The following is a comment written by a FISCO social reporter for individual investors, Mr. Yuusuke Yuge (Blog: Profitable Stock Information" Nekodanna's Stock Never Ceilings "). At FISCO, we strive to work with individuals who are actively disseminating information to deliver a diverse range of information to investors.

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※Written on August 25, 2024 at 15:00.

It seems that the government's plan to support bio-venture companies has been revealed by the media. According to the plan, approximately 70 biopharmaceutical companies that utilize cell and gene technologies will receive 350 billion yen in subsidies. This has further increased the popularity of bio-related stocks.

I am Yugi Yuge, who writes a stock and cat blog called 'Profitable Stock Information "Nekodanna's Stock Never Ceilings"'.

Looking back, when the coronavirus pandemic broke out, it was a hot topic that the development of Japanese-made coronavirus vaccines was slower than that of Europe, the US, and China. One of the reasons for this was pointed out to be insufficient government investment in bio-ventures before the pandemic.

Bio-related industries, in the first place, require a long development period before bearing fruit. Therefore, as individual investors like us, it might be good to prepare for long-term investments. In addition, with the remarkable improvement in the speed of pharmaceutical research and development due to AI, the news of government support at this timing is becoming a factor that raises expectations.

In response to the news coverage of the action plan for the expansion of the bio-industry aired on the TV Tokyo program 'World Business Satellite (WBS)' on the evening of August 16, there was an inflow of short-term funds into bio-related stocks at the beginning of the week on the 19th. The country aims to produce unicorn companies with a corporate value exceeding 100 billion yen, so we hope that they will seriously address this issue.

Everyone is hoping for a prime minister who can lead the economy and stock market with proactive government investment that suggests the return of Abenomics. This time, we will introduce bio stocks that we want to monitor in the medium to long term.

Sun Bio <4592>, which has surged after the Pharmaceutical Affairs Review Board's Regenerative Medicine and Biopharmaceuticals Subcommittee meeting held on June 19, is being targeted recently in relation to the approval of the Acugo Brain Transplant Agent. Even if the performance is in the red, it seems that the stock price can change dramatically with just one announcement of the progress of research and development, which is typical of bio stocks.

Similarly, Cellseed <7776> has rebounded from its lows since August 19. After the clinical study submission and disclosure system was announced on the following day, 20 August, the stock showed momentum. This system evaluates the efficacy and safety of the bone-cutting surgery combined with RMSC using the company's human (homologous) cartilage tissue-derived cell sheet (CLS2901C) compared to the bone-cutting surgery group alone.

Qualiphi <4894>, which is developing iPS cell-derived myocardial cell sheets for ischemic cardiomyopathy, is expected to submit an application for approval by the end of this year. We should continue to keep an eye on the field of regenerative medicine.

Perseus Proteomics <4882>, which handles high-performance antibody pharmaceuticals targeting cancer, announced the completion of the Phase 1 trial by six patients with polycythemia vera (PV) for the development of the anti-transferrin receptor 1 (TfR1) antibody "PPMX-T003". It was well received. We are monitoring whether it can form an uptrend by surpassing the high of 879 yen set last November.

Next is Heartseed <219A>, which is also one of this year's IPOs. The company has been featured and active on the NTV program "Shinso Hodo Bankisha!" broadcast on August 25th. It is attracting attention as it is developing the world's first treatment using human iPS cells to create heart muscle cells and inject them into the hearts of patients with severe heart failure. We are currently paying attention to whether it will become interesting after taking an uptrend like an IPO.

Lastly, Helios <4593>, which is involved in the development of iPS cell-based orphan drugs for rare diseases. The company's announcement of the research results of eNK cells, which it is researching and developing, at the 83rd Annual Meeting of the Japan Cancer Association was well received. Even after updating its year-to-date high, we are monitoring whether it can form an uptrend.

Well, the story has become a bit long, but on my blog, I introduce "individual stocks and theme stocks that are currently strong". Please take a look if you have time. We look forward to welcoming you with our beloved cat, "Al".

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Author Name: Yuugentei Tamaki Blog Name: The Cat Master's Stocks Know No Limits

Blog Name: The Cat Master's Stocks Know No Limits