): Core Vaccines Gaining Traction; COVID Vaccine Gets International Approval

SK Bioscience (302440 KS): Flu Vaccine Output Resumes; Next-Gen Typhoid Vaccine Is On Card

SK Bioscience (302440 KS): Significantly Improved 3Q Result Benefitted From One-Time Payment

SK Bioscience (302440 KS): Murky Outlook On Weak Vaccine Demand And Flooding Supply

SK Chemical's CEO Sells All His Shares of SK Bioscience

Metrica Partners Urges SK Chemicals to Partially Sell SK Bioscience & Pay Higher Dividends

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> reported sluggish performance in 2022, with revenue and net profit declining 51% and 66%, YoY, respectively, due to the weakening demand of the COVID-19 vaccines.</li>
<li>Although the company’s shingles vaccine is the leader in domestic market, it is facing new competition as an international player has launched a new shingles vaccine in Korea this year.</li>
<li>SK Bioscience stopped production of its bread-and-butter earning flu vaccine to focus on COVID-19 vaccine, thereby losing market share to rival. Re-entering the market will not be easy.  </li>
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SK Bioscience (302440 KS) reported sluggish performance in 2022, with revenue and net profit declining 51% and 66%, YoY, respectively, due to the weakening demand of the COVID-19 vaccines.
Although the company’s shingles vaccine is the leader in domestic market, it is facing new competition as an international player has launched a new shingles vaccine in Korea this year.
SK Bioscience stopped production of its bread-and-butter earning flu vaccine to focus on COVID-19 vaccine, thereby losing market share to rival. Re-entering the market will not be easy.  


SK Bioscience (302440 KS): Disappointing 2022 Result; Non-COVID Vaccines Are Key to Revival