Added to YB: 2026-05-04
Pitch date: 2026-04-29
4507.T [neutral]
Shionogi & Co., Ltd.
-0.92%
current return
Author Info
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Company Info
Shionogi & Co., Ltd. engages in the research, development, manufacture, and distribution of pharmaceuticals, diagnostic reagents, and medical devices in Japan and internationally.
Market Cap
JPY 2.7T
Pitch Price
JPY 3.2K
Price Target
N/A
Dividend
2.08%
EV/EBITDA
12.63
P/E
13.89
EV/Sales
5.40
Sector
Pharmaceuticals
Category
turnaround
From Royalties to Reinvention - Shionogi & Co., Ltd.
4507.T (overview): Japanese pharma pivoting from HIV royalty compounder to specialty pharma via $2.1B ViiV stake increase (21.7% ownership), $2.5B RADICAVA acquisition (~$700M sales, U.S. rare disease platform), $482M BARDA AMR contract for Fetroja, JT/Torii consolidation. Pro forma FY28: ¥720B rev, ¥323B EBITDA, ¥301 EPS. Risk: ¥660B bridge financing, execution on RADICAVA, volatile respiratory rev. May 12 FY26 guide critical for re-rating vs balance sheet dilution.
Read full article (6 min)