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    How Investors May Respond To PeptiDream (TSE:4587) Expanding RNAi Delivery And Advancing Oral IL-17 Autoimmune Program

    Simply Wall St·12/25/2025 22:16:01
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    • In December 2025, PeptiDream announced it had reached a preclinical development milestone with Alnylam in their siRNA delivery collaboration, and separately advanced its second oral peptide program, a dual IL-17A/IL-17F macrocyclic inhibitor for autoimmune diseases, into its clinical development portfolio.
    • Together, these updates highlight the breadth of PeptiDream’s PDPS® platform, extending into extrahepatic RNAi delivery and potentially oral alternatives to injectable IL-17 biologics.
    • Next, we’ll examine how progress in PeptiDream’s oral IL-17 program may reshape its investment narrative and future growth drivers.

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    PeptiDream Investment Narrative Recap

    To own PeptiDream, you have to believe its PDPS platform can turn high science into durable, less lumpy revenue despite current losses and deal timing risk. The new Alnylam milestone and oral IL‑17 update help showcase platform breadth, but do not yet change that the key near term catalyst remains converting major out licensing opportunities, while persistent operating losses and cash burn are still the most pressing risk.

    Among the latest updates, the advancement of the oral dual IL‑17A/IL‑17F inhibitor into IND enabling studies looks most relevant for investors watching new growth drivers, since it begins to thicken a previously thin non radiopharmaceutical pipeline. If this and other internal programs progress clinically and attract partners, they could gradually reduce PeptiDream’s dependence on single large deals such as the anticipated myostatin transaction.

    However, against this backdrop, investors should also be aware that continued operating losses and cash burn could become a constraint if...

    Read the full narrative on PeptiDream (it's free!)

    PeptiDream's narrative projects ¥53.3 billion revenue and ¥16.1 billion earnings by 2028. This requires 40.9% yearly revenue growth and a ¥21.1 billion earnings increase from ¥-5.0 billion today.

    Uncover how PeptiDream's forecasts yield a ¥3271 fair value, a 99% upside to its current price.

    Exploring Other Perspectives

    TSE:4587 1-Year Stock Price Chart
    TSE:4587 1-Year Stock Price Chart

    Only 1 fair value estimate from the Simply Wall St Community is available, offering a single retail view on PeptiDream’s potential. You are weighing that lone perspective against risks such as ongoing operating losses, which could influence how quickly recent pipeline wins translate into a more sustainable business profile.

    Build Your Own PeptiDream Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.