PeptiDream
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PeptiDream (4587) investor relations material

PeptiDream Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary12 Aug, 2026

Executive summary

  • Achieved strong clinical pipeline expansion with six new programs entering clinical development in H1 2026, reaching 19 active clinical programs and meeting full-year guidance early.

  • Transitioned to a global discovery and development company, focusing on expanding the clinical pipeline, asset creation, and financial discipline.

  • Maintained disciplined cost control and robust cash position, supporting continued R&D and infrastructure investments.

  • Radiopharma segment delivered solid commercial growth, with PET product revenue up 30% year-on-year and total segment revenue of ¥8,025 million.

  • Strengthened leadership with new executive appointments and enhanced sustainability initiatives.

Financial highlights

  • H1 2026 revenue was ¥9,226.9 million, up ¥683.2 million or 8% year-over-year.

  • Operating loss narrowed to ¥2,463.9 million, and profit attributable to owners improved to ¥1,999.4 million loss.

  • EBITDA loss improved to ¥1,409 million, and EPS improved to ¥(15.51) from ¥(16.40) YoY.

  • PET product revenue grew 30% year-on-year, led by Amyvid and FDG.

  • Drug Discovery and Development business revenue rose to ¥1,201.1 million (+58% YoY).

Outlook and guidance

  • FY2026 revenue guidance reaffirmed at ¥32 billion, with operating income forecast at ¥4.6 billion and net profit at ¥3 billion.

  • Confident in achieving ¥15 billion revenue for drug discovery/development and ¥17 billion for Radiopharma.

  • Additional upside possible from new partnerships and "plus alpha" strategic transactions not included in base guidance.

  • Cash position expected to strengthen further with new deals in FY26 and FY27.

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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.