Update shared on 01 Dec 2025
Fair value Increased 1.91%Analysts have raised their price target for Otsuka Holdings from ¥9,400 to ¥9,579, citing expectations for improved revenue growth and profit margins.
What's in the News
- Presentation of 12-month interim analysis results for sibeprenlimab, an investigational treatment for immunoglobulin A nephropathy (IgAN), at the 2025 American Society of Nephrology Kidney Week and simultaneous publication in The New England Journal of Medicine (Key Developments)
- Sibeprenlimab demonstrated a 54.3% placebo-adjusted reduction in proteinuria at 12 months in the Phase 3 VISIONARY trial. This is a promising outcome for delaying progression to kidney failure (Key Developments)
- Otsuka filed a Biologics License Application with the U.S. FDA for sibeprenlimab. The application was granted Priority Review with a target action date of November 28, 2025 (Key Developments)
- The company reaffirmed its consolidated financial forecast for the fiscal year ending December 31, 2025. It projects higher revenue and operating profit compared to previous guidance (Key Developments)
- Otsuka, along with partner H. Lundbeck A/S, received a Complete Response Letter from the U.S. FDA for REXULTI® in combination with sertraline for PTSD. The letter indicated that the current application did not provide sufficient evidence for approval (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from ¥9,400 to ¥9,579, reflecting modest optimism.
- Discount Rate increased from 4.72% to 4.8%, indicating a marginal adjustment in perceived risk.
- Revenue Growth forecast improved from 2.31% to 2.43%.
- Net Profit Margin is expected to rise from 12.31% to 13.10%.
- Future P/E has decreased moderately from 16.77x to 16.25x, which suggests higher expected earnings relative to price.
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