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PeptiDream (4587) investor relations material

PeptiDream Status Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Status Update summary5 Dec, 2025

Strategic Focus and Therapeutic Areas

  • Focused on five core therapeutic areas: radiopharmaceuticals, oral peptide therapeutics, peptide oligoconjugates, peptide cytotoxic conjugates, and multifunctional peptide conjugates, with significant pipeline advancement in 2025.

  • Radiopharmaceuticals are a major growth driver, with a profitable, cash-generating portfolio and multiple late-stage assets.

  • Ongoing investments in R&D and manufacturing infrastructure to support expansion and future launches.

Radiopharmaceuticals Pipeline and Clinical Progress

  • AMYVIDⓇ sales grew sevenfold in 2024 and are expected to grow 2.5x in 2025, with multi-year high-visibility growth projected through 2026, driven by Alzheimer's therapies and PET adoption.

  • RaiattⓇ MIBG approved for neuroblastoma in Japan, expanding access and reducing wait times for pediatric patients, with recent approvals closing a 30-year treatment gap.

  • 64Cu-ATSM for malignant glioma advanced to phase three, showing promising survival data and progressing toward regulatory filing in late 2027.

  • PSMA-targeted radiotherapy platform is positioned for significant market expansion in prostate cancer, leveraging global and Japan-specific trials.

  • Curium PSMA program entered registrational trials in Japan, with four partnered programs entering phase one and new in-house programs targeting CA9, Claudin 18.2, and Cadherin-3.

Partnered and Internal Pipeline Updates

  • FAP-targeting FXX489 entered Phase 1 with Novartis, showing best-in-class tumor retention and pan-cancer potential.

  • GPC3-targeting RYZ801/RYZ811 began Phase 1/1b trials for hepatocellular carcinoma with RayzeBio.

  • Internal CA9-targeted radiopharmaceutical PD-32766 completed Phase 0, showing strong tumor targeting and safety, with Phase 1 IND submitted.

  • Claudin 18.2 and CDH3 programs advancing toward clinical development, targeting high-incidence gastric, pancreatic, and head & neck cancers.

  • Oligonucleotide delivery partnerships with major pharma are expected to yield multiple clinical programs beyond liver targeting.

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Q4 202512 Feb, 2026
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Frequently asked questions

PeptiDream Inc. is a Japan-based biotechnology company specializing in peptide-based drug discovery and development. The company utilizes its proprietary Peptide Discovery Platform System (PDPS) to identify and optimize peptide therapeutics for various medical applications. PeptiDream collaborates with global pharmaceutical companies to develop novel therapeutics across multiple disease areas. Its research and development efforts focus on peptide-drug conjugates, small-molecule drugs, and peptide-based imaging agents. The company is headquartered in Kawasaki, Japan, and its shares are listed on the TSE.

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