PeptiDream (4587) Resumen de Acciones
PeptiDream Inc. es una empresa biofarmacéutica dedicada al descubrimiento y desarrollo de péptidos limitados, moléculas pequeñas y conjugados péptido-fármaco. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en 4587 a partir de nuestros controles de riesgos.
4587 Community Fair Values
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Analyst Price Targets
Competidores de PeptiDream Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥1,014.00 |
| Máximo en las últimas 52 semanas | JP¥1,818.50 |
| Mínimo de 52 semanas | JP¥916.00 |
| Beta | 0.15 |
| Cambio en 1 mes | -12.85% |
| Variación en 3 meses | -15.32% |
| Cambio de 1 año | -38.13% |
| Variación en 3 años | -55.81% |
| Variación en 5 años | -81.15% |
| Variación desde la OPV | 41.08% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 16
4587: Radiopharmaceutical Pipeline Progress Will Drive Future Upside
Analysts have maintained their ¥4,400 price target on PeptiDream, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine their valuation framework without changing the headline target. What’s in the News for PeptiDream PeptiDream announced first patient dosing in a first in human Phase 0 PET/CT imaging study of Cu-PD-29875 targeting Claudin 18.2 in gastric cancer and gastroesophageal junction cancer.
Actualización de narrativa • Jun 02
4587: Out Licensing Progress And Phase 1 Milestones Will Support Long Term Earnings Visibility
Analysts have trimmed their view on PeptiDream, with the price target moving from ¥2,700 to ¥1,600, as they point to slower than anticipated progress in product out-licensing. What's in the News Asahi Kasei Therapeutics, a collaboration partner of PeptiDream, has started a Phase 1 clinical trial of AK1940, a selective TNFR1 inhibitor discovered using PeptiDream’s PDPS technology.
Actualización de narrativa • May 08
4587: Out Licensing Progress And Autoimmune Pipeline Will Support Future Upside
Analysts have trimmed their price target on PeptiDream to ¥1,600 from ¥2,600, citing slower than expected progress in product out licensing and adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bearish analysts are flagging that the lower ¥1,600 price target reflects reduced confidence in how quickly PeptiDream can execute on its product out licensing plans and convert its pipeline into revenue.Recent updates
Actualización de narrativa • Jun 16
4587: Radiopharmaceutical Pipeline Progress Will Drive Future Upside
Analysts have maintained their ¥4,400 price target on PeptiDream, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that refine their valuation framework without changing the headline target. What’s in the News for PeptiDream PeptiDream announced first patient dosing in a first in human Phase 0 PET/CT imaging study of Cu-PD-29875 targeting Claudin 18.2 in gastric cancer and gastroesophageal junction cancer.Actualización de narrativa • Jun 02
4587: Out Licensing Progress And Phase 1 Milestones Will Support Long Term Earnings Visibility
Analysts have trimmed their view on PeptiDream, with the price target moving from ¥2,700 to ¥1,600, as they point to slower than anticipated progress in product out-licensing. What's in the News Asahi Kasei Therapeutics, a collaboration partner of PeptiDream, has started a Phase 1 clinical trial of AK1940, a selective TNFR1 inhibitor discovered using PeptiDream’s PDPS technology.Actualización de narrativa • May 08
4587: Out Licensing Progress And Autoimmune Pipeline Will Support Future Upside
Analysts have trimmed their price target on PeptiDream to ¥1,600 from ¥2,600, citing slower than expected progress in product out licensing and adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Bearish analysts are flagging that the lower ¥1,600 price target reflects reduced confidence in how quickly PeptiDream can execute on its product out licensing plans and convert its pipeline into revenue.Actualización de narrativa • Apr 23
4587: Out Licensing Milestones Will Eventually Support Stronger Long Term Earnings Visibility
Analysts have reduced their price target on PeptiDream to ¥1,600 from ¥2,700, citing slower than expected progress in product out-licensing as the main reason for the adjustment. Analyst Commentary Bullish Takeaways Bullish analysts still see value at the revised price target of ¥1,600, arguing that expectations now better reflect the current pace of out-licensing activity.Actualización de narrativa • Apr 08
4587: Out Licensing Progress Will Support Stronger Long Term Earnings Visibility
Analysts have lowered their price target on PeptiDream to ¥2,825 from ¥3,008, citing slightly reduced fair value assumptions following slower than expected product out licensing, as reflected in updated discount rate, revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent research points to a more cautious stance on PeptiDream, with rating and target price adjustments linked mainly to timing risks around product out licensing.Actualización de narrativa • Mar 25
4587: Out Licensing Progress And 2026 Earnings Targets Will Drive Future Upside
Analysts have modestly raised their fair value estimate for PeptiDream to ¥4,400 from ¥4,255, citing updated assumptions around discount rate, revenue growth, profit margin, and forward P/E, even as some have turned more cautious with a lower Street price target of ¥1,600 reflecting slower than expected product out licensing. Analyst Commentary Recent Street commentary highlights a mix of caution on timing of product out licensing and incremental confidence in PeptiDream's long term potential, reflected in the modest lift in fair value estimates despite a lower Street price target concentrated around ¥1,600.Actualización de narrativa • Mar 10
4587: Oral Autoimmune Pipeline And siRNA Milestones Will Support Stronger Long Term Outlook
Analysts now set their PeptiDream price target at ¥3,008, down slightly from ¥3,033, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million (Corporate guidance).Actualización de narrativa • Feb 24
4587: Expanded Oral Pipeline And 2026 Milestones Will Drive Future Upside Potential
Analysts have slightly adjusted their price target on PeptiDream to ¥4,255 from ¥4,281 to reflect updated views on fair value, alongside refreshed assumptions for revenue growth, profit margin, discount rate and future P/E. What's in the News PeptiDream issued consolidated earnings guidance for the fiscal year ending December 31, 2026, expecting revenue of ¥32,000 million, core operating profit and operating profit of ¥4,600 million, and profit attributable to owners of parent of ¥3,000 million.Artículo de análisis • Feb 18
Analysts Have Lowered Expectations For PeptiDream Inc. (TSE:4587) After Its Latest Results
There's been a notable change in appetite for PeptiDream Inc. ( TSE:4587 ) shares in the week since its yearly report...Actualización de narrativa • Feb 09
4587: Oral Autoimmune Pipeline Progress Will Drive Stronger Long Term Outlook
Analysts have trimmed their price target on PeptiDream to reflect a fair value of ¥3,033, down from ¥3,271, as they factor in slightly softer revenue growth and profit margin assumptions, along with a modestly higher discount rate and P/E multiple outlook. What's in the News PeptiDream reported a revision to its fiscal year 2025 guidance, now expecting revenue of ¥18,000 million instead of ¥49,000 million, with an operating loss of ¥5,400 million and a loss attributable to owners of parent of ¥4,000 million, citing delays in anticipated milestones and partnering deals including its oral myostatin program.Actualización de narrativa • Jan 26
4587: Milestone Progress In RNAi Delivery Platform Will Support Future Upside
Analysts now mark their fair value estimate for PeptiDream at ¥2,600, up from ¥2,500, reflecting adjustments to discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple. What's in the News PeptiDream reported a preclinical development milestone in its collaboration with Alnylam Pharmaceuticals, supporting a modular platform for precision siRNA delivery using macrocyclic peptides to target organs beyond the liver, with associated milestone payments and potential future royalties from Alnylam products (Key Developments).Actualización de narrativa • Jan 12
4587: Expanded Pipeline Milestones Will Drive Future Upside Potential
Analysts have reduced their price expectations for PeptiDream, reflecting updated assumptions for slightly lower revenue growth and profit margins, along with a higher future P/E multiple. Together, these changes reduce the implied upside from prior targets on a discounted cash flow basis.Actualización de narrativa • Dec 17
4587: Rebound In Partnering Revenues Will Drive Strong Upside Potential
Analysts have trimmed their price target on PeptiDream from ¥4,830 to ¥4,281, reflecting a slightly higher discount rate, even as they modestly raise long term revenue growth and profit margin assumptions and apply a lower future P E multiple. What's in the News PeptiDream sharply cut its FY25 revenue guidance to JPY 18 billion from JPY 49 billion, and now expects an operating loss of JPY 5.4 billion instead of a JPY 21.6 billion profit, as milestone and partnering revenues shift into FY26 (company guidance).Artículo de análisis • Dec 04
This Just In: Analysts Are Boosting Their PeptiDream Inc. (TSE:4587) Outlook for Next Year
Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...Actualización de narrativa • Dec 03
4587: Radiopharmaceutical Pipeline Progress Will Drive Stronger Long Term Outlook
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).Artículo de análisis • Oct 05
Is PeptiDream (TSE:4587) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Sep 05
AI Discovery And Peptide Pipeline Will Expand Horizons
With both the discount rate and future P/E multiple showing only negligible movement, there has been no material change to PeptiDream's consensus analyst fair value, which remains steady at ¥3414. Valuation Changes Summary of Valuation Changes for PeptiDream The Consensus Analyst Price Target remained effectively unchanged, at ¥3414.Artículo de análisis • Jun 23
PeptiDream (TSE:4587) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Apr 17
Here's Why We Think PeptiDream (TSE:4587) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Nueva narrativa • Mar 10
Advancements In Radiopharmaceutical Pipeline And Novartis Deal Will Drive Future Success
Expansion of deals and strategic partnerships positions PeptiDream for substantial future revenue growth from clinical advancements and imaging collaborations.Artículo de análisis • Mar 08
PeptiDream (TSE:4587) Has A Rock Solid Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Feb 19
Bullish: Analysts Just Made A Decent Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts
Shareholders in PeptiDream Inc. ( TSE:4587 ) may be thrilled to learn that the analysts have just delivered a major...Artículo de análisis • Feb 17
Earnings Miss: PeptiDream Inc. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts
It's been a pretty great week for PeptiDream Inc. ( TSE:4587 ) shareholders, with its shares surging 18% to JP¥2,328 in...Artículo de análisis • Feb 14
PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...Artículo de análisis • Dec 22
Are Investors Undervaluing PeptiDream Inc. (TSE:4587) By 39%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,230 PeptiDream is...Artículo de análisis • Nov 21
PeptiDream's (TSE:4587) Performance Is Even Better Than Its Earnings Suggest
Even though PeptiDream Inc.'s ( TSE:4587 ) recent earnings release was robust, the market didn't seem to notice...Artículo de análisis • Nov 18
PeptiDream Inc. Just Missed Earnings; Here's What Analysts Are Forecasting Now
It's been a good week for PeptiDream Inc. ( TSE:4587 ) shareholders, because the company has just released its latest...Artículo de análisis • Nov 15
Is PeptiDream (TSE:4587) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Oct 31
PeptiDream Inc.'s (TSE:4587) Price Is Out Of Tune With Earnings
When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider...Artículo de análisis • Oct 15
Do PeptiDream's (TSE:4587) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Aug 29
PeptiDream Inc. (TSE:4587) Shares Could Be 37% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, PeptiDream fair value estimate is JP¥4,180 Current share price...Artículo de análisis • Aug 12
PeptiDream Inc. Just Beat Revenue Estimates By 13%
Shareholders of PeptiDream Inc. ( TSE:4587 ) will be pleased this week, given that the stock price is up 11% to...Artículo de análisis • Jun 30
PeptiDream Inc. (TSE:4587) Surges 27% Yet Its Low P/S Is No Reason For Excitement
PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 27% gain in the last month alone...Artículo de análisis • Jun 02
News Flash: Analysts Just Made A Meaningful Upgrade To Their PeptiDream Inc. (TSE:4587) Forecasts
Celebrations may be in order for PeptiDream Inc. ( TSE:4587 ) shareholders, with the analysts delivering a significant...Artículo de análisis • Apr 30
PeptiDream Inc.'s (TSE:4587) 42% Price Boost Is Out Of Tune With Revenues
PeptiDream Inc. ( TSE:4587 ) shares have continued their recent momentum with a 42% gain in the last month alone...Artículo de análisis • Apr 29
Is PeptiDream Inc. (TSE:4587) Trading At A 46% Discount?
Key Insights PeptiDream's estimated fair value is JP¥3,010 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Mar 03
PeptiDream Inc.'s (TSE:4587) 25% Jump Shows Its Popularity With Investors
PeptiDream Inc. ( TSE:4587 ) shareholders would be excited to see that the share price has had a great month, posting a...Rentabilidad de los accionistas
| 4587 | JP Biotechs | Mercado JP | |
|---|---|---|---|
| 7D | 6.6% | -3.0% | 4.8% |
| 1Y | -38.1% | -35.7% | 43.6% |
Rentabilidad vs. Industria: Los resultados de 4587 fueron inferiores a los de la industria JP Biotechs, que obtuvo un rendimiento del -35.7% el año pasado.
Rentabilidad vs. Mercado: 4587 obtuvo unos resultados inferiores a los del mercado JP, que fueron del 43.6% el año pasado.
Volatilidad de los precios
| 4587 volatility | |
|---|---|
| 4587 Average Weekly Movement | 5.9% |
| Biotechs Industry Average Movement | 7.7% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.4% |
Precio estable de las acciones: 4587 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 4587 (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2006 | 645 | Patrick Crawford Reid | www.peptidream.com |
PeptiDream Inc, empresa biofarmacéutica, se dedica al descubrimiento y desarrollo de péptidos limitados, moléculas pequeñas y conjugados péptido-fármaco. La empresa desarrolla sus productos basándose en su Peptide Discovery Platform System, una plataforma de búsqueda de fármacos que permite la producción de bibliotecas de péptidos no estándar para la identificación de candidatos a péptidos macrocíclicos potentes y selectivos, que luego pueden desarrollarse en terapias y diagnósticos basados en péptidos, moléculas pequeñas, conjugados de péptidos y fármacos, y conjugados de péptidos multifuncionales. Su cartera de productos en desarrollo incluye PD-L1, indicado para oncología y actualmente en fase de desarrollo clínico Ph1; PD-L1 BMS-986229, indicado para oncología y actualmente en fase de desarrollo clínico Ph1; CD38 BHV-1100 + células NK, indicado para mieloma múltiple y actualmente en fase de desarrollo clínico Ph1; proteína S2 PA-001, indicada para COVID-19 y actualmente en fase de desarrollo clínico Ph1; GhR AZP-3813, indicado para acromegalia/NET y actualmente en fase de desarrollo clínico Ph1; Glypican-3, indicado para el cáncer de hígado y actualmente en fase de desarrollo preclínico; Myostatin, indicado para DMD/trastornos musculares y actualmente en fase de desarrollo preclínico; TfR, indicado para trastornos neuromusculares y actualmente en fase de desarrollo preclínico; c-Kit, indicado para afecciones alérgicas y actualmente en fase de desarrollo preclínico; c-Met, actualmente en fase de desarrollo preclínico; y HA-protein, indicado para la gripe y actualmente en fase de desarrollo preclínico.
Resumen de fundamentos de PeptiDream Inc.
| Estadísticas fundamentales de 4587 | |
|---|---|
| Capitalización bursátil | JP¥126.40b |
| Beneficios(TTM) | -JP¥3.57b |
| Ingresos (TTM) | JP¥19.05b |
6.9x
Ratio precio-ventas (PS)-36.7x
Ratio precio-beneficio (PE)¿Está 4587 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 4587 | |
|---|---|
| Ingresos | JP¥19.05b |
| Coste de los ingresos | JP¥10.97b |
| Beneficio bruto | JP¥8.08b |
| Otros gastos | JP¥11.65b |
| Beneficios | -JP¥3.57b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 05, 2026
| Beneficios por acción (BPA) | -27.63 |
| Margen bruto | 42.41% |
| Margen de beneficio neto | -18.74% |
| Ratio deuda/patrimonio | 32.8% |
¿Cómo se ha desempeñado 4587 a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/18 14:34 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
PeptiDream Inc. está cubierta por 14 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shan He | Bernstein |
| Hidemaru Yamaguchi | Citigroup Inc |
| Kazuaki Hashiguchi | Daiwa Securities Co. Ltd. |