Kyowa Kirin
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Kyowa Kirin (4151) investor relations material

Kyowa Kirin Investor update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor update summary1 Feb, 2026

Strategic update and program transition

  • Regains global control of rocatinlimab development and commercialization after termination of the Amgen partnership, following Amgen's portfolio reprioritization.

  • Amgen will provide transitional long-term manufacturing and supply support during the handover period.

  • Kyowa Kirin will lead all development, regulatory, and commercial activities globally, including in Japan, US, Europe, and Asia.

Clinical progress and efficacy

  • All eight Phase 3 ROCKET studies met primary and key secondary endpoints, including significant improvement in the rIGA score at week 24.

  • Safety profile in adolescent and adult trials remains consistent, with low discontinuation rates due to adverse events.

  • Rocatinlimab targets OX40 receptor on pathogenic T cells, offering a novel mechanism for atopic dermatitis and potential expansion to other inflammatory diseases.

Market opportunity and unmet needs

  • Moderate-to-severe atopic dermatitis remains a high-burden, under-treated condition with significant unmet medical needs.

  • Only 10-15% of eligible patients currently receive biologic treatment, indicating substantial market growth potential.

  • US biologic penetration is 15-20%, with projected sales growth over 15% and a 75% increase in advanced therapy-treated population by 2030.

Quantify 2026-2027 P&L impact from Rocatinlimab
Rocatinlimab's differentiation in crowded OX40/AD market
Long-term manufacturing plan post-Amgen transition
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Q4 202510 Feb, 2026
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Frequently asked questions

Kyowa Kirin Co., Ltd. is a Japanese pharmaceutical company engaged in the research, development, manufacturing, and marketing of biopharmaceutical and pharmaceutical products. The company focuses on therapeutic areas including oncology, nephrology, immunology, and the central nervous system, aiming to address complex medical needs. Kyowa Kirin leverages biotechnology and antibody research to develop treatments for patients globally, with products available through prescription channels and hospital networks. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.

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