Research Coverage of Japanese Listed Companies, Shared Research Inc

Shared Research

Research Coverage of Japanese Listed Companies

Shared Research Inc

Pioneering research coverage of Japanese listed companies. Now customizable and interactive for global institutional investors. Corporate access reimagined.

Equity Bottom-Up

<ul><li>The company reported sales of JPY8mn, a 91.5% YoY decline, with an operating loss of JPY374mn.</li><li>Revised FY03/25 forecast shows sales of JPY108mn, R&D expenses of JPY561mn, and a net loss of JPY994mn.</li><li>The company shifted focus to mRNA drug development, enhancing collaborations and launching a contract research business.</li></ul>

The company reported sales of JPY8mn, a 91.5% YoY decline, with an operating loss of JPY374mn.Revised FY03/25 forecast shows sales of JPY108mn, R&D expenses of JPY561mn, and a net loss of JPY994mn.The company shifted focus to mRNA drug development, enhancing collaborations and launching a contract research business.

Nanocarrier (4571 JP): 1H FY03/25 flash update

<ul><li>The company reported no sales in Q2 FY03/23, with operating and recurring losses narrowing YoY due to decreased SG&A expenses.</li><li>The company shifted its focus to mRNA drug candidates and IP licensing, enhancing collaborations and research progress.</li><li>The company ended its fertility treatment support business in May 2024 and ceased sales of Depth products in December 2022.</li></ul>

The company reported no sales in Q2 FY03/23, with operating and recurring losses narrowing YoY due to decreased SG&A expenses.The company shifted its focus to mRNA drug candidates and IP licensing, enhancing collaborations and research progress.The company ended its fertility treatment support business in May 2024 and ceased sales of Depth products in December 2022.

Nanocarrier (4571 JP): Q1 FY03/25 flash update

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on the Communications Sector as we are seeing steady relative strength ranking (RSR) improvements over the last couple of months. At the Group level, we highlight select smid-cap Casinos &amp; Gaming stocks. Finally, India’s S&amp;P BSE SENSEX is breaking out to new all-time highs as RS bullishly inflects, we highlight actionable stocks.

Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on the Communications Sector as we are seeing steady relative strength ranking (RSR) improvements over the last couple of months. At the Group level, we highlight select smid-cap Casinos &amp; Gaming stocks. Finally, India’s S&amp;P BSE SENSEX is breaking out to new all-time highs as RS bullishly inflects, we highlight actionable stocks.

Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as <a href="https://www.smartkarma.com/entities/13514" target="_blank" data-smartkarma-citation="entities:13514:1">Peptidream</a> does. Those companies that have this capability (be they large caps like <a href="https://www.smartkarma.com/entities/4489" target="_blank" data-smartkarma-citation="entities:4489:1">Chugai Pharmaceutical </a>with its recycling antibody technology or small caps like <a href="https://www.smartkarma.com/entities/17760" target="_blank" data-smartkarma-citation="entities:17760:1">Nanocarrier</a>…

Although the Japanese drug industry suffers from a lack of scale, where it is good is in applying manufacturing techniques to develop not just potentially efficacious molecule, but a portfolio of them. This enables the company in question to develop drugs on its own or in partnership, but also to license out the system, as Peptidream does. Those companies that have this capability (be they large caps like Chugai Pharmaceutical with its recycling antibody technology or small caps like Nanocarrier…

Medrx - Japan Biotech Microcap in Potential Big Licensing Deal

On the surface, <a href="https://www.smartkarma.com/entities/13514" target="_blank" data-smartkarma-citation="entities:13514:1">Peptidream's (4587 JP)</a> deal with <a href="https://www.smartkarma.com/entities/1132" target="_blank" data-smartkarma-citation="entities:1132:1">Johnson &amp; Johnson's (JNJ US)</a> Janssen unit looks no different from the deals they have cut with other firms, with the exception of the total milestone payments. Normally, this is undisclosed, but in this instance, it has been announced – it is US$1.15bil – possibly because it is too large a number to be kept from investors, which is why the shares soared on Monday.  The deal sees J&amp;J access Peptidream's peptide drug conjugate capabilities as well…

On the surface, Peptidream's (4587 JP) deal with Johnson &amp; Johnson's (JNJ US) Janssen unit looks no different from the deals they have cut with other firms, with the exception of the total milestone payments. Normally, this is undisclosed, but in this instance, it has been announced – it is US$1.15bil – possibly because it is too large a number to be kept from investors, which is why the shares soared on Monday.  The deal sees J&amp;J access Peptidream's peptide drug conjugate capabilities as well…

PeptiDream: J&J Latest Drug Major to Tie Up

Japan

NanoCarrier Co., Ltd. is a biotech company that utilizes micellar nanoparticle (polymeric micelles) technology for the production and development of pharmaceuticals focusing mainly on cancer therapies.

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Nanocarrier (4571 JP)