In today’s briefing:
- Shionogi & Co (4507 JP): Change Of Gears Likely From FY26, Torii Acquisition Augurs Well
- CareCloud Inc – Putting Artificial Intelligence (AI) into Everything
- COCP: Topline Results for High-Dose Cohort from Phase 1 Trial of CDI-988 Expected in 2Q25
- EVAX: 1Q Results Show Potential and Good Cash
- BCLI: Receives Regulatory Clearance to Initiate Phase 3b ALS Trial
- Pre-IPO Newtrend Technology – Changes in Market Trends Make the Performance Recovery Uncertain
- NRXBF: Company Remains Disciplined Amid Progress
- Japan Lifeline Co., Ltd (7575 JP): Research Update post FY24 results
Shionogi & Co (4507 JP): Change Of Gears Likely From FY26, Torii Acquisition Augurs Well
- Shionogi & Co (4507 JP) revenue up 1% YoY in FY25 as royalty income from HIV franchise compensates for lower sales from infectious disease drugs.
- Torii pharma and JT’s pharma division acquisition augurs well in terms of products category diversification.
- NDA for zuranolone, a treatment in development for major depressive disorder (MDD) submitted. JTE-061 (tapinarof) and TO-208 from Torii opens up opportunities in Japan market.
CareCloud Inc – Putting Artificial Intelligence (AI) into Everything
- Zacks Small-Cap Research Note for CareCloud, Inc. (CCLD)
COCP: Topline Results for High-Dose Cohort from Phase 1 Trial of CDI-988 Expected in 2Q25
- On May 15, 2025, Cocrystal Pharma, Inc. (COCP) announced financial results for the first quarter of 2025 and provided a business update.
- Following the release of favorable safety and tolerability results for CDI-988, the company’s novel, broad-spectrum protease inhibitor being developed for the treatment of noroviruses and coronaviruses, we anticipate topline results from the high-dose healthy volunteer cohort in the second quarter of 2025 and for a human challenge study as a norovirus treatment and prophylaxis later in 2025.
- Cocyrstal’s Phase 2a influenza human challenge study of CC-42344, the company’s development candidate for the treatment of pandemic and seasonal influenza A infections, is continuing after the company reported a lower than expected influenza infection rates among study participants.
EVAX: 1Q Results Show Potential and Good Cash
- EVAX is a clinical stage company that has proprietary AI models designed to more efficiently and more accurately target much-needed treatments.
- The company has two streams of possible revenue: from the treatments themselves and from the licensing of AI technology.
- The company announced 1Q2025 financial results and highlighted many of the advances made in recent months.
BCLI: Receives Regulatory Clearance to Initiate Phase 3b ALS Trial
- On May 19, 2025, BrainStorm Cell Therapeutics, Inc. (BCLI) announced that the U.S. Food and Drug Administration (FDA) has cleared the company to initiate the Phase 3b clinical trial of NurOwn for the treatment of amyotrophic lateral sclerosis (ALS).
- This final regulatory clearance comes after the company submitted an amendment to the Investigational New Drug (IND) application regarding certain technical aspects of the Chemistry, Manufacturing, and Controls (CMC).
- The trial design was previously agreed upon with the FDA under a Special Protocol Assessment (SPA).
Pre-IPO Newtrend Technology – Changes in Market Trends Make the Performance Recovery Uncertain
- Newtrend’s revenue growth/profit margin showed a downward trend, mainly due to the sluggish export sales, Sucralose Price War and oversupply issue. Newtrend is currently in a period of performance recovery.
- As product development is more inclined towards sugar free and healthy directions, the biggest challenge for Newtrend is the changes in customers’ demand/market trend, which will make business outlook uncertain.
- Our forecast for 2025 performance is revenue could be RMB683 million, up 20% YoY, and net profit could be RMB54.3 million, up 25% YoY. Valuation would be lower than peers.
NRXBF: Company Remains Disciplined Amid Progress
- NurExone (OTC-NRXBF) is a preclinical stage biotech company that is developing a breakthrough treatment for spinal cord injuries that has the potential to dramatically improve lives.
- The technology involved also has the potential to more efficiently get other treatments to the needed area.
- The company announced its 1Q2025 financial results that reflected good corporate discipline and previewed the preparation for human trials.
Japan Lifeline Co., Ltd (7575 JP): Research Update post FY24 results
- Japan Lifeline [hereinafter JLL] produced record earnings in FY24 with full-year OP of ¥12,326mil (+13.2% YoY) on sales of ¥56,610mil (+10.2% YoY), landing largely in line with the full-year guidance for OP of ¥12,600mil (+15.7% YoY) on sales of ¥56,800mil (+10.5% YoY), and is aiming for record earnings again in FY25, with 1H OP of ¥6,300mil (+0.6% YoY) on sales of ¥29,300mil (4.7% YoY), and full-year OP of ¥12,900mil (+4.7% YoY) on sales of ¥59,300mil (+4.8% YoY).
- The firm revised up its medium-term targets with the release of its FY25 earnings, and is now guiding for FY27 sales of ¥70,000mil, up from ¥63,000mil.
- JLL’s base shareholders’ return is the higher of a base dividend of 40% of net income or a DOE 5%, plus extra dividends or share buybacks, depending on circumstances.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
