PeptiDream 1Q Results and Development Progress

PeptiDream reported 1Q operating results in line with expectations, and Goldman Sachs maintains a Buy rating based on a strong clinical pipeline and the proprietary PDPS platform.

Key Takeaways

• 1.PeptiDream's 1Q FY12/26 operating losses were ¥1.1 bn, which is broadly in line with Goldman Sachs' estimate of ¥1.3 bn.
• 2.The company anticipates 6-12 programs will enter clinical trials in 2026, including both in-house and partnered products.
• 3.Pipeline progress is highlighted by partner Asahi Kasei Therapeutics starting Phase 1 trials for AK1940.

Table of Contents

• Solid 1Q progress; multiple pipeline products set to enter clinical trials in 2026
• Price Target Risks and Methodology - PeptiDream Inc.
• Investment Thesis - PeptiDream Inc.
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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