Below is a comment written by FISCO Social Reporter's individual investor “Tamasuke Limited” (blog: Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”). FISCO is working to disseminate more diverse information to investors by cooperating with individuals who actively disseminate information.

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※Written at 13:00 on 2024/9/2

After it was reported that the Ministry of Economy, Trade and Industry was compiling an action plan for the expansion of the biotechnology industry, a wide range of biotechnology brands began to be examined. Growth stocks have also been reviewed recently, so I wonder if it will be a tailwind for small biotechnology brands...

Once again, my name is Kyusuke Limited, and I'm writing the stock & cat blog “Profitable Stock Information “Cat Husband's Stock Knows No Ceiling”.

If biotechnology becomes a national policy, the overall growth market will be excited. There are also concerns about a shortage of doctors in an aging society, so the government should actively promote investments not limited to biotechnology, but also to the medical and welfare fields as soon as possible. Even if only tax increases on social insurance premiums are announced because of the declining birthrate and aging population, it will only cause public anger.

If you look at the market capitalization rankings of biotechnology companies, Europe and the United States occupy the top positions. If the scale is small like a Japanese biotechnology company, of course, resources that can be allocated to research and development are limited, and it becomes difficult to invest in excellent human resources and equipment. Although there has been an improvement trend recently, the problem that there is a lack of support for venture companies in the Japanese industry as a whole is also often mentioned.

Incidentally, about 10 years ago, biotechnology ventures attracted attention as an Abenomics growth strategy. I can also imagine that if Mr. Takaichi Sanae, who strongly inherits the will of former Prime Minister Abe, wins the presidential election, further investment will progress due to the revival of Abenomics...

While biotechnology stocks are small and easy for individual investors to get their hands on, there are also many companies that lack financial soundness due to continued deficits. Stock prices rise due to speculation and expectations alone, and there is also the risk that Niagara will occur all at once if it is exfoliated. Even so, as soon as new drug approvals and patents are announced, they will rise to a point where they can't reach... it's also a dreamy stock. If government investment continues to expand, it will attract further investor interest. Well, I'm going to check bio-related stuff this week as well.

GNI (2160), which has its own sales network in China, is viewed as a result of a business alliance with Japan Asia Investment (8518). In the financial results announcement on 8/14, profit declined due to the fact that there was a large contract lump-sum payment in the same period last year. Nevertheless, sales in the Chinese market are strong, and I would like to strengthen surveillance.

PRISMbio (206a), which was listed on July 2, is an enterprise that has a unique drug discovery technology called “PepMetics.” We have partnered with Merck in the US, Eli Lilly, etc. in joint development projects, and they have a reputation for their technical capabilities. Business results are unstable due to growing deficits, but it seems that potential such as future potential is being evaluated.

Chordia Therapeutics ＜190A＞, a university venture founded with the aim of creating new anticancer drugs, has more than tripled its initial price of 255 yen as early as 6/14 this year. Performance is in the red, but it seems to be attracting investors' interest.

Canvas ＜4575＞, which had stagnated at the bottom price range, moved rapidly after announcing that the anticancer drug candidate compound “CBP501” created in-house had received notification of orphan drug designation for pancreatic cancer from the European Medicines Agency (EMA). In the future, if CBP501 is approved for sale in Europe, it is said that a 10-year market monopoly will be obtained.

Modalis (4883), whose presentation of muscle-specific modified AAV vector manufacturing and development data for MDL-101 was well received at the Bioprocess Summit in Boston, USA, is speculated as being related to genome editing. I'd like to keep a close eye on future results.

The last one is NANO MRNA (4571), an anticancer drug discovery venture. Since it was announced on 8/9 that a joint research agreement on mRNA drug discovery was signed with Senju Pharmaceutical for ophthalmic diseases, the lower price has recently been rounded down.

Well, I've been talking a bit long, but my blog introduces such “individual stocks and theme stocks that are strong now.” If you have free time, please take a look. We look forward to seeing you with our beloved cat “Al.”

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Author's name: Gyokusuke Kotei

Blog name: Cat Husband's Stock Knows No Ceiling