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4587: Radiopharmaceutical Pipeline Progress Will Drive Stronger Long Term Outlook

AI Discovery And Peptide Pipeline Will Expand Horizons

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4587
AnalystConsensusTarget
Not Invested
Published 10 Mar 2025

Update shared on 03 Dec 2025

Fair value Decreased 4.18%
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AnalystConsensusTarget's Fair Value
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1Y
-34.5%
7D
1.9%

Analysts have modestly reduced their price target on PeptiDream from ¥3,414 to ¥3,271 as they incorporate a slightly higher discount rate, even as they update their assumptions to reflect stronger revenue growth, improved profitability, and a lower future P/E multiple.

What's in the News

  • PeptiDream, PDRadiopharma, and Curium have initiated a registrational Phase 2 clinical trial in Japan for 64Cu-PSMA-I&T, a PET radiopharmaceutical targeting PSMA expressed on prostate cancer cells (Key Developments).
  • The open label, single arm Phase 2 study will evaluate sensitivity, specificity, and safety of 64Cu-PSMA-I&T in approximately 70 patients with newly diagnosed, unfavorable intermediate to very high risk prostate cancer scheduled for prostatectomy with pelvic lymph node dissection (Key Developments).
  • The Japanese registrational trial will leverage bridging data from Curium's ongoing global clinical trials, aiming to streamline regulatory evaluation and potential approval in Japan (Key Developments).
  • In parallel, a clinical trial for 177Lu-PSMA-I&T as a therapeutic agent is being planned to assess efficacy and safety in patients with metastatic castration resistant prostate cancer, advancing PeptiDream's radiopharmaceutical pipeline (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target, lowered slightly from ¥3,414 to ¥3,271, reflecting a modestly more conservative valuation despite stronger fundamentals.
  • Discount Rate, increased slightly from 4.76% to 5.00%, raising the hurdle rate applied in the discounted cash flow assumptions.
  • Revenue Growth, revised up from approximately 40.9% to 44.2%, indicating expectations for somewhat stronger top line expansion.
  • Net Profit Margin, nudged higher from about 30.1% to 30.6%, reflecting incremental improvement in long term profitability assumptions.
  • Future P/E, reduced from 31.3x to 29.4x, indicating a modestly lower valuation multiple applied to forecast earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.