PeptiDream（4587）株式概要
ペプチドリーム社はバイオ医薬品会社で、拘束性ペプチド、低分子、ペプチド-薬物複合体治療薬の発見と開発に従事しています。 詳細
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Analyst Price Targets
PeptiDream Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥941.30 |
| 52週高値 | JP¥1,818.50 |
| 52週安値 | JP¥916.00 |
| ベータ | 0.15 |
| 1ヶ月の変化 | -16.48% |
| 3ヶ月変化 | -29.09% |
| 1年変化 | -44.24% |
| 3年間の変化 | -57.78% |
| 5年間の変化 | -82.95% |
| IPOからの変化 | 30.96% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| 4587 | JP Biotechs | JP 市場 | |
|---|---|---|---|
| 7D | -6.0% | -6.6% | 4.2% |
| 1Y | -44.2% | -33.0% | 44.4% |
業界別リターン: 4587過去 1 年間で-33 % の収益を上げたJP Biotechs業界を下回りました。
リターン対市場: 4587は、過去 1 年間で44.4 % のリターンを上げたJP市場を下回りました。
価格変動
| 4587 volatility | |
|---|---|
| 4587 Average Weekly Movement | 5.7% |
| Biotechs Industry Average Movement | 7.9% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in JP Market | 9.4% |
| 10% least volatile stocks in JP Market | 2.4% |
安定した株価: 4587 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 4587の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2006 | 645 | Patrick Crawford Reid | www.peptidream.com |
ペプチドリーム社は、制約条件付きペプチド、低分子化合物、ペプチド-薬物複合体治療薬の探索と開発を行うバイオ医薬品企業です。同社は、多様性の高い大環状ペプチドライブラリーの合成技術とヒット化合物のスクリーニング技術を統合した創薬プラットフォーム「Peptide Discovery Platform System」を基盤に製品開発を行っており、創薬キャンペーンにおいて、タンパク質標的に対して高い活性と選択性を有する新規ヒット化合物を迅速かつ効率的に同定することができる。現在、臨床第3相段階にある悪性脳腫瘍を適応症とする64Cu-ATSM、前立腺がんを適応症とする177Lu/64Cu-PSMA I&T、臨床第2相段階にある先端巨大症を適応症とするGhRアンタゴニストを開発中である。また、肝細胞がんを適応症とする225Ac/68Ga-GPC3、膵臓がん、肺がん、乳がん、大腸がんを適応症とする177Lu/68Ga-FAP、腎細胞がんを適応症とする225Ac/64Cu-CA9、がんを適応症とする18F-PD-L1、多発性骨髄腫を適応症とするCD38-ARM、COVID-19を適応症とするS2-protein阻害剤、臨床第1相段階にあるmerckを開発している。また、がんを適応症とするnovartis社およびrayzeBio社、胃がんを適応症とする225Ac/64Cu-CLDN18.2、頭頸部がんを適応症とする225Ac/177Lu/64Cu/68Ga-CDH3、アレルギー性疾患を適応症とするKIT阻害剤、肥満症・筋疾患を適応症とする経口ミオスタチン阻害剤、乾癬などの炎症性疾患を適応症とする経口IL-17A/F阻害剤を開発し、現在、前臨床開発段階にある。また、放射性医薬品（RI）及び非RI分野の医薬品の研究・開発・製造・販売も行っている。ペプチドリーム社は2006年に設立され、川崎市に本社を置いている。
PeptiDream Inc. 基礎のまとめ
| 4587 基礎統計学 | |
|---|---|
| 時価総額 | JP¥121.63b |
| 収益（TTM） | -JP¥3.57b |
| 売上高(TTM) | JP¥19.05b |
6.4x
P/Sレシオ-34.1x
PER（株価収益率4587 は割高か？
公正価値と評価分析を参照収益と収入
| 4587 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥19.05b |
| 売上原価 | JP¥10.97b |
| 売上総利益 | JP¥8.08b |
| その他の費用 | JP¥11.65b |
| 収益 | -JP¥3.57b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | -27.63 |
| グロス・マージン | 42.41% |
| 純利益率 | -18.74% |
| 有利子負債／自己資本比率 | 32.8% |
4587 の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/16 19:05 |
| 終値 | 2026/06/16 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
PeptiDream Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Shan He | Bernstein |
| Hidemaru Yamaguchi | Citigroup Inc |
| Kazuaki Hashiguchi | Daiwa Securities Co. Ltd. |