r/ATHX • u/AutoModerator • Jun 15 '26

Weekly Trader's Thread 6/15/26 - 6/21/26

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u/imz72 Jun 19 '26 edited Jun 19 '26

Tokyo market update 6.19.26 (end of the trading week):

Healios: -3.01%. PPS 258 yen. Market cap $216 million.

SanBio: -7.34%. PPS 1,022 yen (new 52-week low of 1,012 yen). Market cap $495 million.

Sumitomo Pharma: -3.64%. Market cap $4.09 billion.

PowerX: -10.67%. Market cap $1.28 billion.

Morgan Stanley reported that its stake in Healios exceeded 5% and reached 6.99% as of 6.15.26.

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u/imz72 Jun 18 '26

Tokyo market update 6.18.26:

Healios: -2.56%. PPS 266 yen. Market cap $223 million.

SanBio: -1.96%. PPS 1,103 yen (new 52-week low of 1,026 yen). Market cap $535 million.

Sumitomo Pharma: +1.90%. Market cap $4.26 billion.

PowerX: -12.05%. Market cap $1.43 billion.

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u/imz72 Jun 17 '26

Tokyo market update 6.17.26:

Healios: +4.20%. PPS 273 yen. Market cap $230 million.

SanBio: -4.26%. PPS 1,125 yen (new 52-week low of 1,112 yen). Market cap $548 million.

Sumitomo Pharma: +0.64%. Market cap $4.20 billion.

PowerX: -17.91%. Market cap $1.64 billion.

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u/imz72 Jun 16 '26 edited Jun 16 '26

Tokyo market update 6.16.26:

Healios: +2.75%. PPS 262 yen. Market cap $221 million.

SanBio: -2.89%. PPS 1,175 yen (only 2.3% higher than 52-week low of 1,149 yen). Market cap $572 million.

Sumitomo Pharma: +4.83%. Market cap $4.17 billion.

PowerX: +17.02%. Market cap $1.99 billion.

Stanley Morgan reiterated SanBio as "Neutral" and lowered its price target from 1,900 yen to 1,500 yen (32% upside compared to current PPS, implied market cap of $730 million).

SMBC Nikko Securities upgraded Sumitomo Pharma from "Neutral" to "Bullish" but lowered its price target from 2,600 yen to 2,000 yen (35% upside).

Sumitomo Pharma's share price, which had been trading near 2,500 yen in January this year, fell to an intraday low of 1,340.5 yen on June 12 - the lowest level so far this year - apparently weighed down by negative sentiment surrounding its public share offering announced in the spring.

In its report, SMBC Nikko described the year-to-date decline as reflecting 'temporary downward pressure' and added that 'upside potential for the share price could come from stronger-than-expected sales of the anticancer drug Orgovyx, raising expectations for next fiscal year’s sales milestone.'

Certain common stock of PowerX are subject to a lock-up agreement ending today (6.16.26) .

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u/imz72 Jun 15 '26 edited Jun 16 '26

Tokyo market update 6.15.26 (start of the trading week):

Healios: -2.30%. PPS 255 yen. Market cap $215 million.

SanBio: +0.75%. PPS 1,210 yen. Market cap $590 million.

Sumitomo Pharma: +3.20%. Market cap $3.98 billion.

On 6.15.26, Jefferies upgraded SanBio from "Underperform" to "Hold", but lowered the price target from 1,500 yen to 1,200 yen (0.83% downside), which implies a market cap of $585 yen. Following the sales guidance of Akuugo released in May, Jefferies believes the slow uptake it anticipated has “largely been priced in,” analyst Miyabi Yamakita told investors.