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PeptiDream (4587) investor relations material
PeptiDream Jefferies Global Healthcare Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business model and platform technology
Developed a macrocyclic peptide discovery engine, enabling partnerships with major pharmaceutical companies globally.
Focused on five core modalities: oral/injectable therapeutics, RI-PDCs, oligonucleotide delivery, cytotoxic drug delivery, and multifunctional peptides.
Transitioning from a discovery-focused company to one advancing its own clinical pipeline.
Clinical pipeline and development progress
Ended the year with 13 clinical-stage programs, expecting 6-12 more to enter clinical development in 2026.
First four wholly owned compounds will enter the clinic in 2026.
Significant progress in radiopharmaceuticals, with macrocyclic peptides enabling effective tumor targeting.
Oral peptide therapeutics and other modalities are advancing, supported by industry successes.
Modality updates and future outlook
Oligo-PDC and cytotoxic PDC programs are progressing, with first clinical phase I starts expected in 2027.
Strong partnerships in oligonucleotide delivery and cytotoxic PDCs, with Merck collaboration nearing clinical stage.
Multifunctional peptide (MPC) programs are advancing, with more disclosures expected as they near clinical stage.
- Q1 2026 revenue rose 12.6% and net loss narrowed, with strong FY2026 growth forecast.4587
Q1 202613 May 2026 - FY2025 revenue fell 60% to ¥18.5B; FY2026 targets ¥32B and 6–12 new clinical programs.4587
Q4 202513 Apr 2026 - Record H1 2024 profit and revenue driven by Drug Discovery and Novartis deal expansion.4587
Q2 20242 Feb 2026 - Late-stage radiopharma pipeline and AI-driven discovery fuel growth and global partnerships.4587
Investor Day 202411 Jan 2026 - FY2024 saw record revenue and profit growth, robust pipeline, and strong guidance for FY2025.4587
Q4 202416 Dec 2025 - Radiopharmaceutical and peptide pipeline advances, plus facility investments, fuel strong growth.4587
Status Update7 Dec 2025 - Significant revenue decline led to a net loss, but radiopharmaceuticals showed growth.4587
Q3 202512 Nov 2025 - Revenue and net income fell, but radiopharma growth and guidance remain strong.4587
Q2 20258 Aug 2025 - Revenue and profit soared on Drug Discovery strength, with robust cash flow and pipeline advances.4587
Q3 202413 Jun 2025
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