ãªãããã¯ïŒ4591ïŒåå€äºæ³èšäºã«ãªããŸãã
äžã
IPOã«åœéžã§ããŠããŸããããæµç³ã«ãã®èŠæš¡ã ãš1æãããã¯åœéžã
åºæ¥ããã§ãããšèšãããããããªããããããŸããïŒæ±ïŒ
æ¥çš®ïŒå»è¬å
åžå ŽïŒãã¶ãŒãº
å
¬éäºå®ïŒ09/25
æéïŒ09/08ïœ09/12
ãäºæ¥å
容ã
åœç€Ÿã¯ãã¢ãã¿ããŒåµè¬æè¡ã«é¢ãããã©ãããã©ãŒã ã§ãããRiboARTã·ã¹ãã ïŒRibomic Aptamer Refined Therapeutics SystemïŒããããŒã¹ãšããåµè¬äºæ¥ãå±éããŠããåµè¬ãã©ãããã©ãŒã ç³»ãã€ãªãã³ãã£ãŒã§ãããŸãã
ãRiboARTã·ã¹ãã ãã¯æ§ã
ãªã¢ãã¿ããŒå»è¬ã®éçºã«å¿çšã§ãããã®ã§ãããåœç€Ÿã¯ãç¹ã«ãUnmet Medical NeedsãçŸæ£é åã«çãçµããå»çæ©é¢ãæ£è
æ§ããæ±ããããŠããæ°è¬ã®æäŸãç®æããŠãããŸããã¢ãã¿ããŒãšã¯æ žé
žã§ããRNAâ»ïŒãçŽ æãšããååã§ãå€æ§ãªç«äœæ§é ã圢æã§ãããšããRNAã®ç¹æ§ãå©çšããŠãç
æ°ã®èŠå ãšãªãã¿ã³ãã¯è³ªã«çµåããŠãã®åããé»å®³ãããã¯èª¿ç¯ããŸãããã®å称ã«ã€ããŠã¯ãæšçã«ãã£ãããããšããæå³ã®ã©ãã³èªã®ãaptusããç±æ¥ãšãªããã¢ãã¿ããŒããšåŒã°ããŠãããŸãã
ãŸãšãããšâãåµè¬ãã©ãããã©ãŒã ãRiboARTã·ã¹ãã ãã«ããRNAã¢ãã¿ããŒãçšããååæšçè¬ã®ç 究ã»éçº
ãè³é䜿éã
æåæŠç®é¡2,671,000åååã³ãïŒãæ°èŠçºè¡æ ªåŒãã®ïŒæ³šïŒïŒã«èšèŒã®ç¬¬äžè
å²åœå¢è³ã®æåæŠç®é¡äžé724,000ååã«ã€ããŠã¯ããã®å
šé¡ãçŸåšéçºãé²ããŠããåãã€ãã©ã€ã³ã䞊ã³ã«ä»åŸèšç»ããŠããèªç€Ÿåµè¬ã®åãã€ãã©ã€ã³ã®ç 究éçºè²»ã«å
åœããäºå®ã§ãããŸãããã®å
åœææã«ã€ããŠã¯ãèªç€Ÿåµè¬ã®ãã€ãã©ã€ã³ã®ç 究éçºç¶æ³ã«åãããŠãå¹³æ27幎ïŒææã«81,100ååãå¹³æ28幎ïŒææã«357,700ååãå¹³æ29幎ïŒææã«395,900ååãæ®é¡ã¯å¹³æ30幎ïŒææ以éã«å
åœããäºå®ã§ãããŸãããŸããå
·äœçãªå
åœææãŸã§ã¯ãå®å
šæ§ã®é«ãéèååçã§éçšããäºå®ã§ãããŸããã
100æ ªåäœ
å ¬åæ ªæ°ã1,200,000æ ª
売åºæ ªæ°ã964,000æ ª
åèšæ ªæ°ã2,164,000æ ªïŒ21,640æïŒããâåœéžåºæ¥ããã§ããW
æ³å®äŸ¡æ Œã2240åãâã22.4äžåå¿ èŠïŒ
ä»®æ¡ä»¶ãã2000åïœ2300å
ãå¹¹äºå£ã
倧å蚌åž
ã¿ãã»èšŒåž
SMBCæ¥è蚌åž
ãã¡ãã蚌åž
ãšãŒã¹èšŒåž
SBI蚌åž
ãããã¯ã¹èšŒåžããâå£åº§æ¯ã®å¹³çæœéž
ä»®æ¡ä»¶äžéã¯2300åã«èšå®ããæ³å®çºè¡äŸ¡æ Œããã60åé«ããªããŸããã
ãã€ãªããŒã ãèœã¡çããäžã§äžã ã®åŒ·æ°èšå®ã ãšå人çã«æããŸãã
ãªãããã¯åå€äºæ³ãè¯ãã®ã§å ¬åäŸ¡æ Œã¯è¶ ãããšæãããŸãã
ä»®æ¡ä»¶äžéã®2300åã§å ¬åäŸ¡æ Œã決å®ããå Žåã¯57.2ååã®åžåãèŠèŸŒãã§ãã
ãã¶ãŒãºäžå Žã«ããŠã¯å€§ããªåžåéé¡ã«ãªããè·ãããæãã©ãããŠããããŸãã
ããã
âã¯ãªãã¯ã§æ¡å€§ããŸã
âã¯ãªãã¯ã§æ¡å€§ããŸããããã
ãªãããã¯ã®ç¹åŸŽãšããŠã¯ãæ±äº¬å€§åŠçºã®åµè¬åºç€åãã€ãªãã³ãã£ãŒã§ãã
匷ã¿ãšããŠã¯ã¢ãã¿ããŒåµè¬æè¡ã«é¢ãããã©ãããã©ãŒã ïŒRiboARTã·ã¹ãã ïŒãããŒã¹
ãšããåµè¬äºæ¥ã«å°å¿µããŠããŸãã
ã¢ãã¿ããŒã¯å€æ§ãªç«äœæ§é ã圢æã§ãããšããRNAã®ç¹æ§ãå©çšããŠãç æ°ã®èŠå
ãšãªãã¿ã³ãã¯è³ªã«çµåããŠãã®åããé»å®³ãããã¯èª¿ç¯ããŸããããã®ã§ããã
å¡äººã«ã¯è©³ãã解ããããŸãã
æ¥æ¬§ã®èŠå®ã«ããç¹èš±ã®é¢ä¿ã§ãã¢ã«ã±ããã¯ã¹ç€Ÿããã©ã€ã»ã³ã¹ãååŸããŠããããã§ãã
ã¢ã«ããã¢ã§ã®ç 究ææã®åã蟌ã¿ãšé£æºåã³å ±åç 究çãè¡ã£ãŠããäŒæ¥ã§ãã
ãŸã圹è·å¡ã®3/4ãå士å·ã®ä¿æè ïŒååŠã现èã»çç©ãå·¥åŠãå»åŠçã®åéã§ã®å°é家ïŒ
ããžãã¹ã¢ãã«ã§ã¯ãèªç€Ÿåµè¬åã³ä»ã®è£œè¬äŒæ¥ãšã®å ±åç 究ãšããäºã€ããæ§æ
ãããŠãããèªç€Ÿåµè¬ã§ã¯ã¢ãã¿ããŒãåºæºãšãªã段éãŸã§éçºãã補è¬äŒç€Ÿã«
ã©ã€ã»ã³ã¹ã¢ãŠããã圢åŒãšãªããŸãã
â»å¥çŽç· çµæã«åãåãå¥çŽäžæéãéçºé²è¡ã«äŒŽããã€ã«ã¹ããŒã³åå ¥ãåã³è£œå
äžåžåŸã®å£²ãäžãã«å¿ãããã€ã€ã«ãã£ãŒãåŸãäºæ¥
å ±åéçºã§ã¯ã¢ãã¿ããŒå»è¬ã®ç 究ãææºè£œè¬äŒæ¥ãšå ±åã§è¡ãããªãããã¯ãåæ ãã
æ¥åã«å¿ããŠææºå ããæ¯æãããç 究費ãåå ¥ãšããŠåŸãäºæ¥ã§ãã
èªç€Ÿã ãã§ã¯åçé¢ãäžå®å®åãšãªãããã®ãªã¹ã¯äœæžã®ããã§ãã
å ±åç 究å ã®æ°è¬éçºã®ããŠããŠãšçµéšãç¥åŸã§ãã å ±åç 究ãé 調ã«é²ãå Žåã«ã¯
ã©ã€ã»ã³ã¹ã»ã¢ãŠãã®å®çŸå¯èœæ§ãé«ãã®ã§ã¡ãªãããé«ãããã§ããã
ãªãããã¯ïŒ4591ïŒåå€äºæ³2800å
ããªãæ§ããã®ãããªæ°ãããŸããããã€ãªéæã¯ãã³ãã£ãŒãã£ãã¿ã«ããã®
åºè³ãæ¬ ãããŸããããã£ãŠæ ªæ°ãå€ãã®ãå®æ ã ãšæãããŸãã
çé æ ªäž»ã§ãã倧å¡è£œè¬ãªã©ã¯å ±åç 究å ãªã®ã§å£²åºããè¡ããä»åŸãä¿æã®
æ¹åã§ããããã
ãã³ãã£ãŒãã£ãã¿ã«ä¿æåã«ããã¯ã¢ãããä»äžãããŠããªãã®ã§ãã®èŸºãã
å¿é ã§ããã
ãå¹¹äºé åã
倧å蚌åžãã1,839,700æ ª
ã¿ãã»èšŒåžã86,500æ ª
SMBCæ¥è蚌åž86,500æ ªããâãããå£åº§ã§ãåœéžããããïŒ
ãã¡ãã蚌åžã64,900æ ª
ãšãŒã¹èšŒåžãã43,200æ ª
SBI蚌åžãã21,600æ ª
ãããã¯ã¹èšŒåž21,600æ ªããâå®å šæœéžãªã®ã§çãç®
ãæ¥çžŸçã®æŠèŠã
äºæ¥åçã¯ã151çŸäžåïŒå幎åææ¯10.3%ã®æžå°ïŒ
ç 究éçºè²»ã¯418çŸäžåïŒå幎åææ¯0.6%ã®æžå°ïŒ
販売費åã³äžè¬ç®¡çè²»ã¯146çŸäžåïŒå幎åææ¯7.2%ã®æžå°ïŒ
å¶æ¥æ倱ã¯414çŸäžåïŒå幎åæã®å¶æ¥æ倱ã¯411çŸäžåïŒ
NEDOããã®å©æéåå ¥176çŸäžåïŒå幎åæã®å©æéåå ¥ã¯92çŸäžåïŒ
å ±åç 究å ããã®ååç 究éçºè²»26çŸäžåïŒå幎åæã®ååç 究éçºè²»ã¯28çŸäžåïŒ
çµåžžæ倱ã¯210çŸäžåïŒå幎åæã®çµåžžæ倱ã¯275çŸäžåïŒ
åœæçŽæ倱ã¯211çŸäžåïŒå幎åæã®åœæçŽæ倱ã¯276çŸäžåïŒ
ãé¡äŒŒäŒæ¥ã
ãããã£ãªã¢ïŒ4571ïŒPER-å
ã«ã€ãªã ïŒ4583ïŒPER-å
ãããããªãŒã ïŒ4587ïŒPER387.64å
ãªãããã¯ã®ããã¯ã¢ããæéã¯90æ¥éãšãªãã1.5åã§è§£é€ã§ãã
1.5åãšã¯2300åããŒã¹ã§3450åãšãªããŸãããããªã«åå€ã¯è¯ããªããšæããŸãã
ä»å£ã¯æ¢ã«é»ååããŠãããããªã®ã§ãäžå Žããæ¥çšã«åé¡ã¯ãããŸããã
EPS4.01ã§é åœã¯åºãŸããããããŠPERãç®åºãããšçŽ573åãªã®ã§åèã«ã¯
ãªããªãããã§ããããâããªãããã¯ïŒ4591ïŒIPOãæ°èŠäžå Žæ¿èªèšäºãž
ã
ããçšåºŠç©æ¥µçã«åå ããã€ããã§ãããè€æ°æã§å ¬åå²ããããäžã çãã§ãã
ãªã¹ã¯ãšãªã¿ãŒã³ã®ãã©ã³ã¹ã§ãããä»ã®ãšãããªã¿ãŒã³ã®ãŠã§ã€ãã倧ãããšæããŸãã
ãããããŒãIPOããã¯é¢çœããšèžãã§ããŸãã
ããã蚌åžããã®ç³èŸŒã¯å¿ é ãªã®ã§ãå¿ããªãããã«âªã
ïŒãã£ã³ã»ã«ããŠãããã«ãã£ãŒãç¡ãã®ã§ïŒ
ãªãããã¯å¹¹äºã§ãïŒïŒããå®å šæœéžã§ç§ãå€æ°ïŒ§ïŒ¥ïŒŽã
ãããã¯ã¹èšŒåžå ¬åŒãž
â»ãããã¯ã¹èšŒåžã®åœéžå±¥æŽãªã©ã¯ãã¡ãã§ç¢ºèª
â»ãããã¯ã¹èšŒåžã§ç«¯æ ªãè²°ããªããå£åº§ãšããŠå©çšããæ¹æ³ã¯ãã¡ã
-------------------------------------------------------—-
ãIPOã¯å£åº§ãåœã§ãã
â 2013幎ã倧掻èºãããã蚌åžã§å¹¹äºãããªãèšäºãžãã蚌åžããã
â¡ 2012幎倧掻èºã®èšŒåžäŒç€Ÿã¯ãã¡ãã®èšäºãžããšã€ãã»ãšã¹èšŒåžã
⢠䞻幹äºãããåºé ç³»ãããã§ãå§ãããŠããèšäºãžãSMBCæ¥è蚌åžãã
äžå ŽäŒæ¥ã®CREAL(ã¯ãªã¢ã«)ã§ãåœãµã€ãçµç±ã®ç¹å žããä»ããŸãã
æ°èŠç»é²ãè¡ããšAmazonã®ããã«ãŒã1,000ååãã¬ãŒã³ããããã«ååæè³ã«å¿ããŠæ倧5äžååè²°ããŸããå£åŸåºè³ãšãã¹ã¿ãŒãªãŒã¹å¥çŽãããã«ä¿¡èšéè¡æŽ»çšã®åå¥ç®¡çã¯æ¥çéäžïŒ
1äžåããæè³ã§ããã»ã£ãããããã§è³ç£éçšã§ããŸããè³æåå ¥ãããšã«é åœãæ³å®å©åã4.0ïŒ ïœ5.5ïŒ ã§åéå®çžŸã¯å æ¬å²ã0件ãæ匷ã¹ããã¯äŒæ¥ãªã®ã§äžèšèšäºã§ãŸãšããŸããã