Investor Presentation: Japan Summer School: 医薬品

研报英文原文证据摘录

Investor Presentation: Japan Summer School: 医薬品

FoundationM

各社における重要新薬&特許切れ

Ticker Company Patent risk Patent Expiry / LOE Pipeline Pipeline

Attractiveness

4151 Kyowa Kirin Low - Low KHK4951 (VEGF eye drop): Ph2 (wet-AMD) underway

4502 Takeda Medium Vyvanse in 8/2023 High TAK-279 (oral TYK2): PsO will be launched in 2027, Ph2b(UC/CD) readout in 2026-27

Entyvio - BS entry in 2030-32? TAK-861 (narcolepsy): NT1 will be launched in 2026

TAK-360 (narcolepsy): Ph2 (NT2+IH) readout in 2026-27

4503 Astellas High Xtandi in 2027 Medium ASP2138 (CLDN18.2+CD3; gastric cancer, Ph3)

ASP3082 (KRAS G12; PDAC&NSCLC, Ph3)

4506 Sumitomo Medium Orgovyx in 2032-35 (or later) Medium Enzomenib (Menin, AML, Ph2)

Nuvisertib (PIM1K, MF, Ph1/2)

SMP-3124 (CHK1, solid tumors, Ph2)

4507 Shionogi Medium HIV (oral) in 2028-29 Low Xocova: JP launch in 11/2022, US launch will be in 2026

Radicava (injectable) in 2029 S-337395 (RSV): Ph2b underway

JT royalties around 2030

HIV (injectable) around 2032

4516 Nippon Shinyaku High Uptravi in 2027 Medium Viltepso: launch in 2020, though Ph3 failed in 5/2024

(high risk) CAP-1002 (DMD cell therapy): PDUFA date is Aug 22, 2026

NS-089 (DMD exon 44): Ph2 results in end 2026-27

4519 Chugai Low - High Foundayo (oral GLP-1): US launched in 4/2026

GYM329 (myostatin): Ph2 (obesity) results in 2H2026

LUNA18 (mid-size molecule) Ph1 (Solid tumors) results in 2026-27

4521 Kaken Medium Clenafin in 2025 (JP) High KP-001 (Vascular malformation): JP launch due in 2027, US Ph3 underway

ESK-001 (PsO): JP Launch due in F3/2029

Seladelpar (PBC): JP launch due in F3/2028

KP-723 (STAT6; atopic): Global Ph1 underway

KP-483 (EP4; solid cancer): Ph1 completed

4523 Eisai High Lenvima in 2030 (or later) Medium Leqembi IQLIK (initial treatment) PDUFA date is Aug 24 2026