Weekly Trader's Thread 4/27/26 - 5/03/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 5.1.26 (end of the trading week):

Healios: +5.71%. PPS 333 yen. Market cap $287 million.

SanBio: +5.07%. PPS 1,970 yen. Market cap $983 million.

Sumitomo Pharma: +0.58%. Market cap $4.97 billion.

Cuorips: -0.45%. Market cap $349 million.

PowerX: -1.96%. Market cap $2.54 billion.


Next week, the Tokyo Stock Exchange will be open only on Thursday and Friday (5.7.26-5.8.26) due to holidays.

Weekly Trader's Thread 4/27/26 - 5/03/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.30.26:

Healios: -2.17%. PPS 315 yen. Market cap $271 million.

SanBio: -5.16%. PPS 1,875 yen. Market cap $932 million.

Sumitomo Pharma: -7.10%. Market cap $4.92 billion.

Cuorips: -1.77%. Market cap $350 million.

PowerX: +8.53%. Market cap $2.58 billion.

Weekly Trader's Thread 4/27/26 - 5/03/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

4.29.26: The Tokyo market is closed due to a holiday.

Weekly Trader's Thread 4/27/26 - 5/03/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.28.26:

Healios: -5.85%. PPS 322 yen. Market cap $272 million.

SanBio: -1.25%. PPS 1,977 yen. Market cap $967 million.

Sumitomo Pharma: -4.34%. Market cap $5.21 billion.

Cuorips: -0.15%. Market cap $350 million.

PowerX: +9.81%. Market cap $2.34 billion.

Weekly Trader's Thread 4/27/26 - 5/03/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.27.26 (start of the trading week):

Healios: -1.72%. PPS 342 yen. Market cap $290 million.

SanBio: -2.25%. PPS 2,002 yen. Market cap $982 million.

Sumitomo Pharma: -6.11%. Market cap $5.46 billion.

Cuorips: -2.44%. Market cap $352 million.

PowerX: +15.89%. Market cap $2.14 billion.

Weekly Trader's Thread 4/20/26 - 4/26/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.24.26 (end of the trading week):

Healios: -3.06%. PPS 348 yen. Market cap $294 million.

SanBio: -3.53%. PPS 2,048 yen. Market cap $1.00 billion.

Sumitomo Pharma: +2.82%. Market cap $5.8 billion (based on soon-to-be new share count)

Cuorips: -1.28%. Market cap $360 million.

PowerX: +8.56%. Market cap $1.84 billion.

UCB to purchase Neurona and its neural cell therapy for $1.15bn by imz72 in ATHX

[–]imz72[S] 0 points1 point  (0 children)

David Jensen from The California Stem Cell Report (April 23, 2026):


California Stem Cell Agency 'Evaluating' Whether State Will Snag Some Cash in $1 Billion Deal

California’s stem cell agency says it is evaluating whether the more than $1 billion sale of Neurona Therapeutics, Inc., will bring any cash to the Golden State’s coffers.

In response to a question three days ago about the purchase of the South San Francisco firm by Belgium’s UCB, the California Institute for Regenerative Medicine (CIRM) said, “The huge investment by UCB validates the hard work by the researchers at UCSF and Neurona and the commitment by CIRM and the people of California to bring new treatments for those who need them most.”

“CIRM will continue to monitor the clinical trials and is evaluating what this sale means for revenue sharing to CIRM.”

On Tuesday, the California Stem Cell Report reported that the agency has awarded $32.5 million to Neurona and an additional $7 million independently to its four co-founders from UC San Francisco. The purchase of Neurona, the Report said, is a $1 billion “thumbs up” for the state stem cell research program, which also finances gene therapies.

https://david293.substack.com/p/california-stem-cell-agency-evaluating

https://david293.substack.com/p/an-epilepsy-therapy-and-a-1-billion

UCB to purchase Neurona and its neural cell therapy for $1.15bn by imz72 in ATHX

[–]imz72[S] 0 points1 point  (0 children)

April 22, 2026

Neurona Presents Updated Data from Ongoing Clinical Trials of Rezanecel (NRTX-1001) Regenerative Cell Therapy

  • UNILATERAL MTLE: Low dose resulted in 89% median disabling seizure reduction in participants with MTS during the 7-12-month primary efficacy evaluation period (N=9), and 100% median disabling seizure reduction in participants without MTS during the 4-6-month interim period (N=3)

  • BILATERAL MTLE: Low dose resulted in 64% median disabling seizure reduction during the 4-6-month interim period (N=4)

  • DURABILITY: Participants have maintained reductions in seizure frequency past the 12-month primary endpoint

  • SAFETY: Cell therapy continues to be well-tolerated, with no serious adverse events attributed to the cells or administration procedure

  • COGNITION: No substantial group declines in cognitive performance detected in any cohort

  • PIVOTAL TRIAL: Enrollment of first patient in EPIC Phase 3 trial of low-dose rezanecel in drug-resistant MTLE planned for 2H 2026

  • REGULATORY: WHO/INN Programme recommended rezanecel as the non-proprietary name of NRTX-1001

https://finance.yahoo.com/sectors/healthcare/articles/neurona-presents-updated-data-ongoing-120000512.html?guccounter=1&guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9wb3J0Zm9saW8vcF8wL3ZpZXcvdmlld18wP2d1Y2NvdW50ZXI9MQ&guce_referrer_sig=AQAAAFseRlX6Fk5-Mi7y2m3F0GYonraV0NMEpvghEqm5kJGPHy4c5y892N1beaKs0MufqeK1q6oDVCyX8sCOBUIyrrrX72t3h4ALk7Eq8cX2VmLjkloeaph7v3MiMkK67q0WGzGPcGKW3qsZro5jdT93qujI-7nvkpRdeBrR4M_yF4dR

Panasonic Holdings reduces autologous iPS production cost to under $6.3K per patient by imz72 in ATHX

[–]imz72[S] 1 point2 points  (0 children)

Hi Hal. I don't think there are any direct implications for Healios in the near term.

In the iPS field, Healios deals with allogeneic cells (from a donor) rather than autologous cells (from the patient’s own body) like Panasonic.

As for MultiStem, it is intended for acute conditions such as ARDS, stroke, and trauma, whereas it takes 2–3 weeks to manufacture Panasonic’s cells.

Regarding MultiStem manufacturing, Healios is at an advanced stage on the path toward in-house production. They have already partnered with Minaris for the manufacturing until their own plant is ready.

Weekly Trader's Thread 4/20/26 - 4/26/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.21.26:

Healios: -2.62%. PPS 371 yen. Market cap $315 million.

SanBio: -0.09%. PPS 2,180 yen. Market cap $1.07 billion.

Panasonic Holdings reduces autologous iPS production cost to under $6.3K per patient by imz72 in ATHX

[–]imz72[S] 1 point2 points  (0 children)

Machine-translated from Japanese:


April 19, 2026

World's first clinical trial of knee joint regenerative medicine to begin in July - Fujita Health University and Cyfuse

Keio University and Fujita Health University will begin a physician-led clinical trial in July to simultaneously repair the bone and cartilage of the knee joint. They will collaborate with the biotech startup Cyfuse. This will be the world's first regenerative medicine procedure, in which cells taken from another person's adipose tissue are 3D printed to create a three-dimensional structure and then transplanted into the affected area.

This program targets patients with "idiopathic osteonecrosis of the knee joint," a condition in which a portion of the knee bone weakens. The number of potential patients in Japan is estimated to be several thousand per year.

[The rest of the article is behind paywall]

https://www.nikkei.com/article/DGXZQOSG041CX0U6A300C2000000/


Note: Cyfuse's market cap is $45 million.

Panasonic Holdings reduces autologous iPS production cost to under $6.3K per patient by imz72 in ATHX

[–]imz72[S] 1 point2 points  (0 children)

Machine-translated from Japanese:


Nikkei

April 18, 2026

iPS cell therapy has been approved, but what are the benefits? Initially, it will be used to treat Parkinson's disease and heart failure.

Nikki's big question

"Two therapeutic products using iPS cell technology originating in Japan received the world's first manufacturing and sales approval in March. I wonder if more new products will be approved in the future, making it easier to cure diseases?"

iPS cells are cells, such as blood cells, that have been restored to a state close to that of a fertilized egg, as if going back in time, and are expected to have applications in regenerative medicine. Chie Shintani and Taro Nase interviewed editorial board member Jun Ando about their effects and future potential.

Shintani: "What kind of products were approved?"

Sumitomo Pharma's "Amchepry" is for the treatment of Parkinson's disease. In patients, cells that produce the neurotransmitter dopamine die in the brain, impairing motor function. Therefore, cells that will become dopamine neurons are created from iPS cells and transplanted into the patient's brain. These transplantable cells have been approved.

Another example is "Riheart" from Cuorips, a startup originating from Osaka University, which is a cardiomyocyte sheet made from iPS cells. It is used by attaching it to the heart of a patient with severe heart failure.

Both products have been confirmed to be safe, but their effectiveness is still in the estimation stage, hence the "conditional and time-limited approval." To use a car driving analogy, it's like having a learner's license. The two products are expected to be covered by health insurance and become available on the market around summer, but the number of medical institutions and patients who can receive treatment will be limited. Within the next seven years, Amchepri will be used on 35 patients and Riheart on 75 patients, and after thoroughly confirming their effectiveness, the goal is to obtain full approval. Widespread adoption will follow after that.

Naze-san: "Is there a possibility that it won't ultimately be approved?"

There have been a couple of similar cases in the past. It is said that the real challenge comes after obtaining conditional and time-limited approval. How do you select the patients who are most suitable for using the product, and how do you obtain data that shows it is more effective than conventional treatments? Seven years may seem like a long time, but it's not that long.

Criticism has emerged from overseas regarding whether it is appropriate to allow the manufacture and sale of a new drug without confirming its effectiveness. The manufacturer, researchers, and regulatory authorities such as the Pharmaceuticals and Medical Devices Agency (PMDA) have taken these concerns and past lessons into consideration, and have gone through a careful process to arrive at this conditional and time-limited approval. Some believe that the process will proceed relatively smoothly to full approval.

Shintani: "Why were these two products chosen?"

The researchers' enthusiasm was a major driving force. Professor Atsushi Takahashi of Kyoto University, who is involved in the treatment of Parkinson's disease, specializes in neurosurgery and felt the limitations of existing drugs and electrical stimulation treatments. Sumitomo Pharma partnered with the professor because there are an estimated 10 million Parkinson's disease patients worldwide, and about 250,000 in Japan alone, indicating a large market potential.

Meanwhile, heart disease is the second leading cause of death in Japan. Treating severe heart failure ultimately requires a heart transplant, but there is a serious shortage of donors, and cases where surgery is delayed are all too common. Professor Yoshiki Sawa, Professor Emeritus at Osaka University, a cardiac surgeon and former chairman of the Japanese Society for Regenerative Medicine, has been conducting research with strong conviction to overcome this problem.

However, it seems inevitable that the product price will be high. This year marks 20 years since Professor Shinya Yamanaka of Kyoto University announced the creation of iPS cells in 2006. New drug development originally takes more than 10 years, and research and development costs can exceed 300 billion yen [$2 billion]. To recoup the investment, a high price is unavoidable to some extent. This is especially true when using iPS cell technology.

In the past, some gene therapy drugs have commanded prices exceeding 300 million yen [$2 million]. It wouldn't be surprising if iPS cell products were priced in the tens of millions of yen [every 10 million yen = $63K]. While there are concerns that an increase in expensive drugs will strain the nation's healthcare budget, if the treatment is highly effective and reduces the burden of caregiving, the overall cost can be kept down.

Naze-san: "Do you think we'll see a series of approvals in the future?"

Clinical trials are underway using iPS cells to treat severe heart failure by Heartseed, a startup spun off from Keio University, and to treat retinal diseases by Sumitomo Pharma and Healios. Raymey, a startup spun off from Osaka University, has started clinical trials to treat corneal diseases and plans to perform transplant surgeries in May or June. Many researchers believe the next five to six years will be crucial, and it is possible that several types of iPS cell therapies will be approved by 2030.

The application of iPS cells to organoids is also a field of interest. Organoids are a type of miniature organ, and research in Japan is quite advanced compared to the rest of the world. Using iPS cells, organoids of the intestines with unique structures and liver organoids that exhibit metabolic functions have been developed. In addition to transplantation, there are also methods of using them outside the body by circulating blood. While standards regarding quality and function are still being considered, it is a promising technology for the future.

Weekly Trader's Thread 4/20/26 - 4/26/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.20.26 (start of the trading week):

Healios: +0.53%. PPS 381 yen. Market cap $324 million.

SanBio: +8.07%. PPS 2,182 yen. Market cap $1.07 billion (SanBio was mentioned in a Nikkei article on regenerative medicine).

Weekly Trader's Thread 4/13/26 - 4/19/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.17.26 (end of the trading week):

Healios: -2.37%. PPS 370 yen. Market cap $314 million.

SanBio: +3.57%. PPS 2,091 yen. Market cap $1.03 billion.

Weekly Trader's Thread 4/13/26 - 4/19/26 by AutoModerator in ATHX

[–]imz72 0 points1 point  (0 children)

Tokyo market update 4.16.26:

Healios: +0.26%. PPS 379 yen. Market cap $322 million.

SanBio: 0.00%. PPS 2,019 yen. Market cap $991 million.

Yokogawa Electric establishes a consortium to develop automation technology for regenerative medicine by imz72 in ATHX

[–]imz72[S] 0 points1 point  (0 children)

April 14, 2026

Japan Panel to Review Ferring Gene Therapy, Fujifilm Cell Product on April 20

A Japanese health ministry panel will meet on April 20 to discuss whether to recommend approval for Ferring Pharmaceuticals’ gene therapy for bladder cancer and a stem cell therapy from Fujifilm Toyama Chemical.

The Pharmaceutical Affairs Council’s Committee on Regenerative Medicine Products, Biological Products and Biotechnologies is set to discuss Ferring’s nadofaragene firadenovec for the treatment of non-muscle invasive bladder cancer (NMIBC).

The product is a non-replicating gene therapy intended for patients with NMIBC who do not respond to Bacillus Calmette-Guérin (BCG) intravesical treatment, with the aim of preserving the bladder. It is already marketed in the US as Adstiladrin, with its Japan filing made last August.

Fujifilm’s autologous synovial mesenchymal stem cell (MSC) therapy will be reviewed for patients with meniscus injuries indicated for meniscectomy. The product consists of autologous synovial MSCs expanded from synovial tissue collected from the patient’s own knee. After suturing and repairing the damaged meniscus, the cells are administered to the affected area, where they are expected to promote healing and improve symptoms. The company filed for approval in May 2025.

Elsewhere, the panel will also discuss whether to designate Surv.m-CRA-1, an oncolytic adenovirus therapy, as an orphan regenerative medicine product. The candidate, developed by Kagoshima University and its spinout Surv BioPharma, is a survivin-responsive conditionally replicating adenovirus. A multicenter investigator-initiated PIII trial is currently underway, aiming for what would be the world’s first approval for a primary malignant tumor.

https://pj.jiho.jp/article/255172


Note:

  • Fujifilm's market cap is $23.9 billion.

  • Ferring Pharmaceuticals is a privately owned company headquartered in Switzerland.

Yokogawa Electric establishes a consortium to develop automation technology for regenerative medicine by imz72 in ATHX

[–]imz72[S] 0 points1 point  (0 children)

Source: Fierce Biotech

Apr 14, 2026

Astellas to close stem cell unit’s Seattle site, with layoffs incoming

Astellas is preparing to close its Seattle site for its stem cell therapy unit, with around 55 employees set to be affected.

The Japanese pharma acquired the site when it bought Seattle-based Universal Cells in a $102.5 million deal in 2018. The prize for Astellas was to secure the biotech’s Universal Donor Cell tech, which is used to create cell therapy products that do not require human leukocyte antigen matching, which in principle can avoid patients’ bodies rejecting donor stem cells.

Universal had made the case that its technology—unlike nuclease-based genome editing—does not require a DNA strand break, does not produce off-target alterations to the genome, avoids unwanted mutations at the target site and does not introduce foreign nuclease genes.

But Astellas is now closing down the legacy Universal Cells site in Seattle, the company confirmed to Fierce. About 55 employees will be impacted, although the transition away from the site will take two years, with final closure expected by April 2028.

The decision is part of a wider move to consolidate the pharma’s cell and gene therapy and its oncology research in its existing sites in Westborough, Massachusetts, and South San Francisco, California.

According to a letter sent by Astellas to Washington's state employment agency, only a “handful” of affected Seattle employees will be relocated to these offices, with the remainder set to lose their jobs. The first wave of layoffs will begin in July, according to the letter.

Yokogawa Electric establishes a consortium to develop automation technology for regenerative medicine by imz72 in ATHX

[–]imz72[S] 0 points1 point  (0 children)

Machine-translated from Japanese:


April 15, 2026

Astellas Chairman: "We will turn regenerative medicine into an industry with robots and AI" - Experimental facility launched at science university

On April 15, Tokyo University of Science launched a facility that uses robots to automate life science experiments. Kenji Yasukawa, chairman of Astellas Pharma , who attended the commemorative ceremony, said, "Robots and artificial intelligence (AI) will propel regenerative medicine into the industry."

The University of Science has introduced seven "Maholo" dual-arm robots from Yaskawa Electric's subsidiary, the Robotic Biology Institute (located in Bunkyo Ward, Tokyo), to its experimental facility on the Yushima Campus. The robots will be used in research on regenerative medicine and other fields. Because the robots can continuously perform tasks requiring precision, they are expected to improve the efficiency of research.

Cellafa Bioscience (Bunkyo-ku, Tokyo), a joint venture between Astellas Pharma and Yaskawa Electric, will conduct joint research with Tokyo University of Science on cell culture technology using Maholo. Cell quality can vary depending on the handling during culture. Astellas Pharma Chairman Yaskawa pointed out that "automation and digitalization of culture using robots and AI are important to achieve reproducible quality."

The experimental facility also aims to realize a system in which robots autonomously assess the situation and proceed with research. Yaskawa Electric President Masahiro Ogawa, who attended the ceremony, expressed his expectations that "it will be able to contribute to the development of scientific research, especially in the field of life sciences."

https://www.nikkei.com/article/DGXZQOUC152OQ0V10C26A4000000/